  Week 36 Focus – Weave it Together: Quarterly Check In Focus Question: What have you achieved? What’s needed in this next quarter? Description Taking time to pause and undertake a quarterly checkpoint is important. Here we are at our next quarterly checkpoint. What are you noticing each time you undertake a quarterly review? What are common themes across the quarters? The book’s subtitle is “Putting the pieces together”. What are the elements you want to fuse or combine? Activity For this week’s activity, you are invited to consider some, or all, of the questions I posted in my March 2019 article for the Coaching Tools Company: Help Clients Pause, Take Stock with a Quarterly Review or Retreat https://www.thecoachingtoolscompany.com/create-a-pause-for-clients-via-quarterly-reviews-or-retreats-by-jennifer-britton/ Start by reviewing the past quarter:
Looking ahead to the next quarter: My priorities are: 1. __________ 2. __________ 3. __________ Our team/business priorities are: 1. __________ 2. __________ 3. __________ My goals are: 1. __________ 2. __________ 3. __________ Other questions to consider:
Activity: Part 2 Depending on your style you may opt to:
Connection to the Workbook and Planner Refer to the Quarterly Tools including:
Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here. Best wishes, Jennifer Read and download the initial weeks of the 52 weeks of Plan, Do and Track  Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon Book Jennifer for a coaching session to explore productivity, teamwork and business issues. Contact her by phone at (416)996-8326 Check out the new 19 Productivity Tips on-demand program. Explore this video based program at your own pace, and join Jennifer for bi-weekly calls as part of your course. Follow the #90DaysPlanDoTrack series on Instagram
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  Week 34 Focus – Systems in The Business Focus Question: What’s working and what’s not as it relates to your systems? Story Systems help us to replicate things on a consistent basis. They also help us to:
Consider these systems for your business:  Activity Note what’s worked and what hasn’t around the different systems in your work or business. Do an audit on your systems. Consider:
Connection to the Workbook and Planner Refer to part 3 of the book and what is noted around systems. Part of doing a review is noting metrics and trends. Take a look back at your notes. What do you notice? You may want to: Review the Annual Planners and Quarterly Tools Review the Monthly Daily Planners – what do you notice? Use brainstorm lists to capture these ideas around systems. Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here. Best wishes, Jennifer Read and download the initial weeks of the 52 weeks of Plan, Do and Track  Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon Book Jennifer for a coaching session to explore productivity, teamwork and business issues. Contact her by phone at (416)996-8326 Check out the new 19 Productivity Tips on-demand program. Explore this video based program at your own pace, and join Jennifer for bi-weekly calls as part of your course. Follow the #90DaysPlanDoTrack series on Instagram   Week 32 Focus – One Percent Rule to Business Development Focus Question: What are the consistent daily steps you want to undertake? Description Since 2005 I have been sharing what I call the One Percent Rule to Business Development. I've heard from a lot of entrepreneurs that they like this notion of incremental business action. So here it is! The 1% rule to business development consists of a series of 8 different stages: 1. Create the Vision: Our vision sets the broad swath of possibility. It gets us thinking about what is possible. It also helps to anchor us when we think about where we want to go and what we want to do. Making our vision detailed and keeping it visible can be important. How are you enshrining your vision? 2. Prepare. During the preparation phase we want to get clear on what the requirements are for our work and projects. We want to know what a successful result looks like. We want to be clear on what resourcing is needed. During the preparation phase we will gather all the information we have so we can pull together a plan. 3. Create an action plan. In my work as a coach, I usually get my clients to create a One-Page Action Plan. The value of the One-Page Plan is that it contains all of the most important information in one page. The One-Pager be placed in a visual location so that you can refer to it quickly AND regularly. What’s on your action plan? 4. Seek out support. What is going to help you achieve the key goals you have set out for yourself? Support can take many forms – financial, technical, people. What do you need to be successful? 5. Take ongoing small steps. As my father, a retired entrepreneur himself, always reminds me that “Rome was not built in a day”. The premise behind the workbook planners is about taking REGULAR, CONSISTENT action. In building a business by ourselves burnout may be a possibility if we move too fast. It can be important to take regular small steps to create the momentum needed for things done quickly. 6. Test, Learn, Retest. In the sixth step were going to test things out. Today's volatility and complexity requires that we experiment regularly. With the data we receive from the initial test or action we can learn and apply then retest and learn again. This is an iterative process which continues. Throughout the business cycle we may move through different bouts of experimentation. Each cycle creates an opportunity for learning and growth. 7. Learn, Iterate and Act. Each action creates a reaction, which over time creates its own momentum, making it easier to achieve the goal. Along the way learning and feedback will help to shape what we do. 8. Ultimately our goal is achieved. Based on our experience we will further refine the vision that we set out for ourselves, expanding it or modifying it based on our experience. This will further support and shape our actions are we move forward with the next cycle and process. This cycle may take place in a short amount of time, for example a day or it may be phased over the longer term of a project. Activity Using your business or a current project, work through the One Percent Rule. What can action and learning look like around one of your most important goals? Map out the 8 steps of the One Percent Rule.  