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Planning for Success

Planning for Success. Work Smarter with a System. The Point:. "In order for any business to succeed, it must first become a system so that the business functions exactly the same way every time down to the last detail" (Rick Harshaw, CEO, y2marketing). The Goal:. Cricket. 11 Players

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Planning for Success

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  1. Planning for Success Work Smarter with a System

  2. The Point: "In order for any business to succeed, it must first become a system so that the business functions exactly the same way every time down to the last detail" (Rick Harshaw, CEO, y2marketing).

  3. The Goal:

  4. Cricket • 11 Players • 5 batsman • 1 Keeper • 5 Bowlers • 4 Innings • 10 Overs • Get as many runs as possible • Don’t get out

  5. First Day on the Job Diamond Club - May 1, 2012 Gold Rank ~400 Members Easily defined roles

  6. End of Diamond Club Aug 31, 2012 Platinum ~600 members Now What?

  7. Now What? How do we do this together? Who does what? Where’s the balance?

  8. Giant Sheets of Paper Make a team to do list Led to FRUSTRATION

  9. Diamond Club Round 2 January 2013 Diamond Rank ~1500 members How things were….

  10. Finding the Balance Where were we 2 years later? • Marginal improvement

  11. And the Cycle Continued "94% of all failure is a result of the system... not people" (W. Edwards Deming).

  12. The Day it all changed We met with a coach Identified biggest problems She made recommendations

  13. What we lacked? ….Systems For family needs For Team Needs For new wellness advocates For communicating

  14. Example of Systems: • Family Needs: • Communication policy • Potty Training • Team Needs: • Monthly Recognition • Premier = Book etc. • Weekly Team call

  15. Example of Systems: • New Wellness Advocates: • Training Program • Facebook Group

  16. Fixing What’s Broken: "I always look to the system for a solution. If a challenge arises I use a system correction before I look for a people correction. I use a system solution in my innovation rather than a people solution. I follow the system exactly until a new system is introduced. I suggest system improvements at my first opportunity" (Brad Sugars, Action COACH's 14 points of Culture).

  17. The Recipe

  18. Just the Mindset?

  19. Just the skillset?

  20. Just the tools?

  21. What if I have Mindset and Skillset?

  22. What about skills and tools?

  23. Put it all together

  24. Our Start in the Business Making $10 Thousand/month Do just one thing

  25. Skills can be learned

  26. Simple System for Getting Started Two contacts per day Two Samples per day Two Follow ups per day Two check in calls per day

  27. Tricks to Making Systems Work Make it Routine Write simple steps Know when complete

  28. "If you can't describe what you are doing as a process, you don't know what you're doing" (W. Edwards Deming, Total Quality Management).

  29. Example • Power of Three • Every Monday • Fill in Pof3 Planner • What LRP Batches will run that week • Which Batches are short • Contact WA and remind them

  30. When am I finished? When its filled out Short Batches contacted

  31. Other Systems Needed • Recognition/Rank Advancements • Accounting • Scheduling/Planning • Placement Moves New Members Mentoring system Sample System Website Updates Social Media Posting Shipping/Fulfillment

  32. New Members • Monday Task • Request mailing labels • Back Office • Filtered since last week • Scrub the file • Import into contact manager

  33. New Members (continued) Tag them as new Start new member training email drip Cross check new people on Facebook group Post a Facebook welcome message Done!

  34. Base Vs. Runners • Base is important • Customers, Oil users, slow builders • Runners – work so hard you notice Where do you spend the most time?

  35. Base vs. Runners • Base • Weekly Call • Facebook Info • Help them feel important • Runners • Mentoring • Partnering

  36. Mentoring System • We invited participants • Outlined Expectations • Weekly Check in Form • Scheduled 30 minute calls • Space is limited

  37. Mentoring System Execution Monday Task Calls average 20 minutes Check in guides flow of conversation All completed in one day

  38. A Good Idea…. Go with the flow Complete one at a time Aim for routine

  39. What about the other stuff? • Daily Routine • Emails, Phone Calls, Messages • 2 Contacts, 2 Shares, 2 Follow ups etc. • To Do List • Evaluate the roles I play • Brainstorm needs for each • Choose top 6 things

  40. The Results More Effective during work times More family time Greater Balance in the business/home Increased focus

  41. The End Result

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