https://bloomerang.co/resources/webinars/
Rachel Bearbower will break down the three things you’re probably over complicating to help you become a more productive Executive Director. And by doing less, you’ll have time to raise more!
3. Hi, I'm Rachel
Over 15 years of "experience" aka
being paid in the nonprofit sector.
And allll the different hats.
@smallshopstrategies
4. Hi, I'm Rachel.
I founded an organization from the
ground up and while I was the ED, I
grew it to be a thriving
organization.
@smallshopstrategies
5. Hi, I'm Rachel.
I was THAT frazzed, hot mess,
systemless, underfunded,
overwhelmed Executive Director
@smallshopstrategies
6. Hi, I'm Rachel
I founded Small Shop Strategies.
A place where small shops could
access a road map to success.
And maintain their sanity.
@smallshopstrategies
8. Tell me if this sounds
familiar . . .
@smallshopstrategies
9. You’ve tried to get organized before.
You see some progress, but it just
doesn’t stick.
You fall back into the old habit of
tackling only what is in front of you.
You’re frazzled and overwhelmed.
@smallshopstrategies
12. Today, we're diving into:
Shift your mindset in a way that
allows you to plan for results
Set realistic goals so checking off
tasks everyday is easier
Create your action plan framework so
there is no guesswork in what you
need to do
@smallshopstrategies
14. What if . . .
You started with the big picture and had
daily priorities and knew exactly where
you were in your action plan.
@smallshopstrategies
15. What if . . .
Stop having to recreate the wheel by
having the roadmap you need to set
goals you can accomplish and raise more
funds for your organization.
@smallshopstrategies
16. What if . . .
Ditch the constant overwhelm by having
systems in place that will keep you
focused on your to-do list without being
constantly distracted.
@smallshopstrategies
17. What if . . .
You feel good about walking away from
your computer at the end of the day and
not feeling stressed about work you
didn’t get accomplished.
@smallshopstrategies
18. There is no magic bullet.
@smallshopstrategies
19. If you keep acting the
same way, you're going
to get the same results...
But I can tell you this...
@smallshopstrategies
25. Visualize what you want
Imagine the version of you who
has these things
Then act as that version of you
now
1.
2.
3.
How to do this:
@smallshopstrategies
26. What's my success routine?
How do you feel each day?
What tasks in your organization do you do?
What do you spend your free time doing?
Is what you're doing actually raising funds for
your organization?
1.
2.
3.
4.
5.
Ask yourself:
@smallshopstrategies
27. THE TIME IS NOW:
Start acting + making
decision as if you are
this person NOW
@smallshopstrategies
29. MINDSET SHIFT:
In order to become this
next level version, you
need to step up in your
organization
@smallshopstrategies
30. Is ORGANIZED
Has SYSTEMS
Has clear GOALS and is working
toward achieving them.
1.
2.
3.
✨Executive Director you:
@smallshopstrategies
31. Feeling like there is not
enough time in the day
Working "in" your org
and not "on" moving
your mission forward
Not hitting your goals
1.
2.
3.
Current you
@smallshopstrategies
32. Is organized
Knows what needs to be
done each day
Strategic + data driven
Works ON your org
Knows when it's time to
delegate
1.
2.
3.
4.
5.
✨ED you
Feeling like there is not
enough time in the day
Working "in" your org
and not "on" moving
your mission forward
Not hitting your goals
1.
2.
3.
Current you
@smallshopstrategies
34. Notebooks, post-its, scratch paper, Oh MY!
Mix of apps, planners, docs, etc.
Hard to keep track of, dropping the ball
Too much time + mental energy finding info +
reworking
Important to-dos are missed
1.
2.
3.
4.
5.
Organization (before)
@smallshopstrategies
35. Your organization is centralized + you know
exactly what you need to do!
✨Organization (after)
@smallshopstrategies
37. Always trying to remember next steps of the
workflow
Not working effectively and missing key steps
Everything is being done last minute, in a
rush and not executed properly
Not enough help in your organization
1.
2.
3.
4.
Systems (before)
@smallshopstrategies
38. Template all workflows/processes
Never have to worry about missing a step
Plan projects ahead of time and really think
through them
Easy to follow systems that you can outsource
1.
2.
3.
4.
✨ Systems (after)
@smallshopstrategies
40. Often we don't take the time to write down
our goals + a detailed plan on how to get
there
Scattered / overwhelmed
No clear or data driven way to accomplish
your goals
1.
2.
3.
Goals (before)
@smallshopstrategies
41. Clear big picture goals
Refer back to them often
Come up with a detailed strategic action plan
to accomplish them
Know that every task you're doing is aligned
with these goals
1.
2.
3.
4.
✨ Goals (after)
@smallshopstrategies
42. WHAT YOU CAN DO TODAY
Identify: who is the next
level version of you
(that's going to solve all my problems)
47. Identify your annual milestones
Start with the big picture.
Before adding anything new,
focus on stabilizing your
current actions
1.
2.
48. Identify your annual milestones
Start with the big picture.
Before adding anything new,
focus on stabilizing your
current actions
1.
2.
49.
50. Create goals in 90 day increments
Identify your annual milestones
51. Create goals in 90 day increments
Each quarter, prioritize moving
your mission forward clarity and
confidence.
Determine the tasks + subtasks
Break them down week by week
1.
2.
3.
52.
53. Create goals in 90 day increments
Identify your annual milestones
Set goals not tasks
54. Set goals not tasks
Use your goals as your North
star, and be realistic about
changing course (ahem, 2020)
Create 1-3 goals per quarter
Stay focused on tasks that align
with your goal
1.
2.
3.
55. Set goals not tasks
Just 1-3 goals per quarter?
Ask yourself: By trying to do all the
things --- are you really moving the
needle in your organization
66. Start small and build momentum
Find one thing you can do today.
Once you've mastered it, add
something new!
67. Start small and build momentum
Prioritize work upfront for
long term benefit
68. Prioritize work upfront for
long term benefit
There's no magic wand.
You have to prioritize the work,
create action or nothing will
change.
69. Start small and build momentum
Prioritize work upfront for
long term benefit
Schedule the time + batch work
70. Schedule the time + batch work
Find time every week and
consistently work on tasks that will
move your mission forward.
71. WHAT YOU CAN DO TODAY
Brain dump the systems/
workflows + schedule time to
do the work
72. Shift your
mindset to
plan for
growth
RECAP
@smallshopstrategies
Level up with
a strategic
action plan
Commit to
your systems
73. Identify who is
the next level
version of you
HOMEWORK
@smallshopstrategies
Write down
your goals
Brain dump
your systems +
schedule time
to do the work