Jim Warner helps you develop a clear plan for your life.

OfferingsLife Planning

Life Planning Support – Charting Your Future

Our Life Planning services help you develop an explicit, measurable roadmap for the next stage of your life. The scope of the plan is determined in advance by the client and the OnCourse team, and the duration ranges from 12 months to a decade. Participants at Transformation Retreats develop a first-draft, go-forward plan based on the transformations experienced during their retreat. Life Planning Support expands this initial plan to a "whole-life" level, weaving in accountability and encouragement systems for grounding and sustaining positive life transformation.

The Life Planning process normally follows a Transformation Retreat and is highly customized to your needs. Typically, you’ll develop a plan for some subset of the following areas:


  • Life purpose (who you are)
  • Life mission (what your life is for)
  • Life vision (a dream beyond your grasp that resonates with your core being)
  • Signature strengths: characteristics of the environment(s) where you will thrive
  • Your core values and beliefs
  • Outlets for creative expression
  • Most dominant shadows; blind spots; methods of self-sabotage
  • Areas where you are prone to addiction
  • Physical health, diet, and fitness; caring for your body
  • Preferred methods of play, pleasure, recreation, and recharging
  • Personal growth commitment and plan (desired skills and knowledge)
  • Role of money and possessions (earning, spending, investing, giving)

Vocational (What You Do):

  • Specific vocational plan linked with your life purpose, mission, vision, and signature strengths
  • Preferred leadership style
  • Most likely forums / options for leadership (e.g., corporate, community, NGOs)
  • Stewardship and service roles (e.g., corporate, community, church, child-related, NGOs)

Partner, Lover, Spouse Relationship:

  • Explicit statement of commitment to one another
  • Communication ground rules
  • Sexual intimacy
  • Nonsexual intimacy
  • Clean agreements around major topics (sex, money, child raising, lifestyle)
  • Relationship synergies
  • Relationship shadows

Family Relationships:

  • Desired relationships with children, parents, siblings, and extended family
  • Relationship traditions
  • Relationship boundaries

Other Relationships:

  • Support community, including guides, mentors, coaches, accountability partners
  • Desired relationships with peers and friends
  • Relationship to protégés
  • Relationship traditions
  • Relationship boundaries

Spiritual Life:

  • Definition of current spiritual state and desired spiritual state (beliefs and unbelief)
  • Individual spiritual practices and disciplines; role of ritual, contemplation, and solitude
  • Spiritual community
  • Spiritual commitments to be realized
  • Spiritual baggage to be released

Each plan includes:

  • A definition of your current situation (in the chosen areas) and what needs to change – ranging from subtle shifts to radical overhauls: we identify what you need to (1) keep doing, (2) stop doing, and (3) start doing
  • The benefits to you for achieving the desired result; how your life will be measurably and positively different
  • Specific, measurable action steps toward achieving the desired results, including dates
  • An individual accountability partner

After the initial plan is developed, most clients engage an OnCourse Associate for a minimum of three months of follow-on support. The Associate's role is to:

  • Help you refine your plan
  • Make sure the plan is a "stretch" for you, while still being achievable
  • Encourage you through the implementation of your plan
  • Hold you accountable for meeting the measurable goals
  • Guide you when you begin to drift from your plan and help you shift back on track
  • Celebrate your successes

  • John Donahoe
    YPO – Barbary Coast; CEO – eBay
    "Jim is the most effective facilitator I have worked with. His combination of experience, judgment, and empathy allowed our forum and several of our members to achieve real breakthroughs."
  • Andrew Daly
    General Partner – Gore Peaks Investments, LLC
    “Lasting personal transitions are difficult at best and often feel overwhelming, consuming extraordinary amounts of time and energy. My Personal Transformation Retreat with Jim allowed me to explore my strengths and shadows in a focused, supportive environment. I returned much better prepared for my next great opportunity. Jim’s support has continued beyond the retreat, anchoring the effectiveness and the value.”
  • Jim Barnett
    YPO – Barbary Coast
    "Jim has had a transformational impact on my life. The combination of his talent, experience, and commitment have made him the perfect guide for managing both my personal and business transitions. With Jim's guidance, my life has moved to a completely new level of joy and aliveness."
  • Arvid Albanese
    YPO – Florida
    “Work hard, play hard was my motto for my first 40 years. I had a successful business and a lot of fun, but my relationships were shallow. When Jim invited me to explore a ‘life beyond myself,’ I was intrigued yet realized I was clueless as to what this would look like. But in some strange way I knew it was a missing link. Today, with Jim’s guidance, I feel I’m a much more grounded person. Although there are times when it feels harder and less fun, I feel I’ve become more joyous, giving, and vulnerable. And it feels great.”
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