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34% say they will set a New Year’s
Resolution related to their wallet
38% say they will set a New Year’s
Resolution related to their waistline
47% say they will set a New Year’s
Resolution related to their head i.e. a
self-improvement type goal
31% say they will set a New Year’s
Resolution related to their heart —
i.e. a relationship or dating goal.
http://stephenshapiro.com/resolutio
ns-that-work/
Big Hairy Audacious Goal!
A clear, compelling mission.
Going to the Moon and back in 10 years.
1. Is it 10+ years out?
2. Is it measurable?
3. Is it 75% impossible?
4. Does it leverage what you love to do?
5. Does it push your business?
6. Does it stretch your people and processes?
* This is for businesses
Set one audacious goal this year.
19
20
21
23
25
“Goals. There's no telling what you can do when you
get inspired by them. There's no telling what you can
do when you believe in them. And there's no telling
what will happen when you act upon them.”
27
(yes, you have to plan for Happiness & fun)
5 Different Views on Goals
1. What do you expect to happen?
2. And what do you WANT to happen?
3. Where’s your Passion to Crush it ?
1. What do I want to Achieve?
2. Why do I want to do that?
3. How do I get from where I am now to
where I want to be? Break it down.
4. Put in on the calendar.
5. Get to Work.
For change to happen you need:
A big enough why? (The reason You want to
change).
Total clarity of the change you are seeking.
Resources to support your change.
Energy, time and space to execute change.
Content, data and information to channel the
change.
Creativity to allow change to happen in the face
of challenges.
Specific action which becomes the change.
Nicholas Bate
What More are you willing to do?
 What are you willing to give up ?
Who do you need to be to achieve this?
What’s your current Comfort level?
What obstacles will you need to overcome?
What about your theme?
Finish this sentence:
"2015 is the year of_____."
37
38
39
40
 Write goals down: this crystallizes
them and gives them more force.
State each goal as a positive
statement.
 Be precise: set a precise goal,
dated and measurable.
Setting Goals Effectively
42
43
SizeMatters
Goals are supposed to:
STRETCH Us and help us Grow!
45
46
47
48
49
8 Questions to Ask Yourself:
1. What do I want to Finish?
2. What do I want to Change?
3. What do I want to maintain?
4. What do I want to stop doing?
5. What do I need to do?
6. Am I holding onto any beliefs that aren’t serving
me?
7. What do I want to LEARN this year?
8. Do you believe in yourself?
http://projectexponential.com/2013/01/03/questions/
You must constantly ask yourself these questions:
Who am I around? What are they doing to me?
What have they got me reading?
What have they got me saying?
Where do they have me going?
What do they have me thinking?
And most important: what do they have me
becoming?
Then ask yourself the big question: Is that okay?
59
61
READY?
72
It’s about strategy:
 what are we selling,
 to whom,
 why are they buying?
 where is the Opportunity?
73
planning, motivation, incentive, education and coaching.
74
75
76
 Performance
reviews are about
the whole
performance – not
just the results.
 There are several
steps in the sales
process and in
sales follow up
that determine the
success of a
salesperson.
Is the salesperson making the number of calls
necessary?
Is the closing ratio good?
Do they have a top prospect list?
Are they networking – online or offline?
How many referrals did they get? How many
testimonials?
What skills are they going to improve upon?
Cross-selling or upselling?
Which products do they sell the most? Why?
Segmentation by Product & Industry
78
79
80
Sales = Daily Activity
1. Goals
2. Plan of Action
3. Metrics
4. Daily Activity
5. Habits
6. Review
7. Adjust / Improve
*Process / System
82
An Exercise for small improvements:
1. Try a New Vertical
2. 1 More
3. Benefits
4. Story (Value Prop)
5. Cross-Sell
6. Referrals
86
87
88
 If a New Year's Resolution is taking your
fancy, is bubbling back-of-brain then switch
gear and think seriously about what you can
drop, what you can not do. You need space
and you need time to transform; those latter
two are the Number One New year's
Resolution.
Start there and get what you want without
tears.
3 Enemies:
Know and beware of them:
1. Anxiety
2. Procrastination
3. Lack of Focus
Key to Focus (or to Combat ADD):
1. Routine
2. Habits
3. Schedule
http://www.bakadesuyo.com/2015/12/how-to-focus/
Bad habits
to break
Multi-tasking
Impulsive web
browsing (How many
tabs open?)
Checking email all day
(Guilty)
Not eating the frog. Not
Prioritizing.
 Urgent vs, Important
Sitting all day
http://www.businessin
sider.com/bad-habits-
that-are-killing-your-
productivity-2015-12
Focus
Schedule
Take Action
Be decisive. Be fierce.
