(your name) is about to SET GOALS. and then GO GET GOALS!!

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1 20 16 We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited.

2 (your name) is about to SET GOALS and then GO GET GOALS!! Get ready to work it, biz bestie! #bizbestiebootcamp We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 2

3 The beginning is the most important part of the work. -Plato Here we goal! Today is a REALLY big day, biz bestie, because it s your time to start the purpose-driven WORK//FLOW process. Using the WORK//SHEETS on the following pages, you ll uncover your top priorities for the next year for yourself and your business! Then you ll design quarterly, monthly and daily TAKE//CARE lists to meet them. Before you begin: Set aside time to work through the sheets. Seriously, block it off on your calendar or write it down in the pages of your planner. You re gonna want uninterrupted time to focus (plus something to write with and, your thinking cap, of course!). You ready? So are we! Sooooooo Goal get 'em, tiger! My WORK//FLOW began on (date). We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 3

4 Let s start at the very beginning. A very good place to start. -Julie Andrews Once upon a time With so many have-to-dos weighing on our minds, it s easy to forget about our want-to-dos. Whether you ve been in the biz for decades or days, there was a time when starting your business was just a want and a wish. Let s travel back in time to revisit the You of Yesteryear (or yesterday) and uncover your roots. My first job was at. (position) (business) I started working in my industry in: (year) I opened my business (or came on board) in: (year) We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 4

5 Think back, waaayyy back What made you take the plunge to become a biz owner? (You go, boss!) What was your original vision for your business? Where did you think you d be now? We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 5

6 And now back to the future! compare to today s reality? Look back on your original vision for your business. How does it What is better now than you originally anticipated? (Whoop whoop!) What do you wish was closer to your original vision? If you could tell the You of Yesteryear one thing, what would it be? We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 6

7 Dive a little deeper now Reread your answers to the last three questions. Don t just keep swimming this year. Brainstorm ways you can align yourself closer to your original vision for your business! What can I do NOW to bring my business closer to what I wanted THEN? We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 7

8 The only way to do great work is to love what you do. -Steve Jobs All the feels... You ve come so far, bestie! We can feel your goals getting closer. Speaking of feelings, let s talk about yours! What do you absolutely love about being a business owner? What are your least favorite parts of being a business owner? We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 8

9 What s On Your Plate? You have so many responsibilities that it s easy to work in your business without ever working on your business. Let s take a look at everything that s in store for a typical owner every year. MARKETING Social Media Advertising Public Relations Market Research Events Website Branding Marketing Blogging Direct Mail Print Ads Billboards Television Radio Promotions OPERATIONS Technology + Systems Legal Daily Upkeep Lease or Mortgage Insurance Contractors SALES Projections + Goal Setting Sales Training Employee Incentives Reporting E-Commerce FINANCES Profit Margin Budgeting Bills + Expenses Payroll Taxes Merchant Services Accounts Receivable Product Costs COMMUNITY SERVICE Sponsorships Donations Charitable Giving HUMAN RESOURCES Employee Management Hiring Recruiting Benefits Staff Training Onboarding Scheduling CUSTOMER SERVICE Loyalty Programs Employee Training Customer Relations PROFESSIONAL DEVELOPMENT Mentoring Trade Association Participation Networking Public Policy Advocacy Continuing Education What else is in store for you this year? Write in any other responsibilities that apply to you on this WORK//SHEET. Woah! How will you ever get it all done? Go to the next WORK//SHEET to work it all out. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 9

10 A place for everything, and everything in its place. -Benjamin Franklin WHEW! That sure is a lot of stuff on the previous WORK//SHEET. Here s a bright idea! Let s prioritize so you can feel over the moon about the year ahead instead of overwhelmed. To do that, we need to set time, energy and financial limits on your responsibilities. So let s put our responsibilities in their place! Write down the things you want to improve on. (These may require more time, energy and/or finances.) We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 10

11 Write down the things that you want to maintain. (These will require some time, energy and/or finances but shouldn t overtake your attention.) Write down the things you have been investing time, energy and/or money on in the last year that just haven t paid off. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 11

12 Let it go! Let it go! -Elsa Things are about to get trashy up in here Today you are going to throw away every preconceived notion you have about what you should be doing and deliberately decide to stop the madness! Look back over all of the answers you ve written so far. What are the things you don t love about operating your business? What has been draining you of your time, energy and/or money with no return? What just isn t working? What has you feeling pooped? Write down all of the things that you can let go of this year. That s right throw them out... of your mind, that is! We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 12

13 It s called work for a reason! -Larry Winget Don t throw the baby out with the bath water... or something like that! Unfortunately we can t throw everything that we don t like to do out with the trash. Make a list of the responsibilities that you can t throw away... even if you want to. Which of these can you delegate to someone on staff? Can you pay someone to pay attention to any of these for you? If you can t afford to outsource it today, make note of it here anyway so you can work towards it. TASK DELEGATE OUTSOURCE We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 13

14 The key is not to prioritize what s on your schedule, but to schedule your priorities. -Stephen Covey It s in the bag... Now it s time to decide what you want to focus on this year! You have to carry the weight of whatever you fill your bag with, so be sure that the priorities you choose are totes worth your effort, time and money. Again, look at the responses you ve written on your WORK//SHEETS so far. What are the things that you love about being in business? What can you do to more closely align your business with your original vision for it? Are there things you want to improve on or learn more about? What has been working that you want to continue or expand on? Write your priorities in the bag. (Be sure not to make your load too heavy!) We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 14

