Making shit happen

Our first ever Annual Planning Day

As I mentioned in my last post, I am determined to be as organised as possible this year – it’s seriously the only way I’m going to be able to get everything I want to do done!

We usually plan quarter to quarter, which to date has proven to be very effective.  This year is my (and by extension the business’s) Year of Adventure and as such there are some chunky – and frankly some terrifying – moves we want to make.

It’s imperative that we map out all of those things so we can properly plan the next twelve months, giving ourselves the best chance of success in the process.  As a result, I booked the team out for a day in January to buy us the thinking time we needed to hatch a plan.

Jack (Delosa) very kindly said we could use his place for the day, which has stunning views over the water in Mosman – perfect for getting this inspiration cranking!  An added bonus was Bear the puppy, who demonstrated a fabulously can-do attitude when it came to cuddles and sniffing out the smallest trace of food.

AP Bear

AP Bear 2

I thought it might be useful to any of you who have strategy days coming up with your teams to share the sessions we did.

First up, I did a quick welcome and set out what the outcome of the day was – to have a good map of what 2016 is going to look like, and for us all to be inspired and aligned in order to make it all happen.

Session 1 – Personal Goals – 1hr 30 mins

Next, Ashleigh led a session on sharing our goals for the year.  I had given the team my headings – listed in this post – and they used them as a basis to identify what they’re each aiming for in 2016.   We went around the table one-by-one and each of us shared what our goals were.

I love to know my team’s goals outside of their career!  Firstly, as it helps all of us be more fully-rounded humans.  All work and no play and all that…  Secondly, it helps them and me to be accountable to making those goals a reality.  And lastly, as it means I can give birthday presents and thank yous that will move them closer to their goals – e.g: one of our past team members Emily had a goal of learning to surf, so we gave her a surfing lesson for her birthday present.

Part of this session also asked each of us to prepare a statement starting with: “It’s December 2016 and the three things I spend most of my time doing are…”  Then we listed three activities that we’d like to be doing more of by the end of the year.

Session 2 – 2016 overview – 1hr 45 mins

I took the team through what I see our top priorities being for 2016 as a business, our revenue and profit targets, and what the organisation structure should look like by the end of the year.

I allowed plenty of time for this session so I could break each priority down in detail – I had worked on the plan with the management team in advance, however some of it was news to the rest of the group.

I also think it’s really important to walk a team through financial targets, rather than just presenting them with numbers.  Ours are bloody ambitious this year; so spending time walking through the numbers, breaking down what comes from where and getting the group’s buy-in means that everyone sits a little more comfortably with them.  Of course, people are still nervous about stretching targets but this process makes them that bit more manageable – almost like we grip the target up together and tell it who’s boss!

AP whiteboard

Lunch – roast chicken and salads from Chargrill Charlie’s.  Key details here, people.

Session 3 – Big Ideas – 1hr 45mins

James got us into brainstorming mode with some brilliant optical illusions and tasking, then we each shared one big idea that we’d like to see the business tackle this year.

To whittle down which ones we wanted to look at in more detail, we were each given an imaginary $100 to spend on “ideas shopping”.  So we could spend our entire $100 on one idea, or spend $50 on one idea and $25 on two others.  It wasn’t the most useful of tools in this case, as the general consensus was that they were all worth looking at!  We agreed to scope out five of them over this quarter, and make a decision at that point on which ones we’ll coax into reality.

Session 4 – Quarterly Planning – 1hr 15 mins

Sarah took us through an analysis of the last quarter of 2015, and using this and the overall annual plan we pretty easily identified what our top five “rocks” would be for the three months ahead.

AP Sarah session

We work to Verne Harnish’s approach in Mastering the Rockefeller Habits (if you haven’t read it, READ IT – it transformed my business).  This means that each quarter we select five big things we need to make happen in the immediate 90 days following, then break down the individual tasks that we need to complete within them.

We also allocate a theme for the quarter and set a corresponding celebration to it.  As this is the Year of Adventure, we’re adopting one famous adventurer as our theme each quarter… starting with Indiana Jones!

When we complete all our rocks and hit our budget target, we’re going on a treetop adventure.  I’ve ordered some Indiana Jones hats that we’ll wear in our Friday meeting to keep the theme alive and kicking.  Will share a photo when they arrive….

