Financial

• How much resources do I have?
• How can I best leverage these resources to make a meaningful impact?
• What other resources can I attract?
• Who would benefit the most from these resources?
• What should I prioritize?
• What would be the impact of these resources?

Social

• What is the current state of my social capital?
• How can it be further enhanced?
• What partnerships and alliances can help strengthen my social capital?
• What are the best mediums to use?
• How can my social capital be optimized?
• What should I prioritize?
• What impact would my social capital create?

Political

• What is my current political strength?
• What areas can I improve on?
• How can I best leverage my relationships to make an impact?
• What issues should I focus on?
• What should be my priorities?
• What would be the impact of my courses of action?

Intellectual

• What is my intellectual strength?
• How can I leverage this strength to make a meaningful impact?
• What training, development, or resources do I need to optimize my intellectual capacity?
• Who should I partner with?
• What should I focus on?
• What would be the impact of my courses of action?

Spiritual

• What are my spiritual beliefs?
• What are my goals?
• What changes do I want to make?
• What agenda do I want to advance?
• What resources do I need to make it happen?
• What would be the impact of my courses of action?

Cultural

• What are my cultural anchors?
• What do I want to change?
• What resources do I need to make these changes happen?
• What partnerships and alliances do I need?
• What should be my priorities?
• What would be the impact of my courses of action?

Physical

• What is my physical strength?
• How can I leverage this strength along with my skills and abilities to make a meaningful impact?
• What training, development, or resources do I need to optimize my physical prowess?
• Who should I partner with?
• What should I focus on?
• What would be the impact of my courses of action?

Historical

• What are my historical anchors?
• What historical impact do I want to make?
• What resources do I need to make these changes happen?
• What partnerships and alliances do I need?
• What should be my priorities?
• What would be the impact of my courses of action?

Component

Description

Impact Model

The impact model refers to the depth, scale, scope, time, and inertia relating to the planned legacy initiative.

Goal Compatibility

Goal compatibility refers to the extent to which your identified goal is aligned with your planned legacy.

Market Environment

The market environment refers to the audience in which you intend to focus your legacy efforts.

Product/Service Suitability

Product/service suitability refers to how well matched your legacy product/service is with the audience you are looking to make an impact.

Management

Management refers to the personnel and key organizational players you intend to utilize to execute your legacy plan.

Marketing

Marketing refers to the promotion, sales, distribution, and public relations efforts you have in place to inform and engage your intended audience on your planned legacy.

Operations

Operations refers to the systems and processes you have in place to implement your legacy plan on a day-to-day basis.

Organizational Relationships

Organizational relationships refer to partnerships and alliances you intend to have with multiple stakeholders to implement your legacy plan.

Regulatory and Legal

Regulatory and legal aspects refer to the extent to which your legacy plan conforms with rule of law, ethics, as well government compliance issues.

Financial

Financial matters refer to monetary resources required to initiate and sustain your legacy plan.

Risk Assessment

Risk assessment refers to evaluation of hazards, risks, and challenges relating to the implementation of your legacy plan.

Review and Improvement

Review and improvement refers to the regular progress review and benchmarking of your legacy accomplishments as it relates to your established goals.

Impact Model

• What impact does your legacy model have with regard to depth, scale, scope, time, and inertia?
• Has the model been tried elsewhere?
• Why or why not?
• How many lives will be impacted by your model?
• How will it be best implemented?
• When should it be implemented?

Goal Compatibility

• Is your legacy model aligned with your personal goals and objectives?
• If not, what changes need to be made?
• How would these changes be best implemented?

Market Environment

• Is your planned approach directed to the audience you wish to impact?
• If not, what refinements are necessary?
• How will these refinements be best implemented?

Product/Service Suitability

• Are you offering the right product or service to your target audience?
• If not, what changes need to be made?
• How would these changes be best implemented?

Management

• Do you have the right people who can help you execute your legacy plan well?
• If not, what changes need to be made?
• Do you have the resources ready?
• Is the timing right?

Marketing

• Do you have the right marketing plan that will impact your audience and engage your stakeholders?
• If not, what changes need to be made?
• Do you have the resources ready?
• Is the timing right?

Operations

• Do you have a viable system and process in place to execute your legacy plan well?
• If not, what changes need to be made?
• Do you have the resources ready?
• Is the timing right?

Organizational Relationships

• What partnerships and alliances need to be in place to allow you to implement your legacy plan well?
• If not, what changes need to be made?
• How would these changes be best implemented?