Connection to the Workbook and Planner Refer to the One Percent Rule to Business in Section 1 on page 29 of the Coaching Business Builder, or page 31 of PlanDoTrack. Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here. Best wishes, Jennifer Read and download the initial weeks of the 52 weeks of Plan, Do and Track  Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon Book Jennifer for a coaching session to explore productivity, teamwork and business issues. Contact her by phone at (416)996-8326 Check out the new 19 Productivity Tips on-demand program. Explore this video based program at your own pace, and join Jennifer for bi-weekly calls as part of your course. Follow the #90DaysPlanDoTrack series on Instagram   Week 31 Focus – Marketing Review Focus Question: What needs a tweak with your 5 P’s? Description Last week we started to take stock of where you are around dialogue and marketing of your work. Whether you are internal, or external, we are regularly marketing ourselves. Internally we may be focused on personal branding and/or creating and positioning a business case for our work. Externally, we want to offer the best item of value to our customers or clients. When we explore the topic of marketing and program/product design, we often talk about the Marketing Mix or the 5 P’s– Product, Placement, Promotion, People, and Price. Knowing our 5 P’s and reviewing it regularly ensures that we are on target with what our customers or stakeholders want. This week, as review, note what’s worked, and what hasn’t recently in the five different areas of the 5 P’s.  Activity Use associated worksheet to note what’s worked and what hasn’t around the 5 P’s around your product or service offering. Undertake a review of your metrics. This could include numbers of subscribers, engagement, posts, views, follows, comments etc. What do you notice? What’s working around your marketing right now? Consider the business which has come in, over last six months. What sources led to it? What is in the pipeline? What has shaped this? Do an audit on your content. Consider:
Connection to the Workbook and Planner Part of doing a marketing review is reviewing metrics and trends. Take a look back at your notes. What do you notice? You may want to:
Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here. Best wishes, Jennifer Read and download the initial weeks of the 52 weeks of Plan, Do and Track  Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon Book Jennifer for a coaching session to explore productivity, teamwork and business issues. Contact her by phone at (416)996-8326 Check out the new 19 Productivity Tips on-demand program. Explore this video based program at your own pace, and join Jennifer for bi-weekly calls as part of your course. Follow the #90DaysPlanDoTrack series on Instagram   Week 30 Focus – Marketing Review Focus Question: What’s working and what’s not? Description In this week’s focus, we’re taking stock of different marketing approaches – what is working and what is not. We’ve spent several weeks exploring different promotional strategies, including LinkedIn and Instagram. Building a regular practice of doing a review of what’s working, and what’s not, around marketing in your business, can save a lot of time in the long run. Some of the things you will want to consider as you go to do a marketing review are:
Activity Note the data you are tracking. From a high-level overview what does it indicate? Looking to each of the marketing items you track, which one is progressing as you would like it to? If you have multiple posts, which ones are working best? Which ones are not getting traction as you would like? Are you tracking the things that you want? Where is your energy and enjoyment with this process? Connection to the Coaching Business Builder/PlanDoTrack Workbook and Planner Review the metrics you have which may be part of:
Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here. Best wishes, Jennifer Read and download the initial weeks of the 52 weeks of Plan, Do and Track  Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon Book Jennifer for a coaching session to explore productivity, teamwork and business issues. Contact her by phone at (416)996-8326 Follow the #90DaysPlanDoTrack series on Instagram  Welcome back to another Wednesday Weekly Planning Hack. This is #24 in the series. This week’s WPH is about a great prioritization tool using post its. It builds onto last week’s focus of using post its in planning, and in ensuring all voices in a team are represented. In this week’s blog post let us explore another very visual way to prioritize – this time using post its. Here’s what I wrote about the Planning Matrix in PlanDoTrack and the Coaching Business Builder: “The prioritization matrix is a quick visual tool where all you will need is some post-it notes or a white board. First, identify all of the priorities you have, writing each one down on a separate post-it. Then rate them according to their impact and likelihood of getting them done (or other criterion). Place them along the matrix of impact and likelihood. This activity is very visual, and stimulates dialogue amongst the team members themselves. An important part of the prioritization process for teams is about sharing information, and also busting assumptions that might be held. This seems to have the potential to be a great structure for facilitating that conversation.” (Source: Coaching Business Builder, Jennifer Britton, 2018) What ways can you incorporate post its, teamwork and planning? Best, Jennifer Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday here. Be sure to like our page to be updated each week! Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)   Week 29 Focus – LinkedIn Focus Question: What does your LinkedIn profile portray? Story LinkedIn is an important social media vehicle especially for those who are looking at working in organizations and corporations. Many HR professionals or leaders may go to LinkedIn to check out the resources. What are the things you want to include on LinkedIn? You might consider:
Activity Review and update your Linked In profile. What does it showcase? What needs updating?
