Live the life you were meant to live
Marius Olivier
Certified Paterson Guide and ICF Coach, Corporate Strategist, Management Consultant and Mediator

THE PATERSON LIFEPLAN PROCESS

-Now also accessible in German speaking Europe 🇩🇪

You no longer have to continue living your life in silent despair.

The Paterson LifePlan is your personal journey of discovery: you will realise who you really are, what you are called to do and how you can make your unique contribution to the world.
Imagine having absolute clarity about who you are and what difference you can make. The Paterson LifePlan accompanies you step by step to your true identity, your purpose and your greatest potential.

Over the years, we’ve had the privilege of guiding thousands of people through the LifePlan Process. One thing we’ve observed time and again is that great beauty can arise from great brokenness. In so many cases, the hardest parts of someone’s story often provide fertile ground for seasons of profound discovery and growth.

Tom Paterson has had a lasting impact on the companies and individuals he has worked with throughout his career.

Marius Olivier from Freudenstadt in the beautiful Black Forest (Baden-Württemberg) specialises in guiding people through the transformative Paterson LifePlan process. With his expertise in coaching and mentoring, Marius supports clients in discovering their individual purpose and gaining clarity on their life path. Whether you are seeking personal growth, professional breakthroughs or a roadmap to achieving your goals, Marius’ approach offers you tailored support so that you can live your life the way you imagined it.

AS GUIDES, WE LEAD BY EXPERIENCE

As guides, we can only lead someone on a journey that we ourselves have navigated – and are still navigating!

The diagram below provides a high-level overview of the LifePlan Process. During the two-day LifePlan, you will cover Perspective and Planning. Management and Renewal are introduced at the end of Day 2 and are explored further in subsequent sessions.

LifePlan Training – Getting Started

GETTING STA

The LifePlan process is simple but more intensely structured than it appears on casual observation. It does not need additional tools and modules to accomplish its purpose. Do not be tempted to add to it. It is complete.

The following diagram illustrates a high-level overview of the LifePlan process. You will cover Perspective and Planning in the two-day LifePlan. Management and Renewal are introduced at the end of Day 2 and are addressed in the latter portions of this training. In the two-day LifePlans that you facilitate, you will use at least 16 different perspective and LifePlanning tools. For each tool described in these learning modules, four categories are addressed: 1. Purpose of This Tool This section explains the rationale behind the nature of the tool, why it exists, and why it is placed at its particular location in the overall
process. 2. How It Works This section explains how to facilitate the tool for your client. 3. Facilitator Tips This section offers valuable tips and insights for new Guides. 4. Background Material This section gives deeper background material and insight to help you understand the philosophical “why” of a tool, and transition to another one.

The LifePlan Training Model

Foundations for Facilitating LifePlans

The Art of Facilitating LifePlans

LifePlan Toolkit and Narratives

LifePlan Introduction with a New Client

The Importance of Screening

Develop Initial Prospect List

Client Prep Work Your Tool Narrative: LifePlan Intro and Journey to Live Life’s Purpose

LifePlan Day 1 – An Overview

Day 1 – Breakfast

Pre-Planning Tool

Tool 1 – LifePlan Objectives

Tool 1 – Facilitation: LifePlan Objectives

Tool 1 – Narration: LifePlan Objectives

Your Tool 1 Narrative: LifePlan Objectives

Tool 2 – 4 Helpful Lists

Tool 2 – Facilitation: 4 Helpful Lists

Tool 2 – Narration: 4 Helpful Lists

Your Tool 2 Narrative: 4 Helpful Lists

Tool 3 – Turning Points

Tool 4 – Turning Points Profile

Tool 5 – Turning Point Learnings

Tools 3, 4, 5. Facilitation: Turning Points, Turning Points Profile, Turning Point Learnings

