What do you want to accomplish today? This week? This month? Do you have clear goals and a structure to achieve them?
We’re talking about how you approach planning.
The word “plan” makes some people want to bolt. For others, it’s a way of life. I’ll admit…I was not always a huge planner, preferring to have a feeling of flexibility in my life. Even now, I’m more a big picture planner than a detailed spreadsheet person. But I’ve come around to the importance of planning to fuel performance. Here’s why.
We all have limited resources -- time, energy, money -- to accomplish our personal or business goals. It makes sense to use those resources efficiently. Having a plan helps us do that. Research backs this up. Studies show that defining “when, where, and how” we’ll work to reach a goal makes us more likely to follow up and more committed to achieving it.
The most productive quarter of my career occurred when I worked with my team on three ambitious goals. We developed a plan -- laying out steps, accountabilities, and milestones for each goal. We then met weekly to check progress and address problems. The result? The equivalent of a year of “special projects” accomplished in three months. I’m still amazed we accomplished it all. Consider me a planning convert.
Where to use planning to power our performance? The opportunities are endless: acquiring another firm, adding a new product, changing jobs, coaching our child’s sports team, or even going to Belize for a week of vacation.
One Size Doesn’t Fit All
We each have our own planning temperament and preferred approaches. The key is to identify what works for you (or your organization) and then use it. We don’t need a formal plan for every goal or situation. Sometimes having a plan in your head is enough. All plans should have:
- A clear goal
- The steps to achieve it
- A timeline for those steps
Written plans work well for goals that are large in size, complexity, and/or duration. This can help keep you on track for solo efforts, and is indispensable when working with a group -- helping with team communication and accountability. How can planning approaches vary?
Perhaps you enjoy spontaneity. This can yield rich and powerful experiences, but all spontaneity with no planning may leave unfulfilled goals. Consider developing a plan that builds in time for exploration while still identifying steps you’ll take toward the goal.
Maybe you’re a big picture person who doesn’t enjoy developing the details. Your initial plan might be a broad outline of key actions and timelines. Then, you can identify the needed details as you move through each step.
If you like knowing the details of what you’ll be doing, you’ll likely enjoy creating a comprehensive project list or spreadsheet, or using project planning software.
Finally, you may find “backward planning” effective. Imagine reaching your goal. Then work backward, identifying each step you took to get there and the associated timeline.
A Plan without Action
A plan without action is…useless. Even the best plan has no value until you implement it. Here’s how.
Monitor progress. Use a reminder tool that works for you to set a regular schedule for checking progress on your plan. Then do it.
Adapt. Life happens, goals change, circumstances evolve. Your plan can change! In fact, recent research showed that plans that are too rigid or detailed can inhibit getting the result you want.
Lessons learned. At some point, you’ll decide you did or didn’t achieve your goal. What experience did you gain? What did you learn? How will you apply this moving forward?
Celebrate. Life quickly moves on. Take a moment to recognize the learning and accomplishments you had during this planning cycle.
So, do you have goals you want to achieve? Plan today to make planning work for you!