goal setting and achieving success · goal setting and achieving success presented by roger...
Post on 01-Aug-2020
6 Views
Preview:
TRANSCRIPT
GoalSettingandAchievingSuccessPRESENTEDBYROGERPHILIPP,CPA,CGMAATTHE2017BETAALPHAPSIANNUALMEETING
Copyright©2017RogerCPAReview. AllRightsReserved.
Webelievethekeytosuccessisenjoying whatyoudo.
Choiceprogramofthenation’stopfirmsanduniversities Theprofession’smost
Efficient,Effective&Enjoyable eLearning
Program
Embracetheprocess.Reachthegoal.
88%passwiththeprovenRogerMethod™
Copyright©2017RogerCPAReview. AllRightsReserved.
Goal(noun)“Theendtowardswhicheffortisdirected”
Copyright©2017RogerCPAReview. AllRightsReserved.
WhatisimportanttoyouinLifeandinyourCareer?• TakeaSelfAssessment• Bepassionate aboutwhatyoudo
SettingGoals• ShortTermandLongTermGoals• Mustaddressboth PersonalandProfessionalgoals
SelfAssessment
Copyright©2017RogerCPAReview. AllRightsReserved.
• LongRangeFocus• ShortTermAction• BasisofEvaluation
u AvoidTrap– Only focusingoncareerGoals
BenefitsofSettingGoals
Copyright©2017RogerCPAReview. AllRightsReserved.
üAreasforConsideration(Goalsarenotapyramid)
üMustaddressbothProfessionalandPersonalgoals(Enjoyentirelife)◦ Careervs.Job
◦ Financial
◦ Physical
◦ Mental
◦ Family
◦ Spiritual
SettingGoals
Copyright©2017RogerCPAReview. AllRightsReserved.
Careervs.Job
Copyright©2017RogerCPAReview. AllRightsReserved.
FINANCIAL
Copyright©2017RogerCPAReview. AllRightsReserved.
PHYSICAL
Copyright©2017RogerCPAReview. AllRightsReserved.
MENTAL
Copyright©2017RogerCPAReview. AllRightsReserved.
FAMILY
Copyright©2017RogerCPAReview. AllRightsReserved.
Roger Philipp, Age 13
SPIRITUAL
Copyright©2017RogerCPAReview. AllRightsReserved.
(LifeisNOTabeercommercial!)
• Reflection(5,10,20yrsfromnow)
• Crystallization(IDpicture)• Formalization(writethemdown)
• Evaluation(NewYearsEve)•Modification(timewasters)
GoalSettingProcedures
Copyright©2017RogerCPAReview. AllRightsReserved.
• Developanactionplan• Goalswithoutaplanaremerelywishes!
• Periodicallyremindyourselfofthegoals• ProgressReport
• EvaluateTimetable
• Re-read
HowtoAchieveYourGoals
Copyright©2017RogerCPAReview. AllRightsReserved.
Setting Goals
• Calendars• Workspace(keepclean)• Technology(Smartphone)
• Assistance(outsource)• Lists(to-do)
UseofTimeSavers
Copyright©2017RogerCPAReview. AllRightsReserved.
#1 best opportunity to help you accomplish your goals:
Networking
Copyright©2017RogerCPAReview. AllRightsReserved.
Accordingtobnet.com,
ofpeoplegettheirjobsbasedonconnect ions :
KNOWINGSOMEONEWHOKNOWSSOMEONE
Networking
Copyright©2017RogerCPAReview. AllRightsReserved.
NetworkingMakingconnectionsto furtheryourcareer.
Copyright©2017RogerCPAReview. AllRightsReserved.
• StateSocietyParticipation• Networkingevents,luncheons
• Mentoring• AttendMeettheFirms(MTF)• FirmTours• Banquets• GivePresentationsatlocalcolleges
• (careers)
• Teaching,VITA
StayingInvolved
Copyright©2017RogerCPAReview. AllRightsReserved.
IncreaseCareerOpportunities
• Activeinvolvementincampusorganizations
• Cultivatinganinstructornetwork
• Developinganetworkofmembersintheprofession
Copyright©2017RogerCPAReview. AllRightsReserved.
EffectiveNetworkingo Makeagoodfirstimpression
o Makeeyecontact
o Makecertaintoaccomplishyourgoals
o Leaveapositivefeelingwithpeopleyoumeet
o CarefulwithSocialMedia
Copyright©2017RogerCPAReview. AllRightsReserved.
Work on self-starting with your CPA Exam
Goals/Career
Copyright©2017RogerCPAReview. AllRightsReserved.
• PasstheCPAExam
• Meeteducationandworkrequirements
• EarnyourLicense• Openthedoortopromotions,
raises,newcareeropportunities• Jobsecurity
GettingyourCPALicense
Copyright©2017RogerCPAReview. AllRightsReserved.
KeepYourOptionsOpen
Big 4
Private
Public
Government
Copyright©2017RogerCPAReview. AllRightsReserved.
• Bringnewideastothetable• Takeinitiative• Presentsolutions
GetNoticed&MakeyourMark
Copyright©2017RogerCPAReview. AllRightsReserved.
• Highlightyourstrengths andworkonyourweaknesses
• Takeonnewchallenges• Becomeaninvaluableasset!!
MaximizeyourGrowthPotential
Copyright©2017RogerCPAReview. AllRightsReserved.
• Don’tbeafraidtoaskformeritedraisesorpromotions
• Bestrategicinplanningyourapproach
ClaimwhatisYours
Copyright©2017RogerCPAReview. AllRightsReserved.
• Gethonestfeedbackfromcolleagues,managers,andsubordinates
• Usecriticismstoyouradvantage
SolicitFeedbackRegularly
Copyright©2017RogerCPAReview. AllRightsReserved.
ContinueLearning&ChallengingYourself
• Takeontheresponsibilityofmanagingothers• Stayuponnewadvancesinthefield• Takeclassestolearnnewskillsets(CPE)• Beopentochange
Copyright©2017RogerCPAReview. AllRightsReserved.
• SetGoalsandDirectioninyourlife
• NetworkandFollowyourCareerChoices
• MakeYourMark• Getnoticedforgreatwork
• Believeinyourself(Beselfish)
• Don’tLimityourself!!
YourFutureisYourstoCreate!
Copyright©2017RogerCPAReview. AllRightsReserved.
BeSELFISH!Don’tlimityourself!
Copyright©2017RogerCPAReview. AllRightsReserved.
Copyright©2017RogerCPAReview. AllRightsReserved.
“ThankstoyourknowledgeandawesometeachingabilitiesIwasabletoscoreveryhighontheexam...FARE90,REG92,
AUD94!”
– ScottE.,Ernst&Young
rogerCPAreview.com
ContactUs
Copyright©2017RogerCPAReview. AllRightsReserved.
top related