goal setting

Create Your ‘to-be’ List, for a Positive, New You

Jan 12th 2018
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Virtually every accountant maintains some type of to-do list, whether it's as simple as a few notes on a page or a comprehensive electronic system. To-do lists, as nearly everyone knows, have high utility — the items on the list are constant reminders as to what we want or choose to get done.

How often, however, do you compose a to-be list containing a roster of the characteristics and traits that you'd like to attain, develop, or improve upon?

Disarming and Enervating

Considering who and what you'd like to be can, at first, be disarming. After all, few people fixate on what they want to become as opposed to what they need to do. Most professionals proceed directly to listing the projects and tasks that will help them to accomplish specific goals.

Most times the goals are work-related but often they are personal in nature as well. Yet, without identifying and acknowledging who you want to be, you can miss the forest for the trees: Periodically it’s vital to make the cerebral link between the tasks that we accomplish and the roles and positions to which we aspire.
When you produce a to-be list you help to put in motion an array of behaviors and activities that will increase your probability of becoming the person you wish to be. For each to-be that makes your list, a variety of to-do type tasks quickly become associated.

Leadership Can be a Choice

If you aspire toward leadership in your firm, for example, and your to-be list includes “to become a leader,” then you are inexorably drawn to those tasks and activities that will help you to accomplish your goal. Such tasks might not necessarily be those that normally make your to-do list.

In pursuit of being a leader, beyond effectively executing the assignments you are given, you might also choose to read one book on leadership each month, regularly observe the leaders in your firm, volunteer for situations that enable you to exhibit leadership skills, and start addressing articles, interviews, and features on leaders in the accounting profession or those whom you simply admire.

As a second example, if you aspire to be a better partner to your spouse or significant other, you might find yourself gravitating toward a variety of activities that traditionally would not have placed on your to-do list. In becoming a better partner, perhaps you enroll in a course (with or without your partner) on relationships, perhaps you speak at length with friends who have been in long and successful relationships, or, perhaps you listen to a CD on becoming a more effective listener, and so on.


The items that make your to-be list might require new types of exploration. You might find yourself attracted to events and activities that are new to you. Or you may find yourself associated with others with whom previously you felt you had little in common. At some point, you find yourself trying new behaviors, putting yourself into novel situations, and asking others for advice on new topics.

The wonderful thing about a to-be list is that the mere act of composing the list increases the probability of your movement in the desired direction. The positive, self-fulfilling progress that you make, compared with previously doing nothing of the sort, significantly puts the odds in your favor.

To paraphrase Abraham Lincoln, "When we make up our minds to accomplish something, we are already half way there." He was right on the mark. Deciding to move in a particular direction and intending to take action to support your decision is the precursor to actual movement and achievement.

Give yourself the wonderful opportunity to become the person you truly want to be.

Starting with a blank piece of paper or a blank screen, list four to six characteristics, traits, or attributes you desire to have, because you have it within you to succeed.

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