__//|| Legacy (with Mentoring) Newsletter 42

__//|| Legacy (with Mentoring) Newsletter 42

How to Shape and Share a Lasting Legacy

Using SLDAO, CAMSS, and 5Ds to Weave Threads into String


Introductory Insights

This newsletter completes a 21-issue writing cycle and highlights frameworks, models, and steps applicable to Living Legacy Life. The newsletters also mention maps, diagrams, and actions.
This issue is a composite of these frameworks and models: 5Ds, SLDAO, CAMSS (all mentioned below as a refresher).
NEW: __ I added a counterpoint consideration of the Current Reality is about Frame dealing with Shame while the Preferred Future is about Crame (see later) dealing with Blame. As you can see, I was playing with words ending in "ame" like Game! It's about "Playng Forward!"
Excerpt from an Upcoming Book!

Moving In: Frame Dealing with Shame (Current Reality)

We often view legacy through a lens of shame, asking if we have done enough or if our efforts will matter in a world swayed by many voices. We compare ourselves to external achievements or internal standards, which can lead to doubt. Yet this Current Reality—moving out of the “shame frame”—provides a platform from which we can shape and share a lasting legacy.

In this article, we explore three models—

  • 5Ds (Dream, Design, Develop, Deliver, Determine)
  • SLDAO (Situate, Learn, Decide, Act, Outcomes)
  • CAMSS (Content, Asset, Management, System, Safety)

—to guide the creation of a meaningful legacy.

We also consider how external references (opinions, perception) and internal references (assumptions, perspective) inform this journey.

We’ll look at upstream (outside in) external factors (Socio-Cultural, Technological, Environmental, Economical, Political) that impact legacy contributions, stories, and projects, then address the internal (inside out) downstream factors (Significare, Transition, Authority, Mastery, Position) that shape how we live out our legacy.

Finally, we will suggest the importance of building and maintaining a “Crame,” a meeting place countering any mentions of Blame. The Crame encourages fresh intention and a future-forward approach.



Earlier version


Dream, Design, Develop, Deliver, Determine (5Ds)

The 5Ds guide the creative and practical side of legacy building.

Dream

__ sets the intention for your future. Can you picture the difference you want to make? This is where you transform external opinions (What do people need?) and internal perspectives (What do I want to see happen?) into a visionary statement informed by values.

Design

__ is your plan for making the dream tangible. You might create a curriculum for a mentorship program or outline a memoir’s chapters. Design includes verifying that you have the resources to fulfill the plan. Return to upstream factors: a stable Socio-Cultural environment might mean you can host community workshops; an uncertain Political climate might change your approach.

Develop

__ means bringing your design into a working prototype. If you plan to host an online course, you can test a session with a small group. Here, you focus on assembling content and shaping your unique approach. You might rely on CAMSS to maintain versions of your manuscripts or workshop materials safely.

Deliver

__ moves from the behind-the-scenes stage to public sharing. You hold your workshop, publish your memoir, or record your life lessons in short videos. The “shame frame” might resurface if you feel nervous about public reactions. Use the confidence gained from SLDAO’s reflection and decision stages to push through. Delivery is about offering your legacy to others, bridging the stream with Activities, Behaviours, and Consequences.

Determine

__ is your chance to evaluate success. Are people finding your memoir insightful? Did your workshop lead participants to apply new skills? If the outcome seems uncertain, reflect again on the SLDAO cycle. This stage paves the way for you to refine or expand your efforts.


One version__


Situate, Learn, Decide, Act, Outcomes (SLDAO)

Situate

__ means to recognize your current state. Upstream factors—Socio-Cultural, Technological, Environmental, Economical, and Political—shape your legacy contributions, stories, and projects. For instance, an aging workforce might open opportunities to mentor younger professionals. Economic shifts could inspire you to share financial literacy. By situating yourself in these settings, you see how your legacy might fill a need. This step also examines internal references: your assumptions and perspectives about your place in the broader world.

Learn

__ integrates external references (opinions and perception) with your internal ideas. You gather data from global trends and personal insights. "Perhaps" *Research highlights that many older adults know about sustainable gardening, a skill young families crave for healthier living. Learning means identifying relevant resources and deciding how best to gather or refine your expertise.

Decide

-- Encourages decision-making by referencing your legacy goals//outcomes, balancing external influences (Will it be accepted?) with internal motivations (Do I care deeply about it?). This is where shame or fear can surface. You might worry that you lack the authority to speak on a subject. Yet a structured approach, using clear criteria—alignment with your values, potential for real impact, feasibility—helps you reach a confident decision.

Act

__ transforms ideas into practice. You share a workshop, create a digital resource, or mentor a community group. This phase can draw on CAMSS to guide content creation and safe asset management (more on CAMSS below). Action addresses what legacy steps you must take now so you move beyond planning toward practical outcomes.

Outcomes

__ clarify what worked, what you might improve, and how well your efforts matched your purpose. If needed, this reflection closes one cycle and positions you to revisit the “Situate” stage. The 5Ds approach, detailed above, can help you measure how effectively you delivered your contribution and if it met your set standards.


