Workshop Preparation

Class Pre WorkThank you for registering for the 1-Day guided workshop based on the internationally renowned book, “If Your Life Were a Business, Would You Invest in It?”  I am looking forward to your participation!

This page covers your preparation exercises and some general logistics. Location and directions to the venue are in your Eventbrite registration confirmation and the registration page.


This workshop is challenging, and even more rewarding. Let’s start by giving you some immediate insight!

Four Short Exercises

These exercises will crank up your brain and make the most of your time in the workshop. We will begin the class with the assumption that you’ve completed these exercises, and move forward from there. After you’ve completed the exercises, print them out and bring them with you to the workshop. I’ll bring the rest of the workbooks for you, to which you can insert these exercises.

If you have any questions or need help with the exercises, please get in touch by calling me at 919-864-2772. I look forward to assisting you!

How to get started:

Step 1: Download the document below entitled Class Pre work. Save this file to your computer. (If your browser prevents pop-ups, please turn this function off first.) (click on the link below)

Class Pre Work

Step 2: Print out the document containing the following exercises and explanations:

Review your last year (S1 Time) Page 1 

Money Spent (S1 Money) Page 3

Values present or missing (S1 Values) Page 5                        

Feelings felt (S1 Feelings) Page 7

Step 3: Fill in the blanks! (Call me with any questions.)

Step 4: Print out and bring them to the workshop!

Please dedicate some alone time to go through the exercises so that you may get the most benefit possible from the workshop. The most important piece is the “how you spent your time” (as we will be using this list for first few follow up exercises).

Try to be as thorough as possible

For example, rather than just saying “time spent with family,” try to break it down into different activities:

            • Traveling with spouse
            • Visiting children
            • Family visit to our home
            • My sisters wedding
            • Family reunion

Breaking it down into specifics will help you proceed with upcoming exercises and create more opportunities for clarity and focus.


Day of the Workshop

We’ll begin at 9:00 a.m. sharp. Breakfast starts at 8:30 so feel free to arrive a bit before that time if possible so we can all get settled, checked in, and organized and enjoy our breakfast.  Should you need to arrive late, please enter quietly. Thank you!

How to get here

The location of the workshop can be found on the Eventbrite page which is linked to the right at the top of this page. It is usually held in either Chapel Hill or Durham, NC.  Other locations and venues can be arranged if you would like. Just contact me via the link at the bottom of this page.

The location is a wonderful Café that services breakfast, lunch, coffees, teas and all sorts of wonderful pastries and cakes!

You may also feel free to E-mail me with any questions or comments, either before or after the class. I love this work, and will be happy to assist you as needed so that you can achieve the best results possible.

I am looking forward to working with you!!

Jerry Bergner