Time ManagementTime ManagementPart 1 & 2Part 1 & 2

With Your TrainerJoe Ellers

Why bother?If you care about time, it’s because you want

more of it— for something…

What do you want more of?Personal timeMoneyStress-free living

What do time management problems look like?

• Habitually late

• Habitually hectic

• Missed/forgotten activities

• No progress on goals

• Reactive versus proactive

Time Management begins with Goals

• Effective goals are SMART

• S=Specific

• M=Measurable

• A=Achievable

• R=Recorded

• T=Timed

Do you have “life” goals?Where do you want to be at your retirement?

Where do you want to be in ten years?

Where do you want to be in three years?

What do you want to accomplish this year?

Start with an annual plan…• Income

• Net worth

• Family

• Personal improvement

• Personal growth

• Fun

• A Family Plan…

Convert your goals into actions…

• What do you have to do to accomplish your goals?

• Income• Net worth• Family• Personal improvement/growth• Fun

Understand Urgency and Importance

Important Not Important

Urgent

1 2

Not Urgent

3 4

Let’s talk about sales goals• What do you want to sell?

• Who do you want to sell to?

• What does a good order look like?

• How clear are you?

Understand how goals affect time

Existing Products or Services

New Products or

Services

Existing Customers

New Customers

Time Management Tools• Written Life Goals

• Written Business Goals

• Calendar

• Prioritized Daily To Do List

• Regular Checkpoints

Action Assignments• Draft your life goals• Ask your “significant others” what they

want to accomplish• Write a vision statement of what you will

have accomplished this year---that takes you closer to where you want to be

• Write down what you do in a day and review urgent/important