My One Thing: Creating Alignment in Our Lives

How You Can Create Alignment Between Your Personal and Professional Lives, and Create a Life Part 2

Photo by Clay Banks on Unsplash

Alright in the last entry, My One Thing: Creating Alignment in Our Lives, we discussed vision and goal-setting. And, in this entry, we will discuss.

  • Creating Objectives
  • Creating Priorities
  • Creating Next Actions
  • Results and Metrics
  • A Single System

Of course, both objectives and priorities, must be connected to your goals, and vision, so we’ll also take a look at how to connect them all.

Ready? Good. Here we go.

First, let’s use a goal that is actually part of my work today. A very practical example. Here we go.

  1. Increase connection, collaboration, and unification of noncredit organizations throughout the state of Oregon within the next 2 years.

Alright, we’ve got a goal set. Now, let’s discuss objectives.

Creating Objectives

Where goals can be set for long-term planning, and short-term planning, in the context of this conversation we are using a long-term goal.

Our focus then is to go from our long-term goal to day-to-day activities that will connect back to our long-term goal. Creating objectives can help us do that by breaking our goal up into smaller pieces, which we can achieve in a shorter period of time.

Let’s take a look at an objective for our goal.

  1. Create a noncredit consortium, which includes representatives from each organization that delivers noncredit education throughout the state of Oregon in the next year.

There we go.

Because our goal is to increase connection, collaboration, and unification of noncredit organizations throughout the state of Oregon within the next 2 years, we need an objective that will, well, basically, help us get there.

In this example, creating a consortium within the next year can do just that.

Alright, now we’ve got a 2-year goal, a 1-year objective, now we need some priorities.

Photo by Markus Winkler on Unsplash

Creating Priorities

Priorities are typically set for a shorter duration of time. They can be set for a day, week, month, and even a quarter. Alright, let’s create some priorities for our objective.

  • Priority #1 – Create bylaws for the non credit consortium in quarter 3
  • Priority #2 – Create a leadership structure for the noncredit consortium in quarter 4.

It is possible in this example, that both of these priorities can be achieved within quarter 3, however, to illustrate the example, I’ve chosen to spread them out.

The important point is that we now have a goal, objective, and priorities that are all connected. And, they all have timeframes allocated to them, so we know if we are on or off track. Important.

Once priorities are created, it is time to create next actions.

Creating Next Actions

Creating next actions, or action items, or next steps, is really about identifying the work that needs to be accomplished to meet your priorities, which then means, yep, that you are meeting your objective, and moving closer to attaining your goal.

Let’s create some next actions.

  1. Identify bylaws needed and begin to create them in the January meeting.
  2. Identify 2 or 3 committee members that will continue to work on the bylaws in between the January and February meeting.
  3. Create agreement and alignment on the bylaw next actions, which are due by the February meeting.

There we go.

Now, you’ll notice that I did not create the next actions for priority number 2. The reason this is so, is that that priority is for quarter 4, and, as we complete the next actions to meet the number 1 priority, we will learn more.

Meaning, that the second priority might shift a little by the time we get to the end of quarter 3. Normal.

Recapping, we now have a 2-year goal, 1-year objective, a priority for quarter 3 with next actions, and a priority for quarter 4 with next actions still to be identified.

Before we get to the system part of our conversation, which, of course, is one of my favorite topics, let’s discuss results and metrics a little.

Photo by Austin Distel on Unsplash

Results and Metrics

It’s important in all goal-setting activities, personal and professional, to identify a way to measure progress. The measurement can be quantitative or qualitative. Both are needed and necessary.

In our conversational example about the noncredit consortium, we can create a couple of ways to measure our progress. First let’s reset the goal. Here it is.

  • Goal – Increase connection, collaboration, and unification of noncredit organizations throughout the state of Oregon within the next 2 years.

Now, let’s set a result and a metric.

  1. Result – Increased service to all communities as an outcome of increased collaboration between the noncredit organizations.
    1. Metic – Total service numbers by organization.

We can even take a deeper dive with this result, by creating actually percent increases we expect, such as:

  1. Result – Service numbers increase by 10% in year 2.
    1. Metric – Total service numbers by organization.

Once you have your results and metrics, we need to think about how to gather the data to measure the metric. In this example, we would utilize the systems the various organizations use to gather their student service data.

Alright, we’ve now covered goals, objectives, priorities, next actions, and results and metrics. Let’s now take a look at how these components work together to create a single system.

A Single System

As you all know, I love white boards. And, yes, I’ve created two simple white boards to help us visualize the linear information provided in this post. Here we go.

Corvallis, Oregon 2021

In this first white board we can see I’ve used a relationship ecological system to display the connection between the self, team, organization, and community, and a vision, goals, objectives, priorities, and next actions.

They function the same way.

As we develop as a leader, we take in information from the team, organization, and community, and we give information back out the same way. It’s completely reciprocal and, well, quite lovely.

Similarly, when we create a vision, and set goals, objectives, priorities, and next actions, they inform each other. For instance, the vision informs the goals, objectives, priorities, and next actions. Just as our next actions will inform our upcoming priorities, objectives, goals, and the vision, as needed.

Pretty cool.

Okay, one more visual. Here we go.

Corvallis, Oregon 2021

In this simple illustration, we can see a similar pattern. The vision is the anchor, as the self is in a relationship system, and informs our goals, objectives, priorities, and next actions, which, in turn, informs our upcoming goals.