Choose a Theme for your Year
this year is about ‘service or flow or
frictionless’
Ask yourself: Why? What is the one
word you want to use to describe your
next year? A good place to start is with
your traditional resolutions. Then ask
yourself why. Want to lose weight?
Look at the reasons why. Do you want
to be healthier? Do you want to have
more confidence? If so, instead of
dieting, ‘health’ or ‘confidence’ may be
good themes.
Step 1: Identify 4 or 5 Main Life
Categories
Every person is different with
different priorities and situations
that impact their goal setting. Here
are mine as I wrote them:
Family
Ministry
Business
Fitness/Ice Skating
Me
Step 2: Set Short and Simple Goals
for Each Life Category
Step 3: Create a Time Block Weekly
Schedule
Step 4: Use a Good Planner (passion
Planner?)
With a goal-focused plan, you can
operate in a goal-focused week
with goal-focused days.
 You have all heard the legendary quote, “Begin with
the end in mind.” This is a half-truth, and actually
dangerous thinking.
EXAMPLE - Goal: I want a new car by the end of 2016.
OK, so what? A better understanding and engine
starter would be to elaborate and say, I want to take
more weekend drives in the mountains. To do that, I’ll
need a new car. I’m looking to buy a Toyota TJ by
September of 2016.
 (visualize the WHY)
 Begin with understanding what got you to this point,
and what you’re seeking to accomplish AFTER the
first part of the goal is met. THEN, make a plan with
the “OUTCOME defined” – not the end in mind.
(Don’t set negative goals. It has to be stated
positively.)
 https://to125.infusionsoft.com/app/hostedEmail/92352080/ac7066ce527
4b037?inf_contact_key=c15e9c30e8733d9ab04acd562a15e5e88127af2e7
fe455e8831cb9755457f4a1
 Is the universe infinite?
 If it's not, the first question a smart person will ask is, "so what happens at
the edge?"
 That's how we define things... by the moments where they begin and end,
by their edges.
 This clearly applies not just to the universe, but to every project and
concept and institution in our lives.
 What does your organization not do?
 When does this promotion/product/service end?
 What's it like to start? To end it?
 Defining the edges of performance and the promises you make defines
who you are and what you do.
 We live in the middle but we understand at the edges.
“Life is not linear. Be
mindful of your
goals and dance
along the Way!”
- Keith Rosen
110
If you need any help with Goal
Setting or Sales Planning, please
contact Peter Radizeski
@RADINFO
813-963-5884
http://rad-info.net

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Goals 2015

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  • 10. 34% say they will set a New Year’s Resolution related to their wallet 38% say they will set a New Year’s Resolution related to their waistline 47% say they will set a New Year’s Resolution related to their head i.e. a self-improvement type goal 31% say they will set a New Year’s Resolution related to their heart — i.e. a relationship or dating goal. http://stephenshapiro.com/resolutio ns-that-work/
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  • 15. Big Hairy Audacious Goal! A clear, compelling mission. Going to the Moon and back in 10 years.
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  • 17. 1. Is it 10+ years out? 2. Is it measurable? 3. Is it 75% impossible? 4. Does it leverage what you love to do? 5. Does it push your business? 6. Does it stretch your people and processes? * This is for businesses
  • 18. Set one audacious goal this year.
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  • 26. “Goals. There's no telling what you can do when you get inspired by them. There's no telling what you can do when you believe in them. And there's no telling what will happen when you act upon them.”
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  • 28. (yes, you have to plan for Happiness & fun)
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  • 31. 5 Different Views on Goals
  • 32. 1. What do you expect to happen? 2. And what do you WANT to happen? 3. Where’s your Passion to Crush it ?
  • 33. 1. What do I want to Achieve? 2. Why do I want to do that? 3. How do I get from where I am now to where I want to be? Break it down. 4. Put in on the calendar. 5. Get to Work.
  • 34. For change to happen you need: A big enough why? (The reason You want to change). Total clarity of the change you are seeking. Resources to support your change. Energy, time and space to execute change. Content, data and information to channel the change. Creativity to allow change to happen in the face of challenges. Specific action which becomes the change. Nicholas Bate
  • 35. What More are you willing to do?  What are you willing to give up ? Who do you need to be to achieve this? What’s your current Comfort level? What obstacles will you need to overcome?
  • 36. What about your theme? Finish this sentence: "2015 is the year of_____."
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  • 41.  Write goals down: this crystallizes them and gives them more force. State each goal as a positive statement.  Be precise: set a precise goal, dated and measurable. Setting Goals Effectively
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  • 44. Goals are supposed to: STRETCH Us and help us Grow!
