This time last year I hosted a Q1 reflective stock taking session that became very popular. Given how valuable people found it, I didn’t want to reinvent the wheel. Here is a link to that webinar so you can follow along. Quarterly reviews are an invaluable tool to see how things are going with your business. It’s an opportunity to take stock of:
And also your numbers - - what have you been tracking? What do your Monthly Daily Trackers say? If you are using the Coaching Business Builder there are 4 quarterly planners built into the guide. You will want to make sure that you review the monthly stock taking pages and carry your major learning over so you have a cumulative summary in one place. Quarterly reviews are also an opportunity to look ahead. What do you notice about:
The activities you want to do on a consistent basis (Note: One of my favorite quarterly events which got me into the flow of posting on Instagram was a 90-day commitment around daily posts). What are the tasks and activities you want to focus on, on a daily basis this quarter? Have you got your trackers ready? Now’s the time to pull them out. I hope that you’ll take 10 – 15 minutes today to get yourself organized for the new quarter. Is there anything you want to keep visible -i.e. writing out your goals and commitments in a place that is visible so you can review it. Perhaps you put it on your phone or on a whiteboard or on a list by your computer. Remember the old project management adage: 15 minutes of planning saves up to 60 minutes of unfocused effort. Enjoy your reflection and planning! Jennifer Jennifer Britton - GroupCoachingEssentials | Potentials Realized
Instagram @CoachingBizBuilder Join us for an upcoming ICF-CCE approved program including Group Coaching Essentials (8.75 CCEs), Advanced Group and Team Coaching Practicum (10 CCEs), or the PlanDoTrack Facilitator Training (24 CCEs). What's possible if you take daily steps on your business for 60 Days? Join our 60 Day Coaching Business Builder Accelerator program here! Author of Effective Group Coaching (2010), Coaching Business Builder (2018), Effective Virtual Conversations (2017) and From One to Many: Best Practices for Team and Group Coaching (2013). Check out my author page on Amazon for all publications. Email: [email protected]
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Metrics are the heart of any business. Numbers and data provide patterns and insight for those who take time to explore what metrics are available to them. As a solopreneur, or small business owner, it can be useful to take time on a regular basis to track what your numbers are saying. Here’s a quick list of some of the metrics you may want to track:
Questions to consider:
Jennifer PS - Don't forget to join us today - Monday November 18th from 11 -1145 am ET for a special 2020 Planning Hack. Bring your pen and planner and join me in zoom room 270-302-0415. We'll start promptly at 11 am ET. Jennifer Britton, PCC, CPCC
Author multiple books including the Coaching Business Builder Workbook and Planner (2018), Effective Group Coaching (2010) Potentials Realized Phone: 416-996-8326 Check out the #90DaysPlanDoTrack series of daily prompts for your work and business over on Instagram @CoachingBizBuilder. One of my favorite activities over the last few years has been to create a summer project list of small, and larger tasks, to complete in what some find to be a quieter time. There always are lots of project possibilities in the summer months. Have you considered:
Best wishes, Jennifer Jennifer Britton, PCC, CPCC
Author multiple books including the Coaching Business Builder Workbook and Planner (2018), Effective Group Coaching (2010) Potentials Realized Phone: 416-996-8326 Check out the #90DaysPlanDoTrack series of daily prompts for your work and business over on Instagram @CoachingBizBuilder. Building in regular pause points is invaluable in supporting focus, action and reflection. Kolb’s cycle of learning is commonly referred to as a four-step process known as ERGA – Experience, Reflection, Generalization and Application. Key to learning, according to this model, is that we take a “pause” to build in reflection after having an experience. It is this pause that allows us to cull learning and insights which we can then apply to other areas of our life and work. There are many different ways to reflect including:
Last month at the Learning Lab and Design Studio I was reminded of a great book called the Women’s Retreat Book by Jennifer Louden which is chock-full of great resources for creating and leading your own retreats. You’ll want to check it out. Other resources you might want to explore: Create a Pause Via Quarterly Retreats Using these questions (Coaching Tools Company Article) Undertake a quarterly review process with me (30 minutes - VIDEO). Be sure to grab your pen and journal for this one! Wishing you all the best, Jennifer PS - For those of you who want to bring some of this into your work, consider joining me on July 9th for the Coaching Business Builder and PlanDoTrack Facilitator Training. I'll be leading a group of professionals through 6 x 3 hour facilitator virtual training sessions in July so you can lead this work with your own clients. More here. Jennifer Britton, PCC, CPCC
