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Time Management and
         Goal Setting
       Keeping the Plates Spinning
        without losing your sanity

     Marc A. Pitman, The Fundraising Coach,
                 www.fundraisingcoach.com
Who am I?
 • Certified FranklinCovey Coach

 • Chosen for Seth Godin’s
   BullMarket Guide as a person
   “will shake things up”

 • Creator of the Extreme
   Fundraising Ezine
   (http://fundraisingcoach.com)

 • Author of Ask Without Fear! and
   Creating Donor Evangelists
Your Goals?
Tools for Today
     •   The 4Q's
     •   Your Report Card
     •   Managing Up
     •   Pareto Principle
     •   MagnetGoals
     •   Forest & Trees
         Perspectives
I want to
overwhelm
  you with
  practical
    tools.
TOOL #1 :: Q2 Planning
                   Urgent        Not Urgent
Important
 Not Important




                                7 Habits of Highly Effective People
Q2 Planning
                 Urgent         Not Urgent
Important


                   Crises
                 Deadlines
                 Problems
 Not Important




                               7 Habits of Highly Effective People
Q2 Planning
                  Urgent        Not Urgent
Important


                   Crises
                 Deadlines
                 Problems
 Not Important




                 Proximate
                  Pressing
                  Popular

                               7 Habits of Highly Effective People
Q2 Planning
                 Urgent         Not Urgent
Important


                   Crises
                 Deadlines
                 Problems
 Not Important




                 Proximate       Pleasant
                  Pressing      Water Cooler
                  Popular        Solitaire

                               7 Habits of Highly Effective People
Q2 Planning
                 Urgent         Not Urgent
Important


                   Crises
                               Prevention
                 Deadlines
                              Opportunities
                 Problems
 Not Important




                 Proximate       Pleasant
                  Pressing      Water Cooler
                  Popular        Solitaire

                               7 Habits of Highly Effective People
Q2 Planning
                 Urgent         Not Urgent
Important


                   Crises
                               Prevention
                 Deadlines
                              Opportunities
                 Problems
 Not Important




                 Proximate       Pleasant
                  Pressing      Water Cooler
                  Popular        Solitaire

                               7 Habits of Highly Effective People
How Do You Move Into Q2?
        Interactive
Do You Ever Feel Like This?

         Insert
         Video
TOOL #2 :: Pareto – The 80/20 Rule
                • Italian economy
 Column1
Pareto – The 80/20 Rule
                 • Italian economy
Column1
                 • You’re clothes
Pareto – The 80/20 Rule
                 • Italian economy
Column1
                 • You’re clothes
                 • Your donors
Pareto – The 80/20 Rule
                 • Italian economy
Column1
                 • You’re clothes
                 • Your donors
                 • Your time
Pareto Principle Exercise
                Interactive
                  • What’s in your
Column1
                    20% piece of the
                    pie?
                     –Lunch with
                      media
                     –Getting out from
                      behind the desk?
The Myth of Time Management
            • Time management
              –Task lists
              –Usually urgencies
               only


                 TIME KEEPS
                MARCHING ON
The Myth of Time Management
The Myth of Time Management
The Myth of Time Management
TOOL #3 :: Managing Up
          • List tasks
          • Rank A, B, C
          • Refine rank 1, 2, 3

          • BUT when all
            priorities are top
            priorities…what do
            you do?
TOOL #3 :: Managing Up
          When all priorities are
           “top” priorities…
           what do you do? List
           tasks all “top” task
TOOL #3 :: Managing Up
          When all priorities are
            “top” priorities…
            what do you do? List
            tasks all “top” task
          • List everything
TOOL #3 :: Managing Up
          When all priorities are
            “top” priorities…
            what do you do? List
            tasks all “top” task
          • List everything
          • Ask for guidance
TOOL #3 :: Managing Up
             When all priorities are
               “top” priorities…
Don’t let      what do you do? List
the            tasks all “top” task
             • List everything
simplicity
             • Ask for guidance
fool you!
TOOL #4 :: Report Card
          • List tasks
          • Rank A, B, C
          • Refine rank 1, 2, 3

          • BUT when all
            priorities are top
            priorities…what do
            you do?
Exercise: Personal
        1. Choose “Managing
           Up” or “Report
           Card”
        2. List out “top”
           priorities
        3. Prepare for your
           boss or circle what
           you’re “graded” on
Tool #5 :: MagnetGoals
          • List 100 things to do
            –Goals
            –Dreams
            –Wishes
          • History of the
            Future
          • IDENTIFY
            MagnetGoals
MagnetGoals
     • List 100 things to do
       –Health
       –Money
       –Relationships
       –Travel
       –Life-long Learning


     • History of Future
MagnetGoals
     • Let rest for 2-3 days

     • Re-read and identify
       for “MagnetGoals”

      These are your 20%!
MagnetGoals
     • Road Map
      – Goal
      – What?
      – When?
      – Allies & Resources
      – Obstacles?
      – Who can help?
      – Coach or
        Accountability
Tool #6 :: Get Above the Trees
              • Easy to neglect

              • Easy to miss the
                forest for all the
                trees
Get Above the Trees
         • Block out time
           –Monthly check in
             • (like at Starbucks)
           –Block out WEEKLY
            time
             • Particularly Sunday
               & late Friday

            COMMIT TO IT!
FREEBIE Tool #7 :: Scotty Technique


               Under promise
                over deliver
FREEBIE Tool #8 :: Unplug Your PC


                 Incredibly
                  increases
                    focus
Marc A. Pitman, CFCC
  www.FundraisingCoach.com

  Give me your cards for a free
   copy of my “Guide to Email
Solicitation” and bi-weekly ezine!

