Region 2 · AI coach conversationStage 1 of 5 - Question 1 of 2

Purpose & values

Beliefs name your purpose and values. They define what success means and which tradeoffs you will or will not make.

POS coach

What is your purpose? What are you here to do and how will you contribute?

Capture the essential meaning and focus of your life and work in one or two sentences. Use action verbs to describe what you are here to do and how you intend to contribute.

Format: My Purpose: To... [action-verb statement], followed by clarifying context bullets when useful.

Start with a rough, honest answer. It does not need to be polished. I can ask reflection questions, clarify what you mean, and prepare structured wording for your review before anything changes in your POS. Build a workable first pass, then return to test and refine it.

B knowledge support · video + textWrite a purpose you can act on

Name the contribution you want your life and work to make in one or two clear sentences.

Why: Purpose gives later choices a common direction when demands compete.

Start here: Draft one sentence, then test it against a current decision.

Watch the video (<1 minute)

Region 3 · Editable POS workspaceCurrent focus · B · 1 of 2

My Purpose

Review a coach suggestion or edit your wording directly. Applied changes update your living POS.

Ready for a usable first passContinue when this feels accurate enough to test.

Requiredfirst usable draftRecommendedstrengthens the planOptionaladd when useful

Example

My purpose

My Purpose: To…required

Clarifying context (optional)

optional

Use only when a key action verb or intended contribution needs explanation. Your purpose statement can stand alone.

Clarifying context (optional) 1
Clarifying context (optional) 2

Current POS document

Jordan Taylor's Personal Operating System

100% of required questions drafted · Version 3

Personal Operating SystemPurpose to practice

My complete operating reference

Jordan Taylor's Personal Operating System

Jordan Taylor

Version3UpdatedSep 11, 2026CreatedSep 11, 2026Document typeInitial

BBeliefsPurpose & values

IIdentitiesRoles & identities

GGoalsVision & near-term goals

HHabitsHabits & routines

TTimeTask, time, attention & energy

3 values5 roles3 goals2 habits2 routines

My purpose

To create clarity, grow capable people, and leave every team more trustworthy than I found it.

Name consequential tradeoffs before choosing speed.
Turn learning into practical help for others.

My values

Ranked and defined through action

★ Core value

Priority	Value	What it requires	Intended result
1	★ Integrity	I name risks early and tell the truth about readiness.	Trust is protected when pressure rises.
2	★ Generosity	I share credit publicly and coach privately.	People grow without losing dignity.
3	Craftsmanship	I review consequential work before calling it complete.	The work is useful, clear, and dependable.

Optional refinement

Decision guardrails

Boundaries under pressure: I will not overstate readiness to preserve a deadline. I pause and consult when a choice conflicts with trust, safety, or a core relationship.
Decision filters: Does this serve my purpose, core values, current role, and future vision? Would I defend this choice if it were fully visible?

Leader

The team needs clear priorities, sound judgment, and honest readiness assessments.

Responsibilities: Set priorities and decision rights.
Develop people and address risk early.
People affected: Team members
Customers and partners
Observable standards: Prepare for every 1:1.
Make tradeoffs explicit and share credit.
Recurring investment: One prepared coaching conversation each week.

Partner

Trust at home depends on presence, shared decisions, and reliable follow-through.

Responsibilities: Communicate plans and constraints early.
Protect time for shared decisions and connection.
People affected: My partner
Our household
Observable standards: Close the laptop during protected time.
Keep agreements visible on the shared calendar.
Recurring investment: One device-free evening each week.

Parent

Consistent presence and calm guidance help children grow with security and agency.

Responsibilities: Listen before advising.
Keep promises and provide age-appropriate guidance.
People affected: My children
Our family
Observable standards: Arrive present for scheduled family time.
Repair quickly when I miss the standard.
Recurring investment: One focused check-in with each child each week.

Learner

My capability must stay current if I expect to help others adapt and grow.

Responsibilities: Study deliberately.
Apply and share useful learning.
People affected: My team
Clients and colleagues
Observable standards: Complete one protected learning block.
Apply one idea before collecting another.
Recurring investment: Thursday learning block on the calendar.

Friend

Mutual support and honest connection keep achievement from becoming isolation.

Responsibilities: Stay in contact and show up when promised.
People affected: Close friends
My community
Observable standards: Respond honestly and keep commitments.
Recurring investment: One meaningful outreach each week.

