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
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