314 - PowerPoint PPT Presentation

The Leadership Excellence Series
1 / 27

  • Uploaded on
  • Presentation posted in: General

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.

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.

Download Presentation


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


The Leadership Excellence Series

Goal Setting and Planning


Gary E. Jones

Financial Advisor, ACS, ALS


Who am i

Who Am I?

Financial Planner

Husband & Father


What is a goal

What is a Goal?



A goal is a

specific objective

you and your team

must achieve.


What is a plan

What is a plan?

I love it when a plan comes together!



A plan is

the blueprint for

achieving these goals.


What is an action plan

What is an action plan?



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


What is a milestone

What is a milestone?



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


Characteristics of goals

Characteristics of Goals

  • Specific

  • Measurable

  • Action-oriented

  • Realistic

  • Time-bounded




“I want to write a book.”

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



“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.




  • exercise creative ability

  • apply problem-solving skills

  • increase commitment to achieve the established goals

Participation allows team members to:


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



“He who fails to plan,

plans to fail”

- Proverbs




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

  • Email Questions to financialrunner@gmail.com

  • Login