Purposeful Planning

Most people don’t plan. They don’t plan because they believe plans “don’t work.” Nothing ever goes according to plan so what’s the point in planning they ask. 

One of the greatest military strategists and tacticians in the history of the United States, President Eisenhower once stated that plans are useless. (He had a little more to say on the subject of planning but we’ll get to that in a moment)

The truth is, most plans don’t work. They don’t work for a variety of reasons. One huge one is that even people who put in some level of effort creating a plan then fail to work the plan. So before we go any further let’s get one thing straight. No plan works if no one is working the plan. 

Planning does not guarantee success. It does however improve your odds of achieving it. 

Another reason plans don’t work is that the people developing them are not realistic. Two critical elements to a solid plan are knowing your starting point and your desired outcome. We call your starting point the “as is.” What is your current situation? What level of effort are you willing AND able to commit to your future success today. 

That’s where many plans go off the rails. The plan includes some pie in the sky estimate about the level of effort a person is willing to commit in order to reach the desired outcome. What we call the “should be.” 

Here’s one common example. People make a plan to get in shape. They are already very busy people but they commit to one hour a day of working out, most likely at some gym or fitness facility. Committing that hour is the easiest part of the plan. The hardest part of making that plan work often never even comes to mind for most people. 

The hardest part is committing to STOP doing something that’s become a habit in your life for one hour a day. When you make your plan you likely know that there are 24 hours in a day. But most plans look as if the act of making a plan somehow added an hour to everyday. It makes we wonder if people think the extra hour they have committed to doing something new is just gonna fall out of the sky. 

A successful plan for any type of self improvement must include what you will STOP doing in order to make the plan work. 

Now about that “should be.” 

Those who know me well know that I think I “should be” King. I don’t know King of what or who. I  do know so many things would be better if I was King. For instance, I would eliminate lines. There would be no more lines for popcorn at the movie theater. No lines for rides at Disney parks. No lines at the grocery store, absolutely no lines anywhere. Think of the time it would save. 

But…there are a couple of little problems there. First, I’ve sadly come to the conclusion that I’ll never be King. Of anything. While apps on Smartphones have contributed to the shortening of lines at theaters and grocery stores I’m afraid lines, lots and lots of lines, at Disney are a fact of life. 

By putting an uncontrollable and unattainable “should be’s” in your plan you demotivate yourself. That leads to the abandonment of your plan and reinforces the belief that “plans are useless.” 

Now, back to President Eisenhower. Yes, he definitely said, “plans are useless” but his complete statement was, “In preparing for battle I have always found that plans are useless, but planning is indispensable.”

Eisenhower knew that plans seldom work out completely as intended. But he also understood that the act of planning prepared him for the unexpected. He was not surprised by what happened on the field of battle. That’s because all possibilities had at least been considered during the planning process. 

For most of us our “fields of battle” are competitive marketplaces, disrupted supply chains, unscrupulous competitors, and difficult economic conditions to name a few. But planning still pays dividends. I’d say in challenging times planning pays even greater dividends. 

Make sure you know your “as is.” Be honest with yourself. Be realistic with your “should be.” There are of course several more elements to a successful planning process but if you get those first two right you’re well on your way to a plan that will get you to where you want to go. 

Some of you know that I’ve been trying out something relatively new over on Twitter. It’s called SuperFollow. That means I post some tweets that are for subscribers only. The tweets I post for subscribers are video only. I post two each weekday, mostly on leadership but also sales and living a better life in general. I’m also way more available for questions from SuperFollowers than I can be for the million plus regular Twitter followers. The investment to see these “SuperTweets” is $4.99 a month, that’s about 17 cents a day. The videos continue to grow in popularity so clearly a lot of people think they are worthwhile. 

I don’t get to keep the entire $4.99. Twitter of course gets some, Apple, for reasons I don’t entirely understand, gets an even bigger chunk than Twitter. What’s left after that ALL goes to charity. So you can help yourself with solid video coaching and make a difference in the world too. This month the charity is very very close to my heart. All the proceeds are going to help kids with Down Syndrome. 

You can find more information by clicking the Super Follow button on my Twitter profile page IN THE TWITTER APP. http://twitter.com/leadtoday Give it a try if you’re so inclined, and if you are, be sure to let me know how I’m doing and how I can be of even more help.

