Leadership in Practice Series Part 2: Creating 90-Day Priorities Inside of a 10-Year Vision

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Photo by Matt Noble on Unsplash

Once your vision is created, then what? Regardless of whether it is a 10-year, 5-year, or 3-year vision, you will need to put plans in place that will connect the daily work to that vision. That is how your 10-year vision will become a reality.

What, then, are the first steps to ensure that your weekly, monthly, and quarterly work connects to the long-term vision?

In this article we will walk through the process we went through to connect the 10-year vision to our 90-day priorities. First, another question.

Where does a leader start when they want to ensure that everyone’s daily work on the team, or in the business or organization they belong to is contributing to the long-term goals?

Let’s take a look.

Start with the 10-year Vision and ask yourself a couple of questions.

  • What are the goals of the 10-year vision?
  • What are the metrics of the 5-year plan?
  • What will the current year look like?

Let’s look at each question, one at a time.

What are the goals of the 10-year vision?

Once the vision is created, it’s time to create the goals that will drive all of the work. However, before you move on to creating those goals, which will drive the objectives and priorities, ask yourself what your vision will look like in reality.

What will the revenue and service look like, what will the staffing model look like, will you add positions between now and then?

Once you’ve asked yourself these questions, or ones that are more important to your particular vision, start to build out what that vision will look like in reality. Here is an example, vision first, then what it will look like in reality.

Here is the vision

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Here is what it will look like

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Note that the word profit in this instance is referring to department reinvestment funds.

Once you’ve created the 10-year vision, and also know what it will look like, you are ready to work backward. When I went through this exercise last year, I started this part of the planning session with year 5. I looked at the previously designated metrics and asked myself what they would look like in reality. For instance, what would revenue look like, and how many people would we serve.

What are the metrics of the 5-year plan?

Here is what that looked like

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It is a wonderful exercise to start with the larger 10-year vision and to work backward to the 5-year plan, creating more clarity as you go. It is how you begin to connect the 10-year vision with the work you need to do today.

Once you’ve worked backward to year 5, you are ready to work backward once again to year 3, or whatever the current year is for your team, business, or organization. It is important to continue to get clearer on what the future reality will look like.

What will the current year look like?

Year 3 Department Objectives

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As you continue to work backward from the 10-year vision to year 5, to the current year you are planning for, in this example, year 3, the objectives that will lead the team to that 10-year vision do become more clear. Important.

And, as these objectives become more clear, so will the priorities that will drive each person’s work. For instance, in our year 3, we had 1-year objectives, which we executed on in 90-day chunks. Meaning that we focused on moving forward our yearly objectives with 90-day priorities that would shift as needed, yet the objectives would remain the same.

Year 3 Staff Objectives

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Once you get to 90-day priorities, it is time to create a coaching model that will mirror all of the aforementioned. Fully discussing this coaching model is for another article, yet I would like to share with you the simple template we created, so you can see how a 10-year vision can connect to a staff member’s daily work.

Coaching Model Template

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Though you can only see a portion of the form, you can see the overall process, where the yearly objectives (on the left) are connected to the department objectives (on the left in bold), while the specific priorities and actions to move that work forward are on the right. Fun.

A couple of weeks ago, I wrote the following article, One BHAG, Two BHAG, and Creating a Disruption Vision, in which we discussed the possibility of creating a disruption vision or BHAG inside of a 10-year vision. And now, the planning process we’ve walked through in this article is being recreated. The difference?

Because there is so much change right now, we have a 1-year BHAG, which lives inside of the 10-year vision, and 30-day priorities, instead of 90. I am in the process right now of re-instituting one-with-ones so that we can discuss, plan, and create our next actions one month at a time. Allowing us the pivotability, and flexibility needed.

Very well. There you have an example, with tools, on how you can connect your team, business, or organizations’ 10-year vision to the work that needs to be done daily to ensure that the 10-year vision will live in reality.

Be well, and lead well.

