“There are patterns which emerge in one's life, circling and returning anew, an endless variation of a theme”
― Jacqueline Carey, Kushiel's Chosen
​
At the start of the year there is often a push to pick a theme to anchor the year. In my past few years I’ve had themes like – Waterfall (2013), or this year’s theme of Magnify. These anchoring themes can provide a valuable touchpoint in terms of focusing effort, creating momentum or even helping with decisions. For example, this year when I am faced with competing options I am finding myself asking the question – which one would help me magnify things more.  Have you considered setting a theme as well for the month or quarter?

You’ll notice in many of the planning tools I have included in the planner sections of PlanDoTrack and Coaching Business Builder, that there is space for you to note the theme.

To support you in picking a theme this year, you may want to take a look at some of the photos I share in a video I created earlier this year for setting your annual vision. You can view it here.

What is your theme this month? 

Best,
​Jennifer

Week 13 Focus – Quarterly Check In: Skills
Focus Question: What have you accomplished in this last quarter? What are the tasks you want to undertake in the next quarter?


Description
In addition to building in time for weekly and monthly planning, it’s also important that we build in time for quarterly planning. For some, it may be easier to break down annual goals into quarterly milestones and micro-projects. For others, you might work upwards from monthly themes and projects to quarterly plans.
A quarterly check in can look different for each virtual professional or business owner. From dedicating an hour for review to ear-marking a full day with the team to review and plan for the time ahead. Be sure to use the weekly, monthly and annual resources available to you in the workbook planner.

Research/Story
Create a quarterly review day. Put a date on the calendar every quarter can help to update certain tasks. Set a date in your calendar to look at the following quarterly items:
A. Review financials – sales, expenses, revenue. What needs to be changed? Where is revenue going? What is cash flow like? What about the accumulation of debt?
What is the financial data saying? What is that status around invoicing and accounts payable.
B. Update your metrics. Complete your statistics.
What are the things you are tracking in the Monthly Daily Trackers?
Over the course of the last 3 months ask yourself:

• What are the patterns you are noticing?      
• What has shifted?
• What has stayed the same?
• What are you surprised about?
  

C. Note programming/services delivered:

• What have you been doing?
• What has been selling?
• What engagements did you get – speaking, coaching, training?
• How much volume of work have you been involved in creating and/or delivering? What’s working? What’s not?

Ensure that you have a footprint or record of your work - What was the focus of your work, major achievements, contact details. Have you put a copy of material in your portfolio (digital or hard-copy)?
D. Focus on project related work:

• What are the projects you are STARTING?
• What are the projects IN PROCESS?
• What are the projects you are COMPLETING?

E. Examine resourcing:
What resourcing is helping you? Consider:

• Materials
• People
• IT

What are the contingency resources available to you and you ok?
F. Content Creation and Visibility:

• What is on your content calendar for the next series of time?
• What content have you created that you can scale or replicate?

Client/Customer log and statistics. How much coaching are you doing? What skills have you been leveraging?
G. Organizational Learning Check Point

• What’s working and what’s not?
• What key learning has been undertaken?
• What learning needs are there going forward?

H. What are the other things you want to review?
I. Looking ahead – What are the main priorities for the next 3 months?
What are the creative projects which are going to pull you forward?

Activity
Schedule in 15-30 minutes to undertake your quarterly review. It might include a selection of these questions listed above.

As part of the review you might also undertake or revisit any self-assessments such as Wheels you have completed.

In both the Coaching Business Builder and PlanDoTrack, I have included a Wheel of Small Business Mastery (page 8 in Coaching Business Builder, or page 27/28 in PlanDoTrack) and/or Virtual and Remote Work page 14 in PlanDoTrack).

Take a few minutes to score yourself and revisit where you are at. What has shifted? What new skills have you learned or started to master due to use? What new skills are required on the horizon?

Connection to the Workbook and Planner
In addition to the wheels there are four sets of quarterly tools throughout the two planners. Be sure to take some time to explore these tools in Section 5 of the Workbook/Planner:
Quarterly To Dos – Use this to capture key to-dos in each of the 4 quarters of the year. Some professionals will use this as a warehouse over the course of the year.
Quarterly reflections: Use the chart to capture:

• Projects
• Achievements
• Learning
• Opportunities

Quarterly Planner Sheet: Use the one page to identify your top 5 goals for that period, identifying projects, also highlight key task on each month (5 weeks outline per month)
Finally, join Jennifer for a live or on-demand quarterly planning session where she provides you with a step-by-step series of questions to think about for your quarterly plan.

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

​What do you do each month to capture your learning and what you’ve achieved? One of the favorite things I have enjoyed doing since launching the Coaching Business Builder Workbook and Planner last summer was holding virtual month end planning sessions. These are a short paid program, which takes you through a series of reflective prompts and opportunities for capturing your learning over the last few months, and what you are planning for the month ahead.
 
While one hour might seem hard to find in your schedule, the benefit of having a focus for the next month is invaluable. Connect this with capturing learning (what worked well and what didn’t) from earlier months, makes it a very powerful process. 
 
