time management & goal setting: spinning plates
DESCRIPTION
Keeping the Plates Spinning: Time Management & Goal Setting in a Small OfficeHow do you balance interruptions and planning? How do you meet your departmental goals when the priorities change daily or hourly? How do you keep all the plates spinning and determine which plates are truly important? When schedules are tight, every unexpected occurrence impacts your entire day. No matter how small the interruption, the ripple effects may be felt throughout your organization! You’ll walk away from this session with incredibly practical tools you can use immediately to help you regain a measure of sanity in your work day. Big offices find this helpful too!You’ll learn:* 6 powerful tools to help tame the task-list tiger* how minding your P’s and Q’s can be crucial to getting your important things done* 4 steps to identifying which goals give you the most return on your investment of time* and practical ways to “manage up” so that your supervisor or board understands what you doTRANSCRIPT
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
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
Do You Ever Feel Like This?
Insert Video
TOOL #2 :: Pareto – The 80/20 Rule
• Italian economyColumn1
Pareto – The 80/20 Rule
• Italian economy• You’re clothes
Column1
Pareto – The 80/20 Rule
• Italian economy• You’re clothes• Your donors
Column1
Pareto – The 80/20 Rule
• Italian economy• You’re 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• 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!