Lenses Transforming Vision into Results

Transcription

1 Lenses Transforming Vision into Results Vision Inspirational Someday Objectives Long-Term Directional 1 Year + Targets Short-Term Direction 90 Day Goals Calculated 30 Day Weekly Report & Review Perspective & Commitments 7 Day Planning & Solitude Daily Intention Today

2 Creating Your Client-Centric Mission Inspirational Name: I want to help Date: The change I want to make is I will help them by I will know I am successful when

3 Creating 1 Year+ Objectives Long-Term Directional Name: Date: Financial: What financial number would prove to you that you had a great year? Other: One year from now, what would prove to you that you had moved toward your vision?

4 Requirements for Targets and Goals Qualifications and Ownership In order for 90-Day Targets and 30-Day Goals to be effective and actionable, there are certain requirements for how they re created and the owners assigned to them. Each 90-Day Target and 30-Day Goal must have: - Outcome is there a clear outcome that everyone on the team understands - Accountability does each person understand what they are doing and is there a directly responsible individual for each target and goal? - Transparency does everyone understand how progress will be measured, and how the team and the project owner is judging success? The Directly Responsible Individual for each Target and Goal is responsible for: - Keeping records of weekly milestones - Reporting weekly progress - Creating and reporting measurement - Letting the team know about constraints and where support is needed

5 Creating 90-Day Targets Near-Term Directional Name: Date: Objective 1: What could you do in the next 90 days to move toward your 1 Year+ Objective? What will you do in the next 90 days to move toward your 1 Year+ Objective? Objective 2: What could you do in the next 90 days to move toward your 1 Year+ Objective? What will you do in the next 90 days to move toward your 1 Year+ Objective?

6 Creating 30-Day Goals Calculated Percentage of Target Name: Date: Target: What could you do in the next 30 days to move toward this 90-Day Target? What will you do in the next 30 days to move toward this 90-Day Target?

7 Creating 30-Day Goals Calculated Percentage of Target Name: Date: Target: What could you do in the next 30 days to move toward this 90-Day Target? What will you do in the next 30 days to move toward this 90-Day Target?

8 Creating 30-Day Goals Calculated Percentage of Target Name: Date: Target: What could you do in the next 30 days to move toward this 90-Day Target? What will you do in the next 30 days to move toward this 90-Day Target?

9 Creating 30-Day Goals Calculated Percentage of Target Name: Date: Target: What could you do in the next 30 days to move toward this 90-Day Target? What will you do in the next 30 days to move toward this 90-Day Target?

10 Your Critical Number Clarity and Direction Name: Date: Most entrepreneurs track too few numbers or way too many, and very few know how to leverage them to create success. When you create a critical number, it provides clarity, indicates success and can help your team create momentum to move forward. A critical number creates a meaningful scoreboard that everyone can understand and relate to. EXAMPLE Critical Number: Facebook: 1 billion users Does this number drive all outcomes for your business? Will this number indicate success and the pace you set for the organization? Is this metric easy to understand (and impossible to misunderstand)? Critical Number: Does this number drive all outcomes for your business? Will this number indicate success and the pace you set for the organization? Is this metric easy to understand (and impossible to misunderstand)?

11 The Waterfall Critical Number, Objectives, Targets & Goals Critical Number: Objectives: Target 1: Goals: Target 2: Goals: Target 3: Goals: Target 4: Goals:

12 WEEKLY REVIEW Date: What went right? Momentum toward Targets and Goals Where do I need support to move forward? Clear constraint in the way of Targets and Goals

13 WEEKLY COMMITMENTS What could I do this week to move towards my goals? You, Relationships, Business Date: What will I do this week to move towards my goals? You, Relationships, Business

14 DAILY PLANNING What is my intention for today? You, Relationships, Business Date: To Do Top Where was I uncomfortable yesterday? Cash, Time, Energy, Effort, Focus

15 DAILY RECORD Date: Notes What am I grateful for? Where did I win today?

16 CHARFEN Momentum Planner Additional Exercises and Resources

17 Daily Planning and Solitude Checklist Simple Steps to Optimize Daily Planning Start time : No electronics Change location Pull today s Daily Planning sheet Review Vision Review Daily Waterfall Review Company Tenants Review Weekly Commitments Review calendar Planning process: What is my intention for the day? Where was I uncomfortable yesterday? Review yesterday To-do list Select Top 3 What should I do? What should someone else do? Finish time :

