Working With Your Team on How To ThriveOct 21, 2022
Everybody wants to succeed and make every year better than the last, but do you know how to make that happen? I believe it’s crucial to set goals and make plans—that way you can hit the ground running and be positioned to make 2023 the best year you've ever had! However, many people come to me saying they don’t know where to start. That’s why I created a simple six-step process for creating a rock-solid plan for the coming year.
I want to encourage you not to make the mistake I made early on, which is going through the planning process alone. Create the plan with your team, even if it's just one or two other people. The idea is that you want to make this the team's plan, not YOUR plan. The only thing you'll need is some flip chart paper (I like to use Post-it flip chart pads) and a couple of markets. Use one sheet for each of the questions and stick them on the walls in the conference room or your office. It'll be a great visual for you and your team. So here are the six questions to help you build your plan:
1. List all of your successes in the past year. Think about all of the great things that happened in the past year. Don't be humble. Anything makes the list, it doesn’t have to be big or significant.
2. List all of your disappointments. Think about all of the things that disappointed you and your team. How did you let yourselves down? How did others let you down?
3. What did you learn from your successes and disappointments? Each of those wins and losses has a hidden lesson for you and your team. What do you need to do more of? What do you need to avoid?
4. Organize your goals by role. Think of all of the different areas of the business (sales, marketing, production, finance, admin, HR) and start listing all of the areas you want to make progress in - make them as specific as your can. For example: Increase revenue to $3M, Hire a salesperson who will generate $500k in new mitigation work, Implement a documented onboarding process, etc.
5. Pare it down. At this point, you have lots of information and goals, and it's too many to achieve. You're going to feel overwhelmed, so you have to narrow things down to the top 7 to 10 goals. Which ones would create the best year you've ever had in the business?
6. Create a discipline for review. Commit to a weekly meeting with your team to review your progress and track it in some way - a spreadsheet is typically the easiest way to get started, but there are web-based tools to help with this as well.
You and your team will thrive with this six-step process. If you want to learn more about how I can help you with your planning, click here to book a call, and let's talk. I wish you the best.
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