Essential Knowledge for Personal Coaches by Dean Amory - HTML preview

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1. Why traditional “To Do” lists don’t work

2. Personal time management in dealing with overwhelm

3. Mastering the steps of delegation

4. Getting over the 'you've got mail' syndrome and managing

email better

5. Claiming your energy back from time stealers

My first question to Robyn was:

You say traditional "TO DO" lists often don't work. Why is this?

Robyn: To do lists ARE actually really important in learning time

management. The interesting thing is that most people will make

a To Do list and then start with the easiest thing first. That’s not

always the case, but I would say that around 80% of the people I

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work with would say that they start with the easy things first, the

things they can get out of the way quickly and feel a little bit of

success with.

Start with what’s important

The problem with this can be that the bigger and more

challenging things which, in fact, will make the long-term

difference, tend to linger, so they become a stress source in

themselves. People tend to say, “I’ll just get this out of the way so

I can concentrate”. But the reality is that this is doing things back

to front.

"Successful people start with the most important things first"

If we do something of significance first thing in the day then we

feel more effective in the time management game and are likely

to have a higher level of energy. This is because we have the win

of achieving one or two of the big things that are really important

on our list.

And here’s another point on energy, We talk about time

management techniques and strategies but the reality is it is

energy management. When I say that to people, there is a little

quiet moment of reflection as they realize that is really what is

going on.

Plan for the week

Another important time management exercise around To Do lists

is weekly planning. On my website as well as lots of free time

management tips I have a free report: How To Master Time in 90

Seconds, which I really encourage people to download.

In that, I explain what I call my Toolbar of Time which shows

there are four significant areas that we need to talk about time

management strategies and techniques.

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The four things are:

1. What’s our big picture – do we know what is important? What

are our goals? If we understand the relationship between goal

setting and time management then we are in a better position to

push back and say no to the things that are time stealing.

2. Planning and prioritizing: Which of course takes in the To Do

lists.

3. Time Management Techniques and Tips: The shortcuts and the

quick ways to make things work better and the system

improvements we can do. How can we better manager our

emails, our phone calls, our meetings, interruptions and so on. I

encourage people to become a “walking question mark” around

learning time management that is constantly looking for better

ways to do things, from our domestic tasks through to our

business systems.

4. Sanity Gaps: Which is where we fit in the work/life balance

issues and deal with stress and time management.

Not enough people plan on a weekly basis. We should use our

diary (whatever type we choose, online or paper) as a planning

tool to lock in some of the higher value things we need to do as

well as appointments. Successful people treat their diary as a

planning tool, not just as an appointment reminder.

To consolidate these and get into action, I really encourage you

take advantage of Robyn’s books, CD’s, and a membership

program that gives access to interactive webinar seminars and

interviews with no geographic boundaries. Robyn invites you to

visit her Getting A Grip on Time website and take charge of your

time and your energy.

Source: Wendy Buckingham - : http://www.all-about-becoming-

a-life-coach.com/time-management-strategies-and-

techniques.html#ixzz1qnLySlYa

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4.22 STRATEGIC PLANNING

From Wikipedia, the free encyclopedia

Strategic planning is an organization's process of defining its

strategy, or direction, and making decisions on allocating its

resources to pursue this strategy, including its capital and

people. Various business analysis techniques can be used in

strategic planning, including SWOT analysis (Strengths,

Weaknesses, Opportunities, and Threats ), PEST analysis

(Political, Economic, Social, and Technological), STEER analysis

(Socio-cultural, Technological, Economic, Ecological, and

Regulatory factors), and EPISTEL (Environment, Political,

Informatic, Social, Technological, Economic and Legal).

Strategic planning is the formal consideration of an

organization's future course. All strategic planning deals with at

least one of three key questions:

1. "What do we do?"

2. "For whom do we do it?"

3. "How do we excel?"

