Sign In

Donna Schilder

Professional Certified Coach

Leadership, Career, & Business Coach

(562) 434-7822 - Donna@DonnaSchilder.com

Donna Schilder

Safety/Risk Management

Safety/Risk Management Goals – Example

  1. Check smoke detectors
  2. Shred papers in garage
  3. Add locks to the gates
  4. Get a new back door
  5. Get a new front door lock
  6. New gates
  7. Learn CPR
  8. Disaster kit
  9. Earthquake proof the house
  10. Renew earthquake kit
  11. Take self-defense

 

Safety/Risk Management Goals Worksheet

  • Earthquake proof the house
  • Disaster-proof
  • Disaster plan
  • Child proof
  • Personal safety
  • Fall prevention
  • Accident prevention
  • Crime prevention
  • Grab and Go Records Case

 

Legal, financial, and insurance documents, birth certificate, estate planning, social security cards, prescriptions, driver’s license, cash, household inventory

  • Contact plan/list
  • Household inventory
  • Backup document storage (safe deposit box, in-home safe, relative or advisor’s house)
  • If my spouse were to die, would the household income meet my/our needs?
  • Could we withstand an expensive illness and still retire on time?
  • If one spouse dies, can the other manage the finances and do they know where all the information is?

 

Safety/Risk Management Goals

 Goal  Year

 

Strengths/Weaknesses/Opportunities/Threats

(SWOT) Analysis

SWOT analysis is a tool often used in business.  It works very well for personal planning.  There may be some duplication from your Safety/Risk Management goals, but this is a way to make sure you thought of everything.

The following gives an example of the two stages of the tool:  the Brainstorm of Issues and Brainstorm of goals generated from the issues.

Example Strengths/Weaknesses/Opportunities/Threats

(SWOT) Analysis

 Strengths

 Resilience
 We work hard
 We get along well with others
 We know how to have fun
 We know about business and finances
 We are educated

 Weaknesses

  We don’t exercise enough
  We like good food

 Opportunities

 Find another job closer to home
 Start a business
 Go back to school

 Threats

 High blood pressure
 Illness
 Falls
 Mugged, shot, murdered
 A weaker U.S. economy
 Lose our jobs
 Earthquake (no earthquake insurance)
 May need to support our mothers
 Disability

 

 

Example

SWOT Analysis – Goals

 How can I (we) capitalize on my (our)  strengths?

 Keep an eye on the job market and look for  ways to move up in our jobs
 Keep our network built up

How can I (we) compensate for my (our) weaknesses?

 Join a gym
 Eat healthier at restaurants

 How can I (we) take advantage  of opportunities?

 Look for a job closer from home
 Start a small internet business

 How can I (we) prepare for or prevent the  impact of my (our) threats?

 Go to the Gym
 Wear sensible shoes
 Fix the staircase
 Be careful of where we go at night
 Have our resumes ready
 Research what jobs are out there and get  training if necessary to be prepared
 Get earthquake insurance
 Get our earthquake kit up-to-date
 Build a room onto the house for our  mothers
 Make sure our mothers have Life Insurance  and Long-Term Healthcare Insurance
 Save money

 


 

 

SWOT Analysis

Strengths

 

 

 Weaknesses

 

 

Opportunities

 

 

Threats

 

 

 

 

Your SWOT Analysis – Goals

 How can I (we) capitalize on my (our)  strengths?

 

 

 

How can I (we) compensate for my (our)  weaknesses?

 

 

 

How can I (we) take advantage of our  opportunities?

 

 

 

How can I (we) prepare for or prevent the  impact of my (our) threats?

 

 

 

 

 

Next: Personal Growth/Education

Table of Contents