Time Management and
Goal Setting
Keeping the Plates Spinning
without losing your sanity
Marc A. Pitman, The Fundraising Coach,
www.fundraisingcoach.com

Who am I?
• Certified FranklinCovey Coach
• Chosen for Seth Godin’s
BullMarket Guide as a person
“will shake things up”
• Creator of the Extreme
Fundraising Ezine
(http://fundraisingcoach.com)
• Author of Ask Without Fear! and
Creating Donor Evangelists

Your Goals?

Tools for Today
• The 4Q's
• Your Report Card
• Managing Up
• Pareto Principle
• MagnetGoals
• Forest & Trees
Perspectives

I want to
overwhelm
you with
practical
tools.

TOOL #1 :: Q2 Planning
Urgent Not Urgent
Important
Not Important
7 Habits of Highly Effective People

Q2 Planning
Urgent Not Urgent
Important
Crises
Deadlines
Problems
Not Important
7 Habits of Highly Effective People

Q2 Planning
Urgent Not Urgent
Important
Crises
Deadlines
Problems
Not Important
Proximate
Pressing
Popular
7 Habits of Highly Effective People

Q2 Planning
Urgent Not Urgent
Important
Crises
Deadlines
Problems
Not Important
Proximate Pleasant
Pressing Water Cooler
Popular Solitaire
7 Habits of Highly Effective People

Q2 Planning
Urgent Not Urgent
Important
Crises
Prevention
Deadlines
Opportunities
Problems
Not Important
Proximate Pleasant
Pressing Water Cooler
Popular Solitaire
7 Habits of Highly Effective People

Q2 Planning
Urgent Not Urgent
Important
Crises
Prevention
Deadlines
Opportunities
Problems
Not Important
Proximate Pleasant
Pressing Water Cooler
Popular Solitaire
7 Habits of Highly Effective People

How Do You Move Into Q2?
Interactive

Do You Ever Feel Like This?
Insert
Video

TOOL #2 :: Pareto – The 80/20 Rule
• Italian economy
Column1

Pareto – The 80/20 Rule
• Italian economy
Column1
• You’re clothes

Pareto – The 80/20 Rule
• Italian economy
Column1
• You’re clothes
• Your donors

Pareto – The 80/20 Rule
• Italian economy
Column1
• You’re clothes
• Your donors
• Your time

Pareto Principle Exercise
Interactive
• What’s in your
Column1
20% piece of the
pie?
–Lunch with
media
–Getting out from
behind the desk?

The Myth of Time Management
• Time management
–Task lists
–Usually urgencies
only
TIME KEEPS
MARCHING ON

The Myth of Time Management

The Myth of Time Management

The Myth of Time Management

TOOL #3 :: Managing Up
• List tasks
• Rank A, B, C
• Refine rank 1, 2, 3
• BUT when all
priorities are top
priorities…what do
you do?

TOOL #3 :: Managing Up
When all priorities are
“top” priorities…
what do you do? List
tasks all “top” task

TOOL #3 :: Managing Up
When all priorities are
“top” priorities…
what do you do? List
tasks all “top” task
• List everything

TOOL #3 :: Managing Up
When all priorities are
“top” priorities…
what do you do? List
tasks all “top” task
• List everything
• Ask for guidance

TOOL #3 :: Managing Up
When all priorities are
“top” priorities…
Don’t let what do you do? List
the tasks all “top” task
• List everything
simplicity
• Ask for guidance
fool you!

TOOL #4 :: Report Card
• List tasks
• Rank A, B, C
• Refine rank 1, 2, 3
• BUT when all
priorities are top
priorities…what do
you do?

Exercise: Personal
1. Choose “Managing
Up” or “Report
Card”
2. List out “top”
priorities
3. Prepare for your
boss or circle what
you’re “graded” on

Tool #5 :: MagnetGoals
• List 100 things to do
–Goals
–Dreams
–Wishes
• History of the
Future
• IDENTIFY
MagnetGoals

MagnetGoals
• List 100 things to do
–Health
–Money
–Relationships
–Travel
–Life-long Learning
• History of Future

MagnetGoals
• Let rest for 2-3 days
• Re-read and identify
for “MagnetGoals”
These are your 20%!

MagnetGoals
• Road Map
– Goal
– What?
– When?
– Allies & Resources
– Obstacles?
– Who can help?
– Coach or
Accountability

Tool #6 :: Get Above the Trees
• Easy to neglect
• Easy to miss the
forest for all the
trees

Get Above the Trees
• Block out time
–Monthly check in
• (like at Starbucks)
–Block out WEEKLY
time
• Particularly Sunday
& late Friday
COMMIT TO IT!

FREEBIE Tool #7 :: Scotty Technique
Under promise
over deliver

FREEBIE Tool #8 :: Unplug Your PC
Incredibly
increases
focus

Marc A. Pitman, CFCC
www.FundraisingCoach.com
Give me your cards for a free
copy of my “Guide to Email
Solicitation” and bi-weekly ezine!