Retreat Day Workbook: Creative Planning for …transformyourbrilliance.com/.../Retreat-Day-Workbook-December-2015...Retreat Day Workbook: Creative Planning for Entrepreneurs

www.TransformYourBrilliance.com | Margie Beiswanger – Fulfilled Life Design, Inc.

© 2012 – Present | All rights reserved

Retreat Day Workbook: Creative Planning for Entrepreneurs

Set the Stage for a Successful Retreat

Pre-Retreat Preparation

Supplies o Your printed workbooks (pre-retreat and day-of-retreat) o Calendar(s) o Highlighters + Markers + fun pens o Post-It notes o Notebook paper or scrap paper

Pre-work completed o Reflection o Honesty o Focus

Retreat Day Preparation

Logistics o Access info for all three retreat calls (on the next page of this

workbook) Supplies gathered and ready

o Listed items above or some version of them o Your printed workbooks (pre-retreat and day-of-retreat)

Focus Treat yourself well

Let’s get started …

http://www.transformyourbrilliance.com/

Virtual Retreat Workbook

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Retreat Call Logistics

Friday, December 11 | 10:00 a.m. – 3:00 p.m. Eastern

Creative Planning Retreat Call Access

Phone Number: 425-440-5100 Pin Code: 813302# Or, check for a local dial-in number: http://InstantTeleseminar.com/Local/

Retreat Day Call Times:

Kick Off Call: 10:00am Eastern Mid-Day Check In: 12:00pm Eastern Wrap Up Call: 2:30pm Eastern

Creative Planning for Entrepreneurs Full Day Virtual Retreat SCHEDULE

December 9 (48-hours before Retreat begins)

Download and complete BONUS Audio + Workbook “Warm Up” Pre-Retreat materials

December 9 and 10 Independent Retreat Time, at your leisure, to

complete the warm-up pre-retreat materials

December 11

10:00 a.m. Eastern

Retreat Kick-Off

Live call with Margie: content + Q&A

December 11 11:00 a.m. – Noon Eastern

Independent Retreat Time

December 11

12:00 p.m. Eastern

Mid-Retreat Learning + Check-In Live call with Margie: content + Q&A + coaching

December 11

1:00 – 2:30 p.m. Eastern Independent Retreat Time

December 11 2:30 – 3:00 p.m. Eastern

Retreat Wrap-Up Live call with Margie: wrap-up + Q&A + coaching

http://instantteleseminar.com/Local/


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Pre-Retreat SUMMARY:

2015’s Theme

My Vision Statement

My Core Values

2016 BIG Goals Identified

Focus Area(s) for 2016 (as of right now)

2016’s Theme (as of right now)



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Defining Success for 2016: The 3 Must-Know Questions

1. What is my definition of business success?

2. How does this definition reflect my values?

3. How will I measure success?

• What do I want to measure?

• Where am I now by these measures?

• Where do I want to be a year from now by these measures?



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Rule of 3s: Three Goals is Enough

My Big 3 for 2016: More

1.

2.

3.

My Big 3 for 2016: Less

1.

2.

3.

My Big 3 for 2016: Priorities

1.

2.

3.

Goals That Work FOR You:



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Identify Your WHY

GOAL WHY this goal is important to me at this time.

What it means to me and/or What will happen for me as a result of achieving this goal.