You can reach Jeff Flesch at fleschj@linnbenton.edu

Originally published on servantleadershipcoaching.com

#10-yearvision, #creating90-daypriorities, #creatingavision, #developmentandgrowth, #goalsetting, #howtocreatevision, #leadership, #leadershipdevelopment, #leadershipinaction, #leadershipinpractice, #long-termvision, #strategicplanning, #strategicthinking, #strategy, #team, #teambuilding, #vision, #visionandstrategy

Create A Vision For Your Future Self in 5 Minutes

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Alright, I’ve written about creating a vision for yourself in several posts, yet, to date, have not walked through the process of doing so. What’s interesting is that people usually associate creating a vision with business, which makes sense, yet it makes as much sense, as we will discuss, to create a vision for yourself – for your life. Ready? Let’s go.

What’s first?

First, you want to get out all of your ideas about what your future self will look like, think like, and feel like. Here are some questions to get your thinking started.

  • What are your goals?
  • Where do you see yourself in 5 years?
  • Where do you see yourself in 3 years?
  • Where do you see yourself in 1 year?

That’s enough to get us started. Let’s take them one at a time, and use practical examples. Here we go.

Identify your 5-year goals

Make a list of all of your goals. Yep, all of them. Why? Because at this stage, you are concentrating on getting out all of the goals that you want to accomplish. Make a list. Here are some of mine.

  • Publish a book
  • Travel to Spain
  • Learn Spanish
  • Travel to Japan
  • Knee recovery so I can run again
  • Expand our remote community education classes
  • Take a trip out of the country with my best friend

Alright, there are some we can work with. Once you have your goals identified, pick one to start working on. Where you start in the future will depend on the goal. I suggest going out as far as you can. Why?

Because you will find that once you start thinking about 5 years from now, let’s say, more goals will come to mind.

Now that you have your 5-year goals identified, time to start working those goals backward. Meaning that you need to create 3-year goals that connect to the 5-year goals.

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Year 3

Let’s use my 5-year goal to publish a book and work that backward. In order to actually publish a book 5 years from now, I would like to have 75% of it written by year 3? Why? That will give me plenty of time to edit, market, and engage people about the book.

Now, publishing a book is not something I’ve ever done, and that is okay. The realisticness of your goals in year 3 matter less, than that you have an idea or picture of what that future state will look like.

Having that picture in mind is important to the next step, which is creating the next year inside of the 3-year goal.

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The next year

When you start working on your goal for the next year, you are now in the realm of actually putting your theoretical goal into practice. I’m sure you’ve heard people say theory should feed practice, well, it is as true that practice should feed theory. They are inextricably linked. Always.

Now you can choose how to create your next year inside of the goal you are working on. There are many ways to put yourself to work inside of your goal. First you need to decide what your goal will look like at the end of the next year. Let’s keep using my goal of publishing a book.

What will the book look like at the end of the next year?

I would like to have 150 double-spaced pages written. Alright.

Now, to complete 150 pages by the end of next year, I will have to schedule time to get those pages written. How? First, create quarterly goals. With this particular example, I will break 150 pages into 4 parts.

My quarterly goal then is 38 pages. Now take that to monthly, which is 13 pages. Yep, now to the week. 3 pages a week. Alright, I now have a weekly goal.

And, it is a weekly goal that is connected to a quarterly goal, which is connected to a yearly goal. And, that yearly goal is connected to a 3 year goal, which is connected to the 5 year goal. Phew. Pretty cool.

Here is the system. And, you can put any goal into it, and work it backward the same way.

  1. Identify all of your goals.
  2. Pick one to work on.
  3. Set that goal out into the future and visualize what it will look like.
  4. Work backward to year 3.
  5. Set that 3 year goal.
  6. Work backward to the next year.
  7. Set that yearly goal.
  8. Work backward to each quarter.
  9. Set that quarterly goal.
  10. Work backward to each month.
  11. Set that monthly goal.
  12. Work that backward to weekly.
  13. Set that weekly goal.

You can even take it to daily goal-setting, however, in this example it is not necessary. Now, if my goal was to get that book finished in the next year, taking the goal-setting to daily would actually be very helpful.

As you create these goals and work on them, know that you are actively creating the vision of your future self. Yep. And, as you put them into practice in your life, you are actively working on and creating your future self every day. Pretty cool, and fun.

How to organize them to ensure you move them forward?

