Planning

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Planning
SHe who fails to plan, plans to fail. -
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Why plan?

• 1. Creates a vision for winning
• 2. Gives us the ability to strategize
• 3. Holds everyone accountable
• 4. Gives you confidence
• 5. Shows whats possible

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• Planning allows you to
• 1. Create a vision
• Personal planning If youre clear on what youre
  doing, its easier to get everyone else on the
  same page.
• Organizational planning Create a shared
  expectation of what will be accomplished.
• 2. Set goals
• Develop leaders (give roles)
• Declare victories!
• Develop a rationale for why things occurred the
  way they did

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What is a plan?

• Semester Plan (campaign plan)
• Category Plan (for one tactic expansion)
• Personal Plan (weekly)

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How To Plan

• 1. Make the planning grid.
• Create categories for major tactics and
  responsibilities, fixed dates, priorities, goals,
  and time allotments.

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How To Plan
2. Put in Fixed Dates
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How To Plan

• 3. Set your priorities for the plan.
• 4. Set solid goals for each category on your
  plan.

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How To Plan
5. Work backwards from your goals to map out how
you will achieve them.
6. Plan the time you will spend on each thing.
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How To Plan

• 7. Look for conflicts and opportunities in your
  plan.

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How To Plan

• 8. Use your plan to choose your daily priorities.

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Tips!

• Include specific numerical goals
• Break out specific time allocations for each
  activity including prep. time
• Prioritize (daily, weekly, monthly)
• Use your plan to figure out what you
  realistically can expect to get done. Delegate
  the rest.
• Use your plan every day!
• Stick to it, update it, evaluate it

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Pitfalls

• Not planning
• Putting too much or too little into your plan
• Not delegating
• Forgetting to use your plan

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Summary

• Planning gives you a road map to accomplish your
  goals
• Plan using goals priorities
• Follow your plan and revisit your plan
• Look for opportunities in your plan
• Plan to win
• Plan or die ?