Transcript
Page 1: 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

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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

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Your Goals?

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Tools for Today• The 4Q's• Your Report Card• Managing Up• Pareto Principle• MagnetGoals• Forest & Trees

Perspectives

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I want to overwhelm

you with practical

tools.

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TOOL #1 :: Q2 PlanningUrgent Not Urgent

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7 Habits of Highly Effective People

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Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

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7 Habits of Highly Effective People

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Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

ProximatePressingPopular

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rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

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Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

ProximatePressingPopular

PleasantWater Cooler

Solitaire

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ant

7 Habits of Highly Effective People

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Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

PreventionOpportunities

ProximatePressingPopular

PleasantWater Cooler

Solitaire

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

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Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

PreventionOpportunities

ProximatePressingPopular

PleasantWater Cooler

Solitaire

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

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How Do You Move Into Q2?Interactive

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Do You Ever Feel Like This?

Insert Video

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TOOL #2 :: Pareto – The 80/20 Rule

• Italian economyColumn1

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Pareto – The 80/20 Rule

• Italian economy• You’re clothes

Column1

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Pareto – The 80/20 Rule

• Italian economy• You’re clothes• Your donors

Column1

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Pareto – The 80/20 Rule

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

Column1

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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?

Column1

Interactive

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

only

TIME KEEPS MARCHING ON

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The Myth of Time Management

Stimulus Response

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The Myth of Time Management

Stimulus Response

SPACE

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The Myth of Time Management

Stimulus Response

SPACE

We really do get to choose

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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?

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TOOL #3 :: Managing UpWhen all priorities are

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

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TOOL #3 :: Managing UpWhen all priorities are

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

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TOOL #3 :: Managing UpWhen all priorities are

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

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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!

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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?

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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

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Tool #5 :: MagnetGoals• List 100 things to do–Goals–Dreams–Wishes

• History of the Future• IDENTIFY

MagnetGoals

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MagnetGoals• List 100 things to do–Health–Money–Relationships–Travel–Life-long Learning

• History of Future

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MagnetGoals• Let rest for 2-3 days

• Re-read and identify for “MagnetGoals”

These are your 20%!

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MagnetGoals• Road Map–Goal–What?–When?–Allies & Resources–Obstacles?–Who can help?–Coach or

Accountability

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Tool #6 :: Get Above the Trees• Easy to neglect

• Easy to miss the forest for all the trees

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Get Above the Trees• Block out time–Monthly check in• (like at Starbucks)

–Block out WEEKLY time• Particularly Sunday

& late Friday

COMMIT TO IT!

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FREEBIE Tool #7 :: Scotty Technique

Under promise over deliver

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FREEBIE Tool #8 :: Unplug Your PC

Incredibly increases

focus

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Marc A. Pitman, CFCCwww.FundraisingCoach.com

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