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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Goal Setting and Planning
Gary E. Jones
Financial Advisor, ACS, ALS
Husband & Father
A goal is a
you and your team
I love it when a plan comes together!
A plan is
the blueprint for
achieving these goals.
An action plan is a sequence of steps that must be taken, or activities that must be performed well, for a strategy to succeed.
A milestone is an action or event marking a significant change or stage in development.
“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.”
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.
How can we make the DCP Goals into S.M.A.R.T Goals?
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.
Participation allows team members to:
It has been documented that by writing out your goals they become reality.
You are writing out instructions for your subconscious.
The more people you share your goals with the more people will be able to help you with achieving them.
“He who fails to plan,
plans to fail”