time management & goal setting: spinning plates

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 PlanningUrgent Not Urgent

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7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

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7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

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7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

ProximatePressingPopular

PleasantWater Cooler

Solitaire

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7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

PreventionOpportunities

ProximatePressingPopular

PleasantWater Cooler

Solitaire

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7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

PreventionOpportunities

ProximatePressingPopular

PleasantWater Cooler

Solitaire

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7 Habits of Highly Effective People

How Do You Move Into Q2?Interactive

Do You Ever Feel Like This?

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TOOL #2 :: Pareto – The 80/20 Rule

• Italian economyColumn1

Pareto – The 80/20 Rule

• Italian economy• You’re clothes

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Pareto – The 80/20 Rule

• Italian economy• You’re clothes• Your donors

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Pareto – The 80/20 Rule

• Italian economy• You’re clothes• Your donors• Your time

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Pareto Principle Exercise

•What’s in your 20% piece of the pie?–Lunch with

media–Getting out from

behind the desk?

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Interactive

The Myth of Time Management• Time management –Task lists–Usually urgencies

only

TIME KEEPS MARCHING ON

The Myth of Time Management

Stimulus Response

The Myth of Time Management

Stimulus Response

SPACE

The Myth of Time Management

Stimulus Response

SPACE

We really do get to choose

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 UpWhen all priorities are

“top” priorities… what do you do? List tasks all “top” task

TOOL #3 :: Managing UpWhen all priorities are

“top” priorities… what do you do? List tasks all “top” task• List everything

TOOL #3 :: Managing UpWhen all priorities are

“top” priorities… what do you do? List tasks all “top” task• List everything• Ask for guidance

TOOL #3 :: Managing UpWhen all priorities are

“top” priorities… what do you do? List tasks all “top” task• List everything• Ask for guidance

Don’t let the simplicity 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: Personal1. 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, CFCCwww.FundraisingCoach.com

Give me your cards for a free copy of my “Guide to Email

Solicitation” and bi-weekly ezine!