Plan My Life

My Basic PSA Worksheet©

These questions help you think through what you want to do with your life.  If you already have a partner, you may want to consider these Worksheet questions together.

Save these documents on your computer in a folder labeled “My Plan.”

Right after the questions:  You meet Matt and Linda.  You see how they use their PSA©s.  You may want to print out their stories and study them.  Their stories help you see how you can use your personality strengths in your life.

  1. Who do I know that has the kind of life that I want?  What about how he manages life impresses me? What about how she manages her life impresses me?  (Think of one of for each sex.)
  2. My parents.  What personality strengths do they do have that I may have, too?  Which ones came from my dad?  Which ones came from my mother?
  3. Which of my strengths are completely different from my dad?  From my mom?
  4. While I was growing up:  What coping strengths, temperament strengths, and values did my friends and I have in common?
  5. What coping strengths, temperament strengths, and values do I like most about myself (Guess what they are before you get your PSA©)?
  6. What coping strengths, temperament strengths, and values do most want my friends have today?
  7. Which ones are the same as those in 4.?  Which ones are different?
  8. Am I ready to commit to having a relationship with a life partner?
  9. If I answered 7. “No” what is behind that answer?
  10. If I answered 7. “Yes” what is behind that answer?
  11. Do I want to have children?  Why?
  12. How many children do I want to have?  Why?
  13. How important is it that I have a college degree?
  14. How important is it that I get an additional college degree?
  15. Do I want to work?
  16. If I do not want to work how do I want to make my unique contribution?
  17. What must I do to get along with my family?
  18. About religion and spirituality:  What is important to me here?
    1. Do I believe in a Supreme Being?  On a scale of 1-10 how important is this to me?
    2. Is it a part of my life plan to treat other people like I want to be treated?  On a scale of 1-10 how important is this to me?
  19. About politics:  What is important to me here?  On a scale of 1-10 how important is this to me?
  20. About money:  What have I learned about money in my family?
  21. What do I need when it comes to…
    1. Saving money?
    2. Spending money?
    3. Borrowing money?
  22. Do I like conservative, moderate, or high risk/high reward investments?  (See
  23. How important is it to me that someone listens to me?
    1. What do I do if I feel if someone is not listening to me?
    2. What do I feel if someone tells me that I am not listening to him/her?
    3. Do I think that not listening to each other could cause issues in a relationship?  At work?
  24. What process do I want to use to make decisions?
    1. When making a decision with another person, what kinds of decisions do I think should require two votes?
    2. Who else’s thoughts should I consider?
    3. What other factors should I consider?
  25. Do I think that how two or more people make decisions can cause issues in their relationship?  At work?
  26. Do I have any trust issues about personal relationships?  In work relationships?  If so, do I want to clear them up?
  27. Do I have any loyalty issues about relationships?  About work relationships?   If so, do I want to clear them up?
  28. Do I want to work internationally?
  29. Do I want to travel internationally?
  30. Do I want to learn a foreign language?
  31. Do I want to learn more than one foreign language?
  32. Do I want to own my own home?
  33. Do I want to own a second home?
  34. Do I want to work for a corporation, the government, or a nonprofit?
  35. Do I want to own my own business?
  36. Do I want to work until retirement?
  37. If I want to work, at what age do I want to retire?
  38. What do I want to do after I retire?
  39. If I do not want to work in another way after retirement, what do I want to do?  Why?
  40. What else do I want to consider right now?


Matt and Linda filled out their Basic PSA Worksheets, got their Personality Strengths Assessments (PSAs) and use them to accomplish their personal and professional goals.

Let’s look at Matt’s and Linda’s Personality Strengths Assessments (PSAs)©

Open Matt’s test resultsPrint to look at as you read the text.

Let’s Meet Matt.

As a little kid in school Matt finished his school work before everyone else.  So he threw paper wads.

In high school he still finished work fast, got bored, and kept busy with extracurricular activities.  He ran the auditorium for the school assemblies and shows.   Was on the debate team and liked to go to debate tournaments out of town.  Played sports but wasn’t very good at them.

He went to college in the summer semester right after high school.  That’s a good idea – you can get 12 hours in 6 weeks.  To get through faster, a lot of the time he just hit the books and didn’t party.   Well, he did party after exams and before classes started again.

During the semester he took as many hours as the university would let him.  Got As so they let him take more each semester.  Did summer schools.  Got his degree in three years.

Does he have regrets that he didn’t have much fun?  Sure.  And, he really doesn’t know much about how to relax and play.

Who IS this guy? 

His Personality Strengths Assessment (PSA)© tells us.

First, we see his PSA© hierarchy.  Then we learn how these personality strengths interact in his life.

He ranks higher than 99% of us in Autonomy, Energy Level, Sexuality, and Harmony.  He owns his own business so he makes all of his business decisions (Autonomy) and works harder than 99% of us (Energy Level).

This is really important for his significant other to know:  He is so high in Sexuality that having a compatible partner is critical to his happiness and success.  He simply must have Harmony (Aesthetic Value) in this relationship.

Every couple has differences of opinion.  His Harmony score shows that he really wants to manage these differences.  He and his partner can learn strategies to honor these differences and have their best relationship.

His PSA© gives other good news. 

Matt sets goals and then intentionally uses his personality strengths to reach them.  He is also high in Dominance, Optimism, Restraint/Seriousness, Endurance and Achievement.  These strengths paint a picture of how Matt succeeds.  He must be the one to make the decisions (ranks in Dominance higher than 90% of us).  His extreme Optimism (higher than 95% of us) energizes people, so they usually agree to what he suggests.   He is very focused (Achievement (at 90%), so when he makes a promise to a client he does what he says he will do asap.

