From VISION to DECISION Workbook & Planner Design your 2014 Direct Sales Biz Vision Board and Create a Yearly Action Plan for success Gale Bates LLC www.mymentorbiz.com Gale Bates LLC 2014-1- www.mymentorbiz.com
Get ready for Change I ve been holding Biz Vision Board workshops for the past 5 years. I began creating my own business vision boards when I grew my million dollar team. And, have continued it every year with my coaching business. This workbook is part of the work I use with my private coaching clients to help them have incredible success. The questions are powerful and can have a profound change on the way you think, the way you act and the way you progress throughout the year in growing your business. They will help you see where your business is at now, and give you clarity to where you re heading. If you can see it you can achieve it Walt Disney saw theme parks, animated movies and more Jim Carrey wrote himself a 10 million dollar check and visualized himself making millions. When you create your Biz Vision board you design a snapshot of your future dreams and goals. It becomes the BLUEPRINT for inspiration, planning and taking action. Then, when you take those goals off your vision board and make a decision to take action, you create a path for success for the whole year. Your Biz Vision board is a magnet to attract and achieve what you want in your business. It will inspire new thinking and action and as the year rolls along you ll find the decisions you make will revolutionize your business. Are you ready for the amazing, awesome, glorious change that is coming? Your 2014 Business Year is waiting. Love & Success, Gale Bates Your Make the Leap Mentor Gale Bates LLC 2014-2-- www.mymentorbiz.com
The 7-Step Process Get a foam board or poster board. Gather magazines, newspapers, photos, images, words. Glue stick and scissors. Find a 2-3 hour gap of time. Print it out and create a 3-ring binder or folder to write all these dreams and goals in it. Answer all the prompts in this workbook, or just the ones that are appropriate for you. Tear, Cut & Paste. Once you ve answered the prompts and written out your goals and dreams and you re full of great intentions to achieve your goals in 2014, go through magazines, pictures, and tear out words, images, phrases that sing to you. Don t pre-judge anything. If you love it, tear it, and begin your pile of visuals and get ready to paste. Create your Biz Vision Board Layout. Refer to information on Page 22. Begin the cut and paste creative process and create your 2014 Biz Vision Board Follow the prompts in the journal planner pages. Create your BHAG (Big Hairy Audacious Goal) and keep breaking down your goal into quarterly, monthly, and daily action steps. Add to your calendar to review your 2014 Biz Vision Board and your Strategic Action Plan every month to keep you on track with goals. The more you review, the more your goals will come true Important reminder: There is no right or wrong way to create your Biz Vision Board. Whatever feels joyful and simple for you to create your path to success in 2014 is perfect Gale Bates LLC 2014-3- www.mymentorbiz.com
Begin Get Clarity Get a Plan Let go of all expectations. Let your mind wander Doodle in the margins Enjoy the process Be Honest Really Honest Allow space for possibility Visualize Prioritize Activate & Affirm If you don t design your own life plan, chances are you ll fall into someone else s plan. And guess what they have planned for you? Not much. Jim Rohn Gale Bates LLC 2014-4- www.mymentorbiz.com
Celebrate & Release 2013 2013 happened the way it did for a reason. I always share with my coaching clients, it s all about the journey. Sometimes things don t happen the way we want and they turn out to be blessings. You have to believe that it s all taking you where you need to go. Celebrate and release 2013 and clear the pathway for your incredible New Year. What were your business accomplishments in 2013? They can be big or small. Each ONE is important. Gale Bates LLC 2014-5- www.mymentorbiz.com
What was the smartest decision you made in your business in 2013? What was the biggest surprise in your business in 2013? Write down three achievements in your business that went really well this year? Gale Bates LLC 2014-6- www.mymentorbiz.com
