Goal Setting Workshop to Activity PlanBy Robert Johnson

“If you don't design your own life plan, chances are you'll fall into someone else's plan.”

-Jim Rohn

“If you really want to do something, you'll find a way. If you don't, you'll find an excuse.” 

-Jim Rohn

Dreams & GoalsNearly ___________% of people have dreams

_______% have goals

_______% have Written Goals

_______% have a Plan of Action, and

ONLY ________% Achieve their goals.

10050

3

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Your Dreams for the future-Whole LifeUnlimited Time, Energy, Resources, & Talent

1. ___________________________________________2. ___________________________________________3. ___________________________________________4. ___________________________________________5. ___________________________________________

Goals are like the most powerful GPS

GPS and Goal Setting• You have to know ____________________ you are

__________________.

• You improve accuracy and efficiency by adding _______________ ____________ (city, state, zip).

• Helps to be aware of _________________ and resources.

• Yet WHY you want to get there is the most important.

where goingspecific

detailsobstacles

Why you want to get there?• Which do you feel is more powerful?

A. You have a free weekend and want to get out of town and explore the country.

B. You have a loved one that requires life saving treatment in 3 days at a specific specialty hospital to even have a shot at survival.

Goals and GPS won’t work without…• No Destination = No Directions• No Deadline = No Urgency• No Reason Why = No Acceleration,

Determination, Sacrifice, or Discipline

“You’ll either pay the price of discipline or the price of regret…either way a price will be paid.”

-Jim Rohn

Your Values and Life’s MissionDefines WHY you do WHAT you do“This will reveal your heart or motive behind your actions and further impress upon your mind why your priorities are so important. If your priorities are written down, this crystalizes your thinking and helps you focus on your future.”

-Paul J. Meyer, Billionaire, “24 Keys That Bring Complete Success”

Discover Which Wall…Your Mission…RelevanceMove Slowly, Think Deeply, & Enjoy The Process1. List Your Skills & Abilities (For Example: organized, creative,

leader, planning, musical)________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Discover Which Wall…Your Mission…RelevanceMove Slowly, Think Deeply, & Enjoy The Process2. List Your Personality Traits (For Example: creative, studios,

analytical, expressive, adventurous, playful, outgoing)________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Who are two or three of the most significant people in your life…living or historic?____________________________________________________________________________________________________________________________________What qualities do you remember and admire most in these people?____________________________________________________________________________________________________________________________________

Your Values and Life’s MissionDefines WHY you do WHAT you do

Discover Which Wall…Your Mission…RelevanceMove Slowly, Think Deeply, & Enjoy The Process3. List Your Values, Dreams, & Passion (People & the things you

admire most about them may help you identify your own values, dreams, & passions.)

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Discover Which Wall…Your Mission…RelevanceMove Slowly, Think Deeply, & Enjoy The Process4. Based on the last three items, craft a rough draft of your

Personal Mission Statement.________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Discover Which Wall…Your Mission…RelevanceMove Slowly, Think Deeply, & Enjoy The Process

Example: My mission is to use my talents and abilities to create a loving, safe, happy, and prosperous life for my family. I maintain a positive attitude and sense of humor in everything I do. I invest love, time, patience, encouragement and creativity in my relationships. I seek opportunities to help others to achieve their goals and dreams.In order to do this to the best of my ability, I regularly study and expand my knowledge of communication, psychology, leadership, and sales.I take care of my body and choose activities that foster health, choose healthy foods that fuel these activities, drink plenty of water, and enjoy plenty of sleep.I use my increasing knowledge and strengths consistently, and I refuse to hide them because of any insecurities. From now on, I strive for excellence in all the above.

Your Values and Life’s MissionDefines WHY you do WHAT you doGoogle: Tony Robbins DISC Profile• 15 Minute Survey w/Alarmingly

Accurate Results•Personality Index – Your DISC•Values Index – Your Values

“If you don’t know where you are going, any road will get you there.

-Alice in Wonderland

Time, Urgency, & Your Goal PostsBirth Year__________

Death Year__________

1/21. Birth Year and Approximate

Death Year2. Block out Years in your Past

up to today.