A Vision and a Plan to Achieve It are Two Different Things

It’s interesting when I ask people about their future plans. They tell me things like “my plan is to be debt free in three years.” I respond by saying that’s a terrific vision, so what’s the plan to get there?

I often see a deer in the headlights kind of look. 

That indicates to me that most people don’t understand that merely having a vision does absolutely nothing to ensure you achieve it. A vision of your future come from dreams and the attainment of that vision comes from planning.

Almost all people believe having goals is important. Many actually have written their goals down. Few however, have any kind of a formal plan for how, and when, they will achieve those goals. They can only hope it will somehow magically happen. 

I suppose it’s possible but personally I’ve never seen hoping for magic actually lead to success. 

The development of a true plan requires a complete examination of your starting point, your “As Is” or current situation. You need to be very honest here and not sugar coat the starting point on your journey to success. If you try to fool yourself in this step every other part of your plan will be wrong. You’ll demotivate yourself before you even have a chance for success.

You also need to have a clear vision of your future. Where you are going and why you want to go there. This is the “Should Be” part of your plan. Keep in mind, this is not your goals, this is where you end up when your goals are achieved. 

Now that you have that end result in mind you need to decide what you’re willing to give up to have it. Life is a trade off. Many people think in terms of what they are willing to do to achieve their vision. They fill their plans with all the things they will do to make it happen.

But they forget they only have 1440 minutes a day. If they are busy people most of that time is already used up. If you’re going to do new things to achieve your vision then you’ll almost certainly have to let some of the things you had been doing go. Build those into your plan as well. Be realistic about the time you’re willing to commit, failing to do that will result in the failure of your plan. 

Now you can set some goals. These goals are the stepping stones on your path to success. You’ll want some short term goals, some medium term goals and some long range goals. All the goals must align, what that means is that the accomplishment of each short term goal should get you closer to one of your medium term goals. 

The accomplishment of each medium term goal should get you closer to a long range goal. The accomplishment of every goal should move you closer to your actual vision. Be careful when setting goals, if they stretch you too far you could give up on them. If they don’t stretch you far enough then you’ll likely never see that vision come to life. Be realistic!

Now the truly important part. The timetable! When will you begin? I mean exactly when will you begin? Spell this out down to the minute. Not next month or next week. The plan must say I will begin at 8:03am on Monday the 27th of June. Be precise. 

Every goal needs a precise start time and achievement date and time. I’ll begin working towards this particular goal on July 13th at 11:51am and I’ll have accomplished it by August 21st at 2:02pm. 

Your plan also must include the ultimate accomplishment date. When EXACTLY will the vision come to life. 

Imagine the motivation that comes from knowing exactly what you’re doing everyday and exactly why you’re doing it. That’s powerful. 

Now, here’s where most plans go off the rails. “Stuff” as they say happens. And that’s perfectly okay because part of your plan includes periodic reviews to adjust the time frames for the goals and maybe even adjust some of the goals. The most common mistake in planning is tossing the plan in the trash as soon as the first unplanned obstacle pops up. 

Adjust, adapt, innovate and keep moving towards your ultimate vision.

The most successful people are steadfast in the pursuit of their goals but they are flexible in that pursuit. Let the “stuff” happen, but don’t get stuck in it. 

On a another subject…I’m trying something new on Twitter. It’s called “Super Followers.” For $5 a month, that’s 17 cents a day, people can follow a part of my Twitter stream that is for subscribers only. It features short videos of me discussing leadership topics, sales tips and ideas for better overall relationships. I’m assuming there will be far fewer Super Followers than the million or so people who regularly follow me on Twitter. That will give me the opportunity to answer questions more throughly than I can on regular Twitter. Most of the answers will come in the evening cause we all have day jobs, right? Think of it as ”mentoring on demand!”

My goal with SuperFollowers is to build a better connection, one where I can perhaps help more and have a greater impact. I’m hoping it gives me a chance to mentor to a wider audience. It’s still new, we’ll see how it works. It’s a $5 dollar investment that may be the extra “push” you need to get to where you want to be. I’d be honored to be able to help get you there. 