I am working toward...

Leadership

In three years I lead a healthy, high-trust team and am known for clear judgment under pressure.

Horizon: 3 years
Evidence: Engagement, retention, readiness, and after-action evidence improve.

Family

I protect presence, shared decisions, and reliable time with the people closest to me.

Horizon: 3 years
Evidence: Protected commitments remain visible and are usually honored.

Health

I maintain durable physical and mental capacity for meaningful work and relationships.

Horizon: 3 years
Evidence: Energy and recovery remain stable through demanding seasons.

I am working to avoid...

Unsustainable success

Advancement depends on chronic urgency, neglected relationships, or hidden exhaustion.

Horizon: 3 years
Evidence: Calendar crowding, repeated broken commitments, and avoidable rework increase.

Launch the leadership program

The first cohort launches with prepared facilitators, aligned materials, and a completed after-action review.

Measure: Launch readiness and completion: Launch completed with all critical readiness items closed
Due: Oct 31, 2026
Review: Nov 7, 2026

Aligned values: Integrity
Aligned roles: Leader

Next visible actionConfirm the cohort scope and critical readiness owners.Jul 31, 2026 · After sponsor review

Complete the coaching certificate

Earn the certificate and apply at least one method in a real coaching engagement.

Measure: Course completion and applied practice: Certificate earned and one method documented in use
Due: Mar 31, 2027
Review: Oct 30, 2026

Aligned values: Craftsmanship
Aligned roles: Learner

Next visible actionProtect the next four Thursday learning blocks.Jul 30, 2026 · During weekly planning

Protect a weekly device-free evening

One shared evening each week remains protected from routine work and devices through December.

Measure: Protected evenings completed: At least three protected evenings per month
Due: Dec 31, 2026
Review: Oct 30, 2026

Aligned values: Generosity
Aligned roles: Partner, Parent

Next visible actionChoose and calendar next week's protected evening.Jul 26, 2026 · During Sunday weekly planning

Habit and context	Minimum	Standard	Stretch	Keep it workable
Weekly planning As a prepared leader and partner, I review the coming week every Sunday at 5 PM because preparation protects clarity and presence. Behavior: Review commitments, choose three big rocks, and protect them on the calendar. Purpose: Preparation protects clarity and makes tradeoffs visible. Trigger / rhythm: Sunday at 5 PM · Weekly Aligned to: Leader · Launch the leadership program · Protect a weekly device-free evening	List the top three commitments and one thing to decline.	Complete a 25-minute weekly planning and calendar check.	Review monthly goals and capacity trends.	Supports Recurring calendar block Linked weekly planning checklist Likely disruptions Travel or urgent Sunday work Reset: Complete a ten-minute version Monday morning before opening email.
Protected learning block As a learner, I complete one protected Thursday learning block because capability needs scheduled practice. Behavior: Study one module and capture one application note. Purpose: Skill grows through protected application, not passive collection. Trigger / rhythm: Thursday calendar block · Weekly Aligned to: Learner · Complete the coaching certificate	Study for 15 minutes.	Complete one module and one application note.	Apply one method and request feedback.	Supports Course tab prepared in advance Notifications muted Likely disruptions Travel or a displaced calendar block Reset: Reschedule a 15-minute minimum block within 48 hours.

Habit and context

Minimum

Standard

Stretch

Keep it workable

Weekly planning

As a prepared leader and partner, I review the coming week every Sunday at 5 PM because preparation protects clarity and presence.

Behavior: Review commitments, choose three big rocks, and protect them on the calendar.

Purpose: Preparation protects clarity and makes tradeoffs visible.

Trigger / rhythm: Sunday at 5 PM · Weekly

Aligned to: Leader · Launch the leadership program · Protect a weekly device-free evening

List the top three commitments and one thing to decline.

Complete a 25-minute weekly planning and calendar check.

Review monthly goals and capacity trends.

Supports

Recurring calendar block
Linked weekly planning checklist

Likely disruptions

Travel or urgent Sunday work

Reset: Complete a ten-minute version Monday morning before opening email.

Protected learning block

As a learner, I complete one protected Thursday learning block because capability needs scheduled practice.

Behavior: Study one module and capture one application note.

Purpose: Skill grows through protected application, not passive collection.

