The Secret to Planning Success!

Jul 23, 2018 | Podcast | 0 comments

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Episode Brief Description

Planning is CRITICAL to your success, but so many businesses get it wrong.  In this episode, we discuss how to plan to achieve more success

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Key Insights & Timestamps

  • [00:29] – Welcome
  • [07:04] – The Big Picture Plan
    • Think of this as your 30,000 foot view
    • Break plans into more manageable chunks of time
  • [07:38] – Annual
    • Reflect on the past year
  • [12:42] – Quarterly
    • This gives you enough time to adjust if something isn’t working
  • [18:27] – Monthly
    • These are short meetings, just to check in on immediate things, such as budgets and making sure you’re on the right track
  • [22:55] – “If you’re tracking monthly and something is not on track, you change it and suddenly you’re back on track? Then you know more of what you need to be doing on a short term goal.” – Ariana
  • [24:11] – Planning short term
  • [28:46] – Weekly sync – this is your focus meeting, planning for the week ahead
  • [40:22] – Daily sync – Just a quick check in, plan your day so you’re more likely to hold yourself accountable 
  • [45:32] – Use your calendar! Or a free tool we love is Trello
  • [51:12] – Your Homework
  • [56:08] – Tom’s Bookshelf

Your Homework

Ariana’s Homework

  • Set some meetings and get them on your calendar!

Tom’s Homework

  • Implement a daily sync up, and start those check ins. 

Tom’s Bookshelf

Death by Meeting

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Key Insights

  • Discover the ways that meetings will help your productivity and get you to your overall goals much faster
  • Explore different ways to track and set yourself up for routine checks along the goal planning
  • Make tracking and planning a habit and set yourself up for business success!

Free Guides For You

Plan With Purpose - The Ultimate Guide to DEfining & Building Your Ideal Life

Invest In Yourself - When, How & How Much to Spend to Grow