What were your challenges in your business in 2013? Things you know you need to improve. What was the greatest lesson you learned in your business in 2013? If you re a leader. How was your working relationship with your team? What could you improve? Gale Bates LLC 2014-7- www.mymentorbiz.com
How did your customer service play out? What could you do to improve on it. What marketing and networking worked in 2013? What created new business and wins for you? How was your social media connecting? How much did you increase in followers in 2013? Gale Bates LLC 2014-8- www.mymentorbiz.com
Celebrate & Release 2013 Okay, it s time to take a look at the figures Knowing your numbers helps you grow them. This is an important page. If you don t know these numbers, figure them out What was your total sales and commissions for 2013? (The total amount of money that came into your biz) What were your total expenses for 2013? What was your net profit for 2013? (total sales and commissions minus expenses) IMPORTANT NOTE: Don t get discouraged by these numbers. They are just numbers. Numbers that can grow as soon as you know where you are and where you dream to go. The opportunities are limitless Want to know how to Track your Business income and expenses? Get the DIRECT SALES PLANNER Customized for Direct Sales. Know how much money you re making in your business. http://www.mymentorbiz.com/directsalesplanner/ Gale Bates LLC 2014-9-- www.mymentorbiz.com
What or who were you most grateful for in 2013? 2013 is Complete Put your hand in this circle, close your eyes and take a deep breath 2013 is complete, give thanks and release all that is old, you re ready for a whole new year Gale Bates LLC 2014-10- www.mymentorbiz.com
It s Time to Dream a NEW DREAM 2014 First comes thought then the word then the action Gale Bates LLC 2014-11- www.mymentorbiz.com
Shine the Light on a New Year 2 0 1 4 What is your secret wish for your business in 2014? Your parties? Your new recruits? Your team? Your volume? Your Income? Your awards? New leaders? How will you serve people in your business and what outcomes do you expect? Declare it here Gale Bates LLC 2014-12- www.mymentorbiz.com
What areas in your business do you want to grow & expand in 2014? How do you spend your Biz Time in 2014 Create a pie chat of how you spend your time now on left & how you ll change in 2014 on right? See example below Gale Bates LLC 2014-13- www.mymentorbiz.com
What will you create in 2014 in your business? New Customers, hostesses, more leaders, newsletters, Team communication? What are you Income Goals for 2014? How will you achieve this? Your Sales, your commissions, your bonuses? What income stream will you focus on? How will you maximize ALL the income streams in your Comp. Plan? Gale Bates LLC 2014-14- www.mymentorbiz.com
Demographic (Age, gender, income, values) Describe your Ideal Client? Psychographics (Likes, hobbies, emotions, attitudes. ) Why would they want to buy your products? What solutions would they receive using your products? Write a brief description of your Ideal Client. Gale Bates LLC 2014-15- www.mymentorbiz.com
Create your 2014 Business Marketing Party Pie Chart Marketing is spreading the word and growing NEW customers, new hostesses, new prospects. What networking and events will you join to grow your business? See Example of Marketing Party Pie below. These are areas you will work on every month to promote and book parties and grow your business. Create your own marketing party pie. What areas do you promote or participate in to create more consistent parties every month. Gale Bates LLC 2014-16- www.mymentorbiz.com
Create a 2014 Marketing/Networking Calendar Write in each section your daily, weekly, monthly marketing and networking activities e.g. Which social media areas, your referral programs, your networking events. Daily Weekly Monthly Gale Bates LLC 2014-17- www.mymentorbiz.com
What Systems do you want to create in 2014? Systems automate our time. What systems do you have in place right now? How do you welcome new clients? What follow-up systems? Team Building Systems? Social Media system? Business records systems? Daily Systems? Increase your team party sales, your team volume and your INCOME with the CALENDAR GIRLS Team Booking System. The Calendar Girls workbook is filled with exercises, training tips and tools to help your team increase sales, bookings and recruiting. It comes with the Launch Webinar that takes you through this system page by page with specific strategies on motivating your team. It will change the way you lead your team http://www.mymentorbiz.com/calendar-girls-team-booking-system/ Gale Bates LLC 2014-18- www.mymentorbiz.com
