Travel Day 12 Of 14 – Getting Real With The Money

Thursday was a little tough for me as I sill haven’t gotten used to UK time and I have been waking up at 3:30am. We are getting to bed at around 11pm BST which is 3pm PDT in our regular time zone and 3:30am BST is 8:30pm PDT. Given that we leave the UK on Saturday, maybe this is a good thing.

The ceiling of The Ball Room of Buckland House.

We invested the day in creating the financial plan to realize our vision and breaking our three year vision down into 90 day goals.

Here is an overview of the work that we did on the financial plan:

• Critical analysis of expenses and income
• Phase expansion investment and income
• Analysis of percentages of our income, team, operational costs, expansion investment and debt repayment
• The realization of the value of our knowledge and wisdom versus time. Our clients are already responding in kind.

Here are our 90 Day Goals: June 1 – August 31

Strategy

• Quit doing what we are not good at. Delegate.
• Hire: Person Friday, Graphic Designer, Membership Web Site Contractor, Book Editor & Illustrator
• Purchase: Salesforce.com, Tradeshow booth
• Write and publish a book
• Build a Membership Site or Multi-Media Publication

Financial

• Complete Merchant Account set up
• Complete accounting
• Refinance long term debt

Marketing

• Build Plan & Market Public Speaking to Associations and Companies

Sales

• Complete Price Increase
• Maintain 35 clients

Operational

• Complete Automated Public Speaking Follow Up System

Environmental

Team

• Hire: Person Friday, Graphic Designer, Membership Web Site Contractor, Book Editor & Illustrator

We will wrap up the retreat this evening by presenting an overview of the work that we have completed over the past 3 – 4 days.

Laura and I will be traveling back to London on Friday via car to Exeter, then by train to Paddington Station, then by cab to an airport hotel where we will hang out until our flight home at 6pm BST on Saturday.