There’s a lot of ra-ra around planning at the beginning of the year – building yearly plans and setting yourself up to reach goals for the new year.

Hey, we’re in March now. Are you still committed to creating a planning process for yourself and following through?

Or if you didn’t start at the beginning of the year, are you ready to start now?

My intention is to teach business owners the tools and processes they need to set up supportive structures and systems that will help their work – both to increase the impact of what they’re doing while helping them enjoy the process more.

One of the things I’ve seen my clients struggle with the most is maintaining a planning process and habit throughout the year.

The thing is, it’s not a habit until it is. Which means you need to work at it and show up to practice. Like any new skill, you’ve gotta go through the awkward stages and put in the work until it clicks.

Research shows that planning and goal setting is an essential habit for success, but that you can also be too focused on goals.

Hey, everything in moderation (including moderation), right?

Benefits of goal setting: Study 1, Study 2, Study 3
The importance of using goal setting cautiously: Study 4

At the end of March, I’ll be hosting a free training. Come plan Q2 for your business in this workshop.

Here are the details:
Date: March 22, 2018

Time: 2 – 4pm EDT / 12 – 2pm PT / 6 – 8pm GMT

Register Here

Methodology to the Planning Process

Planning and goal setting is the means to an end. The end being creating. Creating whatever it is that you desire to see in the world.

To create, you must focus your energies amongst the bazillion opportunities you see as a business owner.

This means getting clear on what you’re going to apply your energy to, your team’s energy to and plan how you’re going to get where you want to go.

This is structured as a place to get work done – to actually walk away with a plan that you can use for the next 3 months.

Here’s what we’ll do together:

  • Assess where you are now
  • Identify the highest leverage uses of your time
  • Build this into an action plan
  • Schedule the work

This may look simple, but it’s effective and takes the fluff out of the process.

I really like Robert Fritz’s approach to creating as a high-level framework.

You’ll need to come to this event prepared with the conception of your plan and your vision. We’ll work with your current reality and build a specific plan to take action so you can move into steps 5-8 on your own.

9-Step Process to Creating Outlined by Robert Fritz in his book “Creating.”

  1. Conception.
  2. Vision.
  3. Current reality.
  4. Take action.
  5. Adjust – learn – evaluate – adjust.
  6. Building momentum.
  7. Always have a place to go.
  8. Completion.
  9. Living with your creation.

In this work, we’re also going to come in with the perspective that:

  • Goals can be too specific.
  • You can have too many goals.
  • You need to be aware of the time frame and expectations around your goals and plans
  • Depending on whether your goals are focused on learning vs. experimenting vs. performance have different outcomes and rates of success and we’re going to talk about those

As the methodology is built into four core parts, you break after each section to check in, ask any questions and get real-time feedback to get unstuck.

This simple process makes it easy for us to give feedback in real time and make sure that you have what you need as the process builds on itself.

Turbocharge this Process – Bring a Friend!

You may have a mastermind, coach, partner or someone else that fills this role for you. If not, find one!

To really get the most out of this event, bring someone with you who will also plan their Q2. They will be your accountability partner for the next quarter.

You will commit to them what you’ll get done and set a weekly accountability appointment with them from April – June to report on what you’ve accomplished weekly on your plans.

If you sign up, we ask that you show up. There will not be recordings. This is work that is best done live as the people who show up live get the most out of it. Our tech, while robust, is not infinite. Only sign up if you plan to join us.

Come with your vision. This workshop is for business owners who are clear on their direction and is not setup to support business owners who don’t know what they want or where they want to go.

Register Here

Sign up for the March 2018 Planning Workshop

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Let me show you the 9 proven systems that will allow you to have more energy, more clarity, and the ability to be on top of everything without having to be “on top of everything.”


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