18 Daily Routine Checklist Alex Charfen s Example Morning Routine Checklist Stop Reactivity Evening Routine Checklist Sleep Restfully Wake up Review for perspective : Start time : Intention Rinse mouth Top 3 Hyperhydrate 1 Where was I uncomfortable? Hyperoxygenation, Muse meditation To-do list Hypernutrition shake Notes Supplements Close the day Planning & Solitude What am I grateful for? Start time : Where did I win today? : No electronics Change location Pull today s Daily Planning sheet Review Vision Review Company Tenants Review Daily Waterfall Review Weekly Commitments Review calendar Planning process: What is my intention for the day? Where was I uncomfortable yesterday? Review yesterday To-do list Select Top 3 What should I do? What should someone else do? Finish time : Ask for help immediately with clear outcomes Hyperhydrate 2 Facebook Live : Daily alignment with Cadey Wake up girls Primal Foot AM Sequence 20 breaths, Primal Posture 23-minute Primal Walk /Primal Squat Finish Planning & Solitude Hyperhydrate 3 Additional workout or exercise Primal Foot Care Finish time :

19 charfen.com Copyright 2016 CHARFEN charfen.com Copyright 2016 CHARFEN

20 5 Currencies Your Scorecard Name: Date: Abundant Well Invested & Gaining Breaking Even Falling Behind Breaking Down Cash Time Effort Energy Focus

21 CHARFEN Momentum Planner Instructions & Examples

22 Creating Your Vision Instructions Sheet Labeling with name and date creates a record for future reference and review. #1 - I WANT TO HELP In describing your tribe, it can be helpful to think of at least 3 distinguishing characteristics. #3 - THE CHANGE I WANT TO MAKE IS Think about how your customers (or the world) will be different because of what you have to offer them. #2 - I WILL HELP THEM BY Share the unique services or approach you bring to helping your target customer or client. #4 - I WILL KNOW I AM SUCCESSFUL WHEN This section clarifies measurements of your success, whether they re traditional metrics, positioning or other achievements.

23 Creating Your Vision Example I want to help The change I want to make is Extreme, results-driven people seeking optimal fitness, who aren t afraid to think outside the box or ignore conventions. Generating the results capable of creating a new mindset in physiology by building up and protecting the body instead of breaking it down. I will help them by I will know I am successful when Providing customized results, faster than anyone else, in a safe and reassuring (protective) environment. Our approach becomes the standard for fitness and physical therapy through predictable results that grow all stakeholders at the same pace.

24 Creating 1 Year+ Objectives Instructions Sheet Labeling with name and date creates a record for future reference and review. Provide the financial number (revenue, profit, etc.) that would make you feel like you had succeeded after a year. This is not meant to be a stretch goal (no double it and add a zero tactics). Think of this rationally, based on as much experience as possible. Think of another objective that significantly brings you toward your overall vision. Some examples include implementing a business system, releasing a new book or speaking at a number of desired events.

25 Creating 1 Year+ Objectives Example Financial: What financial number would prove to you that you had a great year? $3 million in top-line revenue Other: One year from now, what would prove to you that you had moved toward your vision? 5 joint-venture partnerships with top-tier industry organizations

26 Creating 90-Day Targets Instructions Sheet Labeling with name and date creates a record for future reference and review. Enter your Financial Objective for the next 1 Year+. #1 - WHAT COULD YOU DO List out what you could do in the next 90 days toward your Financial Objective. Then rank them in order of importance. #2 - WHAT WILL YOU DO Select the could do items you will commit to in the next 90 days. List these out and then assign each item an owner, if applicable. These will be the Directly Responsible Individuals (DRIs) for each Target, tracking their progress and success. For Objective 2, follow the same process you went through for Objective 1.

27 Creating 90-Day Targets Example Objective 1: $3 million in top-line revenue What could you do in the next 90 days to move toward your 1 Year+ Objective? Facility Operations Process (5) Customer Results Tracking Process (2) Collaboration Tools (7) Operating Hours Coverage System (3) Sales/Commission Process (4) What will you do in the next 90 days to move toward your 1 Year+ Objective? 1. Q4 Promotion (Rachael) 2. Customer Results Tracking Process (Ben) 3. Operating Hours Coverage System (Will) 4. Sales/Commission Process (Rachael) 5. Facility Operations Process (Will) Q4 Promotion (1) Referral System/Incentives (6) Objective 2: 5 joint-venture partnerships with top-tier industry organizations What could you do in the next 90 days to move toward your 1 Year+ Objective? Identify and evaluate target list of industry organizations (2) Create project brief for desired outcomes of this initiative (1) What will you do in the next 90 days to move toward your 1 Year+ Objective? 1. Create project brief for desired outcomes of this initiative (Ben) 2. Identify and evaluate target list of industry organizations (Ben)

28 Creating 30-Day Goals Instructions Sheet Labeling with name and date creates a record for future reference and review. Enter one 90-Day Target. #1 - WHAT COULD YOU DO List out what you could do in the next 30 days toward this 90-Day Target. Then rank them in order of importance. #2 - WHAT WILL YOU DO Select the could do items you will commit to in the next 30 days. List these out and then assign each item an owner, if applicable. These will be the Directly Responsible Individuals (DRIs) for each Goal, tracking their progress and success. NOTE: This exercise should be conducted for each 90-Day Target.