What is your BHAG for 2014? Your BHAG is your Big Hairy Audacious Goal. Write your big desired result for 2014 What are three drivers that will get this result? Better strategies, systems, networking, new business, more bookings, more recruiting appointments? PRIORITIES - what are your top three priorities that will get this result? SUPPORT - What support will you need? Attend convention. New Systems, new technology, hire a coach, belong to a mastermind group? Gale Bates LLC 2014-19- www.mymentorbiz.com
Create your 2014 Biz Vision Board Tear, Cut & Paste Now you re clear with what you want in 2014, it s time to create your Biz Vision board. Get ready to Tear, Cut and Paste. What to look for? Write thoughts about what you ve reviewed so far. Look for images and words that inspire you and lift you up. Look through magazines and tear out anything that catches your eye. This is the creative process in visualizing your future success for the year. THOUGHTS IMAGES WORDS Gale Bates LLC 2014-20- www.mymentorbiz.com
Create your Vision Board Layout Create blocks or areas across or down Begin with a focal point picture and create visuals around it. Gale Bates LLC 2014-21- www.mymentorbiz.com
Activate & Affirm your Goals Use Goal Cards Goal cards take your business to a whole new level. They act as a visual trigger to take action. They keep you focused every day. You attract what you want daily, weekly, monthly when you know how to look at what you desire. The principals of goal cards is writing them down and looking at them every day for 90 days Take three 5x7 cards and write down your three top goals, with 5 actions steps underneath the goal. Review these goal cards every day for 90 days. Use Affirmations Affirmations are positive word statements to improve your life. Using positive affirmations helps you manifest your goals. They are usually short positive statements which help overcome negative beliefs and replacing them with positive self-nurturing beliefs. Affirmations help you focus on inner goals and reminds you to consciously think about the words and thoughts you use every day. Create THREE affirmations, write them down and read them daily. Examples might be. I am building a financial, stable 100K business in 2014. I have unlimited abundance. I am positively expecting great results no matter what I see in front of me. #1 #2 #3 Develop the W.I.T.A. in your Business THE W.I.T.A. is an acronym for running your business with a Whatever It Takes Approach. People use excuses like, I don t have the money, or I don t have enough time, or they blame people or things that prevent their success. This is self-sabotage and people use these excuses every day. It is the mindset piece. If you were thrust with a life or death situation you would find the money, you would make the time. To achieve success you ve got to be willing to take a W.I.T.A. approach with your business. Pay attention to your excuses When you say yes to opportunity and do whatever it takes, the minute you do that, your business and income changes immediately. A W.I.T.A. approach is one of the most empowering attitudes you can have in business. Gale Bates LLC 2014-22- www.mymentorbiz.com
My 2014 Action Plan for Success Take a picture of your finished Biz Vision Board Print it out and place a copy here Gale Bates LLC 2014-23- www.mymentorbiz.com
Prioritize Take a good look at your vision board. Close your eyes and imagine the future that the images on your board describe. Now, open your eyes and write down 5-10 representations from your vision board. Write 5-10 Representations from your Vision Board Write 3-5 Outcomes that you re passionate about. Gale Bates LLC 2014-24- www.mymentorbiz.com
