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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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  1. The Leadership Excellence Series Goal Setting and Planning by Gary E. Jones Financial Advisor, ACS, ALS 314

  2. Who Am I? Financial Planner Husband & Father Marathoner

  3. What is a Goal?

  4. Definitions A goal is a specific objective you and your team must achieve. 1

  5. What is a plan? I love it when a plan comes together!

  6. Definitions A plan is the blueprint for achieving these goals. 2

  7. What is an action plan?

  8. Definitions An action plan is a sequence of steps that must be taken, or activities that must be performed well, for a strategy to succeed. 2

  9. What is a milestone?

  10. Definitions A milestone is an action or event marking a significant change or stage in development. 2

  11. Characteristics of Goals • Specific • Measurable • Action-oriented • Realistic • Time-bounded 3

  12. Example “I want to write a book.” Is this a S.M.A.R.T. goal?

  13. Example “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.”

  14. Toastmasters Club Goal 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.

  15. What are the 10 goals? • Two CCs • Two more CCs  • One ACB, ACS or ACG  • One more ACB, ACS or ACG  • One CL, AL or DTM  • One more CL, AL or DTM  • Four new members  • Four more new members  • Minimum of four officers trained during each of two training periods  • One dues renewal report and one club officer list submitted on time

  16. DCP into S.M.A.R.T Goals How can we make the DCP Goals into S.M.A.R.T Goals?

  17. Achieving Club Goals • Hold a club planning session • Determine priorities • Assign actions with due dates to executive • Set a follow up session

  18. Hold a club planning session • An open meeting for all members • Review the 10 goals • Brainstorm • Create an Action Plan • Have all those attend sign off on goals

  19. Determining Priorities • Use a Gantt Chart

  20. Set up a follow session 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.

  21. Tips for Success • Involve everyone in setting goals. • Write each goal out. • Communicate the goals to the club and public. • Celebrate if you achieve milestones. 4

  22. Involvement • exercise creative ability • apply problem-solving skills • increase commitment to achieve the established goals Participation allows team members to: 7

  23. Write out your Goals It has been documented that by writing out your goals they become reality. You are writing out instructions for your subconscious.

  24. Communicate Your Goals The more people you share your goals with the more people will be able to help you with achieving them.

  25. Celebrate Milestones • Become a stronger team • Meet spouses and family • Make the list achievable

  26. Conclusion “He who fails to plan, plans to fail” - Proverbs 9

  27. Documents All documents and this PowerPoint will be available online at http://financialrunner.com/tli/ • Email Questions to financialrunner@gmail.com

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