to plan or not to plan?

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Page 1: To Plan or Not to Plan?
Page 2: To Plan or Not to Plan?

» Keep you awake» Maybe make you laugh» Get you thinking» Dare you to do some stuff» Be available to chat

MY GOALS TODAY

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» Quick introduction» Myths about planning» What to plan» How to take action» Q&A

WHAT TO EXPECT

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Activator. Strategic thinker. Some say I talk too much. I plan to spend my life helping people.

WHO IS THIS GUY?

Page 5: To Plan or Not to Plan?

4 MYTHS

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1. A PLAN IS SET IN STONE

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"I don't know what to do. This one is certainly true. The question is, why does that bother you? No one actually knows what to do. Sometimes we have a hunch, or a good idea, but we're never sure. The art of challenging the resistance is doing something when you're not certain it's going to work"

- Seth Godin, LinchPin

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SUCCESS IS A DIRECTION

NOT A DESTINATION

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2. I CAN’T DO IT

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3. DON’T NEED TO

WRITE IT DOWN

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"If you donʼt know where you are going, youʼll end up someplace else"

- Yogi Berra

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4. IT HAS TO BE 30 PAGES

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PLAN = SIMPLE. FLEXIBLE.

DRIVES ACTION.

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WTP?

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1. WHO ARE YOU?

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» StrengthsFinder 2.0» Core Values» Where Will You be in 5 Years?

TAKE INVENTORY

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"When I'm trusting and being myself... everything in my life reflects this by falling into place easily, often miraculously."

- Shakti Gawain

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2. MONEY MATTERS

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BREAK-EVEN BUDGET =EXPENSES +

WAGES +SAVINGS +

PROFIT

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» Admin Monday» My Green Box» iCal Reminders» Second Set of Eyes

TAKE IT SERIOUSLY

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"Is your financial house in order?"

- Galia Gichon, DownToEarthFinance.com

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DO YOU KNOW WHERE

THE MONEY COMES FROM?

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TRACK ALWAYS

REVIEW MONTHLY

QUARTERLY GOALS

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3. MARKETING

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NEEDS vs. WANTS

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DON’T MISTAKE

MARKETING FOR SALES

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I DARE YOU TO TWEET!

#CFCDARE

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4. JUICY GOALS vs. BLAND

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BLAND: LOSE WEIGHT

JUICY: TAKE A MONTH OFF

AND HIKE 211 MILES

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I WANT TO MAKE $____

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» Dream Big» Take Inventory» Make it Visual - Get Detailed» Paint Yourself in a Corner» Take Action Daily

HOW TO MAKE IT JUICY

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WTP? KNOW YOUR CORE

FINANCIAL HOUSE IN ORDER

MARKETING NEEDS

BIG JUICY GOALS

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#CFCDARE

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NOW WHAT?

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ACCOUNTABLE TO THE PLAN

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ACCOUNTABLE TO

THOSE IT AFFECTS

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ACCOUNTABLE TO THOSE

WHO KNOW MORE

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» Variety of Perspectives» More Successful Than You» Someone You Respect

BOARD MEMBER PROFILE

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MY CHALLENGE FOR YOU...

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LION. BEAR. SNAKE.

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PLAN OR NOT?

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#CFCDARE

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WHAT SAY YOU?

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@LukeMysse

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