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Time Management & Goal Setting: Spinning Plates

  • 1. Time Management and Goal Setting Keeping the Plates Spinning without losing your sanity Marc A. Pitman, The Fundraising Coach, www.fundraisingcoach.com
  • 2. Who am I? • Certified FranklinCovey Coach • Chosen for Seth Godin’s BullMarket Guide as a person “will shake things up” • Creator of the Extreme Fundraising Ezine (http://fundraisingcoach.com) • Author of Ask Without Fear! and Creating Donor Evangelists
  • 3.
  • 4.
  • 5.
  • 6.
  • 8. Tools for Today • The 4Q's • Your Report Card • Managing Up • Pareto Principle • MagnetGoals • Forest & Trees Perspectives
  • 9. I want to overwhelm you with practical tools.
  • 10. TOOL #1 :: Q2 Planning Urgent Not Urgent Important Not Important 7 Habits of Highly Effective People
  • 11. Q2 Planning Urgent Not Urgent Important Crises Deadlines Problems Not Important 7 Habits of Highly Effective People
  • 12. Q2 Planning Urgent Not Urgent Important Crises Deadlines Problems Not Important Proximate Pressing Popular 7 Habits of Highly Effective People
  • 13. Q2 Planning Urgent Not Urgent Important Crises Deadlines Problems Not Important Proximate Pleasant Pressing Water Cooler Popular Solitaire 7 Habits of Highly Effective People
  • 14. Q2 Planning Urgent Not Urgent Important Crises Prevention Deadlines Opportunities Problems Not Important Proximate Pleasant Pressing Water Cooler Popular Solitaire 7 Habits of Highly Effective People
  • 15. Q2 Planning Urgent Not Urgent Important Crises Prevention Deadlines Opportunities Problems Not Important Proximate Pleasant Pressing Water Cooler Popular Solitaire 7 Habits of Highly Effective People
  • 16. How Do You Move Into Q2? Interactive
  • 17. Do You Ever Feel Like This? Insert Video
  • 18. TOOL #2 :: Pareto – The 80/20 Rule • Italian economy Column1
  • 19. Pareto – The 80/20 Rule • Italian economy Column1 • You’re clothes
  • 20. Pareto – The 80/20 Rule • Italian economy Column1 • You’re clothes • Your donors
  • 21. Pareto – The 80/20 Rule • Italian economy Column1 • You’re clothes • Your donors • Your time
  • 22. Pareto Principle Exercise Interactive • What’s in your Column1 20% piece of the pie? –Lunch with media –Getting out from behind the desk?
  • 23. The Myth of Time Management • Time management –Task lists –Usually urgencies only TIME KEEPS MARCHING ON
  • 24. The Myth of Time Management
  • 25. The Myth of Time Management
  • 26. The Myth of Time Management
  • 27. TOOL #3 :: Managing Up • List tasks • Rank A, B, C • Refine rank 1, 2, 3 • BUT when all priorities are top priorities…what do you do?
  • 28. TOOL #3 :: Managing Up When all priorities are “top” priorities… what do you do? List tasks all “top” task
  • 29. TOOL #3 :: Managing Up When all priorities are “top” priorities… what do you do? List tasks all “top” task • List everything
  • 30. TOOL #3 :: Managing Up When all priorities are “top” priorities… what do you do? List tasks all “top” task • List everything • Ask for guidance
  • 31. TOOL #3 :: Managing Up When all priorities are “top” priorities… Don’t let what do you do? List the tasks all “top” task • List everything simplicity • Ask for guidance fool you!
  • 32. TOOL #4 :: Report Card • List tasks • Rank A, B, C • Refine rank 1, 2, 3 • BUT when all priorities are top priorities…what do you do?
  • 33. Exercise: Personal 1. Choose “Managing Up” or “Report Card” 2. List out “top” priorities 3. Prepare for your boss or circle what you’re “graded” on
  • 34. Tool #5 :: MagnetGoals • List 100 things to do –Goals –Dreams –Wishes • History of the Future • IDENTIFY MagnetGoals
  • 35. MagnetGoals • List 100 things to do –Health –Money –Relationships –Travel –Life-long Learning • History of Future
  • 36. MagnetGoals • Let rest for 2-3 days • Re-read and identify for “MagnetGoals” These are your 20%!
  • 37. MagnetGoals • Road Map – Goal – What? – When? – Allies & Resources – Obstacles? – Who can help? – Coach or Accountability
  • 38. Tool #6 :: Get Above the Trees • Easy to neglect • Easy to miss the forest for all the trees
  • 39. Get Above the Trees • Block out time –Monthly check in • (like at Starbucks) –Block out WEEKLY time • Particularly Sunday & late Friday COMMIT TO IT!
  • 40. FREEBIE Tool #7 :: Scotty Technique Under promise over deliver
  • 41. FREEBIE Tool #8 :: Unplug Your PC Incredibly increases focus
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  • 44. Marc A. Pitman, CFCC www.FundraisingCoach.com Give me your cards for a free copy of my “Guide to Email Solicitation” and bi-weekly ezine!