Final Notes

I hope that you have enjoyed creating a holistic program for yourself. It is always an ongoing process, and I encourage you to modify the program to best suit yourself and your life.

Additional Resources

1: I used many of these books to develop the ideas listed in the workbook. Please note that the steps listed in this workbook are entirely original, and although there are correlations, they do not directly match up to other methods.

  • Holistic Management by Allan Savory
  • The Discovery of Joy by Richard Eyre
  • I Dare You by William Danforth
  • 7 Steps to Vibrant Living by Stacy Hainer
  • The Purpose Driven Life by Rick Warren
  • Essentialism by Greg McKeown
  • The Seven Habits of Highly Effective People by Stephen Covey

*2: Definition from

*3: Scriptures from King James Version

Return to Holistic Program Main Page


With all the steps and components I have talked about, you can form a holistic program. I start with myself and go through each of the seven steps, using the different components discussed if desired. Then I identify any whole I want to make a holistic program for and also go through the steps. When doing a holistic program for any group that is more than myself, I involve the people in that group.

To clarify how this is done, I have included a variety of worksheets. One is for me, three other ones are for wholes: there is a singular version (I), plural version (we), and generic version (it). Use any version that works for you, and feel free to modify it to suit your needs.

Using the Worksheet

I update my worksheets on an ongoing basis: it’s never quite done but evolves with experience and different desires. The creation step is a rotating step that changes as I complete goals. I like to refer to it weekly, to ensure my life is on track with my holistic program.

It is also an excellent tool for decision making. Whenever I make a life decision, I like to refer to my holistic goal and ensure that the decision I make is in line with my holistic program. For instance, as I consider furthering my education, I look through the steps of my holistic program. I notice that it will help me improve my mental capacity, my ability to make an income, and will give me further opportunities to interact with others, ideals that are all listed in my holistic program. But I also notice that it could interfere with the time I want to give to my family, and might not be financially viable in the short term. Accordingly, I look for a part-time program that enables me to still have the flexibility to care for my family, but still give me all the benefits I seek.

You can make any number of combinations of holistic programs. Personally, I have done worksheets for myself, my family, my business, and my home and garden, and one for family finances.

Singular version

Plural Version

Generic Version

Next: Planning Ideas

Return to Holistic Program Main Page

Planning Ideas

My holistic program is the beginning of my planning program. The first step is filling out my holistic program. Next, I like to take the maintenance tasks and current creation projects and use the tasks I have identified to make a weekly routine. Within my weekly routine, every single task has a specific time to accomplish it.

For goals, I enjoy creating seasonal projects to work on, rather than monthly or yearly goals. A season, or 13 weeks, gives me enough time to complete larger projects, and still have frequent evaluation. I found a month was too short to accomplish many projects, and a year was too long and goals were forgotten or hard to plan.

I also set up a table with a timetable for long term goals. I also use this table to see how old my kids will be and what grade they are in, and other life accomplishments within family members. I don’t expect to follow this plan exactly, but it gives me an overview of how I want my life to proceed.

I plan weekly to identify the steps I want to accomplish in my goals and plan for other miscellaneous tasks that pop up.  During the weekly planning session, I also review my holistic program. Daily planning is a simple matter of using events that happen that day, my routine I have identified, and other tasks that I want to accomplish. I put this into a rough schedule that I follow throughout the day.

There are many other ways to plan: and everyone has to find the method that works well for them. Personally, I have trialed many methods before I settled on my current one, and occasionally I find I need to change it up a bit. Monthly goals, traditional planners, apps for to-do lists, journals, wall or online calendars, can all be part of a good planning program. Try different methods out, and find or create what works for you.

Planning templates are available here.

Next: Final Notes

Return to Holistic Program Main Page


The last step is learning from all the previous steps and gaining ideas for the future.  Advancing can include periodic review, opportunities I see to share with others, and collecting and working on more ideas.

Advancing can include ideas of things to do in my free time, ways to serve or share with others, and projects that I want to do at a future time.

Family version: Ideas of things to do together: Music, games, read, crafts, play, picnics, talk, plan, camping, swim, parks, hike, bikes, walks, exercise, home and garden improvement, cook and bake, sports: basketball, disc golf, table tennis, soccer. Invite friends and family over to share our lives. Look for ways to help others.

Creating new ideas, extending it to others, and learning and evaluating

  • What ideas do I have for future projects or opportunities?
  • How can I share with or teach others?
  • What have I learned and how can I improve?

Next: Workbook

Return to Holistic Program Main Page


Maintenance ensures that all the improvements and designs I have in life are well cared for. Maintenance tasks are tasks that are repeated on an ongoing basis, in order to maintain my lifestyle. Maintenance is done by the formation of routines and systems that give time and priority to maintenance tasks, often divided into daily, weekly or seasonal tasks.

Maintaining can include simple tasks like reading, cleaning the house, eating healthy meals, exercising, and prayer. It can also include family vacations, retreats, and reviews.

Family version: Daily: Family prayer and scripture study, family dinners, time for school and homework, special time with children, reading at bedtime, sleep, pick up after ourselves, keep a clean home. Weekly: Church, movie night on Saturday, family activity, weekly chores, time for dates. Seasonal: Birthdays, holidays, vacation

Formation of routines to ensure improvements are well cared for

  • What do I need to do on a daily, weekly, or seasonal basis to ensure I am fulfilling my design?
  • Does my routine help us maintain my holistic goal?

