Check Your Map…Achieve Your Goal

At the beginning of the year I pitched a way to achieve your New Year’s Resolutions. (https://christopherstcyr.wordpress.com/2014/01/01/time-to-reflect-plan-act/) 0322141247One of the steps I suggested was to periodically check your list to measure your progress and adjust your course. That time is upon us. I know because the reminder I set in my calender alerted me to check my progress on my goals.

I use a goal setting check list to help me focus on task steps and measures for success. I used to keep them on paper, but as time and digitization have progressed, I have found using a word processor or even better, the task list on my email client work great. Your worksheet does not have to be fancy. I combined the format I learned in the Army to evaluate training with some of the great ideas Ken Blanchard pitched in his book, The One Minute Manager with a couple of theories I have learned about SMART goals. If you did not put your New Year’s Resolution in writing in January, you still have time to do so. The benefit of having your goal in writing is being able to sit down periodically (like now) to review your progress.

For those of you who did make some notes, dig them out and lets check your progress. I have learned several things throughout the years I have used this process. Your work sheet is like a map. As you travel you find roads exist not appearing on your map, and some roads on your map are more like mountain foot paths. For goal setters that means you may have found some of the steps you planned to take were not required, however things you did not know when you began the journey require you to complete tasks you did not anticipate, and that is okay. Just like our journey on an previously unknown but shorter or better road, as one works towards a goal and finds a shorter or better way to complete the task, you do. Note the changes on your map during your review. Enter comments about the progress of each task and check off completed steps. Open your calender and schedule time to complete the next series of activities on your journey to completing your goal.

An important question to ask as you check your progress is, “How will I recognize success?” The answer to this question becomes the measures of the success for your journey. If you goal is to improve your health (a common New Year’s Resolution) how will you know you are healthier? Some metrics may include a target weight, the ability to lift an amount of weight, the ability to be able to run a certain distance in a given amount of time, the measurement of your waist so you can once again fit into your High School jeans, your blood pressure number or the levels of cholesterol. What ever standard you select, make it specific and measurable by some recognizable value.Image

Checking the progress of your goals on a regular basis is important to your success. By having a map in the form of a goal checklist you improve the chances of your arriving at your intended destination, your goal. Your check list should include the route of travel and measures of attainment so you stay on track, or recognize when you have to adjust course. If you don’t know where you are going, it is impossible to know when you have arrived. Take a few minutes today to review and update your goals. For those of you who have yet to do so, set ONE goal today and develop your route and metrics. I have posted a sample goal setting worksheet on SlideShare. Check it out and use, change and adapt it to your needs. Move forward by taking that next, charted step to your personal success.

Photos by author

AW…do we have to plan AGAIN?!

“Plans are nothing; Planning is everything.” Dwight D. Eisenhower. Planning is one of the fundamental functional areas of management. Leaders at all levels plan. Depending on the event and their level in the organization determines how they plan, but the planning process should remain the same. Whether you want to develop a new vision for your organization, or you are putting together a small meeting for your staff, planning is the process that identifies the needs for what is desired in the future, the resources necessary to accomplish the task, actions requiring completion, controls and guide posts to watch for along the way and a statement of success. One of the reasons planning is valued more than the finished plan is understanding that no battle plan ever survives past first enemy contact, but in the planning process, key leaders have opportunities to evaluate different courses of actions allowing them to change course as the situation evolves. This topic deserves more than the few hundred words dedicated here, however my intent is to provide readers a general direction for their own planning processes.Image
The first step in any plan in to identify the objectives. Plans are only required if there is difference between the current situation and what you expect in the future. The purpose of the plan is to change the future. At the strategic level, leaders develop mission statements, share their vision and establish guiding principals. At the operational level, leaders develop work processes, gather resources, train workers and establish goals and task steps.
Once the object is identified, develop alternative actions. Often this is done during brain storming sessions although other idea generating activities also work. Ideas do not have to appear practical or traditional. The important action at this stage is to developing ideas. You may find that some of what originally appear to be flaky ideas in the beginning, when paired with other ideas may work the best.
Now that you have several alternatives, take time to evaluate them whether alone or in a group. Identify their efficiency, alignment with organizational guiding principals, likelihood of success and other factors selected by the group’s leaders. During this stage you should start to develop the measure for success. As alternatives are eliminated the better ideas become evident. The completion of this step should involve a completed written plan. The plan does not have to answer all questions but should provide enough information for those charged with implementing understand the intent. Remember the old saying, “An imperfect plan delivered on time trumps the perfect plan delivered a day late.”
Action is the next step in the planning process. A complete plan is not required to begin action. The great thing about mission and vision statements are they provide everyone an idea about which direction they should be traveling even if they lose the directions to the final destination. Once the decision has been made to move towards a certain goal, action can begin. Starting movement is the hardest part of any change. Starting movement is they only way the plan will succeed.
Once things begin to move it is important to monitor progress. The plan should include specific check points where staff gather to report progress. Like any journey, if you don’t take the time to check your compass and read the road signs you may find you took a left when you should have turned right in Albuquerque. These controls may include checks on spending, use of resources, percent of quality improvement, number of units sold or any other metric that measures progress.
A final and critical step in the planning process is obtaining commitment from stakeholders. Too many projects fail for lack of this important support. Ensure the key leaders understand the resources requiring commitment for success. Obtain contracts from customers if necessary. Lock in resources from suppliers early.
A finished plan may not be fancy. It may not be complete. What matters is the process used to arrive at the plan. Follow these steps and you increase your plan’s success. Start by determining the objective. Identify alternatives to reach the objective. Evaluate the alternatives selecting the one most in line with organizational values and vision. Begin action as soon as there is commitment. Obtain commitment from key stakeholders. Check your progress regularly and plan those check-ups. As your project rolls along, you may find success lies off the road you selected to reach your destination, but through your planning process you identified detours and side trips. In the end you will find your planning helped you make small adjustments along the way and reach your destination.

