MY PLAN for SUCCESS. Leadership Management International, Inc. Name. Name of Franchise. Period Beginning: To: 4567 Lake Shore Drive Waco, TX 76710

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Amos Gardner
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1 MY PLAN for SUCCESS By Name Name of Franchise Period Beginning: To: Leadership Management International, Inc Lake Shore Drive Waco, TX 76710

2 PLANNING Successful planning is more than merely carrying over last year s statistics to next year s plans. If you are new in LMI, you have no statistics on which to base your plans. If you have been in LMI for several years, you are probably ready to move to higher levels of achievement in your business. What you plan to do next year need not be limited by what you have done in the past. The purpose of this plan is to help you set your specific goals and give you an organized way to work toward their achievement. Specific goals and a specific plan of action are essential to your progress and success. A plan is more than a New Year s resolution to be made in the white heat of enthusiasm. Resolutions fade and are forgotten as the days go by because they are nothing more than fleeting promises. But a worthwhile plan is a design, a blueprint. It must be: DESIRABLE REASONABLE MEANINGFUL MOTIVATIONAL It must reflect your inner-most dreams and goals. It must show you a picture of results you can believe. It must reveal a purpose and a direction for the life and business you are building It must challenge you to recognize within yourself potentials and possibilities you never saw before... to think of yourself as being bigger than you are now. A PLAN is your friend. Treat it as such and it will always stand by you and the rewards will be outstanding. Abuse it, and the loss is yours. The PLAN you make here, when followed enthusiastically, will not only guide you to the fulfillment of your dreams, it will add more zest to the journey. It is always motivational when you can compare your results to planned goals. This PLAN is important because: It will keep you on track. Organize activity and maintained enthusiasm go hand-in-hand. You will have a consistently higher level of enthusiasm and enthusiasm produces results. Results produce income and income is a contributing factor to your success. You will accomplish more in less time and end up with more free time. More time to do the things you want to do. You will be alerted to weaknesses and challenges before they develop into problems, and learn to profit from your strengths as they are developed. REMEMBER, great achievements are not built on little plans; so plan as big as you want to be.

3 MY MOST IMPORTANT GOALS For 2012 Make a list of what you really want to see happen in your business and your life in SUMMARY My #1 Business Goal is: My #1 Personal Goal is: My #1 Family Goal is: My #1 Self-Development Goal is: My Earnings goal is: My Savings Goal is: My Investment Goal is:

4 YOUR BUSINESS PLAN OF ACTION The purpose of these planning forms is to help you focus your thoughts, energy, and actions on the specifics that will bring you a greater degree of success to your business. People succeed because they know what they want and where they are going, and they know when and how they will accomplish the important steps in achieving their goals. The key element in this process is goals. Before you can take your first successful step, you must know what direction you are going. These forms are designed to stimulate your thinking and aid the visualization process so you can get a clear image of what your business will be a year, five years, and ten years from now. This helps you to decide what you can do today and every day to move progressively toward the fulfillment of your goals. As you begin your journey, the future may seem unknown, a hazy picture at best, with generalized objectives and nebulous rewards. But as you use the goal process, the future will come into focus, you will define specifics, and your benefits will become bankable. You will develop the ability to see the future as you want it to be and modify today s behaviors to produce the results and rewards that you desire. Using the goal setting process will also set your imagination free. By committing your thoughts and goals to writing, your thinking becomes crystallized, generalities become specifics, and you are able to relate today s activities to the achievement of long-range objectives. This helps you to eliminate wasted effort and activity traps. You make progress at a faster pace and build your business into a profitable, vigorous, and dynamic organization. Discuss your plans with the home office. Make copies and share them so we can get a clearer picture of your thoughts, goals, and plans. This will help you get advise in ways that may save time, effort, and money. Knowing what to do is essential to achieving success. But, without guidance, most people spend only 20% of their time tending to the activities that contribute directly to their success. When 80% of their efforts are either wasted or spent in nonessential activities, success becomes elusive. By using the goals process, you will avoid that pitfall and will focus, more and more, on the actions that build a career, a business, develop professionalism, and result in financial compensation that is far above average. The goals process is not an exercise to be completed; it is a plan that is to be used on a continuing basis. Frequently review what you have written and make additions and modifications as your experiences allows you to bring the future into clearer focus. Record your progress and milestones and turning points in your business development. A written record is strong motivation when you are able to review the goals you have accomplished and the obstacles you have conquered. Now is the time to get started! Whether you have been in LMI one day, one year, a decade, or more, this process will guide your next steps and help you to accelerate your growth as a professional in LMI. SUCCESS IS NEVER FINALLY WON; IT MUST BE CONTINUALLY ACHIEVED