Session 5 – Team Development – 1hr

At the start of 2015, we made our team learning a priority and started a weekly training and development session – just 45 minutes before our weekly meeting on a Friday.  It alternates by week between our Book Club and Street Smart Sessions – where we learn from another person on the team or an external expert about a particular area.

Eddie and Chelsea had canvassed the team on key areas we’d each like to focus on and had narrowed the votes down to four key areas.

From that, they prepared a shortlist of potential books and we took a team vote on which ones make it into Book Club this year – with the aim of reading at least one book a quarter together.

First up for this year is The AlchemistTechnically this wasn’t on the list but as our other book this quarter is very small, I used my executive sway to sneak another one on there.  This book should be compulsive reading for everyone – it’s essentially a manual to manifesting what you want from your life.

Rather fittingly, this print was our thank you for being able to use the house – the entire text of the book on one page.  So cool!!

The Alchemist print

We definitely got the outcome I was after in terms of having a big annual plan that everyone is onboard and excited about.

What I didn’t necessarily plan on was the huge morale and energy boost that the day gave the team.  Between the day out of the familiar environment of the office, the fun hanging out together and the brain collaboration, the team was bouncing off the walls on Friday morning.  “Energised”, “excited” and “pumped” were words on high rotation all day – which was just brilliant to hear!

AP team [oc

I hope this peek behind the scenes to our planning day will help you with your team strategy sessions….

I’ll tell you at the end of the year if ours worked.  😉

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New Year goal-setting part 3 – making goals a reality

I am BACK in Sydney.

It felt very strange to come back to the city after our week in the Outback – no red earth, no 4WDs everywhere, cool air, noise… My favourite thing about living in Sydney is that it always feels great to come back, regardless of where I’ve been travelling.

The three days after I got back were major sort-my-life-out days, all about getting set up for the year ahead – and seeing friends in between. There was a major healthy food stock-up, a bedroom zen-ifying and the first stage of my new hair.

Cupboard

Hair 1

Cab selfie for Wade!

 Cover image credit: watchfit.com

Back to the office on Monday, and it was so nice to see the team. We’ve got our annual planning day on Thursday this week so we’ve each got a session to run for that. This is the first time we’ve done a day like this – normally we have a loose plan for the year and then do an offsite quarterly planning session every three months.

This year we’re going to be a LOT more organised, so we’ll have the whole year mapped out as much as we can at the end of this week. We have our key dates in the diaries for the year as well – so the team retreat, quarterly planning sessions and even the Christmas break for next year…. I’ve diarised my business trips and holidays, and the overall result is that I’m feeling I’ve got a good visual of how this year (hopefully) will go.

Anyway, onto the final stage of annual goalsetting…

Now I’ve got my goals set for the year, it’s time to make them happen!

A US study of millionaires and billionaires found that millionaires looked at their goals once a day, and billionaires twice a day. It’s key that you put your goals somewhere that you’ll see them. Every. Single. Day. Without. Fail.

My trick in our last house was to stick them up in the shower – achieving a double whammy of me being a captive audience to my goals, but it’s also the place that many people get their best ideas!

I bought a $15 laminator a few years ago, which makes it super easy to laminate important documents for the office… and home. Sticky dots keep your goals in place even in the hot and steamy shower, and can peel off easily if you move out or want to shift them about.

The shower may not work for you – so think about where you are without fail every day: your wardrobe door, car, dressing table, car or above your desk in your office.

I’ve moved mine now to my dressing table as the layout of our new shower didn’t work as well in our new house. As I do my make-up in the morning, I scan through the list and make a mental note of which goals I can move forward that day.

The next thing we need to do is kick in our Reticular Activating Cortex – we make our goals visual! Humans are programmed to seek out something we can see – ever wonder why you see a certain breed of dog everywhere once you decide on the puppy you want? Or maybe you buy a Toyota Prius, and all you seem to see are Prius cars on the road?

That’s your RAC at play. It’s also why vision boards are so effective.

Take the time to look at your goals and pick some key images that together paint that picture for you.   Some people spend days putting their vision board together, snipping inspiring images and quotes out of magazines, and they’re beautiful works of art.

I am not one of those people.

Mine was built using Google Image searches and a blank Powerpoint slide – it doesn’t need to be complex, it just needs to do the job! Select some images that portray the vision you’re working towards, and look at it every day. You’ll be amazed at how you start to make those images a reality.