Tools 3, 4 Narration: Turning Points, and Turning Points Profile

Tool 5 – Narration: Turning Point Learnings

Your Tool 3 Narrative: Turning Points

Your Tool 4 Narrative: Turning Point Profile

Your Tool 5 Narrative: Turning Point Learnings

Tool 6 – Talent-Heart Assessment

Tool 6 – Facilitation: Talent Heart Assessment

Tool 6 – Narration: Talent Heart Assessment

Your Tool 6 Narrative: Talent-Heart Assessment

Tool 7 – Thinking Wavelength

Tool 7 – Facilitation: Thinking Wavelength

Tool 7 – Narration: Thinking Wavelength

Your Tool 7 Narrative: Thinking Wavelength

Surrender Letter Homework

III. Guiding Clients Through LifePlan: Day 2

IV. Serving Your First Clients

Schedule your first client engagement

Report your first client to get set up on the online platforms

Upload Your Photos for Transcription

Review your work

Phase 3: I’ve completed my Online training and am now ready to serve clients under my provisional license. Now what?

V. Additional Resources

LifePlan – Helpful Hints

Managing Your Own LifePlan

Living Your Own LifePlan

Brand Relationship

Master Brand Guidelines

Potential Client Call Videos – Chanel

Potential Client Call Videos – Jimmy

Potential Client Calls – DeAnza

Personal Reflection

Client Email Example

Paterson Feedback

Supplies for LifePlan Facilitation

VI. Appendix

Glossary

Unexpected Feelings That Are Really Quite Natural For A Novice LifePlan Facilitator

Sample Opening Prayer

Sample LifePlan Assessment For The Client

Scriptures For Prayer And Study

Some of Tom Paterson’s Favorite Sayings

My Claim Is Staked (from Tom)

Person planning in journal beside stylish hat

LIFEPLAN / LEBENSPLAN

“Live the life you were meant to live”

The Paterson LifePlan Process is a facilitated journey that helps individuals uncover their unique identity and purpose. This clarity leads to breakthroughs and provides a roadmap for making their greatest contribution in life.

LEGEND

Perspective
Where am I now?
Planning
What’s important now?
Management
How I am progressing?
Renewal
What needs to change?

When you arrive at the end of more than a day of perspective gathering, both the client and the Guide will begin to see connections, rising trends, and unmistakable clarity as truth begins to fill the room. A personal life pathway is unfolding — with clarity into one’s life purpose, life calling, and life vision.

Perspective Before Planning – The Paterson Spiral

The strategy for a two-day plan begins with perspective. During Tom’s work in China, he observed that the eastern approach to problem-solving often produces more thoughtful solutions. Their circuitous thinking produces a multi-dimensional answer. The LifePlan process uses their method.

LifePlan Fundamental
Principles

The LifePlan process is a proven process, built soundly on a sturdy foundation of philosophical principles. Philosophy drives the process, and the process drives results.

“I asked Tom Paterson to help me create a customized LifePlan that would bring balance to my life and enable me to avoid the emotional burnout that is so common among executives and senior managers. It
was a wonderful, empowering experience, and I still rely on the insights I gained. The process was so
helpful to me that I paid for all my senior staff to participate in the LifePlan process during the next year.
I believe that the life planning process is an essential tool for empowering people to live the life they are
meant to live.”

-Dr. Rick Warren,
Author of the book ‘The Purpose Driven Life,’ which has sold over 30 million copies and was on the New York Times bestseller list for two years.

TYPICAL WESTERN APPROACH

The typical western approach is a direct frontal assault, sometimes a shot from the hip motivated by a desire for a speedy “solution,” tending to produce one-dimensional answers to multi-dimensional problems.

THE PATERSON LIFEPLAN PROCESS, AN EASTERN APPROACH

The eastern approach is more circuitous, yet ever-closing in. A balanced perspective is pursued through thorough situation analysis and diagnostics. The goal is to achieve more thoughtful, systemic solutions, multi-dimensional answers to multi-dimensional problems, and less work later through a holistic perspective.

ASCENDING PERSPECTIVE

In the two-day LifePlan process, we spend almost a day and half gaining perspective before we begin planning because of the tremendous power inherent in gaining perspective first. A Guide facilitate clients through the proven tools and process of their LifePlan experience, helping them reach and discover truth from the peak of this ascending spiral.