Visualize It

• Collage – Vision Board

• Sticky Notes

• White Board

• Pinterest



Page | 7



Moving Forward into 2016: “Triple A”

Margie’s A-A-A Guide for Achieving Your Goals

Choose Where to Focus “Triple A”

ASSESS

ALIGNACT

My Successful BusinessMoney & Finances

Clients

Programs & Products

Environment

Professional Growth

Relationships

Marketing

Branding

Support

Systems



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Planning for Success in 2016: _________________________________

ASSESS:

• Ideal for 2016 …

• What I want MORE of in 2016 …

• What I want LESS of in 2016 …

• Support needed in 2016…

ALIGN:

• My Values • My Resources

ACT:

• Brainstorm Ideas

• Start Here: ____________________



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ASSESS:





ALIGN:


ACT:


• Start Here: ____________________



Page | 10




ASSESS:





ALIGN:


ACT:


• Start Here: ____________________



Page | 11




ASSESS:





ALIGN:


ACT:


• Start Here: ____________________



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Creative Tools for ACTION

Prioritize and Schedule with COLOR

1. Clear your work space 2. Gather your supplies 3. Identify what’s known

a. Holidays b. Personal plans c. Business plans d. Recurring items

4. Choose your color coding, if desired 5. Map out all the “knowns” onto your calendar with color!

a. Post-it notes b. Highlighters c. Markers d. Stickers e. Whatever inspires you

6. Identify your Big 3 and the corresponding action steps for each

a. Color code each goal or project b. Map out a timeline (using color) for the actions identified

7. Add in any new possibilities for 2016 a. Brainstorm ideas b. Ultimate goals c. Ramping up your biz d. Additional vacation time or conferences or training e. Anything else that inspires you to success on your terms!

8. Copy/move/incorporate action items onto your daily or weekly planner 9. Revisit regularly for success!

a. Use Triple A: Assess-Align-Act b. Plan a quarterly ‘creative retreat’ c. Share your plans with your team d. Be goal-oriented and flexible



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Break It Down to Build It Up (aka Slow Down to Speed Up)

My Goal: ______________________________________

ONE step that I’ve been meaning to take toward that goal (or that I intend to take):

Break down the above step even further!

•

•

•

•

•

•

Take ONE of the steps above and break it down even further – REALLY chop it down to size – into tiny, doable steps!

•

•

•

•

•

•

•

•

You can repeat this process for every aspect of your goal. Break it down so that it’s not overwhelming.

Break it down so that you feel positive about your ability to achieve it. Break it down to a size that’s good for YOU.



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Reverse Engineer It

__________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________

Give it a Try! Start your own backwards flow chart here:



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Reverse Engineer It



Page | 16



Implementation Essentials

Support is Essential to Achieve Success

Looking at what I’ve outlined on the previous pages and on my calendar, what challenges/ obstacles/ barriers might come up, keeping me from achieving my goals? What might get in my way? What resistance might I meet? TIP: Be honest. If you don’t name it, you can’t address it.

What support and/or resources do I need to reach my goals of success for 2016? What type of support will help me overcome challenges and resistance?

How can I give that support and those resources to myself? How can I honor the work I’m here to do in the world by allowing myself to be supported to achieve the success I dream of?



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ASSESS

ALIGNACT

Implementation Essentials

Reflection + Planning Action and Reality

1. Clarify your vision as a touchstone for your business decisions

2. Know your core values so you can align your business with them

3. Define success by your own standards and measurements

4. Use Margie’s A-A-A Guide for Achieving Your Goals

5. Know your Big Why and visualize each of your goals

6. Enjoy and use creative tools for getting (and staying) in action

7. Prioritize your goals and schedule your action steps

8. Avoid overwhelm: Support is essential to achieve the success you desire and deserve

9. Avoid overwhelm: Follow the Rule of 3s

10. Remember: You are exactly where you are supposed to be, so stay the course!

11.

PREPARATION IMPLEMENTATION



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Claiming Success!

My Big 3 Goals and WHY:

GOAL WHY this goal is important / What it means to me and/or What will happen for me as a result of achieving this goal:

My plans for ‘essential support’ for a successful business in 2016:

My 3 words / my theme for 2016:

My personal, values-based definition of success for 2016:

This time next year, I am...



Page | 19



Meet Margie

I’m a Scientist Truth be told, I’m a scientist. I love analyzing information and problem solving. I love the satisfaction of a completed experiment. I love the constant learning and the amazing discoveries science offers. And for 25 years, I was a happy and curious researcher, teacher, and administrator. But in 2009, I decided to engage in a different sort of “science” altogether.

