It’s getting to be that time of year to earmark some time for year-end planning, whether it is for yourself, your team or your business. This has become a passion topic of mine for many decades now as a retreat leader, and for the past couple of years, my authorship of two workbook planners – PlanDoTrack (for Remote Workers) and the Coaching Business Builder (for coaches) has brought me more into the landscape of planning on a regular occurrence.
As you go to develop your plans for 2020, and perhaps the new decade, it may be useful to segment your planning along the lines of PLAN, DO, and TRACK.
First, prepare. We know that planning and preparation can save ample time. An old project management adage is that “ten minutes of planning will save 1 hour of unfocused effort”. Before you go to sit down and work on your plan it may be useful to:
Next , PLAN:
As you go to prepare for 2020 planning consider:
Another important part of planning is the DOING. Consider what kind of plan is going to work for you. Are you the type of person who likes to review? Make notes once a week? Take a deep dive monthly? Both PlanDoTrack and Coaching Business Builder includes an undated planner with monthly, quarterly and annual planning pages. You can start using them at any time, and in seeing how people engage with these, it's fascinating to note the different preferences people have around planning.
Once you have decided your responses to these questions, consider doing a big list of all the things you want to focus on (projects, tasks and activities) for 2020. Make a list according to your preferred style:
As Drucker is often quoted as saying, “what doesn’t get scheduled, doesn’t get done”.
Tracking is another part of planning and productivity success. What do your numbers say Without metrics around a plan it’s hard to know what really is changing. While some may only see numbers as numbers, the value of tracking metrics is that over time you will start seeing some interesting patterns.
If this is an area you want to get better at, check out the Monthly Daily Trackers, and Content Trackers in both PlanDoTrack and the Coaching Business Builder Workbook and Planners (see section 5 - the planners).
Questions to consider:
If you are looking for a framework, consider using the Monthly Daily Trackers which you will find in the 5th section of PlanDoTrack or Coaching Business Builder. There are 12 sets of them.
For more on metrics, stay tuned for next week’s blog post. I’ll be dedicating it to the topic of metrics.
PS - Save the DATE! I'll be hosting an open invitation planning for 2020 session on Monday November 18th from 11 - 1145 am ET. Grab a pen and your journal and join us!
Coaching Business Builder | Group Coaching Essentials
Supporting coaches to grow their business and skills in the areas of group coaching
Recipient of the Prism Award for Excellence in Coaching (2016), and i4pL Award of Excellence - Curriculum Design (2017)
Contact Jennifer to set up a call to see how her 1-1 coaching or group coaching support can help you move towards your Q 4 and 2020 goals.
Coaching Business Builder/PlanDoTrack Facilitator Training (24 CCEs) starts again February 3 2020 (Mondays 6-9 pm Eastern by zoom) Reserve your spot.
Mentor Coaching Group for ACC/PCC - Mondays 12 - 1pm Eastern: Starting February 3 and running to early May 2020 - Reserve your spot.
Group Coaching Essentials (8.75 CCEs) - Mondays 9 -1015 am ET starting February 3, 2020 (5 weeks)
Virtual Facilitation Essentials (8.5 CCEs) - Mondays 1:30 - 2:45 pm ET starting mid-Febraury (5 weeks)
Advanced Group and Team Coaching Practicum - starts Mondays 3 pm ET - March 2 (6 weeks, no call 3/16)
60 Day CBB Accelerator - 60 days of focused action around your business. Starts 1st day of each month.
Bonus! Download a year-end checklist
Coach 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.
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