CAMSS Dashboard


Content, Asset, Management, System, Safety (CAMSS)

A lasting legacy requires organization of all relevant materials (content and assets) in a way that keeps them safe. CAMSS is a structure for this.

Content

__ is any form of information or story you share: articles, videos, courses, or personal narratives. Your content must be purposeful. Align each item with your legacy goals, whether inspiring financial literacy among youth or preserving family genealogy.

Asset

__ include documents, archives, or experiences that have value for your audience. For older adults, assets might be life stories, photos, or specialized knowledge in a field. Managing these assets ensures that future generations can access them without confusion or duplication.

Management

__ in CAMSS means creating a system to store, organize, and retrieve your content and assets. Some choose digital archives, private websites, or carefully labelled physical binders. Good management prevents the “shame” of losing or scattering necessary resources.

System

__ is a structured approach that ties management strategies together. For instance, deciding how to name files, who can access them, and how updates occur. Combining your system with the SLDAO model ensures you regularly evaluate your progress.

Safety

__ protects your materials from loss or misuse. This might include backups, copyright protections, or secure sharing methods. Legacy is a precious gift—defend it. Safety also extends to respecting others’ privacy if you share family stories or personal data.


External References vs. Internal References

External References

Opinions and perceptions from others shape your sense of opportunity. Friends might say your life story is interesting. A local business might ask for your expertise. Media trends can influence your approach. These external references push or pull your decisions.

Internal References

Assumptions and perspectives define your perspective. For example, you may assume only considerable achievements matter, overlooking more straightforward contributions, or your viewpoint might undervalue experiences from your early career. Attention to this internal framework is key; it can either enhance or limit how you express your legacy.

You create a balanced legacy plan by harmonizing external references (opinion-based or outward perception) with internal references (assumption-based or inward perspective). This synergy is critical for an older adult who wants to remain relevant.

Upstream Factors: Socio-Cultural, Technological, Environmental, Economical, Political

These factors are like the conditions of a river you wish to cross.

  • Socio-cultural norms may encourage or deter older adults from taking specific roles.
  • Technology can help record a memoir or design an online course.
  • Environmental awareness might spark a nature-focused mentorship program.
  • Economic conditions affect how you fund or price your offerings.
  • Political contexts shape freedoms and constraints around community programs.

Understanding each factor ensures you choose your next steps with awareness.

The ABC Bridge Over the Upstream and Downstream Factors

A lasting legacy requires crossing from your ideas//activities (bank A) to impacts//consequences (bank C). You do this by bridging (A) and (C) with (B) behaviours.

Activities: The tasks you plan or the events you host.

Behaviors: How you show up—consistent, ethical, driven by empathy.

Consequences: The results for you and others. We might improve community well-being, pass on knowledge, and create a supportive network for future generations.

Activities alone do little if the behaviours behind them lack integrity. Consequences can damage and/or can be damaged when you disregard the more significant culture. A sturdy bridge means each step is deliberate: well-designed activities with caring behaviours lead to optimistic consequences.

Downstream Factors: Significare, Transition, Authority, Mastery, Position

Once you cross the bridge, your efforts flow downstream into these areas:

Significare: Does your contribution carry meaning? Has it enriched your sense of purpose and that of others? Is caring interwoven with the significance of the outcomes?

Transition: People who engage with your legacy might shift their outlook or pass along what they learned.

Authority: You make your credibility through consistent, helpful contributions. Others trust your viewpoint, enhancing your influence.

Mastery: You improve your skills (writing, speaking, mentoring) as you deliver your legacy. This mastery is strengthening your future offerings.

Position: Shaping a lasting legacy establishes you in a particular role—mentor, writer, or actionist. This position can open new doors to extend your impact.


Moving Forward

Crame as Marketplace, Meeting Place

We started with the frame of shame, where older adults might doubt the relevance of their legacy. We end with a Crame referencing a marketplace or meeting place. This ultimate step acknowledges that blame often arises when we reflect on missed opportunities, yet we can turn that blame into learning or further improvement. The Crame is your chance to gather all you have learned and bring it to a shared space—co-creating solutions, forging new alliances, and renewing your focus on a preferred future, ensuring there is no assignment of blame because all starts and finishes with you.

Preferred Future with Intention

Your intention, not predetermined, guides your lasting legacy. Refine and adapt your SLDAO cycle daily, maintain your content assets with CAMSS, and progress through the 5Ds. This daily discipline shapes your presence and the difference you make.

When you treat your legacy like a living system, you continually discover ways to remain purposeful. You bridge internal perspective with external perception, cross the stream of planned activities and behaviours, and ultimately reach consequences that affirm significance and spark transitions in others.

You enter that Crame with a sense of readiness: your marketplace for sharing knowledge, your meeting place for forging the next step of your legacy. By focusing on synergy among frameworks/maps, culture/context, and reflection in/on, you preserve what’s vital to your history and actively shape and share tomorrow’s potential.


Bonus: Importance of Assess, Review, Evaluate

Throughout the Newsletter Issues (22 through 41), the terms assess, review, and evaluate were mentioned without an overt explanation. To fix this point and add more to this post to extend and expand the application of the insights and interpretations offered, look at the following overview of the three terms and their connection over a legacy project year.

