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Planning for Maximum Performance

Planning for Maximum Performance. Make a Difference. Be a Leader. David Bush. Extraordinary Results Coach. Goals for today…. Define “Maximum Performance” 3 P’s to Achieve Maximum Performance Create a plan to “Make a Difference” & “Be a Leader”. Defining Maximum Performance.

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Planning for Maximum Performance

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  1. Planning for Maximum Performance Make a Difference. Be a Leader. David Bush Extraordinary Results Coach

  2. Goals for today… • Define “Maximum Performance” • 3 P’s to Achieve Maximum Performance • Create a plan to “Make a Difference” & “Be a Leader”

  3. Defining Maximum Performance Maximum(max·i·mum) : the greatest quantity or value attainable or attained; the period of highest, greatest, or utmost development * Merriam Webster’s Dictionary

  4. Defining Maximum Performance Maximum Performance: __________________________________ __________________________________ __________________________________

  5. Three P’s to Achieve Maximum Performance • Purpose • Perspective • Plan

  6. #1 – Purpose (Why?) PURPOSE? HOW?

  7. #1 – Purpose (Why?) PURPOSE? HOW?

  8. #1 – Purpose (Why?) • Firm • Finances • Family • Faith • Friends • Feelings • Fun

  9. #2 – Perspective OPPORTUNITYISNOWHERE • Some read this as “Opportunity is nowhere.” • Some read this as “Opportunity is now here!” • Our results are determined by our perspectives & beliefs.

  10. Perspective Test Negative Positive N R O T S P TEST

  11. Your Perspective Determines Your Path

  12. #3 – Plan (Are you planning to succeed?) “If you don't design your own plan, chances are you'll fall into someone else's plan. And guess what they have planned for you? Not much.” Jim Rohn American Business Philosopher

  13. Maximum Performance Choice Plan/Goals Choice Choice Ordinary Results Choice Choice

  14. Personal Development Model

  15. Assessing Your Plans • Personal Plan • - Life Plan • - Time Plan • Business Plan • - Vision/Mission • - Financial Plan • - Marketing Plan • - Operations Plan

  16. Creating Your Life Plan – 6 Steps to Success 1) CLARIFY What do you want to be, do & have?

  17. “If one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours.” - Henry David Thoreau, Author/Philosopher Apply the Catalyst

  18. Apply the Catalyst Extraordinary Leaders Having a DREAM is the energizing catalyst that transforms your current reality!

  19. When you follow your dream and change your world…history is changed forever! Apply the Catalyst Your Extraordinary Dreams • To grow my business • To improve relationships • To go back to school • To be in great shape • To live your purpose • To be the champion • To be the star • To be the best • To make a difference • To change the world

  20. DREAM: Play Professional Football Apply the Catalyst

  21. Creating Your Life Plan – 6 Steps to Success 2) PRIORITIZE your dreams with deadlines Focus on what’s most important and devote yourself to it!

  22. Tournament Creating Your Life Plan – 6 Steps to Success

  23. Creating Your Life Plan – 6 Steps to Success 3) PLAN to SucceedCreate S.M.A.R.T. Goals & Action Steps to Gain Direction Specific Measurable Agreed upon Realistic Time Sensitive

  24. Do You Know Where You’re Going? Goals Why? Action Steps Plan

  25. Creating Your Life Plan – 6 Steps to Success 4) IMPLEMENT & Take Action On Your Plan Schedule time in your calendar to pursue your dreams and goals!

  26. Planning Your Priorities Creating Your Life Plan – 6 Steps to Success

  27. Maximum Performance Schedule • Practice/Preparation Days • - Monday and Friday • Game Days • - Tuesday, Wednesday, Thursday • Free Days • - Saturday and Sunday

  28. “We all must try to be the best person we can: by making the best choices, by making the most of the talents we've been given.” - Mary Lou Retton, U.S. Gymnast & Olympic Gold Medalist Make the Choice

  29. Make the Choice What kind of life do you want to live? Extraordinary Life Failure/Regrets

  30. Make the Choice Stephanie and Christian

  31. Will you CHOOSE to LIVE your dreams? Make the Choice YOUR LIFE CLOCK IS TICKING! “Too many tomorrows and all you’ll end up with is just a bunch of empty yesterdays.” Professor Harold Hill in the “Music Man” written by Meredith Wilson

  32. Creating Your Life Plan – 6 Steps to Success 5) BREAKTHROUGH the challenges & obstacles Believe that you can do it and you will succeed!

  33. Creating Your Life Plan – 6 Steps to Success 6) MEASURE Your Success & Adjust Your Activities Accordingly

  34. Perfecting Your Maximum Performance Plan • Business Plan • - Vision/Mission • - Financial Plan • - Marketing Plan • - Operations Plan

  35. Vision Statement • What does your business look like 3, 5 and/or 10 years from today?

  36. Mission Statement • Your overriding direction – What you aim to achieve that is not quantifiable and does not have an end date. • Starbucks Mission: To contribute positively to our communities and our environment.

  37. Your Financial Plan • Financial Goals (Commission/Expenses) • Productivity Standards (Red Line) • Average Client Net Worth(or Revenue Per Client)

  38. Your Marketing Plan • Clients (Present/Past) • Personal Sphere(Friends, Affiliates, Networking Contacts, etc.) • Referral Partners (VIP Clients, Key Influencers, Other Advisors, etc.) • Consumer Direct (Direct Response Ads, Public Seminars, etc.)

  39. Your Marketing Phases – Lead Generation Lead Generation Associations Service Clubs Bank Referrals Corporate Marketing Direct Mail Free Reports Internet Leads Leads Groups Media Marketing Newsletter Strategies Niche Specific Online Marketing Referral Partners Seminars Telemarketing

  40. Your Marketing Phases – In Process In Process Marketing Welcome letters Emails Gifts Advisor Marketing Referral Requests Added Value

  41. Your Marketing Phases – Client Retention Follow Up Calls Referral Requests Advisor Marketing Customer Surveys Relationship Marketing Thank You Notes Special Events/Seminars Newsletters Postcards/Birthday/Anniversary Annual Review

  42. Your Marketing Calendar

  43. Marketing Plan - Your Strategic Advisor Team

  44. Marketing Plan - Referral Partner Roles • Revenue Enhancer • Recruiter • Mentor • Advocate • Publicist • Loan Broker • Purchasing Agent

  45. Operations Plan – Sales Process • Prospecting • Approaching • Needs Analysis • Presenting • Overcoming Objections • Gaining Commitment • Follow Up • Personal Organization

  46. Operations Plan - Training • What do you (or others on your team) need to learn to increase your position in the market and expertise on the services you provide? • How does your current expertise differentiate you from competitors?

  47. Operations Plan - Your Advisor Systems • Are You Fully Leveraging Your Technology? • Utilizing a Personal Assistant Efficiently? • Are you Organized, Efficient & Effective?

  48. Recap of our goals for today… • Define “Maximum Performance” • 3 P’s to Achieve Maximum Performance • Create a plan to “Make a Difference” & “Be a Leader”

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