Thus, Goal Setting, is a complex web of mental gymnastics and there can be many ways to approach them. A quick synopsis is below:
- Short Term Goals – Usually 1-3 months.Here pick goals that are quick and easy to accomplish.For example, if you are paying off debt, maybe pick a card you can pay off easily and get it paid off in 3 months.You feel good and are motivated to keep it going.In the business world, short term goals are commonplace.For example, you might have quarter goals and a salesperson or a company executive does whatever possible to hit the quarter goals.In business however, I believe in that being a target, but the goals are even shorter, like weekly, more on that later.
- Long Term Goals – This might be a retirement goal of 55 at the age 35, you have plenty of years to go.However, long term goals are more a vision and will undoubtedly change on a regular basis.Long term goals again are more targets as long-term goals are hard to stay focused on.
- Stretch Goals – I like stretch goals.Stretch Goals are designed to make the achiever really push to get it.However, if you need to hit goals to keep motivated stretch goals are not for you.These are usually really hard goals and require a lot to get there.I will usually put one stretch goal in my arsenal every year and planning session, but only in an area where I feel I can do it.
- Layups – These are quick and easy goals that will allow you to accomplish things quickly and develop confidence
- Stepping stones – These are my favorite goals to set.Stepping stones are quick goals, maybe daily or weekly, that if you hit them there is a much better chance you hit your short term and even long term goals.I use these as barometers to see how I am doing and make changes on a regular basis rather than wait for success or failure of the time goal.
In reviewing last year’s article, I completed 89% of the goals that I set out to accomplish. I came one article short from my 200 for the year and I lost 19 pounds instead of twenty, but also had surgery that threw some things off, however, all in all it was a good year. Now here is what I want to accomplish in 2016. I am still following the above system, but I have designed a system for goal accomplishment that I use with my clients, so I am practicing what I preach as well. The system is simple. I have broken it down into multiple categories then break it into weekly goals. I have given it to my coach and we have scheduled review meetings to hold me accountable.
Exercise – The goal here is I want to complete a 52-mile bike race and 2 5-mile open water swims this year. (Note I will have some ongoing foot problems and will be casted all year but have been given permission to train for these as long as I limit my walking, so we will see how the pain goes)
Bike – Complete a 52-mile race in August.
- 1 -25 mile ride on Saturday
- 3 – 7-mile hill sessions throughout the week (Monday, Friday, Sunday)
- 1 – 30-minute sprint session on Monday night
- 2 – 2 mile sessions (calendar) for January
- 2 – 4 mile sessions (calendar) for February
- 2 – 6 mile sessions (calendar) March on
- At least 1-hour weekly session on Tuesday mornings, possible a second on Friday
- Eat Less Steak/red meat, and eat more fish
- Add more veggies into my meals
- Chapter 1 by February 26th
- Chapter 2 by May 1st
- Chapter 3 by September 1st
- Formal Articles
- Publish 1st in February
- Work on getting 5 more published by year end
- Work on one a week
- 60 business planning clients
- 75 dials a week
- 1 seminar a month/1 webinar a month
- 5 appointments a week
- 60 Financial Select Clients (Stretch Goal)
- 40 LI Ads a week
- Work COI
- 5 appointments a week
- 60 New Advisors
- 200 dials a week
- 15 appointments a week
- 1 seminar a month
- 1 webinar a month
Policies (Working with Advisors I place insurance case for them in Annuities, Life, Disability, and Long Term Care)
-500 policies place
- Submit 50 cases a week
- Do 100 plus illustrations a week
Speaking – I WANT TO SPEAK AT MORE CONFERENCES THIS YEAR. THIS WILL BE SOMETHING I WILL BE FIGURING OUT HOW TO DO SO THROUGHOUT THE YEAR. SUGGESTIONS ARE HELPFUL
- No electronics at meals
- 2 hours with my wife every Friday for lunch
- 1 night a week go out with couples/friends
- 1 – 2 coffees and/or drinks with friends and networks
- At least 1 call to long term friends a week to rebuild relationships
- Focus on the Business
- Articles will be focused on Financial Solutions and case design.
Well these are my goals and I am read to hit the ground in 2016. How are you doing with your setting and what you want to accomplish?
Rodney Mogen, is the president of solveurpuzzles, a business focused company. Solve ur puzzles helps three groups: Small Businesses, Financial Advisors/Agents, and Local Government Entities. Rodney is also a small business advisor focused on developing financial strategies for small business owners and helping them develop their own strategy and ideas to grow, sell, develop the way they want. He is focused on creating proper financial strategies for Advisors and business owners to assist them in their day to day duties by solving their financial puzzles. Rodney is also the Director of Financial Strategy for The Evans Group. Check out more information at www.solvurpuzzles.com.