Trigger / rhythm: Thursday calendar block · Weekly

Aligned to: Learner · Complete the coaching certificate

Study for 15 minutes.

Complete one module and one application note.

Apply one method and request feedback.

Supports

Course tab prepared in advance
Notifications muted

Likely disruptions

Travel or a displaced calendar block

Reset: Reschedule a 15-minute minimum block within 48 hours.

Conditions that affect the whole habit system

Shared supports: Visible calendar blocks
A single linked planning template
Shared disruptions: Unexpected travel
Unplanned urgent work

Routine	Frequency / trigger	Actions	Purpose	Disruption / reset
End-of-day reset	Duty days · Final ten minutes before leaving work	Capture loose commitments. Choose tomorrow's first priority. Reset the workspace.	Reduce carryover and make the next start obvious.	Likely disruption: A late meeting or urgent departure. Reset: Complete a three-minute version before the next work block.
Weekly planning reset	Weekly · Sunday at 5 PM	Review open commitments and evidence. Check alignment and capacity. Adjust the coming week. Protect three big rocks.	Begin the week deliberately and keep the POS visible.	Likely disruption: Travel or an urgent Sunday commitment. Reset: Complete a ten-minute version Monday morning.

Routine

Frequency / trigger

Actions

Purpose

Disruption / reset

End-of-day reset

Duty days · Final ten minutes before leaving work

Capture loose commitments.
Choose tomorrow's first priority.
Reset the workspace.

Reduce carryover and make the next start obvious.

Likely disruption: A late meeting or urgent departure.

Reset: Complete a three-minute version before the next work block.

Weekly planning reset

Weekly · Sunday at 5 PM

Review open commitments and evidence.
Check alignment and capacity.
Adjust the coming week.
Protect three big rocks.

Begin the week deliberately and keep the POS visible.

Likely disruption: Travel or an urgent Sunday commitment.

Reset: Complete a ten-minute version Monday morning.

1Capture

Capture every commitment in the Todoist inbox.

2Clarify

Define the outcome and next visible action.

3Prioritize

Test against purpose, roles, deadlines, and capacity.

4Schedule

Place time-specific work and focus blocks on the calendar.

5Execute

Work from the calendar and current next-action list.

My system

One trusted task system

Primary capture place: Todoist inbox
Calendar: Outlook Calendar
Task / project tool: Todoist
Weekly review: Sunday at 5 PM for 25 minutes
Daily planning: 7:45 AM for 10 minutes
Review cadence: Weekly

Clarification, prioritization, and scheduling checklist

Clarify each item into a visible next action.
Prioritize through purpose, values, roles, deadlines, and capacity.
Schedule focus work and time-specific commitments.
Reconcile open loops during weekly planning.

Operating rules

Projects: Every multi-step outcome has one current next action.
Next actions: Next actions start with a visible verb.
Calendar: Only time-specific commitments and protected focus blocks go on the calendar.
Waiting for: Track delegated commitments with an owner and follow-up date.
Someday / maybe: Review non-active ideas monthly, not daily.

Daily

7:45 AM planning; 4:45 PM shutdown

Plan: Check the calendar and top three before opening email.
Choose the first protected focus block.
Shutdown: Capture loose commitments.
Choose tomorrow's first priority.
Close the workday deliberately.
Intentionally not doing: Starting the day in email.
Accepting meetings without a clear purpose.

Weekly planning cycle

Sunday at 5 PM for 25 minutes

Review: Review calendar, commitments, goal evidence, and unresolved loops.
Reflect: Did my calendar reflect my purpose, roles, and current goals?
Where did pressure expose a weak part of the system?
Refine: Adjust one commitment, boundary, habit, or calendar block based on the evidence.
Big rocks: Program launch readiness
Protected family evening
Thursday learning block
Intentionally not doing: Renegotiate one lower-value commitment before adding new work.