In business strategic planning, the third question is better

phrased "How can we beat or avoid competition?". (Bradford

and Duncan, page 1). In many organizations, this is viewed as a

process for determining where an organization is going over the

next year or more -typically 3 to 5 years, although some extend

their vision to 20 years.

In order to determine where it is going, the organization needs

to know exactly where it stands, then determine where it wants

to go and how it will get there. The resulting document is called

the "strategic plan."

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It is also true that strategic planning may be a tool for effectively

plotting the direction of a company; however, strategic planning

itself cannot foretell exactly how the market will evolve and

what issues will surface in the coming days in order to plan your

organizational strategy. Therefore, strategic innovation and

tinkering with the 'strategic plan' have to be a cornerstone

strategy for an organization to survive the turbulent business

climate.

Contents

1 Mission, vision and values

2 Mission statements and vision statements

3 Methodologies

4 Situational analysis

5 Goals, objectives and targets

MISSION, VISION AND VALUES

Mission: Defines the fundamental purpose of an organisation or

an enterprise, succinctly describing why it exists and what it

does to achieve its Vision. The mission could be either for the

long term or the short term. A corporate mission can last for

many years, or for the life of the organisation or may change as

the organisation develops. It is not an objective with a timeline,

but rather the overall goal that is accomplished as organisational

goals and objectives are achieved.

Vision: Defines the desired or intended future state of an

organization or enterprise in terms of its fundamental objective

and/or strategic direction. Vision is a long term view, sometimes

describing how the organization would like the world in which it

operates to be. For example a charity working with the poor

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might have a vision statement which read "A world without

poverty"

It is sometimes used to set out a 'picture' of the organisation in

the future. A vision statement provides inspiration, the basis for

all the organisation's planning. It could answer the qiestion:

"Where do we want to go?"

Values: Beliefs that are shared among the stakeholders of an

organization. Values drive an organisation's culture and

priorities.

Strategy: Strategy narrowly defined, means "the art of the

general" (from Greek stratcgos). A combination of the ends

(goals) for which the firm is striving and the means (policies)by

which it is seeking to get there.

Mission statements and vision statements

Organizations sometimes summarize goals and objectives into a

mission statement and/or a vision statement Others begin

with a vision and mission and use them to formulate goals and

objectives.

While the existence of a shared mission is extremely useful,

many strategy specialists question the requirement for a written

mission statement. However, there are many models of strategic

planning that start with mission statements, so it is useful to

examine them here.

 A Mission statement tells you the fundamental purpose of

the organization. It defines the customer and the critical

processes. It informs you of the desired level of performance.

 A Vision statement outlines what the organization wants to

be, or how it wants the world in which it operates to be. It

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concentrates on the future. It is a source of inspiration. It

provides clear decision-making criteria.

An advantage of having a statement is that it creates value for

those who get exposed to the statement, and those prospects are

managers, employees and sometimes even customers.

Statements create a sense of direction and opportunity. They

both are an essential part of the strategy-making process.

Many people mistake vision statement for mission statement,

and sometimes one is simply used as a longer term version of the

other. The Vision should describe why it is important to achieve

the Mission. A Vision statement defines the purpose or broader

goal for being in existence or in the business and can remain the

same for decades if crafted well. A Mission statement is more

specific to what the enterprise can achieve itself. Vision should

describe what will be achieved in the wider sphere if the

organization and others are successful in achieving their

individual missions.

A mission statement can resemble a vision statement in a few

companies, but that can be a grave mistake. It can confuse

people. The mission statement can galvanize the people to

achieve defined objectives, even if they are stretch objectives,

provided it can be elucidated in SMART (Specific, Measurable,

Achievable, Relevant and Time-bound) terms. A mission

statement provides a path to realize the vision in line with its

values. These statements have a direct bearing on the bottom

line and success of the organization.