Month end planning sessions are usually held on the last working day of each month from 6-7 am ET. Yes, it’s early, AND have you read the literature on what successful people do before breakfast? I’ve moved into my 2nd year of starting work at 5 am ET. I am not sure how much of the creative projects which fuel me, I would be able to achieve without this time.

If you are not an early bird, the good news is that this month's Month End Planning session will be held on Friday March 29th from 3 - 4 pm Eastern/New York on zoom. Those joining me for this paid one-hour one-off program will benefit from getting a chance to do a Quarterly Review as well. More info and registration at the top of this page.

We are going to be exploring questions related to your achievements, learning and plans for the next month and quarter.

If this is a topic of interest to you, be sure to check out the Facebook Live I did earlier today which is now posted at the PlanDoTrack Facebook Page, as well as this article "Create a Pause for Clients via Quarterly Reviews or Retreats, I wrote for the Coaching Tools. You can read that article here at their site.

Hope that you will join me for the month end planning session later this month! You can sign up here.

Best wishes,
​Jennifer

​Has spring sprung in your part of the world? We are just around the corner from Q2 and I thought it would be useful to focus this week’s blog post on 10 Questions to ask in setting your Q2 goals.

1. How am I on target with my 2019 goals?
2. What were my major accomplishments during Q1? (Think about yourself and your team?)
3. What systems helped? What systems need attention?
4. Where is revenue/sales/impact coming from?
5. What activities are giving me/us results?
6. What can I do to magnify these?
7. Where do I need to become more efficient in my work? More effective?
8. What needs attention?
9. What am I doing to build relationships?
10. What are the items and conversations which are important to note and carry forward?

When did I last revisit my SWOT?  (A key strategic planning tool is the SWOT – if you are not familiar with this, be sure to check out the exercise in description of Section 4 of the PlanDoTrack Workbook and Planner)

What is going to provide you with efficiency and effectiveness for Spring?
​
Best wishes,
Jennifer

“Journal what you love, what you hate, what's in your head, what's important. Journaling organizes your thoughts; allows you to see things in a concrete way that otherwise you might not see. Focus on what you think you need to…” – Kay Walkingstick

Did you know that for the last few months I have been sharing weekly journaling prompts over at the Teams365 blog? 
 
Dedicating short amounts of time each week to pause and focus on what’s important to you can become an important practice in terms of reflection and learning.
 
For many years I kept a regular journal, documenting my life and experiences while I lived and worked overseas. It was an important vehicle to capture experiences and memories, identify learning and work through insights.
 
For many of us (myself included) life may seem pretty standard, it can be valuable to building reflective pauses on a regular basis. It can also be useful in business to create regular pause points to note what is working, and what is not.            `
 
Here’s a selection of 9 of my favorite weekly journal prompts –









Grab a pen and your journal and I hope that you'll enjoy capturing some thoughts as we usher in spring later today!
​Best,
Jennifer

​

“Write down the thoughts of the moment. Those that come unsought for are commonly the most valuable.” – Francis Bacon
 
Making things more visible is key to productivity for some in today’s digitally distracted world. Our brains can only hold a certain amount of information   - usually said to be 5 + or – 2.
​
Think about how well you remember what you thought about doing yesterday at lunch.

Research is also pointing to the fact that we also remember things differently when we grab a pen and paper and write things down, rather than put it in our device.
 
How much energy have you spent this week trying to keep ideas in your head?
​
Dedicating a small notebook to ideas, plans, and resources can be a great memory jogger, and creates a great capsule to reflect back on periods of your life on. I just came across a very small notebook (think smaller than the size of an index card) that accompanied me over 3 months of travel and work in Central America when I was 21. Just seeing it, unlocked a series of memories I had not thought of for years!

What is the practice you want to get into in terms of writing things down?
​
For those that like high level bullet-form ideas, be sure to check out the Monthly Daily Planner – One Line a Day in the PlanDoTrack and Coaching Business Builder Planners. It only takes one minute to jot some ideas down!

Enjoy your writing!
​Jennifer

​Week 10 Focus – Strengths
Focus Question: What are your innate talents and strengths? How do you use these every day?

Description
Each of us brings our own unique and innate strengths. What are the strengths you bring to the table every day?

Research/Story
For many decades now, Gallup has studied the impact of strengths on work. They have found some very compelling statistics behind why we should focus more on helping people connect with, and leverage, their strengths every day at work. Did you know:

• Gallup has found that when employees get to use their strengths every day they are:
  • 6x more engaged
  • 3x more likely to report having excellent quality of life
  • 8.9% more profitable
• Teams which focus on strengths have 12.5% greater productivity.

Gallup Strengths Center. 

Author Marcus Buckingham undertook research and he writes that “1.5 Million employees on 50, 000 teams were surveyed, and they found that the most important lever to team performance was ‘Do you have an opportunity to use your strengths at work every day?’ (Reference: Go Put Your Strengths to Work)
Those that “strongly agreed” found:

• 38% highly productive
  
• 44% high customer satisfaction scores
• 50% higher employee retention

(Marcus Buckingham, The Business Case for Strengths, 2016)
While we cannot always use our strengths at work every day, over time we may gravitate to jobs which do cultivate our strengths. As we set up businesses or work remote, being able to leverage strengths regularly can be an important motivational factor. When we are able to leverage strengths, we are more apt to move into flow and find greater job satisfaction.