My vision board captures all the key things I want to make happen in 2016 – health, success, spirituality, style, travel and relationships.

By doing these two simple things – putting our goals somewhere we see them every day and having a vision board alongside it – we can effortlessly keep ourselves on track to where we want to be.

Here’s my dressing table this morning (note calm new bed linen – love!!):

Dresser

I hope these little tricks help you have the most successful year yet in 2016. Let me know how you go…

 

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New Year goalsetting part 2: Setting the goals

Another hotttttt day here in Kununurra.  I’m finding it fascinating how the people we’ve met here work their sleep around the heat of the rainy season.  The entire household is tucked up in bed by 8.30pm and up and at it by 6am at the latest – then everyone has a nap in the afternoon.  Yesterday morning we had hiked up Kelly’s Knob, showered and eaten breakfast all by 7.30am.

Kelly's Knob

Then in the afternoon we took a sunset cruise around Lake Argyle with about 15 friends.  It was just magical – it’s the largest manmade freshwater lake in Australia, is 22 times the size of Sydney Harbour and is 40 metres deep in one part.  It was one of those days that I was truly in awe of the beautiful world we get to live in.

Lake Arglye Cruises 1

Lake Argyle Cruises 2

Anyway, back onto the topic of goal-setting…

After doing the Wheel of Life exercise a couple of days ago, today I’ll be starting to get down to the nitty-gritty of articulating what my goals will be for the year – in between glugging down this stuff (just discovered it here, soooo good!).

Cocobella WM

Distracted again!!

The question I’ll be asking myself is: “What do I need to achieve in the immediate next 12 months to improve on those areas and get me closer to the ultimate vision I have for my life?”

My annual goal setting evolves year-on-year.  The first time I sat down and properly wrote my goals, it ran over two pages.  The problem was that it included goals but also habits – which are different things.

For example: “get super fit” is a goal, but “go to the gym four times a week” is a habit.  So the goal is what we want to achieve, but the habit is how we do it.  Having both goals and habits on there might work for you, so if so – go for your life!   I like my annual goals concise enough to squeeze onto one A4 sheet so I’m economical with what makes it on there.

I separate them into headings – Business, Personal Mission, Friends & Family, Wade, Travel, Wellbeing, Self-Development, Giving Back and Finance.

I then allocate specific, measurable goals to each of those headings in bullet points.  You will no doubt have read about S.M.A.R.T goals.  This approach states that goals must be Smart, Measurable, Achievable, Realistic and Timed.

I subscribe to S.M.A.R.T.E goals, which goes one step further and says that goals should also be Ecological – meaning they must be kind to you yourself, but also those around you and the planet.  There’s no point in setting a goal of tripling your business’s revenue if it means you’ll be a burnt-out shell of yourself by the end of the year and your partner hates your guts.

Here are some examples of goals you might set:

  • It’s the 1st of July and I’ve left my job to start my own business (this is a great one!!)
  • I will buy an investment property by the end of March
  • I will read ten books on business by the end of the year
  • I’ll increase the revenue of the business by 30% by May
  • I’ll be able to do a 50kg deadlift by my birthday
  • I’ll have two weekends away with my friends – one in March and one in November
  • I’ll visit three countries this year

An example of some of my goals for 2015 were:

  • Business – do a rebrand, recruit an assistant
  • Personal mission – write a book
  • Friends & family – see one Sydney friend a week
  • Finance – seek out tax advice
  • Self-development – do a fact-finding mission to the US
  • Wellbeing – do a one-week retreat
  • Wade – move to a bigger house together
  • Travel – trip to New Zealand with friends
  • Giving back – donate at least $10,000 to charity

My list of goals above from last year all have a deadline of the end of the year, however this year (2016) I’m going to break them down into quarterly plans and set a reward at the end of that quarter to give me an added incentive.  I’m thinking a bespoke handbag from Mon Purse for Q1…

If this goal-setting lark is all new to you, please don’t panic.  It can be really bloody difficult to predict 12 months out a goal that you can realistically achieve, but will also stretch you enough to make it worth doing.  You also don’t have a crystal ball that can predict the various hurdles, plot twists and changes of circumstances that might crop up while you’re earnestly out there trying to make magic happen.

However, a loose goal is better than no goal at all!