Author multiple books including the Coaching Business Builder Workbook and Planner (2018), Effective Group Coaching (2010) Potentials Realized Phone: 416-996-8326 Check out the #90DaysPlanDoTrack series of daily prompts for your work and business over on Instagram @CoachingBizBuilder. In both the Coaching Business Builder and PlanDoTrack, I include four business philosophies which are critical to all types of virtual and remote professionals, and business owners today – Focus, Experimentation, Momentum and Reflective Pause. In my work with teams, and individuals, over the last fifteen years in my business I’ve seen that these make the difference between good and exceptional. With this in mind, over the next few weeks I’ll be taking a deeper dive into the realm of these four areas looking at:
A reminder that if you like these topics you may want to check out my weekly Facebook Live, where I put into voice quick planning ideas and activities. You will find it over at the PlanDoTrack Facebook page. Let’s turn our attention to the first topic of FOCUS. We live and operate today in what is often considered an era of distraction. Our ability to focus and keep our eye on what is important to us, and to our work, is key. Did you know that:
Focused work and attention are critical, and essential in order to create foundations, and grow a business. How To- Creating Focus:
Refer To - Focus When: The Science of Perfect Timing – Daniel Pink Atomic Habits – James Clear Outer Order and Inner Calm – Gretchen Rubin Deep Work and Digital Minimalism – Cal Newport Check out my April 3, 2019 Facebook Live Wishing you all the best, Jennifer Jennifer Britton, PCC, CPCC
Author multiple books including the Coaching Business Builder Workbook and Planner (2018), Effective Group Coaching (2010) Potentials Realized Phone: 416-996-8326 Check out the #90DaysPlanDoTrack series of daily prompts for your work and business over on Instagram @CoachingBizBuilder. Happy Spring! As we step into a new season, I hope that you will take a few minutes to take stock of the winter – your accomplishments, learning and achievement. Take a look at the Quarterly Review questions I shared a few months ago here. Today I wanted to remind you of the resource available to you here - the Weekly Sweep for Your Business. This is a one-page document you can use on a weekly basis to undertake a sweep of your work or business. The “Why” behind this document is that regular actions clear things out. As we move into a new season, there may be more energy to get things organized. If you haven’t downloaded a copy of the Weekly Sweep for your Business document, download it here. As you will note at top of the Sweep for your Business, get you to outline your key priorities for the week around:
The next section gets you to outline your goals for the next seven days, with prompts for possible tasks scattered across the week. These include things such as – administrative tasks, outreach to clients/prospects, content creation, and taking 15 minutes to clear some clutter. On that note, it doesn’t need to take a lot of time to get things into order. 15 minutes at a time can make a big difference to a cupboard, a table, a filing cabinet or your email. Set the timer and see what you get done in 15 minutes! This is a document you can refer to week after week! Be sure to download it now. Enjoy! Jennifer Jennifer Britton, PCC, CPCC
Author multiple books including the Coaching Business Builder Workbook and Planner (2018), Effective Group Coaching (2010) Potentials Realized Phone: 416-996-8326 Check out the #90DaysPlanDoTrack series of daily prompts for your work and business over on Instagram @CoachingBizBuilder. If this is the season to get your business into order, join us for spring (or the rest of the year!) over at the Coaching Biz Growth Lab. We meet for live group calls on the 1st and 3rd Friday afternoons of each month (3-4 pm ET) throughout the year. |
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Mentor Coaching Group for ACC/PCC -Mondays 1230 - 130 pm ET: June 7 - mid-September - Reserve your spot. ACC and PCC for ICF Credentialing Program Design Hack - 45 minutes - $97 - Sketch Out Your Next Program in this Facilitated Process! - Click here to Register Group Coaching Essentials (8.75 CCEs) - Next group will start Tuesdays on July 6th. Fridays 10 - 1135am ET: June 4, 11, 18, 25 (4 weeks) Virtual Facilitation Essentials (8.5 CCEs) - Join us for an upcoming one day program! Advanced Group and Team Coaching Practicum - starts - Tuesdays July 6th (5 weeks) (10 CCEs): Focused on providing you with virtual practice and feedback around your group coaching skills. Team Coaching Essentials for the Virtual, Remote and Hybrid World. Kicks off Monday June 14th 60 Day CBB Accelerator - Now as an On-demand Program.Bonus! This month's 1BizStepADayAuthorCoach Jennifer Britton has worked with entrepreneurs across a variety of sectors since the late 1990s, even before she was in business herself. From supporting micro-entreprise and eco-tourism businesses to working with service based entrepreneurs and coaches, her PRACTICAL and TACTICAL approach to business coaching is ACTION focused, with emphasis on AWARENESS as well. Jenn is the author of the Coaching Business Builder Workbook and planner, and 3 others books related to group and team coaching and virtual conversations. She also hosts the Coaching BIzGrowth Lab, an open-enrollment group coaching program for coaches. Jenn founded her business - Potentials Realized - in April 2004. Archives
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