Goals planning 101

GOALS PLANNING 101

A SEMINAR/WORKSHOP

PRESENTED BY

JOHN M. LIPPITT, PRESIDENT

LC FACILICORE, LLC

Ralph Waldo Emerson

Without a goal in mind, trying to succeed in

doing anything is like setting out on a trip

with no idea of where you are going.

You will get somewhere but it may not be

where you want to be.

FOUR REASONS FOR SETTING GOALS:

1.If you don’t set your own goals, someone

else will set them for you.

2.All things need to be accomplish mentally

before you can accomplish them physically.

FOUR REASONS FOR SETTING GOALS:3.It is easier, cheaper, and faster to get things done when you know what you need to do.

Consider how difficult it would be to build a house without a blueprint.

4.It keeps you on target. In the words of Emerson “Man becomes what he

thinks about all day long.”

KEYS TO SUCCESSFUL GOALS PLANNING

THE “WHY” OF GOAL PLANNINGWritten – Write your goals down.

Harmonious - Make sure your goals are consistent with who you want to be

Yours – The goals you set should be what you want and need to do.


When you write down your goals:1.It makes the goals more “real”.

2.It allows you to clarify what you mean.

3.You can better define rewards and consequences.

4.You won’t forget it or unintentionally change it.

5.You can keep on track as you review, refresh, and adjust your

goals and action steps based on changing circumstances.


When your goals are harmonious with who you want to be:1.You are more likely to stick with the goal and action steps

because they reflect who you want to be.

2.You avoid personal conflicts that can distract or side track

your efforts to achieve your goals.


When your goals are yours:1.You are more likely to become the person you want to be, because you decided who you are instead of trying to be the person someone else thinks you should be.2.When you achieve your goal you will have accomplished something that has meaning to you and brings you closer to being the person you want to be.3.As you get closer to being the person you want and need to be you will be better able to help those that are important to you.

SETTING AND ACHIEVEING GOALS

Until you know what you want to

achieve it is impossible to really

know what you need to do.

THE BASIC STEPS OF GOALS PLANNING

CREATE YOUR DREAM BOOK

PERSONALPROFESSIONAL

FAMILY

SPIRITUAL

FINANCIAL

MENTAL

PHYSICAL

SOCIAL

PEOPLESKILLS

SALES/INFLUENCINGSKILLS

TIMEMANAGEMENT

PRODUCTIVITY

SETTING AND ACHIEVEING GOALSIf you want to take control and

chart your own course you must

know where you are going and

what you need to change.


IDENTIFY YOUR STARTING POINTS

1.Where are you now.Take some time and shade in your wheels to indicate how you currently feel you are doing in each life area.

2.Review your past accomplishments.

3.Identify your strengths and weaknesses.


PLAN FOR THE LIFE YOU WANT:WHAT DO YOU WANT AND NEED

TO CHANGE1. Although you will usually start with the areas in your life that are causing the most concern and stress, -You need to address all aspects of you life with the ultimate goal of establishing a meaningful, sustainable life balance.2. In each area, identify what you

could do differently to get better results (often referred to as goals categories).


PLAN FOR THE LIFE YOU WANT:SET YOUR PRIORITIES

3. Determine which changes would get you closer to where you want to be and can be implemented in a reasonable period of time.4. Select the top 1 or 2 changes in each life area and write down a goal statement.5. Begin the process of developing your goal planning sheets.

MAKE YOUR GOALS “SMART”

Specific Measureable

AchievableRealistically high

Time-Based

SMART GOALS

MAKE YOUR GOALS SPECIFIC1.Make your goal statements clear and easy to explain.

2.You must be able to identify specific action steps that

will accomplish your goal.

3.The actions steps required to accomplish the goal

should be related to and compatible with each other.

MEASURE YOUR GOALS PROGRESS

1.You need to be able to measure the actions required

to implement your goals to maintain accountability

and track progress.

2.Give yourself a way to keep score, define how you

will measure progress.

SMART GOALS

SET ACHIEVEABLE GOALS1.Make sure the scope of the goal can be

accomplished within the planed time frame.

2.Plan and be prepared to implement the actions

necessary to achieve your goals.

SMART GOALS

BE REALISTIC1.Set the bar as high as you can, consistent with

your resources and time available.

2.Taking the easy way only applies if it is more

effective.

SMART GOALS

SET A TIME-BASED LIMIT1.Set a date for completion of each action step.

2.Determine the sequence of actions required and

how long it will take to accomplish your goals.If a deadline is imposed on you and you do not have

enough time, adjust your goals and actions.

SMART GOALS


1. DEFINE YOUR GOALS

2. MOTIVATIONS

A. LIST THE REWARDS OF ACHIEVEING THE GOAL.

B. LIST THE CONSEQUENCES IF YOU DON’T.

3. DEFINE THE ACTIONS NECESSARY TO

ACHIEVE YOUR GOALS.


4. PRIOITIZE YOUR GOALS AND ACTION STEPS.

5. ANTICIPATE THE OBSTICALS AND IDENTIFY

LIKELY SOLUTIONS.

6. RECORD ACTION STEPS AND TRACK THEIR

COMPLETION IN YOUR DAILY PLANNER, PDA, TO

DO LIST, ETC.

CELEBRATE YOUR SUCCESSES


If progress is delayed or new

obstacles arise, adjust your

action plan, do not just give up.

TO GET IMPROVED RESULT SDO SOMETHING DIFFERENT

MAKE A PLAN AND TAKE ACTION.

GOALS CAN ONLY BE ACHIEVED BY TAKING ACTION.

IT IS YOUR LIFE, MAKE IT THE LIFE YOU DESERVE -START TODAY

Leadership & Management

Goals planning 101