What Helps Him Make Wise Decisions? 

His strengths in Restraint/Seriousness and Endurance.  Like a chess player, he thinks very carefully about the consequences of each decision and action before he does anything (Restraint/Seriousness 75%).  He never gives up (Endurance 80%) until he does accomplish what he sets out to do.

Matt owns a medical supply business.  How did he get there?

He gets a job in hospital administration.  Soon he learns that medical supply firms charge hospitals and doctors way too much for medical supplies and equipment. Doctors focus on how to take care of the patient.  They don’t analyze the cost of medical supplies and equipment.  Matt does.  The gap between what he can buy them for and what he can sell them to the hospital and doctors for is so huge that he can cut it, give them a much better price than the medical supply firms they use now charge, and still make a nice profit.

At night Matt goes to the Small Business Administration and takes a course in how to write a business plan.  Then he takes a course in how to get funding for a business.  SBA also has a mentor who had a company that sold medical supplies and equipment who advises him.  Matt wants to know:

1.   Can he buy medical supplies and equipment and sell them to his hospital at a better price than they are paying now and make a reasonable profit?

2.  Will his hospital give him a contract for a sizeable amount of supplies?

3.  If the hospital is happy with his service and the medical supplies and equipment he sells them will it give him a reference?

4.  Can he take this contract to investors and get reasonable terms on funding to buy the product and equipment inventory?

He gets a “Yes” on all four – eventually.  He starts his business.  That was about two years ago.   His business is doing well.

Strengths Carried to Extremes Can Create Disadvantages.  Any Red Flags Here?

Sure.  His high need for Dominance (75%) and Aggression (75%) possibly hurt his relationship with a significant other.  But it doesn’t have to.  Remember, he needs  Harmony (Aesthetic Value at 99%)  more than he needs to be dominant or aggressive.  He could ask a girlfriend, “Am I being too dominant or aggressive for you?”

He could show her his PSA© – so she knows how to help him.

Matt avoided getting serious with anyone to finish his education and establish his career.  So, is he dating anyone now?  Before we consider that… 

Let’s meet Linda 

Open Linda’s test resultsPrint to look at as you read the text.

Ever since Linda was a little girl she has always, somehow, known exactly what she wanted.  When she was 5 her mother took her shopping for shoes.  She saw some red shoes that she just had to have.  The shoes didn’t go with any of the other clothes that her mother had bought for her.  Still, she wanted the red shoes.

She got the red shoes.  Then whenever Linda and her mother went shopping for clothes and found a dress that they both liked Linda would say, “Mommy, I like this dress.  But it is not red, it’s blue.  Can we get some blue shoes, too?”

They did..

Twenty years later a friend asked Linda’s mother, “Has Linda always known exactly what she wants?”  As you look at your personality strengths you, too, will recall how your personality strengths have been active across the course of your life.  You probably just never thought about that before.

Linda is the fourth child in her family.  Ok.  So she pushed herself to make good grades.  She was a National Merit Scholar.  Had enough money from working as a waitress to start college the summer after high school.  Then she got a job on campus in the fall.

What does Linda’s PSA© confirm that she may already have guessed? 

She is high in Sexuality and Social Boldness.   Her Sexuality at 99% (same as Matt’s) tells us that she has just as high a need for a good relationship.  With Social Boldness at 98%, if she had seen him first, she might have stepped on his toes (so she could apologize), or done something, to meet him – who knows.

Do Linda’s personality strengths work together, too?

Sure.  She is high in Economic Value, Dominance, and Achievement.   She sets goals and then intentionally uses her personality strengths to accomplish them.  Her work takes a high a percentage of her time.  Her strong drive for Economic Value (higher than for 88% of us), Dominance (higher than 70%), and Achievement (higher than 75%) makes her really valuable to her hospital.  She accomplishes what she sets out to do – and/ or what they tell her to do.

Look at how these strengths help her in her personal life.  And yet she has Nurturance (82%) and Traditional Female View (80%) strengths. If a guy really needs nurturing with Linda he gets it.

For instance Matt doesn’t have a clue how to play.  And he needs to play.  She learned how to play in her family.  If they met, she could show him how to play.  Then she could bring him to hang out with her family.   At least he admits that he needs someone to help him play.  Before he got his PSA© would he have been able to face this?  These are objective tests.  He is the one who filled them out.

What Helps Her Make Wise Decisions?

Three of her strengths as she uses them together.  Restraint/Seriousness (at 65%) has her thinking through the long term consequences of options before she takes a first step.  Over time she can use her strength in Change at 84% to juggle her career and family life.

If she does not want to keep working for someone else:  Autonomy (75%) suggests that she could probably start her own business.  Her savings could help her get a business loan.

She got through college in three years – just like Matt did. How many people do that?

No matter what the economy does, people will always need health care.  So she got a business management degree and works as a hospital administrator.

Do Linda and Matt Meet?

Actually they do.  After he graduates from college and gets a job, Matt has a Party Hardy Year.  Yes, indeed, life is fun at last.  Then he starts his own business.  Is he thinking of marrying and settling down?  Wasn’t until he met Linda.  If he were to get married…

Go to the Home Page – then to Case Studies – then to Personal Goals – and click “Select a Life Partner©” to see what happens when they meet.

Or select one of the other 19 case studies to see how the people use their PSAs© to make their personal and/or professional changes.  Or do both,

If you want to print out the Basic PSA Worksheet as a Word document and fill it in:  Go to the Home Page – then Sign Up for Testing – then PSA Worksheet.  Then go to the Home Page – Case Studies – Personal Goals – and “Select a Life Partner.

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