Define Assess, Review, and Evaluate

  1. Assess—To examine or estimate the significance, quality, or influence of something. Assessment is often an initial step in gathering data or information about the current state of a situation, project, or action. It answers the question,?“Where are we now?”
  2. Review – To examine or go over something systematically to check for accuracy, progress, or completeness. Reviewing helps monitor developments and ensures alignment with goals. It answers, “What has shifted, and what needs adjustment?”
  3. Evaluate – To determine the worth, effectiveness, or success of something based on criteria and evidence. Evaluation involves deeper analysis, reflection, and decision-making about improvements or next steps. It answers, “What worked, what didn’t, and what should happen next?”

Their Connection in a Daily-to-Yearly Legacy Framework

A legacy project evolves, and you assess, review, and evaluate at different intervals to ensure clarity, progress, and long-term success.

Daily: Micro-Adjustments through Assessment

  • Assess what actions you took today in alignment with your legacy outcomes.
  • Ask: “Did my actions today contribute to my legacy goal?”
  • Example: If mentoring is part of your legacy, assess whether you engaged meaningfully with a mentee today

Weekly: Reviewing Short-Term Progress

  • Review the past week’s efforts in shaping your legacy contributions.
  • Ask: “Am I on track? What needs refining?”
  • Example: If writing a book is part of your legacy, review whether you met your writing goal for the week

Monthly: Evaluating Milestones and Refining Approach

  • Evaluate whether current actions are producing desired outcomes.
  • Ask: “Is my approach effective, or must I adjust?”
  • Example: If building a community program, evaluate participation levels and engagement trends, then adapt accordingly

Quarterly: Strategic Reviews for Growth

  • Assess trends in your legacy impact over three months.
  • Review what strategies are effective and which need refining.
  • Evaluate whether adjustments are required to maintain momentum.
  • Example: Interpret the attendee feed-forward to determine improvements in teaching legacy-based workshops

Yearly: Deep Evaluation and Future Planning

  • Assess what has been accomplished in your legacy journey over the past year.
  • Review challenges, breakthroughs, and overall contributions.
  • Evaluate long-term impact and set refined goals/outcomes for the following year.
  • Example: If your legacy involves nature conservation, analyze project impact, volunteer growth, and environmental changes before setting future goals/outcomes

Personal Contribution

For Daily-Weekly-Monthly, I lean into "What do I continue, stop, start?"

For Weekly-Monthly-Quarterly, I lean into "What do I improve, focus, strengthen?"

For Monthly-Quarterly-Yearly, I lean into asking, "So What? What Else? Now What?"

They are layered in this way to present "gradient" observations, ensuring the use of what question(s) is accurate and appropriate! Reference: "What is a question about allocating time, effort, and money!"


Meet Dr. Stephen Hobbs

Your Guide on the Ride! __ Your Navigator through the Gates!

Invest in Youngers-Olders-Elders Aging Confidently Through Legacy Contributions

I'm an ager; I walk as a "Solo-Ager."

I'm exploring what it means for me as an Older to Elder.

Over the years, across many continents, I gathered evidence-based wisdom. Now, I revamp my "wellth of experiences" into tools and techniques to encourage olders-elders (especially those solo aging) to live a hale and hearty life without stumbling along, stubbing their toes, and wasting time, effort, and money.

I help them shape and share legacy contributions that loverage meaningfully affects with clarity and confidence, seasoned with commitment and courage! [For all involved!]

Working through https://WELLthMovement.com

I invite your involvement so I can learn from you and we can be FOR the World … WITH the Planet … FROM the Whole.

The booking link for a 29-minute Conversation is in my LI profile header. Let's make it so, so it is!

Catherine Saykaly-Stevens

Digital Marketing and Content Strategist, Consultant and Trainer | Simplify Online Marketing Strategy | LinkedIn Trainer | Speaker | Author | Organic Compelling Content Campaigns

4 周

BTW, I love reading about your frameworks. I don't always understand them all, but admire how easily you put them together, and their logical delivery. I'm looking forward to the new one.

Diane Hume

CrossRoadsl Life Specialist |Life Coaching |Leadership Women In Business|Personal Development| Communication Relationship Builder

1 个月

Shaping and sharing a legacy is so important. I love how you encourage fresh intention and have a future-forward approach Stephen thank you for sharing.

Bob Milliken

A Seasoned Digital Marketer

1 个月

I have a friend in Vabcoouver who specializes in keeping the legacy alive. Sounds like your two should meet?

Sharon Carne

Author | Speaker | Trainer | Director of Training and Program Development | Publisher | Recording Artist

1 个月

This is such a beautifully crafted Legacy model, Stephen. Every step is clearly thought out to help create a legacy that will live for generations.

Marta Duda, MSc - The CEO's Oracle

Live & lead from within to expand your greatness || Council for leaders who seek answers and insights in spirituality || Professional Business Numerology & Psychological Astrology for business and leadership

1 个月

So excited about the book! What's the release day Stephen?

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