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Setting Goals


Establishing a Business Plan to Meet the Goals ... See your goal through to the end result: To make payday by Friday! Tracking Your Activities ... – PowerPoint PPT presentation

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Title: Setting Goals

Setting Goals
Monday, August 22, 2005
  • Presented by Tom Schaff

What Well Cover
Identifying Prospects Personal Life
Goals Interaction of Personal and Business
Goals Adjusting Goals Upon Encountering
Obstacles Tying Financial Goals to Professional
Goals Establishing Your Life Goals Establishing a
Business Plan to Meet the Goals Establishing a
Method to Analyze and Adjust the Business Plan
What Well Cover
  • .and what specifically
  • would you like me to talk about?
  • A Problem
  • A Frustration
  • An Issue
  • Anything!

Goals Overview
What Goals Do
  • Force you to define value system
  • Force you to set priorities
  • Identify a track for you to follow
  • Help you manage your behavior
  • Help you identify strengths and weaknesses
  • Improve self-esteem
  • Help you focus your energy
  • Motivate you
  • Make you stretch

Goals Overview
Good Goals
  • Good Goals Are
  • SMART specific, measurable, attainable,
    realistic, time-bound
  • Written down
  • Short-term
  • Long-term
  • Personal
  • Professional

Goals Overview
Why People Dont Set Goals
  • Time and effort
  • Threatening
  • Fear of Failure
  • Dont know how to begin the process

You cant accomplish anything great by
playing it safe.
Types of Goals
Seven Areas
  • You should have goals
  • in all these areas of your life
  • Family
  • Spiritual
  • Work
  • Social
  • Health
  • Education
  • Financial

Types of Goals
Tangible Intangible
  • Tangible Goals Include
  • New house
  • Fundraising or charitable goal
  • Maintaining a certain weight
  • Specific income
  • Intangible Goals Include
  • Improved family relationships
  • Relationship with a higher being
  • Respect of colleagues
  • Stress reduction

Core Values
15 Core Values
  • What is Your Life Line?
  • What will you accomplish before you retire?
  • Who must you share these goals with?

Cookbook for Success
Motivation or Frustration
  • Chosen vs. Given
  • Goals you choose are a source of Motivation,
    Focus and Meaning
  • Goals you are given can be a source of
    frustration, anxiety and disappointment
  • A well thought-out Cookbook can
  • Give you a sense of control
  • Give you a feeling of accomplishment
  • Help you tolerate unpleasant tasks
  • Manage your time

Cookbook for Success
  • Step 1 Define exactly what you want to
  • Start with your personal financial goals
  • List the have-tos and the want-tos
  • Step 2 Calculate required amounts
  • Determine the monthly amount for each item
  • Determine your total monthly obligation
  • Determine your weekly and daily financial goals
  • Step 3 Determine the number of sales you need
    to meet the goals
  • Determine the activities needed to make the sales
  • Determine the number of times you must engage in
    these activities
  • Step 4 Decide if the numbers are realistic
  • Evaluate the number of sales required
  • Evaluate the activities required
  • Re-adjust your goals if necessary

Manage Your Behavior
Tracking Your Activities
  • Necessary to improve and be accountable
  • You cant manage anything you cant control
  • Never manage your numbers manage your behavior
  • See your goal through to the end result To make
    payday by Friday!

Manage Your Behavior
A/B Journal
  • Daily Attitude/Behavior journal
  • List I and R goals
  • Assess progress at end of day
  • Assess attitudes at end of day
  • Review results to make improvements, adjust
    behavior, re-set goals and/or examine percentage
    of goal achieved.

Managing Behavior
  • Step 1 Analyze Your Results
  • What am I doing right?
  • What do I need to improve?
  • Is the issue with activity levels, technique or
  • Step 2 Make a Plan
  • Determine how you will handle problems with your
    activity levels, behavior and techniques
  • Include What, When and How you are going to do it
    and How you will evaluate your results
  • Step 3 Your will need to revise
  • Your cookbook
  • Your A/B journal

Final Review
Learnings and Action Steps
  • What did you learn?
  • 2. What surprised me?
  • 3. What disappointed you?
  • 4. What steps do you plan to take based on what
    you have learned today?