3. Draw a line when you’d like to retire financially.

4. Difference is our Activity Region (Working Years).

Time, Urgency, & Your Goal PostsBirth Year__________

Death Year__________

1. Birth Year and Approximate Death Year

2. Block out Years in your Past up to today.

3. Draw a line when you’d like to retire financially.

4. Difference is our Activity Region (Working Years).

1970 207044yrs OldToday

50yrs OldFinancial Retired

Working Years Left

S.M.A.R.T. GoalsFiltered through your Values and Life’s Mission• Specific (Exact Destination)• Measurable (Quanti)• Achievable (Belief)• Relevant (Why/Mission)• Time-Bound (By When)

S.M.A.R.T. GoalsFiltered through your Values and Life’s Mission• 8 Sheets of Paper for each of 8 Key Areas of Your Life• Brainstorm Mountain Tops in each area of the areas• Prioritize by Numbering Goals in Each area. #1 Being

most important• Re-Write #1-#3 in order of importance• Check for Balance & Conflicts.

S.M.A.R.T. Goals-8 Sheets of PaperStep #1: Label Each Page with Eight Goal Areas

1. Mental2. Physical3. Spiritual4. Career

5. Finances6. Family7. Social8. Recreation

S.M.A.R.T. Goals: Recipes for SuccessFiltered through your Values and Life’s Mission• Goals should make you stretch. It’s OK to

fantasize a little. If some of your goals aren’t a bit crazy, then they might be too safe.

• All Goals MUST be written in Present Positive-Tense (No ‘try’; Only ‘do’): For example: I am or I enjoy

List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downMENTAL/ATTITUDE1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

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_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

_____________8. __________________________________________________________________________________________________________

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List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downPHYSICAL1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

_____________5. __________________________________________________________________________________________________________

_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

_____________8. __________________________________________________________________________________________________________

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List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downSPIRITUAL1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

_____________5. __________________________________________________________________________________________________________

_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

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List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downCAREER1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

_____________5. __________________________________________________________________________________________________________

_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

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List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downFINANCES1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

_____________5. __________________________________________________________________________________________________________

_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

_____________8. __________________________________________________________________________________________________________

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List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downFAMILY1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

_____________5. __________________________________________________________________________________________________________

_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

_____________8. __________________________________________________________________________________________________________

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List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downSOCIAL1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

_____________5. __________________________________________________________________________________________________________

_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

_____________8. __________________________________________________________________________________________________________

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List Everything You Would Like to AccomplishStep #2: Don’t Pre-Judge your Thoughts; write them all downRECREATION1. __________________________________________________________________________________________________________

_____________2. __________________________________________________________________________________________________________

_____________3. __________________________________________________________________________________________________________

_____________4. __________________________________________________________________________________________________________

_____________5. __________________________________________________________________________________________________________

_____________6. __________________________________________________________________________________________________________

_____________7. __________________________________________________________________________________________________________

_____________8. __________________________________________________________________________________________________________

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S.M.A.R.T. Goals: Prioritize Goals In Each AreaStep #3: #1 = Most Important in Each Area#8 = Least Important in Each Area

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.MENTAL/ATTITUDE1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.Physical1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.Spiritual1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.Career1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.Finances1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.Family1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.Social1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: One Sheet Master ListStep #4: Re-write in order importance-Top 3 For Each Area.Recreation1. ___________________________________________2. ___________________________________________3. ___________________________________________

S.M.A.R.T. Goals: Create “Your Biggest Winner Cookbook” for Success

S.M.A.R.T. Goals: Table of ContentsStep #5: Create a Summary Page with Top 3 goals in each category• You should have 8 Categories.• You should have 3 prioritized Goals in each

Category for a total of 24 Goals.• Check for balance & Possible Conflicts across

all 24 Goals.• Add Due Date for Each Goal.

Recipes In Your Cookbook• Create a Recipe for

each of your 24 SMART Goals.

