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Create Top-Notch Timelines

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[Institute for Integrative Nutrition Health Coach Training Program] [Audio Lecture] [male speaker] We're going to talk today about how to create top-notch timelines. The thing is, when you know what you want to accomplish, you're much more likely to achieve it in your business and in your personal life. And the more that you achieve in your business, that means the more positive change you're creating in the world through your work as a Health Coach. Building a business takes a lot of focus, it takes clarity, and it takes goal setting. Goal setting is tied to your overall mission. You can't just wing this; you have to treat this seriously and see this as a growing business. It certainly will require short, medium, and long-term effort. In terms of goals, it's really important that you begin to become clear on what your particular goals are for your business so that you see where you'd like to head and you can then create action plans that align with that. There are several different types of goals. There can be income-related goals. You may know how much money you want to earn in a particular year, particular month, particular week, having some goals that are income related, which you can then connect to your marketing activity and your client numbers, which leads us to the second type of goal, which is client number related goal, so the amount of clients you want to have. Some of you want to do this full time, some of you part time, others of you have your own different version of what your business could look like for you. It's important to decide what types and how many types of clients would I like to have, so client numbers that are goal related. The next thing could be project-related goals, things like, "I want to create a Sugar Blues workshop," "I'd like to write an e-book or perhaps do a group program or a telecourse." You could have a project-related goal. And last but not least, you have personal types of goals for your health, for your lifestyle, for your family, personal goals that you want to achieve. Whatever the goals are for your business, it's important to begin to think about how those goals can be connected to your overall business mission as well as your overall income goal for the year. Why is this important? The thing is, you can't just treat your business like a hobby. You have to be very strategic, which also means thoughtful. You have to consider, "What is it I'd like to do and where is it I'd like to head?" The reason this is important is because the more that you plan and take action and have support along the way, you'll feel more confident, you'll see your tasks and your projects and your business development as less overwhelming, and you'll stay really excited and enthusiastic and optimistic about your work. I want to share some tips with you, my six best tips on how to create top-notch timelines. The first thing that's important for you to do is to actually sit down and create both your six and your 12 month plan. Decide in the coming six and 12 months how much you'd like to grow your business this year, specifically your income. What is it you'd like to achieve in terms of your overall income? And then break that down into your monthly income goals. How much would you like to earn in terms of your income for your business in the coming six and coming 12 months? The reason this is important is because this serves as the foundation for your business development. Then what you can do is as you see that end goal that you have in mind— wherever you are, part time or full time, certainly is fine— then you see that end result and then you're able to work backwards in your planning to achieve that goal, taking the right steps and creating the right projects along the way. The first step was creating and identifying your six and 12 month goals related to your income for your business. Then you're to break the yearly goal into monthly goals if you hadn't done so already. The second step is to actually create marketing projects for each of your monthly goals. Say, for example, you want to plan a Sugar Blues workshop in two months. How would you do that, and how is that related to your goal? What you'll decide is, "I know that I want to do a workshop, "and I'm going to estimate that I will get five Health Histories from that workshop "and I will have three of those individuals become clients, which will meet my monthly income goal of X, Y, and Z for two months from now." Then you need to decide, "How will I reach that goal?" I'm going to see about planning this workshop. I'm going to decide on a date. I'm going to now consider what kinds of projects can I create within this project to reach that goal? For example, with the Sugar Blues workshop you decided that, "I'm going to connect with three different referral partners to promote my Sugar Blues workshop, to share that with their contacts, so that way I've got part of my goal already met." The second project is you decide, "I know that I'm going to go to a particular number of networking activities "or social types of functions in my community to spread the word about my workshop and then have those people become attendees and tell their friends about it." So you have this overall goal of client income for a particular month. You decide on the big project of having a workshop to meet that goal. And then within that big project there are two subprojects. One is called connecting with three referral partners. The second one is called reaching out through networking to get people to come to my event. This could also be things like newsletter, email blasts, putting up flyers, sharing things on social media. The main thing to choose here is the main project that you'll take on to reach your particular goal. So it's important to decide on the due date for your projects. In essence, you're going to plan backwards to reach the goal with