Goals & Highlights from Biz Vision Board You ve spent time planning your business for 2014. You ve got amazing visuals on your board and in your head. You know what you want to achieve in 2014 in your business. Now, spend a few moments and write out the goals and highlights that came up when you created your Biz Vision board. Write a paragraph or make a list. Keep your Biz Vision Board in front of you as you write down these goals and highlights. This is a powerful exercise to help you get clear in creating action steps to help you achieve your goals. Now, let s move to the next step. Focus on these goals and highlights from your Biz Vision Board and think about the action you need to take to achieve them. On the next page you re going to write SEVEN action steps. Maybe you ll only come up with one or two, but keep going back and look at your Biz Vision board, and your goals and try to come up with SEVEN solid action steps for 2014. Gale Bates LLC 2014-25- www.mymentorbiz.com
My Important 2014 Action Steps Action step #1 Action step #2 Action step #3 Action step #4 Action step #5 Action step #6 Action step #7 Gale Bates LLC 2014-26- www.mymentorbiz.com
Chunk it Down Now, let s look at creating a time line for your goals. Chunking them down into the four quarters of the year. What would you like to accomplish by the end of each quarter? The answers to these questions might be one or two words. If you d like a more detailed description, write it in. Chunking down into quarters, is a great way to see your path to succeeding. Remember, keep looking at your Biz Vision Board to help you chunk it down. 1s 1st Quarter 2014 2nd Quarter 2014 Goals 3rd Quarter 2014 Goals 4th Quarter 2014 Goals Gale Bates LLC 2014-27- www.mymentorbiz.com
Month by Month Goals The most important thing to make your dreams come true is to SCHEDULE it in Schedule the important things you want to happen in the first six months of the year January February March April May June Gale Bates LLC 2014-28- www.mymentorbiz.com
Month by Month Goals Be BOLD and dream big and schedule what you want in the second six months of 2014 July August September October November December Gale Bates LLC 2014-29- www.mymentorbiz.com
My Business Plan for 2014 2014 BIG Goal #1 Breakdown Goal #2 Breakdown Goal #3 Breakdown Goal # Action Step Deadline Done 1 My Seven Action Steps 2 3 4 5 6 7 Rinse & Repeat every month Gale Bates LLC 2014-30- www.mymentorbiz.com
You ve done it Congratulations You ve Created your Biz Vision Board & a Strategic Action Plan for 2014 Review your Biz Vision Board Every month. Put these worksheets in a Binder and work on your Action Plan Pages Every month Stay on Track Achieve your goals and shine your light in 2014 Gale Bates LLC 2014-31- www.mymentorbiz.com
About Gale Gale Bates is a Leadership coach with 20 years experience in helping women leap forward and build successful businesses in direct sales. She built a million dollar team and took her team to the #1 position in the country. Her systems and programs like the Calendar Girls Team Booking System helps leaders build winning teams. Gale works with leaders who are ready for the next level of success. Her mentoring will help you lead, connect and inspire your team to achieve their goals and grow a successful and profitable direct sales business. Connect with Gale at galebates@mymentorbiz.com Share your Biz Vision Board with us on Social Media below or Email Gale and share where you Dream to go in 2014 www.mymentorbiz.com www.facebook.com/mymentorbizcoaching www.twitter.com/mymentorbiz www.pinterest.com/mymentorbiz/ Gale Bates LLC 2014-32- www.mymentorbiz.com
Master your Direct Sales Skills and build your Confidence with these Success Systems Want to know how to Track your Business income and expenses? Get the DIRECT SALES PLANNER Customized for Direct Sales. Know how much money you re making in your business. http://www.mymentorbiz.com/directsalesplanner/ Increase your team party sales, your team volume and your INCOME with the CALENDAR GIRLS Team Booking System. The Calendar Girls workbook is filled with exercises, training tips and tools to help your team increase sales, bookings and recruiting. It comes with the Launch Webinar that takes you through this system page by page with specific strategies on motivating your team. It will change the way you lead your team http://www.mymentorbiz.com/calendar-girls-team-booking-system/ Become a member of the Academy Join a group of like-minded leaders, share ideas and get support to grow your million dollar team. Monthly webinar training w/recording Private Facebook Group - direct access to Gale Podcast/video tutorials Monthly W.I.N. (What s Important Now) worksheet Handouts & Templates on systems and strategies and more http://www.mymentorbiz.com/cg-academy-membership-program/ Gale Bates LLC 2014-33- www.mymentorbiz.com