Protect and direct capacity

Attention and energy

Priority work: Consequential decisions and program design
Coaching conversations
Protected family time
Peak capacity windows: Weekdays from 8-10 AM
Focus conditions: Notifications off
One defined outcome
Phone out of reach
Drains: Back-to-back meetings
Unclear ownership
Late-evening screen time
Renewal practices: Movement between work blocks
Device-free evening transition
Protected sleep window
Low-capacity adjustments: Narrow to one essential outcome
Use the minimum version of habits
Renegotiate lower-value work

When pressure changes the plan

Low-capacity protocol

Notice: Rereading without deciding
Skipping meals or movement
Treating every request as urgent
Avoid when depleted: Irreversible people decisions
Promising aggressive timelines without review
Protect the minimum day: Protect one essential outcome
Complete the daily planning minimum
Communicate one needed renegotiation
Boundaries: Do not trade trust, safety, or a core relationship for avoidable speed.
Seek support when: Two consecutive days of missed essentials
A decision affects trust, safety, or a core relationship
Renegotiate: Name the constraint, propose a revised commitment, and confirm the new agreement.
Reset: Pause and reduce inputs.
Check purpose, values, identities, and vision.
Choose the minimum effective next action.
Consult a trusted person when the stakes are high.

POS element	Frequency	Next review	Review action	Nudge
Purpose & Values	Annual	Sep 11, 2027	Review against current beliefs and circumstances.	Email
Identities	Quarterly	Dec 11, 2026	Add, retire, or redefine roles and responsibilities.	Email
Vision	Semi-annual	Mar 12, 2027	Validate the desired and undesired future against capacity.	Email
Goals	Quarterly	Dec 11, 2026	Review progress and relevance; add, refine, or close goals.	Email
Habits	Quarterly	Dec 11, 2026	Update minimums, targets, triggers, and supports.	Email
Task & Time	Quarterly	Dec 11, 2026	Refine the task system using evidence from weekly planning.	Email
Attention & Energy	Quarterly	Dec 11, 2026	Refine attention and energy practices using evidence from daily and weekly use.	Email

Goal 1

Launch the leadership program

The first cohort launches with prepared facilitators, aligned materials, and a completed after-action review.

The Who, What, Where, When, Why, and How

What: Launch the first leadership-program cohort.
Why: It develops leaders and tests a repeatable delivery model.
Who: Program team
First cohort
Where: Primary workshop site and online support space
When: By October 31, 2026
How: Finalize scope, prepare facilitators, deliver, and conduct an after-action review.

Success and accountability

Metric: Launch readiness and completion
Target: Launch completed with all critical readiness items closed
Evidence: Readiness checklist
Participant feedback
Accepted after-action review
Owner: Jordan
Supporters: Program team
Constraints: Competing operational demands
Facilitator availability

Timeline

Start: Jul 24, 2026
Due: Oct 31, 2026
Review: Nov 7, 2026

Action plan

Status	Action	Due	Trigger
Open	Confirm the cohort scope and critical readiness owners.	Jul 31, 2026	After sponsor review

Goal 2

Complete the coaching certificate

Earn the certificate and apply at least one method in a real coaching engagement.

The Who, What, Where, When, Why, and How

What: Complete the coaching certificate.
Why: It strengthens coaching skill and credibility.
Who: Jordan
Peer accountability partner
Where: Online course and coaching practice
When: By March 31, 2027
How: Protect weekly learning time, complete each module, and apply one method.

Success and accountability

Metric: Course completion and applied practice
Target: Certificate earned and one method documented in use
Evidence: Certificate
Application reflection
Owner: Jordan
Supporters: Peer accountability partner
Constraints: Travel and competing deadlines

Timeline

Start: Jul 24, 2026
Due: Mar 31, 2027
Review: Oct 30, 2026

Action plan

Status	Action	Due	Trigger
Open	Protect the next four Thursday learning blocks.	Jul 30, 2026	During weekly planning

Goal 3

Protect a weekly device-free evening

One shared evening each week remains protected from routine work and devices through December.

The Who, What, Where, When, Why, and How

What: Protect one device-free evening each week.
Why: Presence and shared decisions require visible time.
Who: Jordan
Partner and family
Where: At home or during a shared activity
When: Weekly through December 31, 2026
How: Choose the evening during weekly planning, place it on the shared calendar, and renegotiate conflicts early.

Success and accountability

Metric: Protected evenings completed
Target: At least three protected evenings per month
Evidence: Shared-calendar record
Monthly reflection
Owner: Jordan and partner
Supporters: Family members
Constraints: Evening work and travel

Timeline

Start: Jul 24, 2026
Due: Dec 31, 2026
Review: Oct 30, 2026

Action plan

Status	Action	Due	Trigger
Open	Choose and calendar next week's protected evening.	Jul 26, 2026	During Sunday weekly planning