Regulatory and Legal

• What needs to be considered in terms of rule of law, ethics, as well government compliance issues?
• What changes need to be made?
• How would these changes be best implemented?

Financial

• What financial resources do you need to successfully implement your legacy plan?
• What additional resources might you need?
• How will these financial resources be best managed?
• Who should manage them?
• What checks and balances are in place?

Risk Assessment

• What hazards, risks, and challenges do you face in implementing the legacy plan?
• How should these challenges be best addressed?
• What resources are necessary?

Review and Improvement

• How will you review and improve your legacy plan?
• How often should this be done?
• Who should lead the process?
• What benchmarks and standards should you follow?

Impact Model

1. Do self-introspection and research to identify the area where you would like to create an impact.
2. Create a legacy model that clearly outlines the depth, scale, scope, time, and inertia relating to your plan.
3. Review the model with key partners, stakeholders, and implementers.
4. Test the model in a small scale.
5. Determine the timeline for your plan.
6. Secure resources to implement your plan on a large scale.
7. Implement your plan.

Goal Compatibility

8. Determine if your legacy plan is aligned with your goals.
9. Make modifications as needed.
10. Review the plan and goals periodically to prevent mission drift.

Market Environment

11. Conduct research to ensure that your target sector is where you really want to make an impact on.
12. Speak with your target recipients and understand their needs.
13. Validate your findings with a third party.
14. Hire experts and consultants if necessary.

Product/Service Suitability

15. Conduct research to ensure the suitability of your product or service to the sector you want to make an impact on.
16. Speak with your target recipients and understand their needs.
17. Validate your findings with a third party.
18. Hire experts and consultants if necessary.

Management

19. Create an organizational chart to visually capture the manpower complement necessary to implement your plan.
20. Determine the timing of implementation.
21. Assess the resources and type of talent necessary to implement your plan well.
22. Recruit key people necessary for the efficient implementation of your plan.
23. Implement the plan.
24. Assess and review efficiency of your management process and team.
25. Plan for future manpower needs.

Marketing

26. Conduct research to determine marketing requirements.
27. Create a marketing plan relating to your legacy goals.
28. Review the plan with key partners, stakeholders, and implementers.
29. Assess resources necessary to implement the marketing plan.
30. Plan for the timing of implementation.
31. Implement the plan.
32. Assess and review the efficiency of your marketing process and team.

Operations

33. Create a flow chart to visually capture the process of your operations.
34. Ensure you have the right people and process in place.
35. Assess resources necessary for efficient operations.
36. Review and assess operations periodically.
37. Seek help of consultants and experts as needed.
38. Plan ahead for future operational needs.

Organizational Relationships

39. Identify partners and alliances necessary for the successful implementation of your legacy plan.
40. Create a structure for these relationships.
41. Approach partners and allies and concretize relationship agreements with them.
42. Plan for relationship arrangements both for the short term and long term.
43. Review the success of the relationship arrangements and make necessary changes down the road.

Regulatory and Legal

44. Conduct research and fully understand the legalities, ethics, and regulatory issues relating to your legacy plan.
45. Hire or consult with legal advisors and experts.
46. Ensure you have appropriate legal, ethical, and compliance matters in order.
47. Stay abreast with changes in the regulatory and legal environment.
48. Plan to go beyond just conforming with legal and ethical boundaries, strive to be a role model.

Financial

49. Conduct research to determine optimal financial practices.
50. Create a financial plan relating to your legacy goals.
51. Review the plan with key partners, stakeholders, and implementers.
52. Assess resources necessary to implement the financial plan.
53. Plan for the timing of implementation.
54. Implement the plan.
55. Assess and review the efficiency of your financial process and structure.

Risk Assessment

56. Conduct research and fully understand all hazards, risks, and challenges associated with your legacy plan.
57. Hire or consult with risk experts.
58. Ensure you have operational safeguards in place to minimize risk.
59. Stay abreast with the best practices in the industry.
60. Leverage technology and management systems to ensure that risks are promptly identified.
61. Plan for potential risks in the future.

Review and Improvement

62. Have a system in place to periodically review the efficiency of your legacy plan.
63. Seek the help of consultants or experts as needed.
64. Establish benchmarks and standards for optimal performance.
65. Prepare resources needed for the review and improvement process as well as the implementation of required changes.
66. Develop a culture of operational excellence and legacy optimization in your organization.