You can find more information by clicking the Super Follow button on my Twitter profile page IN THE TWITTER APP. http://twitter.com/leadtoday Give it a try if you’re so inclined, and if you are, be sure to let me know how I’m doing and how I can be of even more help.

Planning for a Better 2021 – The “Follow-Up”

Congratulations! You have a plan. If you’ve followed the steps we laid out in the previous 7 posts you not only have a plan, you have a plan based on your values and goals. There are not too many people who can say that. So good for you.

While your plan is ready to be implemented, or “launched” it is not yet done. In fact, the best plans are never done. That’s why the 8th and not really “final” step in the process is called The “Follow-Up.” 

Even as you work your way through your plan you should be reviewing it periodically to make sure it still “works” for you. If we’ve learned anything from 2020 it’s that life has a not so funny way of turning our plans to mush. 

Mushy plans are not good plans. So constantly be tweaking your plan. 

While tweaking your plan you must keep this undying principle in mind…you plans can, will, and should change as circumstances require. The Core Values upon which you’ve built your plan should remain rock solid. 

Your well thought out and developed plan is a living plan. Do not allow it to die a circumstantial death. As your environment changes, as you change, as circumstances change, your plans must change as well.

The “Follow-Up” step is where you schedule 30, 60, 90, 180 day reviews of your plan. During the 180 day review schedule additional follow-ups as needed. Put these follow-ups on your calendar. Ask your coach, mentor, or accountability partner to review the progress you’ve made towards your plan. They can offer suggestions for adjustments or advise you to stay the course. 

You now have a plan that clearly states who you are and where you are. You have a plan that says specifically who you will be in the future. You have a plan that illuminates the path that you need to follow to arrive at your goals in life. 

Continuously feed your plan with fresh thinking. Provide it with the effort and discipline needed to keep your plan in constant forward motion. 

Your reward will be a life full of the things you earned while working your plan. Pay particular attention to that previous sentence. Your reward will be the things you EARNED while WORKING your plan. 

You have an awesome plan but it will not work for you if you do not work for it. Work your plan and enjoy the life it helps you earn.

Planning for a Better 2021 – The “Launch”

The “Launch” is the seventh step in our planning process. It’s also one of the most frequently skipped steps. It is amazing to me how many times I’ve seen a person or a company invest time and in the case of companies, huge amounts of money, to develop a great plan and then do nothing with it. 

Years ago I was working for a company and we were contacted by one of the largest banks in the world. While they were already huge, their growth was stagnant and they wanted a plan to begin growing again. 

We advised them that the first step of developing a plan would be determining where they were at right now…we needed a crystal clear idea of their “As Is.” As I said this was a large bank and the most effective way to determine their current situation was to conduct a needs assessment throughout all levels of the organization. This would a seven figure investment and they would receive an actionable plan that would lead to a return to growth for the organization. 

We delivered the plan to the bank on time, which was four months after the process began. They were a little overwhelmed at the amount of detail we provided but they agreed wholeheartedly with our findings. They were excited to be moving forward. 

We scheduled our first follow up meeting (The Follow Up will be the 8th and final step in our process) for 90 days after they put the plan into action. 90 days later when we called to confirm the follow up meeting they asked to reschedule. They were still preparing to launch the plan “in the very near future.” Remember they paid over a million dollars for the needs assessment and the plan that came out of it. 

The bank NEVER did actually launch the plan. They had the best of intentions. They invested heavily to make certain their plan was actionable and that their desired outcomes would be achieved. But they failed to launch!

The “Launch” is where having a coach or a mentor can make a huge difference. Without someone to hold you accountable you may never begin. Or, you may have a few “false starts” and then never get going again. 

Think of all the time you’ve invested to this point. You likely know more about yourself then you ever have before. You’ve dreamed your dream and made a plan to make it become real. You’ve done the hardest part. 

All that’s left is to implement the plan. 

You need to take that first step. Some of us, okay, most of us will still need a little push. That’s what your coach or mentor is for. If you think coaches or mentors are only for big shots then don’t get one.  But find yourself an accountability partner and ask them to hold you accountable. The only requirement for an accountability partner is that they care enough about you to actually hold you accountable. 

