The Leadership Excellence Series
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The Leadership Excellence Series. Goal Setting and Planning. by Gary E. Jones Financial Advisor, ACS, ALS. 314. Who Am I?. Financial Planner. Husband & Father. Marathoner. What is a Goal?. Definitions. A goal is a specific objective you and your team must achieve. 1.

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314

The Leadership Excellence Series

Goal Setting and Planning

by

Gary E. Jones

Financial Advisor, ACS, ALS

314


Who am i

Who Am I?

Financial Planner

Husband & Father

Marathoner


What is a goal

What is a Goal?


Definitions

Definitions

A goal is a

specific objective

you and your team

must achieve.

1


What is a plan

What is a plan?

I love it when a plan comes together!


Definitions1

Definitions

A plan is

the blueprint for

achieving these goals.

2


What is an action plan

What is an action plan?


Definitions2

Definitions

An action plan is a sequence of steps that must be taken, or activities that must be performed well, for a strategy to succeed.

2


What is a milestone

What is a milestone?


Definitions3

Definitions

A milestone is an action or event marking a significant change or stage in development.

2


Characteristics of goals

Characteristics of Goals

  • Specific

  • Measurable

  • Action-oriented

  • Realistic

  • Time-bounded

3


Example

Example

“I want to write a book.”

Is this a S.M.A.R.T. goal?


Example1

Example

“I want to write a book on time management that is at least 200 pages in length and have it done by December 16th. I’ll commit myself to writing at least 2 pages every workday until I reach completion.”


Toastmasters club goal

Toastmasters Club Goal

Strive to achieve the Distinguished Club Program which consists of 10 goals.

The DCP enables the club to establish goals and develop a plan to achieve them.


What are the 10 goals

What are the 10 goals?

  • Two CCs

  • Two more CCs 

  • One ACB, ACS or ACG 

  • One more ACB, ACS or ACG 

  • One CL, AL or DTM 

  • One more CL, AL or DTM 

  • Four new members 

  • Four more new members 

  • Minimum of four officers trained during each of two training periods 

  • One dues renewal report and one club officer list submitted on time


Dcp into s m a r t goals

DCP into S.M.A.R.T Goals

How can we make the DCP Goals into S.M.A.R.T Goals?


Achieving club goals

Achieving Club Goals

  • Hold a club planning session

  • Determine priorities

  • Assign actions with due dates to executive

  • Set a follow up session


Hold a club planning session

Hold a club planning session

  • An open meeting for all members

  • Review the 10 goals

  • Brainstorm

  • Create an Action Plan

  • Have all those attend sign off on goals


Determining priorities

Determining Priorities

  • Use a Gantt Chart


Set up a follow session

Set up a follow session

The key to any action plan is accountability.

As a team you hold one another accountable and work on helping to achieve all your goals.


Tips for success

Tips for Success

  • Involve everyone in setting goals.

  • Write each goal out.

  • Communicate the goals to the club and public.

  • Celebrate if you achieve milestones.

4


Involvement

Involvement

  • exercise creative ability

  • apply problem-solving skills

  • increase commitment to achieve the established goals

Participation allows team members to:

7


Write out your goals

Write out your Goals

It has been documented that by writing out your goals they become reality.

You are writing out instructions for your subconscious.


Communicate your goals

Communicate Your Goals

The more people you share your goals with the more people will be able to help you with achieving them.


Celebrate milestones

Celebrate Milestones

  • Become a stronger team

  • Meet spouses and family

  • Make the list achievable


Conclusion

Conclusion

“He who fails to plan,

plans to fail”

- Proverbs

9


Documents

Documents

All documents and this PowerPoint will be available online at http://financialrunner.com/tli/

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