From Scientist to Life Coach I got my Life Coach Certification at the Martha Beck Institute, certified personally by Dr. Beck, a Harvard-trained sociologist and best-selling author. (You may have also read her regular articles in Oprah’s O Magazine). I coached midlife women – but I also kept my day job at the University. Yeah, I was busy. Busy and deliriously happy. Over time, my friends and colleagues noticed this – and how

successful my business was – and they started asking me for advice on how to grow their businesses.

And Then, One Day a Funny Thing Happened… I’ll never forget the day a coaching friend of mine called me to say, “I have a confession – when we’re on the phone together, I write down everything you say about growing a business.” She said, “I feel like you’re my business coach. So I need to start paying you, or I feel like I’m stealing your brilliance.” In that moment, it felt like the clouds parted above my head, letting rays of sunlight beam down on me. And I realized: This is my calling.

That’s When I Discovered My Talent I have a gift for helping people discover how to share their gifts so they can make a great living. And that, combined with my scientist’s mind for working methodically and really thinking things through, gave birth to Transform Your Brilliance.

My clients come to me because they know they have a gift – they just don’t know what to do with it. They don’t know how to “translate it” into packages and programs. They don’t see how to grow their business beyond what they’re already doing. And like good scientists, many of them are skeptical, too. Maybe they’re a hands-on healer or teacher who doesn’t believe their work can be transformed into an online program. Maybe they’re a coach who’s been trained that coaches don’t “teach” their clients anything, so they don’t think they can create a program from their coaching. Or they equate a program with structure – and THAT just won’t work with their style and their clients’ unique needs. I hear that. And I understand.

Creating Profitable Programs Based On Your Meaningful Work The thing is, I’ve never met a business owner who couldn’t benefit from turning what they know into a program that adds tremendous value and makes their work more profitable.

So now, I’m deliriously happy helping all kinds of business owners, healers, coaches and teachers transform their brilliance into a signature program that’s so “them” – and so valuable to other people – their business grows naturally.

I think it’s because when you get this right, you build a business that allows you to live your most fulfilling life. And that’s why we’re all in business for ourselves, right? To help others and to live our ideal life while we’re doing it!

Ready to get started? I invite you to apply for a complimentary “Transform Your Brilliance” breakthrough session. If accepted, you’ll receive a link to schedule your session, where we’ll talk about how to transform the way you work with clients so you increase your bottom line and work from your brilliance. We’ll also make sure you and I are a good fit.

Get started at http://transformyourbrilliance.com/lets-connect/connect/


http://transformyourbrilliance.com/lets-connect/connect/


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Let’s work together!

I am a passionate business mentor and guide for coaches, healers, and other change agents who are ready to translate their brilliance so their business can flourish.

I’m ready to be your guide if you’re ready to dig in and build the business you dream of.

Because I want to provide the highest level of business mentoring (which includes helping you to implement your plans!), I’ve crafted a variety of programs to meet your needs. Each of these programs has been very carefully developed in order to maximize your success.

And guess what? Because I like to have choices, I want you to have choices, too. So there’s more than one way for us to work together.

I’m confident that if I’m meant to be your business coach at this time, you’ll find that at least one of my business-building programs will serve your needs and get the results you desire.

Know exactly what you’re looking for?

Excellent! Take a look at the programs I’m currently offering by visiting my website. Then schedule a complimentary consultation so we can discuss details and get this show on the road.

Visit http://transformyourbrilliance.com/

Overwhelmed by the choices?

Feeling uncertain about which program you need? Maybe you’re even feeling a tad bit skeptical about investing in yet another business coaching program? I hear you. No worries, whatsoever! Take a look at the programs I’m currently offering by visiting my website. Then schedule a complimentary consultation so I can get to know you and your business; then I’ll help you decide which program (if any!) would best serve you at this time.