 Connection to the Workbook and Planner Use any of the content scheduling tools to plan for and track your LinkedIn focus. Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here. Best wishes, Jennifer Read and download the initial weeks of the 52 weeks of Plan, Do and Track  Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon Book Jennifer for a coaching session to explore productivity, teamwork and business issues. Contact her by phone at (416)996-8326 Follow the #90DaysPlanDoTrack series on Instagram   This week’s Weekly Planning Hack focuses on the Power of a Post It. From being an important visual reminder, to helping teams focus on what’s important, the power of a post-it can become a colorful way to prioritize and focus. Here are a couple of ways you might consider using post its to help you with your productivity:
Here’s what I wrote in a 2008 blog posts on post its called A Facilitator’s Ally: Post Its and Index Cards: I love post it notes and index cards! Many of you will know that it made my top 10 list of most useful tips and tools for 2007. Today's post, builds on a much older post of mine from last year, about how post it notes and index cards can be a really valuable tool in your toolbox. Here are some ideas on how you can use post-its and/or index cards: 1. For program development. Using a new post it or index card, brain storm all the ideas you have about upcoming programs. Lay them out on a table or floor to start sorting/grouping. 2. To get quick feedback from all participants during a program. As an evaluation tool, have participants write out their responses to your evaluation questions (1 question/answer per card), and have them post them on the wall. 3. For business planning or strategic planning sessions. The photo above is from a recent team planning session I facilitated late last year. There is nothing like getting people up and moving to boost engagement, excitement and ownership of their work! 4. As a quick poll of the group regarding what questions are popping for the group. 5. To ensure that all voices of the group are being heard. It is quite common for groups to be dominated by certain members. As a facilitator it's important to ensure that all voices are heard. Having participants write out their questions or responses, and then post them, or share them, can provide participants who introverts are, shyer or those who require more time to process questions, the opportunity to participate and "be heard". 6. As a "vote" regarding where to go. Have participants show their support for a discussion item by putting up a post it note. (Different colours can represent different categories.) 7. As a brainstorming tool. You can bring post-its/index cards into exercises where participants want to/need to brainstorm. For example,
Here’s a link to that original post. Enjoy your use of post its! Jennifer Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week! Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013)   Week 28 Focus – Creating Your Visual Story - Instagram Focus Question: What picture do you want to paint about your work and focus? Description Whether you are creating your own personal brand, or building that of your business, creating a visual story of your journey and offerings adds another important layer in communicating who you are. Instagram is currently the fastest growing social network, estimated with more than 1 Billion users. Story There is no one right way to use Instagram and an increasing number of professionals and businesses are setting up accounts. Like any social media platform, you may want to develop a strategy and/or series of posts. There are many different ways to use Instagram, including creating a series of posts to:
During 2019 I am hosting a monthly series called the 1 Biz Step a Day. You can check them out here. Activity Research Instagram. Note the hashtags which are being used in your area of focus.
Connection to the Workbook and Planner Use any of the content scheduling tools to plan for and track your Instagram focus. Download a one-page copy of this week's 52 Weeks of Plan, Do and Track here. Best wishes, Jennifer Read and download the initial weeks of the 52 weeks of Plan, Do and Track  Jennifer Britton - Potentials Realized
Author of PlanDoTrack (2019), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Pick up a copy of any of her books at Amazon Book Jennifer for a coaching session to explore productivity, teamwork and business issues. Contact her by phone at (416)996-8326 Follow the #90DaysPlanDoTrack series on Instagram  Many professionals today operate in an environment of distraction and rapidly changing sands. While this may be our context, having concrete action steps to keep focusing on can mean the difference between satisfaction in getting the important things done, and feeling like we have “whiplash” when buffeted by ongoing change. One of the sections you’ll see in some of the 28 different planning tools included in the PlanDoTrack and Coaching Business Builder are an invite to share your Top 3 to 5 goals. In offering different learning options and presentations I will also ask “what are your three action steps?”. What are the action steps you want to take this week? What are you going to do to keep that visible to yourself? (Note last week’s different suggestions in Weekly Planning Hack 21 on Making It Visual.) What are the three action steps you want to take this week? Best wishes, Jennifer Jennifer Britton - Potentials Realized
Check out the Weekly Planning Hack Facebook Live each Wednesday or Thursday here. Be sure to like our page to be updated each week! Author of PlanDoTrack (2019), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013) |
AuthorJennifer Britton is the blogger behind the popular Teams365 blog, a daily,blog for team leaders and members since 2014. Her latest publication is the PlanDoTrack Workbook and Planner. Pick up a copy at Amazon. Pick Up a Copy
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