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  • 57. 8 Questions to Ask Yourself: 1. What do I want to Finish? 2. What do I want to Change? 3. What do I want to maintain? 4. What do I want to stop doing? 5. What do I need to do? 6. Am I holding onto any beliefs that aren’t serving me? 7. What do I want to LEARN this year? 8. Do you believe in yourself? http://projectexponential.com/2013/01/03/questions/
  • 58. You must constantly ask yourself these questions: Who am I around? What are they doing to me? What have they got me reading? What have they got me saying? Where do they have me going? What do they have me thinking? And most important: what do they have me becoming? Then ask yourself the big question: Is that okay?
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  • 73. It’s about strategy:  what are we selling,  to whom,  why are they buying?  where is the Opportunity? 73
  • 74. planning, motivation, incentive, education and coaching. 74
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  • 77.  Performance reviews are about the whole performance – not just the results.  There are several steps in the sales process and in sales follow up that determine the success of a salesperson.
  • 78. Is the salesperson making the number of calls necessary? Is the closing ratio good? Do they have a top prospect list? Are they networking – online or offline? How many referrals did they get? How many testimonials? What skills are they going to improve upon? Cross-selling or upselling? Which products do they sell the most? Why? Segmentation by Product & Industry 78
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  • 81. Sales = Daily Activity 1. Goals 2. Plan of Action 3. Metrics 4. Daily Activity 5. Habits 6. Review 7. Adjust / Improve *Process / System
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  • 85. An Exercise for small improvements: 1. Try a New Vertical 2. 1 More 3. Benefits 4. Story (Value Prop) 5. Cross-Sell 6. Referrals
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  • 90.  If a New Year's Resolution is taking your fancy, is bubbling back-of-brain then switch gear and think seriously about what you can drop, what you can not do. You need space and you need time to transform; those latter two are the Number One New year's Resolution. Start there and get what you want without tears.
  • 91. 3 Enemies: Know and beware of them: 1. Anxiety 2. Procrastination 3. Lack of Focus
  • 92. Key to Focus (or to Combat ADD): 1. Routine 2. Habits 3. Schedule http://www.bakadesuyo.com/2015/12/how-to-focus/
  • 93. Bad habits to break Multi-tasking Impulsive web browsing (How many tabs open?) Checking email all day (Guilty) Not eating the frog. Not Prioritizing.  Urgent vs, Important Sitting all day http://www.businessin sider.com/bad-habits- that-are-killing-your- productivity-2015-12
  • 95. Choose a Theme for your Year this year is about ‘service or flow or frictionless’ Ask yourself: Why? What is the one word you want to use to describe your next year? A good place to start is with your traditional resolutions. Then ask yourself why. Want to lose weight? Look at the reasons why. Do you want to be healthier? Do you want to have more confidence? If so, instead of dieting, ‘health’ or ‘confidence’ may be good themes.
  • 96. Step 1: Identify 4 or 5 Main Life Categories Every person is different with different priorities and situations that impact their goal setting. Here are mine as I wrote them: Family Ministry Business Fitness/Ice Skating Me
  • 97. Step 2: Set Short and Simple Goals for Each Life Category Step 3: Create a Time Block Weekly Schedule Step 4: Use a Good Planner (passion Planner?) With a goal-focused plan, you can operate in a goal-focused week with goal-focused days.
  • 98.  You have all heard the legendary quote, “Begin with the end in mind.” This is a half-truth, and actually dangerous thinking. EXAMPLE - Goal: I want a new car by the end of 2016. OK, so what? A better understanding and engine starter would be to elaborate and say, I want to take more weekend drives in the mountains. To do that, I’ll need a new car. I’m looking to buy a Toyota TJ by September of 2016.  (visualize the WHY)
  • 99.  Begin with understanding what got you to this point, and what you’re seeking to accomplish AFTER the first part of the goal is met. THEN, make a plan with the “OUTCOME defined” – not the end in mind. (Don’t set negative goals. It has to be stated positively.)  https://to125.infusionsoft.com/app/hostedEmail/92352080/ac7066ce527 4b037?inf_contact_key=c15e9c30e8733d9ab04acd562a15e5e88127af2e7 fe455e8831cb9755457f4a1
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  • 107.  Is the universe infinite?  If it's not, the first question a smart person will ask is, "so what happens at the edge?"  That's how we define things... by the moments where they begin and end, by their edges.  This clearly applies not just to the universe, but to every project and concept and institution in our lives.  What does your organization not do?  When does this promotion/product/service end?  What's it like to start? To end it?  Defining the edges of performance and the promises you make defines who you are and what you do.  We live in the middle but we understand at the edges.
  • 108. “Life is not linear. Be mindful of your goals and dance along the Way!” - Keith Rosen
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  • 112. If you need any help with Goal Setting or Sales Planning, please contact Peter Radizeski @RADINFO 813-963-5884 http://rad-info.net