Which comes first? The mission statement or the vision

statement? That depends. If you have a new start up business,

new program or plan to re engineer your current services, then

the vision will guide the mission statement and the rest of the

strategic plan. If you have an established business where the

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mission is established, then many times, the mission guides the

vision statement and the rest of the strategic plan. Either way,

you need to know your fundamental purpose - the mission, your

current situation in terms of internal resources and capabilities

(strengths and/or weaknesses) and external conditions

(opportunities and/or threats), and where you want to go - the

vision for the future. It's important that you keep the end or

desired result in sight from the start.

Features of an effective vision statement include:

Clarity and lack of ambiguity

Vivid and clear picture

Description of a bright future

Memorable and engaging wording

Realistic aspirations

Alignment with organizational values and culture

To become really effective, an organizational vision statement

must (the theory states) become assimilated into the

organization's culture. Leaders have the responsibility of

communicating the vision regularly, creating narratives that

illustrate the vision, acting as role-models by embodying the

vision, creating short-term objectives compatible with the vision,

and encouraging others to craft their own personal vision

compatible with the organization's overall vision. In addition,

mission statements need to be subjected to an internal

assessment and an external assessment. The internal assessment

should focus on how members inside the organization interpret

their mission statement. The external assessment — which

includes all of the businesses stakeholders — is valuable since it

offers a different perspective. These discrepancies between these

two assessments can give insight on the organization's mission

statement effectiveness.

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Another approach to defining Vision and Mission is to pose two

questions. Firstly, "What aspirations does the organization have

for the world in which it operates and has some influence over?",

and following on from this, "What can (and /or does) the

organization do or contribute to fulfill those aspirations?". The

succinct answer to the first question provides the basis of the

Vision Statement. The answer to the second question determines

the Mission Statement.

MY MISSION

Great people are ordinary people with commitment.

“Men and women fail in their life, not for lack of ability, or brains,

but simply because they have never organized their energies

around a central goal.” (Elmer Wheeler.)

So, just what is YOUR personal mission?

- What is the purpose of your existence?

- What gets you out of bed on a cold winter's morning?

- What force drives you to action and productivity?

It's never too late or too early to do some serious thinking about

what it is that drives you and what your personal mission is or

should be. In all likelihood, this is the most important thinking

you can do, to make a difference in how you take charge of your

life!

Determine what it is you want in life, and make it CLEAR and

SPECIFIC.

This is precisely the purpose of your mission statement.

Your mission is the reason for your existence. It acts as a

beacon—a clear and specific objective that everything else is

guided by. When it is known, understood, accepted and

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communicated, positive things happen and energy and effort are

no longer wasted. You will always know when you are headed in

the right direction.

The mission-setting process doesn't have to be complicated or

longwinded.

Here is an easy model to begin with:

To use my……………………………………..(skills, talents, etc.)

to…………………………………………….……(actions, etc.)

so that…………………………………….…….(result).

If you can do that in 25 words and commit it to memory and to

your heart then you know your mission.

Examples of mission statements

- To create things of beauty so that others are inspired by and

can enjoy them. (An artist)

- To create magnificent buildings for social gatherings so that

people can celebrate in maximum comfort. (An architect).

- To support others in their work so that the team gets the best

result. (A manager)

There are three important properties your mission statement

must possess:

 Unique: It must be yours and not belong to anybody else.

 Stimulating: It must stir you into action.

 Motivating: It must personally inspire you.

If this is your first time with a mission statement, don't agonize

about your mission statement. Just get something down. If it

doesn’t feel right, change it until it does or come back to it later.

It's useful to review your Mission Statement every three months,

and make those small adjustments that may occur as you grow.

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MY VALUES

Why set Values?

It is important to set long-term goals within the context of your

values. If the goals you set are out of alignment from these

values, it will make those goals extremely difficult to achieve. For

instance, if you value health, but you set a goal to achieve the top

salesperson's award and do nothing but work all year on that

goal, with no exercise, eating poor foods and getting little sleep,

you might end up in hospital instead of receiving that award!