Schedule a complimentary consultation: http://transformyourbrilliance.com/lets-connect/connect/


http://transformyourbrilliance.com/

http://transformyourbrilliance.com/lets-connect/connect/


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Brilliant Results

“Working with Margie has truly helped my business transform.” Working with Margie has truly helped my business transform. I have been continually impressed by the quality of her work, and I have learned so much from her. With Margie's help, I developed my signature program effortlessly, which I didn't think was possible.

She also provided great support throughout my first launch. She saw my vision and supported me at every step! As a result, my email subscriber list doubled and my signature program has been a great success.

It's a joy to speak with Margie. She has a strong desire to support your progress, and she provides inspiring direction and guidance without ever pushing too hard. She really listens to understand.

I have gotten so much accomplished with Margie's coaching. I would recommend working with Margie to any entrepreneur who knows that they need support to move forward. She is very solid and forthcoming. She is honest in an industry that is often not. As a result of working with her, I am excited about my business and its new direction.

Emily Kristofferson www.EmilyKristofferson.com “I’m able to much more easily deliver the content my clients need. This is wonderful!”

Margie guided me to create my first signature program and then develop that into additional programs to be offered at different investment levels. This has created a huge positive shift in my business.

Here is what I’ve discovered about how a signature program benefits both my client and me: Although my highest program has multiple modules, I cover the modules in a very adaptable way, giving my client the information so that I am responding to their personal needs. It’s very effective!

Recently a client told me she was worried about whether she’d be able to continue on her own after our work together ended. I pulled out my program outline, and went through the modules we had covered, along with the tools she was taught. She was so impressed. She never realized I was following a program. I’m able to much more easily deliver the content they need while customizing it for them. This is wonderful!

Cookie Rosenblum www.RealWeightLossRealWomen.com



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Brilliant Results

“If you want someone who is willing to help you achieve whatever goal you have for yourself, then Margie is the coach for you.” I was feeling frustrated with my lack of motivation when it came to continuing to build my business. I was working with a full load of clients, but they were taking all my time and I was struggling to find ways to build my business while working with them.

In my time with Margie, I became more confident in marketing my programs and teleclasses. I also realized that there isn’t a “right” or “wrong” way to do things – the best way is the way that feels right to me.

I also put in place a marketing calendar, something I had never done before. I now know what I will be promoting and when, and how I will promote it. Before working with Margie, I didn’t really have a plan – I kind of just did whatever seemed like a good idea at the time without a strategy.

Honestly, the whole experience of working with Margie as a private client was delightful! She is incredibly generous with sharing her own experiences, her time, and fun gifts along the way!

If you want someone who is going to be 100% honest, caring, genuine, and willing to help you achieve whatever goal you have for yourself, then Margie is the coach for you.

Kristen Mattison KristenMattisonCoaching.com

“I’ve created two programs and a free class that I'm so proud of - in just 3 months!”

I love working with Margie. Her support and kind encouragement have been exactly what I needed to propel me forward in my business.

Margie helped me see how much great content I had and she made it simple to pull together into signature programs. Working with Margie gave me a huge boost to my confidence. I now know how to put together my content and marketing materials in a way that attracts the people I want to work with.

With Margie's knowledge and experience I’ve created two programs and a free class that I'm so proud of - in just 3 months!

I've become very clear that I am the expert in my business and that hiring the right people to support my growth is the right business move. Margie was the right person to hire!

Katie McClain www.KidThink.info

To read more Brilliant Results testimonials, visit my website: http://transformyourbrilliance.com/brilliant-results/


http://transformyourbrilliance.com/brilliant-results/

Documents

Retreat Day Workbook: Creative Planning for …transformyourbrilliance.com/.../Retreat-Day-Workbook-December-2015...Retreat Day Workbook: Creative Planning for Entrepreneurs