Here are some tools you can use.

  • Calendars
  • Post-it boards
  • Whiteboards
  • Day planners.

How you organize yourself matters less than creating the actions and actually holding yourself accountable to doing them every day. Use whatever organization system that works for you.

And, if what you are using now doesn’t work, change it. There are tons and tons of tools for organization. So many.

Okay, that’s creating a vision of your future self in 5 minutes. Another thing I like to do with my goals is to create a mind map. As I’ve mentioned in many other posts, I am very visual, so I love to see my goals inside of a mind map.

In case you’ve not created a mind map, here is a quick video I created that describes the process.

Alright, you now have a system to create your future self. And, when you get into it, I think you’ll find that it is quite fun. And, guess what?

When you take those daily or weekly actions to create your future self, you will find that your longer term goals are being accomplished bit-by-bit each day. Happy creating.

#creatinglongtermgoals, #creatingshorttermgoals, #creatingyourfuture, #dailyactions, #goal-setting, #goals, #growth, #mindmaps, #practice, #selfdevelopment, #theory, #theoryandpractice, #vision

An Insight, an Inspiration, and A Quote: On Creativity and Vision 6/16/2020

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There was a time when I thought about creativity within a very limited framework. A framework that associated creativity mostly with art. However, what I know to be true today is that creativity is an unlimited framework. There are no limits.

Within this unlimited framework, here is an insight, an inspiration, and a quote.

Insight

You are it. Look for the answers you are seeking within yourself. They do not reside outside of yourself. They are within you. Have been, are, and always will be.

Create the life you want to live into. Create the future from the future. Always look within, then look forward. Make connections between that which you know to be true, and the future state you are creating.

A vision, your vision. You are the creator of that vision. Live it today, tomorrow, and for the rest of your life.

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Inspiration

Visionaries don’t wait for someone to hand them a guide to life. They create it everyday. One step, once action at a time. Each day, every day.

And, guess what, you are a visionary. We all are. We just need to get out of our own way. How do you know when you are in your own way?

When you deeply want to do something, try something new – you know, that funny feeling you get in your tummy when you get excited or nervous.

Well, when we feel that, and know also that we are inhibiting our own creativity because we are concerned about what someone might think or say, we are in our own way. In that moment. And, when it passes, and we don’t act, we can also feel upset, yes, and also disempowered.

Disempowerment does not feed creating your vision, and living into it. Empowerment does. Yep. If you are feeling disempowered, don’t fear, you can also move yourself out of disempowerment and into empowerment. You can.

Here are some visionary women for you to draw upon. Creating visions, living into them, and changing the world.

A Quote

And, here are a couple quotes from that article, though, they are all awesome. Check them all out.

“What everyone in the astronaut corps shares in common is not gender or ethnic background, but motivation, perseverance, and desire — the desire to participate in a voyage of discovery.” — Ellen Ochoa

“Permanent remorse about failing to do your human duty, in my opinion, can be worse than losing your life.” — Miep Gies

“Technique and ability alone do not get you to the top; it is the willpower that is the most important.” — Junko Tabei

“I don’t go by the rule book… I lead from the heart, not the head.” — Diana, Princess of Wales

“The bitterest tears shed over graves are for words left unsaid and deeds left undone.” -Harriet Beecher Stowe

Take action today, create your vision, live into it, and change the world. You are capable of it, and can do it.

#changetheworld, #createyourlife, #createyourvision, #creativity, #empowerment, #insight, #inspiration, #livingafulllife, #takingaction, #takingastand, #vision

Creativity During COVID-19

The past month we’ve seen unprecedented changes, across the world, country, and here locally. I’ve been thinking about all of these changes, and the fact that post-COVID-19, if there is such a thing, will be a whole new normal. Life as it once was is over.

I’ve also been thinking, and doing more creative things this past month. Writing more. Visioning more. And, overall, experiencing more creativity. With work hours, if you are lucky and are working, less than pre-COVID 19, there is more time. More time to think, and ponder, yes, and to also do, and be.

Question for you:

What have you created since the onset of COVID-19?

#change, #covid-19, #creativity, #experience, #life, #vision, #work