Time Management and Goal Setting

Keeping the Plates Spinning without losing your sanity

Marc A. Pitman, The Fundraising Coach, www.fundraisingcoach.com

Does you day seem a raging fire?

Does your world feel perpetually on fire?

And you’re running around putting them out?

And that your day is spent constantly putting those fires out?

What do you do when everything’s an alarm?

How do you navigate your day when everything is an alarm?

My wife once told me, “Marc, no where is it written ‘Thou shalt not

drop any balls’”My wife once told me< Marc, no where is it written ‘Thou shalt not drop any balls’”

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

I want to overwhelm

you with practical

tools.

TOOL #1 :: Q2 PlanningUrgent Not Urgent

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

ProximatePressingPopular

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

ProximatePressingPopular

PleasantWater Cooler

Solitaire

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

PreventionOpportunities

ProximatePressingPopular

PleasantWater Cooler

Solitaire

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

Q2 PlanningUrgent Not Urgent

CrisesDeadlinesProblems

PreventionOpportunities

ProximatePressingPopular

PleasantWater Cooler

Solitaire

Impo

rtan

tN

ot Im

port

ant

7 Habits of Highly Effective People

How Do You Move Into Q2?Interactive

To-do Lists are so 1900’s

• Task List scrapped,

• All tasks take…time!!

• So schedule them on your calendar!

Do You Ever Feel Like This?

Insert Video

TOOL #2 :: Pareto – The 80/20 Rule

• Italian economyColumn1

Pareto – The 80/20 Rule

• Italian economy• Your clothes

Column1

Pareto – The 80/20 Rule

• Italian economy• Your clothes• Your donors

Column1

Pareto – The 80/20 Rule

• Italian economy• Your clothes• Your donors• Your time

Column1

Pareto Principle Exercise

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

media–Getting out from

behind the desk?

Column1

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

When all priorities are top priorities… what do you do?

TOOL #3 :: Managing Up• List current tasks• List all new tasks

Individually, all of them look “top” priority, don’t they?

TOOL #3 :: Managing Up• List current tasks• List all new tasks

Individually, all of them look “top” priority, don’t they?

• 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: Personal

1. 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!