29 Creating 30-Day Goals Example Target: Customer Results Tracking Process (Ben) What could you do in the next 30 days to move toward this 90-Day Target? Use forms for evaluations (1) Create training forms (3) Rehearse/test scripts/process (5) Script first session (2) Client results tracking (6) What will you do in the next 30 days to move toward this 90-Day Target? 1. Use forms for evaluations (Charles) 2. Script first session (Ben) 3. Create training forms (Ben) 4. Database of exercises (Sharon) 5. Rehearse/test scripts/process (Ben) Checklist of all facility operations (7) Database of exercises (4)

30 The Waterfall Instructions Sheet Enter Your Critical Number List out your Financial and Other 1 Year+ Objectives Enter each 90-Day Target individually. Create another sheet if you have more than four Targets. List out your Financial and Other 1 Year+ Objectives

31 The Waterfall Example: Real Estate, Q3 Critical Number: 150 Listings Objectives: 1. $20M in Sales 2. 1,000 New Leads Target 1: $1.5M Sales Volume Goals: 1. 90% Client Adoption of Recommended Pricing Strategy 2. Increase Average New Listing Price to $250k Target 2: 500 New Leads Goals: 1. Launch and Collect 100 Leads from Digital Ad Campaign (Google and Facebook) 2. Hold 4 Community Education Events in Different Neighborhoods Target 3: 25 Listings Goals: 1. Hire 1 Additional Listing Agent with Existing Network Outgoing Calls to Network for Reconnection and Referrals Target 4: Rebrand Company Around Luxury Homes Goals: 1. Designer Selected and New Logos/Materials Developed 2. 2 Local Media Appearances About Luxury Homes, Including our Company/Website

32 The Waterfall Example: Bakery, Q1 Critical Number: 20,000 Transactions Objectives: 1. $250k in Sales Catering Contracts of $1,000+ Target 1: $75K Sales Volume Goals: 1. Test and Adapt 4 Pricing Strategies to Bundle Products 2. Launch New Offering for Specialty and Premium Coffee Products 3. Upgrade to Google Fiber and Advertise for Long-Term Customers Target 2: 3,000 Storefront Transactions Goals: 1. Select Designer and Review 3 Designs to Refinish Storefront 2. Get Zoning Approval and Add 4 Tables on the Sidewalk 3. Launch Advertising Campaign in 4 Local Newspapers/Websites Target 3: 10 Signed Catering Contracts of $1,000+ (Including Deposit) Goals: 1. Host 2 Bake and Learn Sessions for Community (to Pitch Catering) Target 4: 2 Partnerships with Local Event Locations Goals: 1. Identify and Meet with 5 Qualified Locations 2. Create and Distribute Package Deals for Special Events (Weddings, Graduations, Retirements, Birthdays, etc.)

33 Weekly Commitments Instructions Sheet Be sure to label these by date for future reference and review. Identify and enter the items you COULD do in the coming week to move toward your 30-Day Goals. Then rank these items to help clarify what you will commit to for the week. After examining and ranking the items you COULD do, create a list of the items you WILL do in the coming week to move toward your 30-Day Goals. These become your Weekly Commitments.

34 Weekly Commitments Example What could I do this week to move towards my goals? You, Relationships, Business What will I do this week to move towards my goals? You, Relationships, Business Event collateral completed and sent to printer (1) Hold a Targeted Interaction for operations to examine all systems and tools we re using (3) Update website with Facebook pixel tracking codes (8) Send contract to client with request for response by end of week (5) Draft plan for SEO initiative (4) Update customer avatars (7) Complete drafts for all event marketing communications (2) 1. Event collateral completed and sent to printer 2. Complete drafts for all event marketing communications 3. Hold a Targeted Interaction for operations to examine all systems and tools we re using 4. Create project plan for SEO initiative 5. Send contract to client with request for response by end of week 6. Identify 3 social media content management services Research 3 social media content management services (6) Identify 2 potential contributing author opportunities (9)

35 Weekly Review Instructions Sheet Be sure to label these by date for future reference and review. This is where you find and create momentum. List out the items that went right this week. Reflect on where you won and were able to truly move forward. This should feel like a celebration and recognition for your accomplishments. This is where you identify and remove constraint. List out the areas where you were uncomfortable for the week, or where you may need additional support to move forward. Listing out these items is an important step in the process of offloading where you re uncomfortable and asking for support.

