FOUR ELEMENTS COACHING

Moving You From Surviving to
THRIVING

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You’re probably inundated with news articles and television interviews about how the President-elect will begin his first 100 days, or how the current President is helping with the transition. Maybe you’ve also been getting emails from companies  you subscribe to about what they will be offering at their best end of the year prices or what’s in store for 2017.

That’s because it’s that time again! The time when leaders, business owners and nonprofit executives begin their review of the past year and begin to carve out a plan for the year ahead.

The best time to start your strategic plan is today. 

Those of you who follow me regularly know that a strategic plan is one of my 4 Elements for Success. I think it’s pretty difficult to move forward if you don’t have a plan or roadmap for what you will do to accomplish your goals. It’s helps to keep you focused on what’s most important and eliminates your tendency to follow every bright, shiny object that will max out your time or capacity.

There are a couple of ways I suggest you begin to craft your plan and I wanted to share them with you today.

1) Assess what worked so far:

Take some time to really look back at your income, expenses, return on those investments of time and money, programs, services, human capacity and customer or client satisfaction with your company or nonprofit. It takes some time, but it’s critical that you get feedback. Easy ways to accomplish this are free surveys online, meetings with key stakeholders or a random sampling of your client base, employee reviews or evaluations, meetings with bookkeeper or treasurer, etc. Think of all the information you need to make decisions next year and figure out a way to compile that information in the next couple of weeks.

2) The Best and the Rest:

Ask yourself these questions –

What worked best last year?

What do you wish you would have done but didn’t get around to implementing?

What would you do differently?

What do you want or need to let go of?

Use the answers to these questions and others that come up along the introspective process to formulate the list of things you want to make sure you do next year.

3) Connect to your core values

Do the things you accomplished this year fall within your core values? Are you aligned with what matters most to you? (If you haven’t had a values assessment, reach out and let me know. I can walk you through a process that will really help.)

4) Time and talents – Do you have all the human and financial resources you need to do what you want to do next year? If not, how can you put them in place at the right time in your plan?

5) Personal capacity and efficiency – Were you able to delegate appropriately and manage your time efficiently this year? What would you do differently? As you think about the coming year, are there areas or aspects of your work that you can delegate to someone this year? Or is there someone you can begin to develop to receive more of the share of the workload so you can focus on growth or more self care?  Who will take on each piece of the plan?

These are just a few ways in which you can get ready to create your actual plan.

Part two of this process is figuring out what buckets you need to put into your plan. We’ll talk about that in another post coming soon.

I’d like to share with you a recent webinar training I facilitated on strategic planning, which goes more in depth about how to create an effective plan and what accountability measures you can build in to your plan. Subscribe to my list on Facebook by clicking the “Sign Up” button or fill out the contact us form on this website. Once we get you signed up, I’ll send you a link that will bring you to this important webinar! It’s free and you can listen whenever you have the time!

As always, I am ready and willing to help you in whatever way I can. Some of my clients hire me to help them facilitate their initial plan, while some have me come periodically during the year to keep them on track. Whatever your needs, reach out if you’re ready to take the next step and create a strategic plan that ensures your most successful year yet!

My heart and my hands and my mind share an occupation. I am a coach. I am a writer. I engage people in the discovery of ways to do work that they too can love. My goal really is to help their hearts, their hands and their minds find an occupation that creates a rich and wonderful life. I help them discover and give them permission to do work that brings them the greatest satisfaction. Whether that work is routine and predictable or wild and crazy with no limits.

My client was describing how she just bought a new car and her gauge tells her how many miles she should expect to be able to drive before she runs out of gas. I replied that I have a similar feature in my car, but have the option of viewing that measure or viewing another measure of miles per gallon functionality, etc. My client responded, “I wish there was a gauge for my personal energy that would measure how many clients I can serve before I just plain feel worn out and unable to give anything else.”

The power of a notebook is simple and yet so profound. If you carry around a small pad with you everywhere you go, nothing you ever think, hear or say is lost to you. You never have to worry about whether it will come back around again or what happens if you forget it completely. It’s there – in ink. Until you decide to deal with it.

Today’s Just Five Minutes is all about the value of Podcasts. As you can see from this video, there are a LOT of them to choose from. You can be entertained, educated and enthralled by Podcasts that are archived or added every day.

When I regained my footing and got some clarity, I created my one little word for 2016. It is:

BRAVE

What I’ve noticed is that once I set my intention around this word, all sorts of opportunities have shown up for me to prove that I’m committed. Beyond opportunities, the word shows up in articles, conversations, songs and just everywhere I look

Did you ever have one of those days that began with something going wrong? Let’s say it was a BIG bad thing.  Or maybe a medium bad thing and then maybe then something else happened and another thing happened and the next thing you know, you’re crying and you can’t seem to find the motivation […]

Today’s Just Five Minutes is about changing up where you work. We often get in a rut and think we have to work from the same space in the same office. But sometimes, changing up your space can stimulate your creativity and help you see things from a different perspective. In fact, changing your environment […]