5 BUSINESS GOALS CHECKLIST Name Franchise Date Date Completed Written BUSINESS PURPOSE Statement of WHERE WE STAND NOW CURRENT AND FUTURE ORGANIZATION CHARTS OVERALL BUSINESS GOALS 12 Month A. Sales $ and Units B. Profit/Income C. Growth/Expansion (Associates, offices, etc.) D. Organizational Production E. F. G DEFINITION OF PRODUCTIVITY / PRIORITIES TIME PICTURES CURRENT / PLANNED PERSONAL DEVELOPMENT PLAN / AWARDS & RECOGNITION BUSINESS EXPENSE REQUIREMENTS / BUDGETS FINANCIAL STATEMENTS 10. GOAL PLANNING SHEET on each Goal 11. GOAL TRACKING SHEET on each Goal 12. GRAPH Set Up on each Business Goal 13. AFFIRMATIONS Set Up on each Business Goal 14. VISUALIZATION BOARD Completed or Updated 15. GOALS ACCOMPLISHED Up to Date

6 BUSINESS PURPOSE Name Franchise Date Write below a statement of why you are in this business, why your company exists, who is your market, where is your market, what results you deliver, and anything else that will clarify your purpose and paint a picture of your business. If you have written your Vision/Mission/Purpose, add it to this section of your plan but still complete this exercise.

7 WHERE WE STAND NOW Name Franchise Date Write below a description of your current business situation. Include level of sales, number of people, number of clients, equipment, assets, resources, systems and anything else that will describe the beginning point for your continued journey to success.

8 ORGANIZATIONAL CHART Name Franchise Date Outline below a chart of how your sales organization currently looks. ************************************************************************************************************* ORGANIZATIONAL CHART Name Franchise Date Outline below a chart of how you want your sales organization to look 3 years from now. Include support as well as sales and facilitation.

9 OVERALL BUSINESS GOALS From To Name Franchise Date Note: Make your goals Specific, Measurable, Attainable, Realistic, and Tangible. To help make your goals SMART, ask WHO, WHAT, WHERE, WHEN, and WHY. One: Two: Three: Four: Five: Six: Seven: Suggested Goals Areas: Gross Sales $ Growth / Expansion Gross Sales Units Image Profit Client Results Recruiting Recognition / Awards

10 DEFINITION OF PRODUCTIVITY Name Franchise Date Write below what it means for you to be productive. measurable output oriented terms. Be as specific as possible, using SAMPLE Productivity means that I have a minimum of 15 interviews (sales and recruiting) every week, a minimum of 3 recruits per month, and Franchise sales volume in excess of $25,000 per month. PRIORITIES List below, in descending order, the six most important things you do (with number one being the most valuable and profitable). Be as specific as possible

11 PRIORITIES List below, in descending order, the six most important things you do (with number one being the most valuable and profitable). Be as specific as possible.

14 PERSONAL DEVELOPMENT AND TRAINING PLAN List below conferences to attend, classes to take, books to read, and recordings to listen to. List anything that will assist you in developing the skills you need to grow personally and that will help you build your business. AWARDS AND RECOGNITION List below the Awards and Recognition goals you have for this year along with a short plan of what it will take to reach that goal. Additional Goal Planning Forms may be required. AWARDS / RECOGNITION HOW I PLAN TO ACHIEVE THIS GOAL TARGET DATE DATE ACHIEVED

19 RECRUITING Monthly Recruits YTD Recruits ASSOCIATES RECRUITED