Next: Advance

Return to Holistic Program Main Page


Creating is working on projects that will further my design. This is adding on to all the planning I’ve done so far, by creating traditional goals and following a plan to obtain them. Creation is adding something new to my life: it can be any project that has a specific outcome or improvements to my routine.

I use traditional goal setting techniques. For example, I have a goal of completing an online class to further my employable skills. To make my goal more meaningful, I can create a plan of completing it: I decide to work on it nightly for one hour and write down specific deadlines within the class to make sure I am staying on track. Goals can follow the traditional method of SMART: specific, measurable, achievable, realistic, and time-based.

Family version: Peter read scriptures nightly until he finishes the Book of Mormon, completed before his eighth birthday. Curtis practice reading lessons with Mom daily until the start of kindergarten. Potty train Henry before his third birthday. Work on the garden together, grow a plot at the community garden and tend it weekly.  

Implement the design, make all improvements

  • What project can I work on now that will further my design?
  • What goals and routines do I need to develop?

Next: Maintain 

Return to Holistic Program Main Page


This step is about recognizing the things that often get in the way or don’t matter, and then scaling back or eliminating them. I can purposefully remove the things from my life that prevent me from achieving my vision and design.

It can include removing physical clutter, stopping bad habits, limiting my time with social media or TV, and dealing with feelings that prevent me from reaching my goals.

Family version: Limit media use to less than 1.5 hours a day, with only PG material. Avoid physical violence or yelling, and no form of fighting is permitted in the front living room. Avoid dishonest behavior, and being unkind to others.

Match up the inventory and vision (Focus on ideals and resolutions)

  • What are the habits, characteristics, attitudes, skills and actions I need to develop to reach my vision from where I’m at?
  • What steps are needed to get to the overall vision and figure out the details?
  • What do I need to produce, and in what form?
  • What resources do I need in the future?

Next: Create

Return to Holistic Program Main Page


A design matches the inventory and vision, by detailing the steps needed to get to the overall vision. This will be what I will need to produce, and in what form to get to my vision. It can include the resources I will need on an ongoing basis to obtain my vision.

I include ongoing habits and where I need to spend my time. A design statement could be, “Spend time on creative pursuits,” “Priority to quality family experience,” or, “Have financial security and consistent income.”

Family version: Choose the right, be active in the church. Develop testimonies of God and faith to follow him. Read and learn. Obtain needful education. Spend time on creative projects. Teach each other. Spend time with each other. Have fun, be playful and practice mindfulness. Seek wholesome recreations. Eat well, exercise and rest well. Develop the ability to make and take care of money. Maintain a clean home and garden.

Match up the inventory and vision (Focus on ideals and resolutions)

  • What are the habits, characteristics, attitudes, skills, and actions I need to develop to reach my vision from where I’m at?
  • What steps are needed to get to the overall vision and figure out the details?
  • What do I need to produce, and in what form?
  • What resources do I need in the future?

Next: Remove

Return to Holistic Program Main Page


Having a vision is knowing where I want to end up and want I want. This is the quality of life that I want, my purposes or mission statement. When I make visions, I use images, descriptive word, and try not to get caught up in the specific details, but the general feeling.

Ideally, my life vision will include statements that will be true no matter what life throws at me and more than just a single occurrence or goal. For instance, a good statement would be, “To be healthy and full of energy, and be able to perform hard physical tasks,” rather than something that is more objective like, “Run a marathon.” (Don’t worry there is a place for concrete goals later!)

Family version: Be happy together, and full of love. Have faith in Christ, be a family forever. Be smart and well educated. Create beauty and solve problems. Show love to each other by serving and helping. Be respectful in all circumstances. Have healthy bodies and a clean, productive home. Be financially responsible.

Deciding what is desired

  • Where am I going?
  • How do I want to influence other?
  • What are my ideal characteristics?
  • Who do I want to be?
  • What is my mission or purpose?
  • What do I hope to achieve?
  • What skills do I wish to have?

Next: Design

Return to Holistic Program Main Page


Creating an inventory is exploring what is already there. Inventory is determining the current state, strength and weakness, inputs and output, and limitations. To inventory my life, I begin by listing the wholes I belong to, and the roles and relationships I have in each whole. For other wholes, I define the whole and the members within it.

The inventory should list the important trends and details in my life. I include a brief description of my personality, challenges that I am continually working on, a list of my talents and skills, etc.

Family version: We are the Braithwaites: Joe, Liz, Peter, Curtis and Henry. Peter, Curtis are in school, Henry is a toddler. Joe has a successful career as a physical therapist, Liz is a full-time mom. We are active members of our local congregation. Often passionate, sometimes too reactive with each other. Love spending time together and participate in outdoor recreation.

Exploring what is there: where I am at now: overall trends/pattern

  • What is my current state?
  • What is my history and experience?
  • What are my skills, abilities, talents?
  • What are my weaknesses?
  • What works well, what doesn’t work?
  • What are my inputs and outputs?
  • What my limitations in circumstance, talent, time and budget?

Next: Envision

Return to Holistic Program Main Page