January 5th via telephone …
Paul B. – “Hello, this is Paul B. and I would like to register for Simon’s Free Webinar on the One Page Business Plan”.
Laura Reilly – “Thanks for your call and for your registration.”
Paul B. – “You sound like you are really happy on the first week of the year”.
Laura Reilly – “That’s because we booked off the first working week for 2011 to create our business plan, budget cash flow, sales activity calculator and time management plan for 2011.”
Paul B. – “It is great to see that Leading Advisor is walking its talk.”
The smartest thing that we did in 2010 was schedule the first week of 2011 for planning.
That means no administrivia, blogging, coaching calls or prospect calls.
The unmet needs based mind is addicted to security drives negative beliefs like “I don’t have the time to take the first week of the year off to plan” and drive negative emotions like anxiety and fear.
The values based mind honours the value of abundance and inspires positive beliefs like “I have an abundant amount of time” and “for every hour that I invest in planning my year, I will receive one hundred hours in return” and inspire positive feelings like certainty, confidence and conviction.
Step 1 – Schedule The Time
This reminds me of the second smartest thing we did in 2010 and that was to book a one week holiday in between September and December. Reflecting back when I was pool side somewhere between November 13th – 20th in Nuevo Vallarta, I thought that by the time I get home I will have been on the road 28 out of the last 35 days and I was not really aware as I should have been that I really was in need of the rest. This is why we recommend Step 7 – Design Your Time Management Plan in advance of the year as part of your planning process for 2011.
Step 2 – Empty Your Mind & Empty Your Office
I’m a firm believer in the Empty Your Mind Process. I took it one step further over the holidays and I Emptied My Office of everything that was not current.
Step 3 – Vision
An Empty Mind & Office creates the space for Vision.
Imagine looking back from December 31, 2013 and ask yourself:
- What did you accomplish?
- What goals did you set and achieve?
- What made you happy?
For more on this got to 2011 Planning – Vision
Step 4 – Create a One Page Business Plan
The dates for the One Page Business Plan(TM) Free Webinars are:
- Thursday, January 13th at 4:15pm ET
- Tuesday, January 18th at 1:00pm ET
- Wednesday, January 26th at 1:45pm ET
To Register for the One Page Business Plan(TM) Free Webinar:
Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.
Step 5 – Create A Budget Cash Flow
A budget cash flow means a 12 month spreadsheet that starts out with the opening cash balance, less all expenses including taxes, plus income equals ending balance carried forward and so on. This process helps me to get honest about the sales that are required and this leads to the next step.
Step 6 – Create A Sales Activity Calculator
Here is a simple example of a Sales Activity Calculator.
| speaking presentations per month |
| attendees |
| attendees total |
| closing rate from attendees to appointment |
| sales appointments |
| closing rate from sales appts to clients |
| number of sales |
| x $ per sale |
| sales amount |
Step 7 – Design Your Time Management Plan
The picture at the top of this Blog is a picture of our 2011 Time Management Plan.
Step 8 – Take Action!
I’m wishing you the very best of success for 2011 and may all your dreams come true.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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