Most people set goals, at least yearly. However, the goals don’t stick any longer than the end of January.
Any time of the year, setting goals IS the start of a great process. Even better are turning those goals into (many) doable actionable steps that last throughout the year, and then some.
Here are 5 ways to create goals that stick and energize you.
1. Define 9 goals that include a number for easy measurement and completion date to keep you focused.
Sample: Bring in 30 new clients, 6 each quarter, by 12/15
2. Create 3-5 marketing strategies that you’ll execute consistently during the year to help reach your goals.
Ideas: make your firm referable, create a marketing plan, design a marketing funnel or calendar, run a family event next summer, hold a monthly webinar for your best clients, hold small private events, create a newsletter (in print and online), write blog posts, etc.)
Related: How Many of These Areas in Your Financial Firm Need an Overhaul?
3. Drop or upgrade 5 management strategies that didn’t work for you last year.
Ideas: technology that isn’t working, not cross-training, inconsistent client acquisition processes, no business plan, haphazard HR process, no systems in writing.)
4. Design a way to monitor your efforts; both time and money spent on the project AND result$.
Ideas: create an excel spreadsheet, use post-it notes, buy a white board, use index cards, subscribe to or purchase project management or online performance management software.
5. Take action daily and monitor your efforts at least weekly.
Ideas: catch mistakes as they occur, figure out ways to do more of what’s working, use a Lessons Learned report often.