Strengths over-used can become a blindspot. We may over-lean into our strengths in times of pressure, urgency and resource constraints. Notice what happens when your strengths become over-magnified.

Activity
If you have not yet worked with strengths, spend some time identifying what your strengths are.  There are several different strengths assessments you may want to explore including Gallup’s StrengthsFinder 2.0, the Entrepreneurial StrengthsFinder, as well as Positive Psychology’s VIA Character Survey.
If you have not undertaken one of these assessments to ascertain your top 5 strengths, take a few minutes to do that this week, reflecting on the questions:

• Where are you able to use your strengths regularly?
• How does this support your work and priorities right now?
• Where are you over-utilizing your strengths? What blind spot is that creating?
  

What other strengths are needed in your work? How do you outsource these pieces of work, or bring others onto the team, over time?

Connection to the Workbook and Planner
There are several touch points throughout the planners to get you thinking about your strengths, including - Section 4 of both books which explores the Ecosystem as well as:

​ What are your strengths, and how you can leverage them?

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

Trust is critical for any team’s success. As virtual and remote teams, trust may be the lubricant which helps the group move from being a collection of individual contributors, to the “well-oiled” machine of a team.

What can we do to build more trust and connection on our virtual teams?

Here are some things to consider:
Be aware of magnification – Our touchpoints in the virtual space are often fewer and less frequent. We often do not see each other every day, even in passing. With this in mind, our words and actions can become more magnified for good or bad.
What is important to note around what’s getting magnified within your team?

Be clear and intentional with communication – Our word, even more than our actions, can translate further on a virtual team. Given that we aren’t seen “in action” on a regular basis, our words do live on – via email, text.

Follow-through – Given the magnification effect, as well as the spotlights that we only see in limited windows, follow-through around what we say we are going to do, is critical.
​
Be proactive and make things visible- Out of sight does not equal out of mind. What are you doing to proactively reach out to the team? To help them form connections? To surface issues?
Making things visible may include naming issues at play, sharing more of the context you are operating within, or literally making things visible for the team.
In building trust and connection within your virtual or remote team consider:

• What are the touchpoints created for team members to connect and get to know each other?
• What are the issues which need to be surfaced?
• What are the elements which need to be made clearer or more visible?
• What goals and results do we need to make more visible?

Enjoy!
​Jennifer

Week 8 Focus – Enabler: Mindsets and Beliefs 
Focus Question: As you move towards your vision, what are the mindsets and beliefs that will help you?


​Description
Adopting a Growth Mindset
In both workbooks I write a little bit about the Growth Mindset, a term that was brought to life by Carol Dweck. Mindset is below the waterline and shapes our perspectives, behaviors and motivation. What mindsets do you have as you approach your work? What are the things that are going to help you grow, persevere and succeed?
Growth mindset is characterized by:

• Trying
• Ongoing Learning
• Something that is not perfect
• Coming to terms with that it might not be ready – yet!
• Trial and Error

The opposite of growth mindset is fixed mindset. When we approach tasks with a fixed mindset it needs to be:

• Perfect
• Complete
• From an expert perspective

What are the tasks you embrace regularly from a growth mindset perspective? Which do you embrace from a fixed mindset perspective?

Activity
What are the mindsets you are bringing to your work every day? Be specific in thinking about the last week or month. Note where you have been – in fixed, or growth mindset. What’s needed?

Connection to the Workbook and Planner
Mindset in Iceberg – pages 25 and 26 (CBB and PDT)
Download a one-page copy of this week's 52 Weeks of Planning, Doing and Tracking here.
Best wishes,
Jennifer
Read and download the initial weeks of the 52 weeks of Planning, Doing and Tracking

​Jennifer Britton, MES, PCC, CPT
Author of several books including: PlanDoTrack (2019), Effective Virtual Conversations (2017), Effective Group Coaching (2010)
Potentials Realized  - Specializing in support to virtual and remote teams, leaders and entrepreneurs
Award-winning Coaching Skills Training
Join us for one of our 2019 Annual Coaching Groups - Teams365 Leadership Lab for Virtual Leaders and Team Members or
Coaching Biz Growth Lab - for coaches and other virtual entrepreneurs
(416)996-8326

Stay Connected

Week 7 Focus – Resourcing and Past Experience
Focus Question: What can you do to leverage what you already have done?

Research/Story
What helps coaches be successful with their work? As a professional it’s likely that you have already had many accomplishments. These can be leveraged for future successes.In this week’s focus you are invited to think about what pat successes you have enjoyed and created for yourself.
​
Activity
​Take a few minutes to list the top 10 things you are most proud of accomplishing.
As you identify the experiences, note:

• What were the skills you utilized to make them happen?
• What was the learning created through that experience?
• How can you apply that going forwards?

Download a one-page copy of this week's 52 Weeks of Planning, Doing and Tracking here.
Best wishes,
Jennifer 
Read and download the initial weeks of the 52 weeks of Planning, Doing and Tracking