I can’t say that strongly enough…whoever you ask to hold you accountable MUST truly CARE for you. That is a must must must! They need to be willing to keep encouraging you, pushing you, even scolding you in that’s what’s needed. Your accountability partner needs to stay along side of you when you tell them you’re done. They must care enough to not allow you to be done. 

Some people seem to misread the title of this step. After completing their plan instead of going to “launch” they simply go to lunch…and apparently never come back. Lunch can wait, your future will not! Implement your plan ASAP…as in today because in you’re always waiting for tomorrow, tomorrow never comes. 

Planning for a Better 2021 – The “Time Table”

Some people use time as an excuse. Highly successful people use time as a tool. 

Now that you know what you’ll stop doing in order to succeed and you know what you’ll start doing to achieve your goals you need to commit to a time table. This is such a critical step in the planning process yet many people skip it completely. 

Years ago when I would present Goal Setting Workshops for Dale Carnegie people would present truly outstanding goals. They presented them with such passion that it was obvious they wanted to achieve them. 

But when I asked when they would begin the pursuit of those goals they were completely flummoxed. They had not considered a starting date and time, they were simply going to do it. Except I knew they likely wouldn’t. Because they would most probably use time as an excuse for never actually beginning. I’ve seen it happen again and again. 

So for everything you committed to stop doing you need to add each one of those individually to a time table. EACH ONE, INDIVIDUALLY! If you think you can lump them all together and stop them all at once you need to be more realistic. 

Keep in mind you’re using a TIME table, not a date table. When adding a “stop action” to your time table list the date you will implement the stop action AND the time of day. Specifically. Exactly. Then put that in your calendar. In ink. In all caps. 

Tell the world about your commitment. Ask them, ask everyone, to hold you accountable. 

Use exactly the same process for everything you committed to start doing in order to achieve your goals and bring your plan to life. Specificity is key. You need to determine the exact date and time you will begin….or you’re unlikely to begin…ever.

Setting an exact date and time to begin your journey to goal achievement is an example of using time as a tool. Having an exact date and time in your plan and on your calendar gives you the tool of accountability. It helps you hold yourself accountable. Sharing that exact date and time with others might even give you more accountability than you want. 😀

One a word of caution about adding action items to your time table. The farther into the future you plan to stop or start an action the less likely it is that you’ll do it. The best time to begin is today. The second best time is tomorrow and the third best time is the next day. You can imagine how effective it WON’T be to start something 6 months from now…that’s almost as bad as having no start date at all. 

Today is the best day to take control of your life. If you begin today then all of your tomorrow’s will have a much better chance of going according to YOUR plan. If you don’t have a plan then you’ll have to settle for whatever happens to come your way. 

Don’t settle…plan!

Planning for a Better 2021 – The “Will Do”

The next step of the planning process is all about you! While some of the other steps could have involved other people this one does not. You are on your own here. You will ultimately determine whether or not your plan succeeds. I’ll suggest you have a coach or mentor in this step but they can help, they cannot succeed for you. 

There are no excuses in this step. I could have very well described this step as the Yoda step because this step is not the step where you “try” to accomplish the goals and objectives laid out in your plan, this is the step where you accomplish them…or not. As Yoda said, “No! Do or do not, there is no try.”

In the “will do” step YOU must make a commitment to yourself regarding what you are willing to do to achieve your goals. If you were serious about the last step then you will have cleared some time in your day to add some new activities to help you implement your plan and achieve your goals. In this step you lay out exactly what those activities will be and PRECISELY when you will do them. 

This is not a someday plan, this is a here and now plan. If you’ve gotten this far into the planning process you are closer to achieving your goals then perhaps you’ve ever been. All you need to do now is determine the investment you’re willing to make for it all to come true. 

Investments required to achieve goals come in two areas, financial and time. People typically make a commitment in one of those areas while forgetting about the other. Take me for instance, I have made substantial investments in fitness. I’ve joined one fitness club after another, giving them direct access into my bank account so my membership was always current. Over the years I’ve spent a small fortune on fitness club memberships because I take investing money in being healthy very seriously. 