36 Weekly Review Example What went right? Momentum toward Targets and Goals Generated 200 leads this week, which is 37% higher than projected Made it home for dinner with the family every day this week! Aligned with the team on our 30-Day Goals and felt their excitement about our direction I m feeling a ton of momentum from all the positive customer feedback we ve received this week Where do I need support to move forward? Clear constraint in the way of Targets and Goals I m out of the office on Friday, so I need support delivering on my projects with a short week. I m having trouble communicating our value proposition to our customers. I d like some help simplifying our language and making it more congruent with customer situations. We re aggressively approaching the deadline for our year-end promotion, and I don t have all the resources we need. I would like to have some help identifying contractors to support this initiative. My wedding anniversary is coming up and I haven t set aside time to plan for it. I need to coordinate this with the team to ensure I can take the time off.

37 Daily Planning Instructions Sheet Be sure to label these by date for future reference and review. #1 - INTENTION List out what you intend to get out of the day. These can span your personal, relationship or business needs. Consider viewing this as what would make you feel like today was a success. #2 - OFFLOADING Identify the areas where you were uncomfortable yesterday, so you can determine how to offload items today. Consider areas where you feel stretched with your cash, time, effort, energy or focus. #3 - TO DO Only after setting your intention and identifying items to offload, make your list of to-do items for the day. #4 - TOP 3 With the perspective of your intention, items to offload and to-do list, you can confidently identify your Top 3 priorities. Accomplishing these will make you feel like you won the day.

38 Daily Planning Example What is my intention for today? You, Relationships, Business Gain clarity on our new product launch and align with the team on deliverables Approach the joint venture meeting with three objectives: let them state what they want, don t talk too much, express the value we bring to the table Leave the office by 4:30 pm to be home for dinner with the family Top 3 1. Schedule targeted interaction with product launch team 2. Successful joint venture meeting 3. Identify 3 PR partner options Where was I uncomfortable yesterday? Cash, Time, Energy, Effort, Focus Feel we may have overcommitted on deliverables for the Q4 product launch - need contract support? I m not getting the media attention I think that I and our company should get Got home too late last night and missed dinner with the family (kids not happy) To Do - Schedule a Targeted Interaction with the product launch team - Print out all materials for the joint venture meeting - Schedule follow up communications for the joint venture meeting - Identify 3 public relations agencies or contractors - Review monthly metrics with COO - 2 Facebook Live sessions about our product launch - Create outline for a new whitepaper on Q4 market trends - Hold call with accounting firm - Review search rankings for target pages and keywords

39 Daily Record Instructions Sheet Be sure to label these by date for future reference and review. Use this section for taking notes throughout the day. If you need more room for notes, we recommend putting extra blank sheets in the back of your planner. Close out each day by reminding yourself what you re grateful for. Even if there s just one thing, it will help put each day in the proper context and set you up for maximum momentum in the day ahead. Every day, remind yourself where you won. Recognizing your successes will give you another jolt of momentum, and remind you of how far you ve moved forward.

40 Daily Record Example Notes - Meeting with COO - Tracking 80% toward hitting monthly goals - Product launch deliverables are only ones behind expectations - Meeting with product launch team - Already knew about possible delays, and brought contractor recommendations (we selected one) - Their needs for me: - 2 more Facebook Live sessions this week - Record key messages for a sales letter they re drafting - Send out affiliate requests to 5 top customers this week - Joint Venture Meeting - Follow up items - Copy of notes (team to send) - Draft letter of intent - Date/time for follow-up conference call What am I grateful for? Fun family dinners A crazy smart team that drives me to be better each day New partners who understand the value we bring Customers buying into our mission Where did I win today? Got everything I wanted out of my joint venture meeting My product launch team is aligned and already identified contractors to ensure on-time delivery Got home in time for dinner with the family love it!

41 5 Currencies Instructions Sheet Name: Date: Label this exercise by date for future reference and contrast. Abundant Well Invested & Gaining Breaking Even Falling Behind Breaking Down Cash For each Currency, put a check in the box under the category that best describes how you currently feel about that Currency. Time Effort Energy Focus The categories at the top of this worksheet will help you understand where your attention may be needed in order to lower pressure and noise and become a more effective leader.