that end date in mind. So if you know that you're going for the two month out goal of X number of clients, which means a certain level of income, plan a project called Workshop to reach that goal, which means that in your marketing you're going to connect with several referral partners and/or something on social media, emails, networking, then you'll need to decide due dates for those things. And keep in mind that you can't just plan haphazardly. You have to be very strategic and figure out and estimate how much time things will take. That leads me to our third tip here, and the third step is, for each of those projects, brainstorm the action steps you'll take to accomplish those goals and then put those steps in the most logical order. We had our example of the Sugar Blues workshop earlier, and that would of course entail things like connecting with people to do the marketing, deciding on the location, choosing a date, talking about the exact topic you'll present, creating your promotions, etc. Those are all action steps you'll need to take to accomplish it. You're going to put those steps in logical order on a piece of paper or, better yet, putting that in a project plan in your computer. What I often do is I use an Excel spreadsheet or I open up a Word document and I create a document for each of my projects. A bonus tip here for creating your action steps is to make sure that your action steps are manageable and bite-sized. Be sure to break these action steps down into smaller components so that you're not taking too much on at once, so they're manageable. The next tip is to remember that you don't have to be perfect. You're learning and growing as you move forward. There are things that we do that we can always do better next time. There are no mistakes; there's just continual improvement here. No one expects you to be perfect. It's really about taking action so you can reach your goals and help people through your work as a coach. The third step was for each of the projects you're going to estimate action steps you'll need to take and put those down in your calendar and on paper. The fourth tip is to estimate the amount of time each of those steps will take. You want to be optimistic and realistic. You've got these 10 steps you'll need to take for putting a workshop together. Now what you want to do is you want to be optimistic and realistic on how much time each of those steps will take, and then you're going to have a clear picture of how long the overall project will take. So for example, if planning a workshop you've identified 10, 12 steps, you've estimated how much time each of those steps will take, they're in a logical order, and then when you add up how much time all of those steps will take, you have an overall estimate for the entire project called Workshop, which ties to your income goal for the particular month, which is your client goal. The fifth step is what you do is you take all those action steps and you put them into your calendar and you schedule them and you put due dates next to them. Let's say, for example, one of our steps for Workshop was choose a date and decide on a topic. Great. You're going to sit down and in 20 minutes of planning you're going to research some locations. You're going to put that in your calendar. You estimated that would take you 20 or 30 minutes. Great. Another step is to actually sit down and write out the outline. Another one of the steps is to create the marketing. You'll take those action steps and you'll put those in your calendar so that there is a date next to it. Very important to give these action steps due dates so that you see what you'll be working on and when and you'll wrap your head around what to do and in what order. And then what you'll do is you'll see it on the calendar, so you'll feel that you've committed to taking the steps. You can't just have all these action steps all over the place and hope that it will just somehow fall together. You have to be very strategic here and figure out how it all fits together and schedule it. A bonus tip here is to make sure you have a category in your calendar that's called Marketing and/or Business Development where you can put the action steps into those categories called Marketing. The sixth and final step on creating top-notch timelines is to take the action steps themselves and then revise the plan as you need it. So you're actually going to take the steps. You'll do the research for planning your workshop, you'll connect with your referral partners, you'll decide on what topic you're going to talk about, all those different steps. You're going to begin to take those steps. And then as you move forward, you may see you need to revise a little bit. Maybe something took a little longer than planned or expected, so you can revise that in your calendar. A few bonus tips here in taking the action and revising your plan as needed is to not forget to ask for support when you need it. A bonus tip is to celebrate your accomplishments along the way and see each of your action steps as a victory in and among itself. So celebrate that you've taken action and are working towards achieving your goals. Give yourself a nice pat on the back. The final tip is to make sure you keep your plan somewhere you can see it so that you stay excited about it, you see the dates, you see the due dates, and you're on track to reach that particular plan and that project, which all ties to your goal of clients, which means that you're making a difference through your work. So please keep these six steps in mind. Make sure that you do plan accordingly for all of the projects and all the goals you have for your business, and you will certainly see results and you'll have a lot of successes along the way. Thanks so much.

Video Details

Duration: 10 minutes and 11 seconds
Country: United States
Language: English
Genre: None
Views: 7
Posted by: integrativenutrition on Sep 11, 2013

Module 25, July13

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