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Planning

Planning “[S]He who fails to plan, plans to fail.” - Unknown Why plan? 1. Creates a vision for winning 2. Gives us the ability to strategize 3. Holds everyone accountable 4. Gives you confidence 5. Shows what’s possible Planning allows you to… 1. Create a vision:

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Planning

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  1. Planning “[S]He who fails to plan, plans to fail.” - Unknown

  2. Why plan? 1. Creates a vision for winning 2. Gives us the ability to strategize 3. Holds everyone accountable 4. Gives you confidence 5. Shows what’s possible

  3. Planning allows you to… 1. Create a vision: • Personal planning: If you’re clear on what you’re doing, it’s easier to get everyone else on the same page. • Organizational planning: Create a shared expectation of what will be accomplished. 2. Set goals: • Develop leaders (give roles) • Declare victories! • Develop a rationale for why things occurred the way they did

  4. What is a plan? • Semester Plan (campaign plan) • Category Plan (for one tactic – expansion) • Personal Plan (weekly)

  5. How To Plan 1. Make the planning grid. Create categories for major tactics and responsibilities, fixed dates, priorities, goals, and time allotments.

  6. How To Plan 2. Put in Fixed Dates

  7. How To Plan 3. Set your priorities for the plan. 4. Set solid goals for each category on your plan.

  8. How To Plan 5. Work backwards from your goals to map out how you will achieve them. 6. Plan the time you will spend on each thing.

  9. How To Plan 7. Look for conflicts and opportunities in your plan.

  10. How To Plan 8. Use your plan to choose your daily priorities.

  11. Tips! • Include specific numerical goals • Break out specific time allocations for each activity – including prep. time • Prioritize (daily, weekly, monthly) • Use your plan to figure out what you realistically can expect to get done. Delegate the rest. • Use your plan every day! • Stick to it, update it, evaluate it

  12. Pitfalls • Not planning • Putting too much or too little into your plan • Not delegating • ‘Forgetting’ to use your plan

  13. Summary • Planning gives you a road map to accomplish your goals • Plan using goals & priorities • Follow your plan and revisit your plan • Look for opportunities in your plan • Plan to win • Plan or die 

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