15 No isn t a four letter word. Oh no! Do you feel like you re doing something wrong when you say no to something? Don t! No isn t a bad word. In fact, it can be a really good word when used with the right intentions. The WORK//FLOW process is designed to help you identify your goals and priorities but also to identify the things that can keep you from reaching them. We can be hoarders when it comes to our list of responsibilities, letting things that should be in the trash sneak back on our to-do lists. Once a month review the things you wrote down in your trashcan and your shopping bag. Make sure that you are only carrying the weight of the things that you identified as important to reaching your goals. If you realize that something has taken over your to-do list, either put it back in its place or take something else out of your bag to make up for the extra burden. And when new a opportunity comes up and one (or more!) definitely will decide if it is more important than something else already in your bag. If it is, switch it out. If not, practice saying no until you re comfortable: This is a great opportunity, but it s not right for me/my business right now. This year, I m focusing on, and I m working really hard to keep myself from getting distracted so I can reach my goals. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 15

16 Let s look forward It s a year from today. The date is. How is your business different than it was a year ago? How is it the same? How are you different than you were a year ago? How are you the same? Of everything that happened this year, what are you most proud of professionally? What are you most proud of personally? We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 16

17 You ve looked back on your roots, thought about where you are today and imagined where Story time... you want to be in a year. It s time to write your business bio! Hello! My name is. I own//operate//work at. When people think of me, I want them to think that I am:. I opened//bought//came to my business in because (year). Since that time, I ve learned a thing or two. Most notably. Today, I work because. I value, and above all else. I am really good at I need some help with.. My business is special. It is, and. My ideal customer is. When someone interacts with my business, I want them to think, In all that I do, I want to take care of my business, my customers, my employees, myself,, and. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 17.

18 You want a hot body? You want a Bugatti? You want a Maserati? You better work it! You want a Lamborghini? Sippin martinis? Look hot in a bikini? You better work it. You wanna live fancy? Live in a big mansion? Party in France? You better work it, you better work it. -Britney Spears (sort of) Goal for it... No matter where you want to be a year from today, there s only one way to get there. Set goals, make a plan to reach them, and WORK IT. So let s get goal-ing! We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 18

19 Setting goals is the first step in turning the invisible into the visible. -Tony Robbins High five, BIZ BESTIE! Five goals, that is. It s time to TAKE//CARE of what matters most to you. Three of your goals will help you take care of business. The other two will make sure that you are taking care of yourself. As business owners it s easy to put yourself last when you feel like you should take care of everything else first. Before you decide on each goal, ask: ;; Does it fit within my business bio? ;; Will it help me get where I want to be a year from now? ;; Does it support the priorities I filled my bag with? ;; Does this keep me away from the things I threw out in the trash? We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 19

20 Goals To Take Care of Business GOAL #1 GOAL #2 GOAL #3 We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 20

21 Goals To Take Care of Myself GOAL #4 GOAL #5 Goal for it! We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 21

22 Goal getting... Goal No. : This goal will help me take care of business//myself (circle one) by:. To get to this goal, I need to: Quarterly Monthly Weekly Daily When I burst through this goal, I will feel:. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 22

23 Goal getting... Goal No. : This goal will help me take care of business//myself (circle one) by:. To get to this goal, I need to: Quarterly Monthly Weekly Daily When I burst through this goal, I will feel:. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 23

24 Goal getting... Goal No. : This goal will help me take care of business//myself (circle one) by:. To get to this goal, I need to: Quarterly Monthly Weekly Daily When I burst through this goal, I will feel:. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 24

25 Goal getting... Goal No. : This goal will help me take care of business//myself (circle one) by:. To get to this goal, I need to: Quarterly Monthly Weekly Daily When I burst through this goal, I will feel:. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 25

26 Goal getting... Goal No. : This goal will help me take care of business//myself (circle one) by:. To get to this goal, I need to: Quarterly Monthly Weekly Daily When I burst through this goal, I will feel:. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 26

27 It is not a daily increase, but a daily decrease. Hack away at the inessentials. -Bruce Lee Look at you goal! You ve got your goals now, and you know what you need to do to reach them. We don t believe in to-do lists, but we do believe in TAKE//CARE lists! Let s plan the month ahead so we make sure we are taking care of what matters and keeping everything else in its place. We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 27

28 Take care seems like two small words, but their meaning is big. What are the things you have to take care of this month to reach your goals? TAKE//CARE List (month) THIS MONTH Working on my business instead of in my business! EVERY WEEK EVERY DAY We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 28

29 I like the way you work it. (No diggity.) -Blackstreet We like the way you ve worked it so far. Way to go with the WORK//FLOW, biz bestie! But don t stop now This is totally a give to get situation. What you get out of this process is directly related to what you put in it. Plans don t happen on sheets of paper, and that s all these WORK//SHEETS are unless you take action! We can t wait to say hello from the other side of this month and see how much closer you already are to where you want to be. We ll tweak your goals and TAKE//CARE lists next month using a Monthly WORK//UP WORK//SHEET. Until then, give it a goal! TAKE CARE, Linley+Lauren We are thrilled to give our BIZ BESTIES permission to copy this document for personal use. All other reproduction is prohibited. 29