Unlocking the Future - Dr Max Blumberg, Founder of Blumberg Partnership
Goals- TRC
1. Begin With the End in Mind
“Would you tell me please
which way I ought to go
from here?”
“That depends a good deal on
where you want to get to,”
said the Cat.
“I don’t much care where…”
said Alice.
“Then it doesn’t matter which
way you go,” said the Cat.
2. Think before you do…
What is my destination
What is deeply important to me and
what is not important?
How do I spend my time?
3. Think before you do…
All things are created twice.
First the mental creation or plan.
Second is the physical creation or work.
A clear agenda -------------------------------------A productive meeting
A blueprint ------------------------------------------ A structure built
Extensive market research --------------------- A successful new product
A personal mission statement ----------------- A life of contribution and
fulfillment
4. PUT FIRST THINGS FIRST
We can learn about a person by the way
they spend their time and money. The
clock represents your appointments,
schedules, and activities- how you
manage your time.
The compass represents your mission,
direction, and values- what you feel
matters to you most.
5. PRIORITIZING
The Pickle Jar Theory
http://www.alistapart.com/articles/pickle
(click on link and read article by Jeremy Wright)
6. PLANNING YOUR WEEK
What are my big rocks?
Spouse, Children, Sharpen the Saw,
Vacation, Goals, Key projects,
Appointments, Tasks, etc.
What are my little pebbles?
Things that we enjoy doing;
not urgent, but important
What is my sand?
Busywork, non-urgent
7. Three Step’s to Daily Planning
1. Check today’s appointments
2. Make a realistic list
3. Prioritize
Putting first things
first takes will, self-
control, and maturity.
8. What is a GOAL?
A goal that is ambiguous or stated in unclear terms
does not give the guidance or direction the goal setter
needs. Rather than stating, “I’m going to be rich”; be
more specific! “Before I reach the age of 35, I want to
have $500,000 in assets and be debt free” is specific;
has definitions that are clearly established with a
deadline attached to it.
When goals are broken down into do-able elements
through a process of short, measurable steps, it’s easy
to tell if one is on track. Process feedback allows the
goal setter to receive the stimulus or encouragement
to enable the performer to see progress and continue
striving to achieve the goal.
9. Six steps to Goal Setting
First Step – Create a Vision
Remember, goals can’t be ambiguous, so let’s create a
vision. It has to fit into the “big picture” – Are you going to
be a miser and scrimp and save every nickel until you
have the $500,000, or a free-spender with wild and
reckless habits, or do you choose to be somewhere in
between. This is part of creating a vision – actually being
able to picture yourself throughout the goal attainment
process. What will it take to reach that goal and what will
you be willing to settle for if you can’t reach it perfectly.
10. Six steps to Goal Setting
Second Step – Set the goal
Once your vision is seen, set your goal. Goals
are defined in broad and usually in terms that
aren’t measurable. An example might be: I will
reduce my credit card debt. This will serve as
the underpinnings of your vision.
11. Six steps to Goal Setting
Third Step – Set objectives
Objectives help you look at goals and
determine ways to accomplish them in
measurable ways. Until you set your objectives
the vision is only a dream. The goals put
wheels on the dream and the objectives make
the machine roll. An example of an objective
might be: Within six months I will have all credit
card debts paid off and will pay my credit card
balance in full each month.
12. Six steps to Goal Setting
Fourth Step – Assign tasks
The step involves determining exactly what
needs to be done to make the objective a
reality. These are discreet tasks that can be
observed and completed in a relatively short
period of time. An example might be: Triple the
minimum payment each month and avoid
making any new charges.
13. Six steps to Goal Setting
Fifth Step – Establish a timeline
Establish a priority for tasks, what has to
happen first, second third. What tasks are
dependent upon the completion of another?
Sequencing the tasks and setting deadlines for
their accomplishment is required in this step.
Remember the time management strategies
you learned in an earlier lesson. These will
assist you in managing priorities.
14. Six steps to Goal Setting
Sixth Step – Follow up
The last step in the goal setting process is to
check periodically if satisfactory progress is
being made. Develop a system to check and
double check so you can discover your
mistakes and correct them. Are tasks on
schedule and is the goal still relevant? If so,
great! Continue with the procedures until you
bring the goal to a successful end. If not, do you
need to modify timelines, strategies, or amend
the goal?
15. Have you ever had a large project to do and had to
plan it out carefully so that you could have it done in
a set amount of time? You probably tackled it one
piece at a time. How about trying to cram as much as
possible into your summer vacation and returning
home to realize you never did find the time to do
everything you wanted? These things require thought
and planning to complete. Goal setting requires that
you “map out” what is important to you. It can provide
direction for your life; a blueprint for reaching your
dreams.
Goals can be divided into three major categories:
Short term (achieved in less than a year)
Medium term (achieved in 1-5 years)
Long term (achieved in more than 5 years)