• In a notebook, each Key Life Area could have a tab with each of 3 goals behind it.

• Complete #1 In Each Category…then #2

Recipes In Your Cookbook• SMART Goal Statement-Present

Positive• Due Date• Why• Achievable: Skills, Knowledge,

Ability, & Resources Needed• Possible Obstacles AND Plan to

overcome• SMART?• Affirmation including all

components of recipe.• Committed Activity Plan

S.M.A.R.T. Goals: Daily Activity PlanStep #6: Quantify Each Goal into 90 Day Years• 365 Days is too long and give us too much time to

procrastinate.• A Deadline is a terrific motivator…we get the most done just

before something is due.• 90 Day Years intensifies focus & creates energy; Drives out

inefficiencies & delays; Eliminates wishful thinking & confronts reality; and, Builds capacity in prioritized areas.

-Brian Moran “The 12 Week Year”

S.M.A.R.T. Goals: Daily ActivityStep #7: Break Down your 90-Day Years• 90 Day Years: How much of that particular goal can you

accomplish in the next 90 days?• What measurable activity will you need to complete

over the 90 Days to reach your goal?• Activity for 90 Days / 3 = Monthly Activity• Monthly Activity / working days in month = daily activity

required to reach 90 Day goal.

Quantity

Monthly Financial Goal A

Average Commission Per Sale B

Number of Sales Needed Each Month A / B = C

How Many Presentations to Close One D

How Many Introductions for One Presentation E

How Many Introductions each Month C X D X E = F

How Many Daily Intro’s F / Work Days per month

Developing a Prospecting Activity PlanFirst determine how many contacts you’ll need.

Quantity

Monthly Financial Goal-Rise to the Ring ($50K/12 months = $4,167 per month) $4,167 A

Average Override Per Sale $38 B

Number of Team Sales Needed Each Month 110 A / B = CHow Many Presentation and Live Events to Close One new member/associate. 2 D

How Many Introductions for One Presentation 5 E

How Many Introductions each Month-Team 1,100 C X D X E = F

How Many Daily Intro’s for your team-20 Working Days 55/day F / Work Days per

month

Developing a Prospecting Activity Plan-TeamDetermine how many contacts your team needs every working day.

Quantity

Monthly Financial Goal-6 Figure Ring ($100K/12 months = $8,667 per month) $8,667 A

Average Commission Per Sale $150 B

Number of Personal Sales Needed Each Month 58 A / B = CHow Many Presentation and Live Events to Close One (Let’s say 4 people come 3 sign-up) 1.5 D

How Many Introductions for One Presentation 2 E

How Many Introductions each Month 174 C X D X E = F

How Many Daily Intro’s-20 Working Days 9/day F / Work Days per month

Developing a Prospecting Activity PlanDetermine how many contacts you’ll personally need.

Activity Frequency Goal PreparationTelephone Calls to Opportunity Leads

3/week @ 10 each = 30 weekly X 4 120 Block Time

Walk-in Cold Calls-Biz 2/week @ 10 each = 20 weekly X 4 80 Reference USA-Map Them

Gold Star Referral Club 1/week @ 1 each X 4 weeks 4 Schedule 1:1’s with members

GiversSpirit Event 1/month X 4 each 4 GiversSpirit Prep

Chamber of Commerce 1/month X 4 each 4 Focus on Meeting new people

Share w/Workout Partner 1 X Daily Text #s to Workout Partner

Total Monthly Intros 212

Average Daily Intros (Total / Working Days) 10.6 20 Working Days / Month

Activities Plan-HOW will the Activity Happen

Does Your Activity Plan Achieve Your Goal?

S.M.A.R.T. Goals: Daily ActivityStep #7: Write down the Daily Activity Plan• For Each of Your 24 goals, on the back of the

recipe card or separate sheet of paper, draft your Daily Activity Plan.• Could be a nutrition plan, exercise program,

daily introductions, time invested in relationships…etc and Must be measurable activity.

