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By Chad James, Executive Coach and Founder of Mavericks Mastermind
Create A Three
Year Vision
With Roadmap
to Achieve The
Life You've
Always
Imagined.
By the end of this workshop you will have a) created a 3 Year Vision for
your business and personal life, b) crafted realistic annual goals to
support your visions, c) developed quarterly sprints for the coming year
and d) created a tracking tool to keep yourself accountable!
What you will learn…
1. You’re going to learn the top 5 mistakes that people make
when vision planning
2. The simple secret to crafting visions that actually matter
3. Why SMART goals don’t work and the much simpler way to
write a goal.
4.How to build a personal accountability machine that will
keep you on-track and accomplishing the goals that you’ve
created.
Important reminders…
• This is a WORKSHOP, not a presentation. Get ready to work.
• Print out the attached guides before you get started. Fill them
out as we go.
• This isn’t magic. It works if YOU work. Don’t expect to watch
this workshop and have all your dreams come true tomorrow.
•You can come back and watch sections. Watch it all at once
and then come back and do the work.
3-5 YEAR VISION
• Make it something that matters
• Don’t feel the need to be perfect
• Your vision should scare you a little bit
• Have multiple visions - we all get distracted/bored
• Keep it simple (Occam’s Razor)
5 Mistakes When Creating A Vision
…pay attention
BEING TOO
BROAD OR TOO
NARROW
BEING
UNREALISTIC
PICKING A VISION THAT
DOESN’T MATTER
GETTING TOO
TACTICAL
NOT COMMITTING TO
THE VISION
Ask yourself this question…
“Will this vision improve my
life more than 2X?"
Sample Visions
ANNUAL GOALS
• You don’t need “SMART” Goals
• You need goals that a time-based and measurable
• Goals should feel like a stretch…if they are too easy, rethink them.
• Make your goals significant, not just specific
• Good goals should give you enormous amounts of energy.
Sample Goals
"The trouble with not having good
goals is that you can spend your life
running up and down the field and
never score." –Bill Copeland
QUARTERLY
SPRINTS
• Interval training is the way to get faster
• Sprints are not based on stacks of assumptions or dependent on
predicting an unpredictable future.
• They’re not an exercise in fortune telling like 10-year plans.
• Sprints give you a better picture of what you should do on a day-to-
day basis.
• Requires Parkinson’s Law and Pareto Principle to be in effect
Sample Sprints
Track Your Progress
• Momentum + Habit = Achievement
• For each of your Sprints (initiatives) pick 2-3 weekly actions
• Track those actions on a weekly basis using a tool
• JUDGE YOURSELF on success/failure each day
• Each week try to improve your score
• Measure TOWARD checkpoints at 30/60/90 days
Tracking Tool
USE THE TOOLS!!!
(cameras on)
Assignment
• Complete the Visioning Worksheet and Tracking Worksheet
• Share on BAND before next Tuesday
• Discuss your Vision with at least ONE PERSON in this group
• Next week we will share these plans for feedback from me and the
group

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Execute Your Vision Workshop

  • 1. By Chad James, Executive Coach and Founder of Mavericks Mastermind Create A Three Year Vision With Roadmap to Achieve The Life You've Always Imagined.
  • 2. By the end of this workshop you will have a) created a 3 Year Vision for your business and personal life, b) crafted realistic annual goals to support your visions, c) developed quarterly sprints for the coming year and d) created a tracking tool to keep yourself accountable!
  • 3. What you will learn… 1. You’re going to learn the top 5 mistakes that people make when vision planning 2. The simple secret to crafting visions that actually matter 3. Why SMART goals don’t work and the much simpler way to write a goal. 4.How to build a personal accountability machine that will keep you on-track and accomplishing the goals that you’ve created.
  • 4. Important reminders… • This is a WORKSHOP, not a presentation. Get ready to work. • Print out the attached guides before you get started. Fill them out as we go. • This isn’t magic. It works if YOU work. Don’t expect to watch this workshop and have all your dreams come true tomorrow. •You can come back and watch sections. Watch it all at once and then come back and do the work.
  • 5.
  • 6. 3-5 YEAR VISION • Make it something that matters • Don’t feel the need to be perfect • Your vision should scare you a little bit • Have multiple visions - we all get distracted/bored • Keep it simple (Occam’s Razor)
  • 7. 5 Mistakes When Creating A Vision …pay attention BEING TOO BROAD OR TOO NARROW BEING UNREALISTIC PICKING A VISION THAT DOESN’T MATTER GETTING TOO TACTICAL NOT COMMITTING TO THE VISION
  • 8. Ask yourself this question… “Will this vision improve my life more than 2X?"
  • 10. ANNUAL GOALS • You don’t need “SMART” Goals • You need goals that a time-based and measurable • Goals should feel like a stretch…if they are too easy, rethink them. • Make your goals significant, not just specific • Good goals should give you enormous amounts of energy.
  • 12. "The trouble with not having good goals is that you can spend your life running up and down the field and never score." –Bill Copeland
  • 13. QUARTERLY SPRINTS • Interval training is the way to get faster • Sprints are not based on stacks of assumptions or dependent on predicting an unpredictable future. • They’re not an exercise in fortune telling like 10-year plans. • Sprints give you a better picture of what you should do on a day-to- day basis. • Requires Parkinson’s Law and Pareto Principle to be in effect
  • 14.
  • 15.
  • 17.
  • 18. Track Your Progress • Momentum + Habit = Achievement • For each of your Sprints (initiatives) pick 2-3 weekly actions • Track those actions on a weekly basis using a tool • JUDGE YOURSELF on success/failure each day • Each week try to improve your score • Measure TOWARD checkpoints at 30/60/90 days
  • 22. Assignment • Complete the Visioning Worksheet and Tracking Worksheet • Share on BAND before next Tuesday • Discuss your Vision with at least ONE PERSON in this group • Next week we will share these plans for feedback from me and the group