Do the best you can with the information you have to hand right now.  You can always modify the goal in time if you need to, but at least you’ve got a rough address in your GPS system that you’re working towards – you know what suburb you’re driving to, but maybe not the street just yet.  As time goes on, you’ll get a feel for what approach works for you and you’ll modify it to serve you best.  Just start somewhere!

I’m off to find a quiet corner with my notebook and pen… and another litre of coconut water.

Next up: New Year goal-setting part 3 – making goals a reality (AKA the weird things I do to keep myself accountable)

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New Year goalsetting part 1: Where are you at right now?

It’s the first day of 2016 and time to put some thinking into what I want to make happen in the next twelve months.

The first step in my New Year goalsetting is always having a good hard look at where things are at in my life right now.

I learned the Wheel of Life tool via some Tony Robbins training a few years ago, and it’s hands down the best approach I’ve found to checking in on how the key areas in life are going.

We actually did this as a team in a Street Smart Session (our fortnightly training and development sessions) earlier this year and it prompted one of the most honest, supportive and enlightening conversations we’ve ever had as a collective.

Here’s how it works…

There are eight key areas in our lives, which all stack up to us feeling like we lead happy and successful lives.  Note: I’ve tweaked these slightly from the ones Tony uses to be in line with the wheel below.

life_wheel

Image credit: time-management-techniques.com

They are:

  1. Career/business
  2. Health
  3. Wealth
  4. Family & friends
  5. Fun, play and hobbies
  6. Physical environment (home and surroundings)
  7. Romantic relationships
  8. Spirituality & contribution (giving back)

When each of these areas is plotted on a diagram like the one above, we essentially have a scorecard with which to evaluate our lives right now.  Think about each area one by one, allocate a score out of 10 to it (10 = it’s excellent, 1 = it is really, well, crap) and then draw a line across the corresponding increment on the graph. 1 being the mark closest to the circle’s centre and 9 being the one next to its diameter.  Once you have completed all eight areas, you should have the rough outline of a wheel.

As we all know, a wheel needs to have reasonably smooth edges to roll along.  If one particular area is falling especially short, our imaginary wheel won’t be able to roll – meaning that that area is affecting the overall quality of our life.

Inevitably one area of my goals goes much better than another – for whatever reason.  At the start of last year (wow, 2015!), I completed a Wheel of Life on where I felt I was at.

The Business, Health and Romantic Relationships areas were the highest, but Friends & Family was the lowest as I felt I had neglected those relationships in order to get the business going over the previous 2.5 years.  As a result, I knew I needed to place special focus on that area in 2015.  I set specific goals on how I could do that – e.g: starting to send birthday cards to loved ones.

However I also tried to be actively conscious of those relationships, which saw me co-host a friend’s baby shower, stay in contact more regularly with my family in Ireland (and have three visits to Dublin – not all planned) and take some trips to visit friends.

Due to the energy I was channelling into that area of my life, I felt so much closer and better connected to family and friends.  It was almost like me holding the intention of being a better friend/daughter/sister/cousin/niece/grand-daughter opened my eyes to opportunities for me to nourish those relationships.

That is the beauty of doing this exercise, as it shines a bright (and sometimes confronting) light onto what areas of my life needs some TLC.

I’ve just completed my Wheel of Life here in Western Australia on the first day of 2016 and I’m thrilled that my Family/Friends area has moved up from a 6 at the start of the year to a 9 now.  Hooray!

This year, it seems that my first priority needs to be Contribution/Spirituality – coming in at a 6.  I’ve got a pretty good idea of what steps I need to take to improve that.  I’m thinking more formalised mentoring (maybe starting a menteeship circle, whatever that might look like – let me know if you have any ideas!), building on the money and energy I give to charities, taking my meditation practice to the next level with some teaching and increasing the amount of time I spend in Nature (the official word for which is biophilia, as the fabulous Lola Berry told me).

The second two areas – at equal 7s – are Health and Playtime/Hobbies/Fun.  Health as I’ve got some niggling jaw issues that a LOT of money and pain didn’t fix in 2015 and I’ve realised I basically have zero hobbies!

This evaluation will inform what my goals will look like for the year ahead, and I’ll consider these three areas specifically as I pull my goals together over the next few days.

I’m hoping this nifty tool might help you chart your course as you think about what YOU would like to achieve over the next 52 weeks – good luck!

Up next… New Year goalsetting part 2: Setting the goals

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