F. Scott Addis, CPCU, CRA CEO, The Addis Group CEO, Beyond Insurance

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2 F. Scott Addis, CPCU, CRA CEO, The Addis Group CEO, Beyond Insurance Inc. Magazine Entrepreneur of the Year finalist Named one of 25 Most Innovative Agents in America Franklin Award recipient (CPCU Philadelphia Chapter) Author, Summit

3 Visions and Goals Visions allow you to see yourself at some point in the future. Goals offer a road map to reach these visions.

4 There is nothing more rewarding than having visions, setting goals to reach those visions and focusing in as the visions become reality.

5 Goal Setting is a PROCESS. It involves: Gaining clarity about your ideal future Designing a plan to get you there Launching into action Persisting until you reach your destination

6 The key to goal setting is your ability to turn this vision into reality.

7 It is understood and appreciated by top athletes, entertainers and people from all walks of life. Clarity Confidence Purpose Passion

8 Stimulating Energizing Rewarding Without goals, one has no sense of direction.

9 1. What is important in your life 2. What do you wan to achieve 3. Separate what is irrelevant 4. Be motivated 5. Benchmark progress 6. Gain self confidence

10 Goal setting is your navigation system! Specific Actionable Measurable

11 Your goals will protect you from other people s agendas and expectations. Your goals allow you to have control over your destination!

12 Setting goals for your game is an art. The trick is setting them at the right level, neither too low or too high. A good goal should be lofty enough to inspire hard work yet realistic enough to provide solid hope of attainment. - Greg Norman

13 S M A R T Specific Measurable Attainable Relevant Time bound

14 As you design you SMART goals, do not lose sight of your BIG PICTURE goals your future vision!

15 Step1: List your goals A to Z Step 2: Prioritize your goals Step 3: Set an execution strategy and achievement timeframe Step 4: Visualization Step 5: Goal actualization

16 Step 1 List your goals A to Z. Personal & Professional Short term and futuristic Wide range of categories Lifetime goals

17 Step 2 Prioritizing Your Goals. Scale from 1 to 10

18 Step 3 Setting Your Execution Strategy and Achievement Timeframe. Lifetime plan Five year plan One year plan 90 day plan Weekly plan

19 Step 4 Visualization Mental imagery is essential to goal setting.

20 Step 5 Goal Actualization Celebrate the moment. Absorb the implication of the goal as it relates to your future self.

21 The failure to actualize a specific goal is not important as long as you learned a lesson from the process and gave it your best effort.

22 A goal properly set is halfway reach. Abraham Lincoln Goals are not only absolutely necessary to motivate us. They are essential to really keep us alive. Bill Copeland The tragedy of life doesn t lie in not reaching our goal. The tragedy lies in having no goals to reach. Benjamin Mays To achieve happiness, we should make certain that we are never without an important goal. Ralph Waldo Emerson Our goals can only be reached through the vehicle of a plan, in which we must fervently believe and upon which we must vigorously act. There is no other route to success. Vincent van Gough

23 In achieving your goals, you may run into roadblocks. Don t let that stop you, go around over or under. If you are committed to your goal you will find a way. Cather Pulsifier What you get by achieving your goals is as important as what you become by achieving your goals. Henry David Thoreau People with goals succeed because they know where they are going. It s as simple as that. Earl Nightingale If you don t design your own life plan, chances are you ll fall into someone else s plan. And guess what they have planned for you? Not much. Jim Rohn Goals give you a compass in order to direct your path through life. Goals focus your thoughts and actions on areas that have precise purpose and meaning. Catherine Pulsifier

24 System to help you accomplish the following: Create Visions Set Goals Benchmark progress Analyze personal and business goals Build your Relationship Network Better understand your Unique Abilities Establish objectives as relates delegation Work through frustrations

25 Performance Map 365 will improve your: Work/life balance Income Enjoyment in your business Personal Brand A process to move you to a higher level of achievement, growth and satisfaction.

26 Performance Map 365 includes: One year planner Quarterly scorecard 30 day sprint Personal assessment guide Frustration elimination system Delegation accelerator Criteria filter Prospect research advisory board Stakeholder intimacy matrix

27 Visions allow you to see yourself at some point in the future, while goals offer a road map to reach your visions. There is nothing more rewarding than having visions, setting goals to reach these visions, and focusing in as the visions become reality.

28 Scott Addis, CPCU, CRA