Don’t Set Goals if You Don’t (Have a) Plan to Act

There’s some great methods out there for setting goals:

Are Your Goals Comfortable, Delusional or Somewhere in Between?

A Holistic Goal Setting Method

A Simple Goal Setting Method

And based on how a method’s strengths and weaknesses relate to your own personality and preferences, you can find a method out there that is right for you.

But don’t do it if you don’t:

1. Have a plan to act
2. Plan to act

Goal attainment doesn’t happen through osmosis.  It happens through a process I like to look at this way:

MISSION/PURPOSE -> GOALS -> ACTION PLANS -> TASKS -> BEHAVIORS

Breaking it down this way begins with the big picture and ends with the thing that causes the achievement of the big picture- every single thing you actually do or how you behave.

To illustrate this, I’ll walk you through how we do this by planning as a company on a quarterly basis.  A road map might help:

 

The Annual Goal:  Set one BHAG (Big Hairy Audacious Goal) as Jim Collins calls it that is difficult but not delusional. Our annual goal is always a revenue-based goal that considers a particular profit margin to achieve within that revenue goal.

The Action Areas:  These 2-5 areas will drive your annual goal. In our case, they are lines of business focus for us.  For example, one is our Career Development Facilitator (CDF) line of business that has been a line of business for us for several years; another is a new, niche area within our current HR consulting business; and the final one is a focus on a new line of business that we have never pursued before (although we get calls about it often).

The Action Steps: These steps are broken down by quarter. You start DOING something here instead of just deciding. For example, in our CDF action area, we are focusing on: 1) acting to pursue business in a new state that is ripe for the training because it is required for certain positions 2) use the data we have gathered from past participants to develop an off-shoot course and 3) exceed expectations in our current delivery of programs.  You see that two are focused on growth and one is focused on what truly drives our growth- delivering a quality product day in and out.   We almost neglected this last one, but if we did, it would totally throw off how we round out the last step, which is:

Setting Tasks:  This is where the rubber meets the road, and in the case of our business, this is how we determine what we do each day.  We typically set tasks on a weekly basis to drive our time management for the week.

We are transitioning this year in how we do this process.  We have been using a simple Excel spreadsheet that catalogues tasks by our company values (which inadvertently links nicely with action areas), but given our company’s growth and hopeful continual growth, we are switching to a more advanced tool to help us with this, and that is program called Insightly.

This process may seem complicated, but it actually isn’t.   The first two steps took us about 30 minutes to create when we sat down for our annual planning meeting.  Of course, having good data to help you do this makes it much quicker and easier.

The action steps for two quarters took about another 30 minutes of discussion.  We used to plan out all four quarters then realized things change so much, that doing the last two quarters of the year too far in advance was a waste of time because they depended so much on the results of the first two quarters worth of effort.

Our task setting takes about 30 minutes a week to do and, although we are very much a company of hard and fast paper and pencil list makers, we are hoping we can transition this into Insightly with ease and make it a habit that ends up taking less time.

If you are more interested in this process, email us here and we’ll send you the mapping tool to get you started.

 

Happy planning and doing!