S.M.A.R.T. Goals: Affirm Your BeliefsStep #8: What you focus on & believe comes to be! Add an affirmation to each Recipe.• Shape your beliefs by creating an affirmation

declaration.• Present Positive Statement for Each Goal in Each

Area…I am, I have, I enjoy…• Read a couple of times a day with emotion, energy,

and belief. Put them on the mirror, 3 X5 Cards, Visor, etc…

S.M.A.R.T. Goals: Example AffirmationAchieve the $100K Ring in 2015• I proudly wear the $100k Ring

because I have helped others to achieve their goals and dreams and introduce 9 people every working day to LegalShield.

S.M.A.R.T. Goals: Affirm Your BeliefsStep #8: What you focus on & believe comes to be! Add an affirmation to each Recipe.• Craft a summary affirmation that includes your Life’s

Mission, Values, Goals, and Daily Activities.• Brian Carruther’s page 261 in Building an Empire• This is the Cover Page for your 3 Ring Success Cookbook.• Your affirmation statement should always be a work in

progress.

S.M.A.R.T. Goals: Crystalize & Make it PublicStep #9: Create a Vision Board and Share your goals with others, especially those who are affected by your goals – family, friends, colleagues.• Find a Picture that Represents each and every goal. Attach

one to each recipe and one to a Vision Board.• Cut & Paste On Poster Board or• Cut & Paste in picture program & Print Posters.• Take pictures of your Vision Board & share on Social Media.• Place Vision Board & Pictures Where You’ll See them.

S.M.A.R.T. Goals: Make it PublicStep #9: Share your goals with others, especially those who are affected by the goals – family, friends, colleagues.

We are what we repeatedly do.Excellence is not an act, but a habit.

-Aristotle

S.M.A.R.T. Goals: Plan Your Work & Work Your PlanStep #10: Create and Calendar Activity Plan• Create & Schedule Monthly Activity Plan• Calendar time for weekly review.• Calendar time to pre-plan every day…suggest

day or night before.• Schedule tomorrow before it begins consistent with your Goals.

S.M.A.R.T. Plan Your Work & Work Your PlanStep #10: Follow what you have calendared, Track Results, and Share with Activity Partner

“Is what I am doing right now moving me closer to or further

away from my goals?”

S.M.A.R.T. Goals: Plan Your Work & Work Your Plan - Tracking• Record your activity DAILY-Expect what you inspect.• If you don’t track it, you probably won’t do it! Or worse, you will lie to

yourself about what you are really doing.• Be accountable to your goals and dreams, by accounting for what

you are doing and sharing that with an accountability partner.• Protect your self-esteem by “Doing What You Say You’ll Do...no

matter what!”• Journal Every Day your progress towards your goals, how you feel

about your progress, and what you are grateful for.

S.M.A.R.T. Goals: Plan Your Work & Work Your Plan - Tracking

Summary1. Mission & Values (Why)

2. SMART Goals in Each of 8 Key Life Areas-Brainstorm Mountaintops.

3. Prioritize Goals

4. Re-Write #1-3

5. Summarize Top 3 in Each Area-All 24 on One Page (Table of Conte

6. Add a Due Date to Each of the 24

7. Create a SMART Recipe for Each of the 24 starting with #1 in each category. (What)

8. Create 90 Day Activity Plan for Each broken down to daily activity including HOW you will do the activity. (HOW)

9. Draft Affirmation for Each of the 24 and a Summary Affirmation or Mission Statement-Cover for Your Success Cookbook.

10. Create & Share Vision Board with pictures of All 24 Goals.

11. Track and Share Accountability each day with a workout partner

12. Journal Every Day: progress, how you feel about progress, and what you are grateful for.

Resources• SlideShare.net: Goal Setting Workshop to Activity Plan

(Presentation and Document)• GoalsMadeSimple.com – FREE to develop and track goals.• Google: Tony Robbins DISC for FREE profile• MyTeamPinnacle.com/docs – KPI Benchmarks & Supplement

for 90 Day Tracking• Networking Group: GoldStarReferralClubs.com / BNI.com• Duplicate Not for Profit Networking Event: GiversSpirit.com