 

Photo by author

Time to Reflect, Plan & Act

It is common at this time of the year to reflect on the past and look ahead to the future. People will establish a list of resolutions and many will moan about the resolutions they failed to complete from last year. Others look back, pat themselves on the back for what they have accomplished. So why the difference? The answer is simple, those who succeed approach the resolution process and establish personal, documented steps and goals. What follows may seem like a long lost secret to some, but much of the content I first read about over 30 years ago (when I was v e r y young) and has been reinforced with more recent reading.

The first step is to reflect on what went well, what you need to improve and what is not as important as once you thought it was. Of those things that went well, identify what actions to carry over into the new year. Also identify skills that were used to achieve those successes and how you can use those skills for future success. On the improvement side, focus only on the things that cause failure. None of us can do everything perfectly. Life is too short to fix everything, so instead work on your strengths and only those weaknesses that directly contribute to failure. Everything in the middle somehow works.

Photo by Reg

Photo by Reg

Identify goals and achievements you accomplished. Too often we dwell on failures. People rarely fail at everything every time. You probably achieved some successes. Concentrating on what you have achieve builds confidence to move forward. Enumerating skills you have overlooked in the first step helps you focus on your strengths.

After you have reflected on your successes and failures, your achievements and accomplishments it is time to decide where you want to go. The first two steps helped you identify where you came from, and where you are. This step sets your course for the coming year. In this process determine not only what goals and accomplishments you seek to achieve, but also task steps for each activity. In that process think about who you need to reach out to for help and what resources you need to assemble to be successful. There is no point developing a network if you fail to call upon them for help. The most important activity in this step is to write down your goals and action steps. At this point the most important thing to do is document each task step for every goal. As you work on this portion, it is important to write down action steps for every goal (see my blog about the Three Pitch Rule).

The final step is to schedule time periodically to check your progress. Grab your check lists in what ever format works for you and compare your progress against your checklists. Identify tasks on your list you can complete before your next check up and put them on your calendar. By scheduling task steps you give them a level of importance that increases the likelihood they will be completed.

Now is the time to act. At the end of year, when you sit down to make your 2015 resolutions you will find you kept your 2014 resolutions if you follow these simple steps. Seize the day, New Year’s Day to accomplish this simple task. There is no requirement to have dozens of resolutions. Focus on the one or two or three goals that will really impact your life and document them. Do it now. Perfection is not required for your plan. Do it now and adjust along the way. In the end you may find you accomplished more than you imagined, but only if you take the time to follow these steps. Really, do it now! Happy New Year.

I just posted a short slide deck on SlideShare.  Check it out:  http://www.slideshare.net/ChrisStCyr1/achieve-29982036

Training Ethics or Ethical Training?

There are so many ways to approach ethics training that it is unethical to have people sit bored while training ethics. Instructors can conduct ethics training on three levels. ImageThe first is to demonstrate by training ethically. The next is to provide ethical training. The third is to identify organizational behaviors that require changing and provide training that will change that behavior. What follows is a short dissertation how trainer can accomplish each of these goals without having to speak above the din of snoring in the classroom.

 Within the realm of training ethically there are three sub-categories; civil liability, ensuring employees are fully prepared to complete their duties and using the time of trainees well. Every organization wants to avoid law suits. Training your employees to do the right things the right way for the right reason ensures tort avoidance better than the coverage from insurance. By training employees well to avoid liability, you create added value by developing better employees who do their jobs well. Trainers have a responsibility to ensure they train employees well and when you do, students’ time is wisely used. Everyone despises the torture known as Death by PowerPoint. The point of presentation software is to help make critical points powerfully. By showing everything you are going to say on the slide the importance of the points are lost. Be prepared to speak ideas, not the slides.

 The next major area of ethics training is training ethics. Teach organizational standards, orders, policies or other written documentation governing behavior in your organization. These rules establish expected behavior. Let students know what the maximum and minimum penalties as well as the typical penalty for violating norms. Often these topics are approached by reading each document verbatim. A better idea is to assign the reading to be completed before class, review the material in the form of questions and answers and then use stories as examples of acceptable and unacceptable behaviors. Facilitated classes are great opportunities to share ethical theory with students showing how their biases effect their focus of organizational standards.

 The next area is training to change behaviors. Repetition is required for this training to be successful, but do not teach the exact same class to the exact same audience time after time. Both you and your students will become bored quickly. The point of this training is to focus student attention to behave in compliance with the organizational mission, principals, expectations and norms. Use this time to explain what the mission statement means to their section. Talk about how the organizational principals support the mission. Express your vision for the future of the organization. If you are training others, then you have been chosen to lead. Leaders have a better view of what lies ahead. Share your vantage point with others so they understand the importance of doing the right things the right way.

 As you develop training for each of these areas, you will soon find you have far more material to cover than the time available. Newer trainers will curse and try to squeeze everything into the allotted time. Experienced trainers recognize the opportunity to provide follow up training without repeating previous classes improving student attention and retention in subsequent classes. Focus on the three areas, ethically train, train ethics and change behavior. When you do, your students will clamor for more.