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Just Do These Things!• Vision, Mission, and Values (VMV)• Big, Hairy, Audacious Goal (BHAG)• Strengths, Weaknesses, Opportunities, Threats (SWOT)• 3 Year Targets• 1 Year Goals• 90 Day Action Plans• Weekly Action Steps• Daily Affirmations
Vision, Mission, Values• WHY – Contribute to a cause greater than my own• HOW – Connecting, Coaching, and Educating• Vision – “Financial Security and Peace of Mind for All”• Mission – “To be a well-respected and sought-after Top 100 Coach directly impacting the lives of 10,000 people”• Values – Ownership, Congruence, Constant Learning, Integrity, Balance, Fun, Leverage, Gratitude, and Abundance
You MUST Know the Numbers• Key Performance Indicators (KPI) are the lifeblood of every business – Based on the wisdom that “you can’t manage what you can’t measure”• 5-8 key measures for the company overall – Could have 5-8 more specific ones for each deparment/function, as well• Linked to strategic goals• Track changes over time• Understandable and inspirational
We overestimatewhat we can do in the short term, and UNDERESTIMATEwhat we can do in the long-term!
Goal-Setting Time Frames• 3 Year Targets - Where you want to go• 1 Year Goals - What you want to accomplish• Quarterly Actions - How you will meet goals• Weekly Schedule - When actions will occur• Daily Accountability - Who is going to do what, by when
Reviewing Your Plan• Daily 10 -15 minutes• Weekly 1 hour• Monthly ½ day• Quarterly Full day each quarter• Annually 2 days annually• 3 Years Extended retreat
The shocking truth is that mostmeetings are poorly run and leavepeople feeling drained, rather than energized. Is that a recipe for success?
The Importance of Meeting Rhythms • The purposes of a meeting are to – share information – discuss issues – make decisions – build alignment. • In our hyper-connected, “always on 24/7” world, it is more important than ever to have a meeting schedule that increases connection, communication, and decision-making.
Meeting Schedule• Daily Meeting: 8:48 to 9:00 AM every business day – Daily Accountability (who is going to do what by when)• Weekly Meeting: 3:00 to 4:00 PM every Friday – There is still a daily meeting at 8:48 am – Good way to wrap up the week• Monthly Meeting: 1:00 to 5:00 PM on the second Tuesday of the month – There is still a daily meeting at 8:48 am – Close to release of last month’s numbers• Quarterly Meetings: 8:30 am to 5:00 pm on second Monday of January, April, July and October (first month of the quarter) – Dinner the night before to have informal discussions and build rapport – Close to release of last quarter’snumbers• Annual Meeting: 2 day off-site