Too bad for me I don’t take investing time in being healthy seriously too. Most of the fitness clubs I joined I never set foot in again after I had set up the automatic payments. I never even got to the new member tour. Because I never committed to making time to do it. I thought I was serious about it and I thought the money I spent proved I was serious but I was kidding myself. I got lucky when the last private club I joined burned down and I escaped the never ending payments. 

I proved the point that lack of initiative kills far more goals than lack of money ever will. 

I made two mistakes; I never actually stopped doing something so I could start doing something new. My calendar was already full every time I thought about going to the club. I wasn’t willing to sacrifice anything to get in shape so I didn’t get in shape. That’s a prefect example of a lack of priorities. 

My second mistake was not having someone to hold me accountable to get in shape. No coach. No mentor. I thought I could go it alone. No one achieves everything they want to achieve without help along to way. 

So in this step you need to do three things. 

First decide what investments you will make to achieve your goals. Consider both sides of the investment angle, time and money. Don’t promise yourself you’ll do it, commit to do it. Promises are pretty easy to blow off, commitments are stronger. 

Second, determine what you are willing to sacrifice. If you need a bit of extra money to achieve your goal then what will you give up. If you MUST stop at Starbucks every morning and that prevents you from taking a training course to improve yourself then I have but one word for you. Priorities!

Third, you need to find a mentor or coach. Even if it’s not a formal mentoring relationship you must have someone in your life who will challenge your commitment to the things you claim are important to you. Someone to ask you what the heck you’re doing. 

YOU must make the commitments to your future success. YOU must ultimately honor those commitments in order to succeed. Remember earlier in this series when I said this is YOUR plan? Well this is where that gets real. 

What will you do to accomplish your goals. When will you begin? What safeguards will you put in place to ensure you don’t quit before you reach your goal?

You’re getting closer to having a real plan. Real plans lead to real success. If you take this planning process seriously then you’ll have some serious success as well. 

Planning for a Better 2021 – The “Won’t Do”

When most people want to accomplish something they begin by thinking about what they will have to do in order to accomplish it. 

When the most successful people want to accomplish something they often begin by thinking about what they will need to stop doing in order to accomplish it. 

In the next step of the planning process we’ll discuss what you “will do” to achieve the goals you set in the last step. But before we do that we need to determine what we can eliminate from our daily activities. One of the big reasons people fail to achieve goals is they think they don’t have the time to work on them. They are soooo busy they can’t take on one more thing.

In all likelihood they are right about that, they can’t. Where they make their mistake however is in thinking they don’t have enough time. They have all the time in the world. What they are lacking are priorities. YOU can’t do it all! I know that for a fact because no one can do everything they want to do. 

If you can’t do everything that matters in your life then stop doing the things that don’t matter. 

Just like everyone else you have 1440 minutes in a day. You may be busy for every minute of the day but the most successful people don’t concern themselves with being busy…they focus on being productive. 

They know what activities and actions will get them closer to a goal and they make those activities a priority. They do them before less productive activities. 

The “won’t do” step of the planning process is where you keep track of exactly where your time goes. Every 15 minutes you make a quick note about what you were doing in the prior 15 minutes. Notice I said a quick note…the notes should be in categories such as “business call” or “personal call.” How ever you are using your precious allotment of time, write it down. Write it ALL down. 

If you’re like most people you don’t really know where your 1440 minutes are used each day. (Ever said to yourself “where did the day go?) The most successful people know how they have used their day at the end of it. Less successful people can only guess.

If you keep track of how you’re using your time you won’t have to guess. You don’t have to track your time usage very long, a typical week ought to be enough to give you a very good idea of where your time is being used. 

Once you have an idea of how you’re using your time then you can determine which things bring value into your life and which things simply steal your time. As I’ve said before, this is YOUR plan. It doesn’t matter if someone else thinks you’re using your time poorly. If YOU see value in how you’re using your time, and IF you’re being honest with yourself, then keep doing it.

If however it is not going to help you get closer to one of the goals you set earlier in the planning process then stop doing it in 2021. 

Don’t even think about the things you’ll need to start doing to reach your goals until you have a solid list of things you won’t be doing in the future. 2021 is the year you trade in being busy and replace it with being productive. If you don’t do the things that provide you nothing in return it’s very likely you’ll have all the time you need to accomplish everything that does.