So list the values that determine the standards that you set. For

example: love, health, truth, happiness, creativity, achievement,

knowledge, passion, freedom and contribution.

Check with your mission statement and note how these values

can help as rudders, steering you on the shortest course to your

mission¾the beacon that illuminates your way.

Clarifying Values

Coachee instructions:

For each of the values listed on the left, indicate its level of

importance by placing a checkmark in one of the columns to the

right. Don’t think too long about each one because your first

reactions are often the most accurate. When you’ve completed

the survey, identify the five values that are most important to

you and write a short definition of what that value means in your

life.

Action values:

Possible levels of importance:

Unimportant, not very important, Important, Critical

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“I would like to . . . ”

Create ideas

Take responsibility

Make things

Experience variety

Fix things

Improve society

Help people

Laugh often

Design systems

Take risks

Perform physical tasks

Be in nature

Organize things

Manage people

Create beauty

Work in teams

Explore ideas

Other:

Follow directions

Result values:

Possible levels of importance:

Unimportant, not very important, Important, Critical

“I would like to have. . . ”

Achievement

Security

Beauty around me

Structure/order

Knowledge

Stability

Pleasure

Wisdom

Power

Family harmony

Recognition

Friendship

Wealth

Self-respect

Adventure

Inner harmony

Comfort

Integrity

Independence

Equality

Leisure time

Love

Possessions

Other:

Simplicity

Personal quality values:

Possible levels of importance:

Unimportant, not very important, Important, Critical

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“I want to be . . . ”

Generous

Happy

Fulfilled

Efficient

Healthy

Open-minded

Moral

Competent

Physically attractive

Logical

Spiritual

Sensitive

Ambitious

Creative

Caring

Fair

Cooperative

Environmentally aware

Disciplined

Honest

Positive

Other:

Needed

My Top Five Values - What this value means to me

1.

2.

3.

4.

5.

Source: Christine Bennett, WorkVantage Inc.

MY ROLES

Why base your Goals on your Roles?

In life, you have different roles depending on what you are doing and to

whom you are relating. For example, when you are talking with your

parents your role is son or daughter, but when you are talking to your

children your role is mother or father. At work you may at various times

be a manager, a subordinate, a co-worker, a friend, a confidante, etc. At

other times you may be a tennis player, runner, and so on.

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Identifying your roles and developing a vision for each of them makes it

easy to determine the long-term goals that will make your vision real.

You may find it useful to categorize your roles into personal

development, career, family and social areas. Within personal

development you can later categorize your goals around the first three

items of the Check-in (physical, mental and confidence)

There's an old story about the young woodcutter who wanted to be the

best. When he thought he was being beaten by an old hand, the young

man decided to miss his breaks and just keep chopping. At the end of the

day, however, the old man still had more wood. You see, he stopped for

breaks during the day and spent some of that time in keeping his axe

sharpened.

Having well-tuned personal development goals is like having a sharp axe.

Keep your axe sharp by keeping the physical, mental and confidence

personal role as positive as you can. It will enhance the achievement and

fulfillment of all your other roles.

MY VISION:

Creating your Vision for Each Role

A vision describes exactly what it will look like when you have fulfilled

your role. For example, for the role of team leader, your vision could

state:

The team achieves results which are 10% above budget, the team

members support each other and doing their best as individuals, and

coachee queries are minimal.

For a role as father, your vision could state:

I spend one day each weekend with the children and organize my time to

attend school functions as appropriate. I enjoy being involved in their

hobbies and interests and love my children very much.

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METHODOLOGIES

There are many approaches to strategic planning but typically a three-

step process may be used:

Situation - evaluate the current situation and how it came

about.

Target - define goals and/or objectives (sometimes called ideal

state)

Path - map a possible route to the goals/objectives

One alternative approach is called Draw-See-Think

Draw - what is the ideal