WELCOME TO CODIFICATION!

INSTRUCTIONS:

1. Click on the button below to access the document.

2. Set aside about 2 hours to sit with and reflect upon the Codification questions.

3. Answer the questions thoroughly and thoughtfully. (Refer to your weekly emails.)

4. Send to David 48 hours prior to your Codification Discussion.

November 12, 2025

applying personal investment plan audio note

Becoming a more Purposeful leader serves you personally and those you lead. Listen below to be reminded of why.

You can find the Audio Note transcript HERE.

Sources Referenced:

Frankl, Victor, Man’s Search for Meaning (Boston: Beacon Press, 1959).

Small Group Questions #4

Please discuss the following with your Small Group:

1. Have you begun to apply your Purposeful Investment Plan? Share what you’ve been able to implement and any struggles or ah-ha moments.

2. Have you already completed your eulogy exercise? If so, how did it go? If not, when do you have this scheduled and how are you feeling about it?

3. What stood out to you from Week 7 Audio Note? Why?

4. What stood out to you from Week 8 Audio Note? Why?

November 5, 2025

applying personal investment plan audio note

You are now ready to begin applying your Purposeful Investment Plan. Remember, you are just beginning: testing things out, correlating your life rhythms with your values and mission, still learning, and still discovering. As you enter into these last few weeks of Purposeful, begin with the Audio Note below.

You can find the Audio Note transcript HERE.

eulogy instructions

Write out your eulogy considering the questions below and then looking for alignment with your Values and Mission:

• What do you want to be remembered for when you are gone?

• Considering the investments and contributions you made during your life, what do you want people to say about you when they gather to remember you?

October 29, 2025

personal investment plan — “How Much is Enough”

This week you will continue to work on developing a Purposeful Investment Plan using the resources from Week 5.
In addition to that, we have an anecdote to inspire you, spotted at several restaurants in the Jimmy John’s Sandwiches franchise. (See if it’s on the wall near you.)

Small Group Questions #3

Please discuss the following with your Small Group:

1. How is the creation of your Purposeful Investment Plan going so far? Share what is going well, what is challenging, and any current thoughts or ideas you are working through.

2. Share the connection you see between this week’s reading (How Much is Enough?) and Purposeful. What thoughts do you have after reading the story?

3. What continues to be a “rock in your shoe” on this Purposeful journey?

October 22, 2025

Personal investment plan audio note

Please listen to the Audio Note below before continuing to the Mission Exercise.

You can find the Audio Note transcript HERE.

Sources Referenced:
McCarthy, Kevin W., The On-Purpose Person (Winter Park: On-Purpose Publishing, 2013) 60.

Creating your personal investment plan

You will have the next two weeks to create your Purposeful Investment Plan. As you work through the exercise you may find that you want to make changes to your values or mission. Feel free to make changes. Remember that these are all malleable ideas that will continue to be shaped by your reflection and experiences.

Click below for instructions on how to create your Purposeful Investment Plan.

October 15, 2025

mission Exercise audio note

Please listen to the Audio Note below before continuing to the Mission Exercise.

You can find the Audio Note transcript HERE.

mission Exercise part 2

After you have listened to the Audio Note, please click below for this week’s exercise.

Small Group Questions #2

Please discuss the following with your Small Group:

1. How have you kept up with your practices? Have you been continuing your previous plan, adapted your plan, or added on to it?

2. Tim talks about the “rock in your shoe” in terms of the work you are doing on Values and Mission. Has this been true for you? Why or why not?

3. What particularly got your attention about the Mission Activity, part 1 and part 2 (so far)? What has been enlightening, challenging, etc.?

October 8, 2025

mission Exercise audio note

Please listen to the Audio Note below before continuing to the Mission Exercise.

mission Exercise part 1

After you have listened to the Audio Note, please click below for this week’s exercise.

October 1, 2025

Values Exercise audio note

Please listen to the Audio Note below before continuing to the Values Exercise.
Only normal speed is offered as this Audio Note includes special elements that require you to listen at normal speed.

Values Exercise part 2

After you have listened to the Audio Note, please click below for this week’s exercise.

Small Group Questions #1

Discuss the following with your Small Group:

1. How was the Week 1 Values Exercise for you? What was challenging? What was enlightening? Share key takeaways.

2. How was the Week 2 Values Exercise for you? What was the process like whittling down to 5 values? Did you find a sense of resolve or “dissonance”?

3. What stood out to you from your Reflection Exercise on the correlation between your values and how you invest your time, energy, and money?

September 25, 2025

Values Exercise audio note

Please listen to the Audio Note below before continuing to the Values Exercise.

Values Exercise part 1

After you have listened to the Audio Note, please click below for this week’s exercise.

September 24, 2025

PURPOSEFUL Kickoff Session

Session Documents