Wow, that was fun.

That concludes the second and last installment in My One Thing: Creating Alignment In Our Lives.

You can use these tools in your personal life, just as you can at work. The most important thing is to create a vision for your future self; and; to work towards the realization of that self by taking actions each day that align with the self you see yourself becoming.

Remember, you are the only one that can make that future self a reality.

#creatingalignment, #goal-setting, #leadershipdevelopment, #metrics, #myonething, #nextactions, #objectives, #personaldevelopment, #priorities, #professionaldevelopment, #results, #systemsthinking, #visioning

One BHAG, Two BHAG, and Creating a Disruption Vision

This image has an empty alt attribute; its file name is rahul-bhosale-ybgc-qvcxmg-unsplash.jpg
Photo by Rahul Bhosale on Unsplash

Two weeks ago, I wrote the post Creating a Big Hairy Audacious Goal: The Creation of the BHAG. In that post, I wrote about the possibility of creating a BHAG that lives inside of another BHAG. Having two BHAGs makes sense, especially right now in the midst of the COVID-19 pandemic.

I termed the BHAG that, at the time was just being created and not yet delivered, a disruption BHAG. And, seeing as the team I work with will get that BHAG Monday morning, I thought writing this piece made good sense. Plus, I made a promise. So, let’s go.

Here are 3 keys to creating a disruption BHAG.

Key #1: Let go of yesterday

To create a disruption BHAG, you must be open to creating from where you stand right now, at this moment. Meaning, you must be willing to let go of what you’ve done up to this point in your team, business, or organization. ALL of it. Especially those things that have worked well. They will not work the same in the future. Let them go.

Letting pieces of a business model, or a process or system go is not easy. Especially when they have worked well. However, you must be willing to let them go. Why? Because if you do not, you will not be able to visualize and put into practice new business models, processes, and systems. And, they are needed.

During the COVID-19 pandemic, many of us were forced to let go of things we were doing, whether they worked well or not. And, now I am inviting you to not only let go of those things, but to also create new ways of working with your team, running your business, or developing your organization. A must.

Photo by Paul Gilmore on Unsplash

Example #1

We create about 300 classes and training opportunities per quarter. They are all in-person. When COVID-19 began to take hold locally, we had to pivot, AND, let go of all the things we had done previously that had worked well for us. Difficult. However, that is the only way to envision a new future. Otherwise, you are always tethered to what was. And, in what was, or the past, there is no future to create. You are simply reproducing yesterday.

Reality check. We went from 300 in-person classes and training opportunties to about 50. Yet, those 50 offerings paved the way for 73 the next quarter, which is now paving the way to our goal of 150 this fall. Movement.

That was the first step in creating the possibility of getting to a disruption vision. Letting go. What was next?

Key #2: Create processes and systems to support the new work

Once you’ve let go of how your team, business, or organization was doing business, you will now begin to create a new business model, and inside of this new business model, you will need new processes and systems to support it.

  • First – get clear on the need, and the new components of the business model.
  • Second – create those new components, move them forward.
  • Third – get clear on the processes and systems needed to support the new business model.
  • Fourth – solidify those processes, systematize them, and document them.

It is important to not get stuck in creating processes or systems until you have developed the business model. Why? Because if you get stuck in thinking about developing a process without understanding the need, and the associated business offering, you will not move forward. The process and systematization will come through creating the new model.

Don’t forget to document the new processes and systems. Very important. Why? Because these are now a part of your business model, and may always be. I know for all of the new business components we’ve added to our business model, they will stay, and will continue to be offered. Let’s look at another example.

Photo by Philipp Mandler on Unsplash

Example #2

Once we created the remote, online, and remote classes, we began to ask the process and system question. And, as was aforementioned, some of these new processes and systems organically developed along the way.

For instance, in developing these new classes, and pivoting our business model 180 degrees, we knew that communicating with the local community was imperative. We filled this need by creating a communication process, and a system, which was also documented to ensure we were regularly communicating with all of our clients, students, and partners. Important.

Key #3: Create the Disruption BHAG

Once you’ve let go of the way you were doing business, and have created new ways to do business, which include new processes and systems that are documented, you are ready to create the new BHAG. How?

3 simple steps

  1. Brainstorm – or, as I’ve termed this in other posts and videos, get your ideas out. It seems very simple when reading, I know, yet, I also know that it is not that easy for everyone. Especially when we are inundated with day-to-day operations. Yet, creating time to think is a needed and necessary strategy for every leader.
  2. Connect them to the larger BHAG – once your ideas are out, see which ones connect naturally to your team, business, or organizations BHAG. Then play with those ideas, and ask yourself a few questions:
    1. Where are we going?
    2. Why are we going there; and,
    3. How are we going to get there?
      1. When you can answer these questions about the larger BHAG, and can see how your new ideas fit into that BHAG, you are almost ready to create the disruption BHAG. Yet before you do, I invite you to reflect.
  3. Reflect and contemplate – let the ideas sit for a little while. And, continue to reflect and contemplate until you are clear on the disruption BHAG. Once you are clear, write it down.

Once you have the disruption BHAG written down, I suggest letting it sit for a little while. I let the one I created recently sit for a couple of weeks. I continued to play with the language and the concepts, and am clearer on the BHAG for doing so. And, the clearer you are, the clearer your team, business, or organization will be.

Photo by Matt Noble on Unsplash

The invitation

Now that you have your new disruption BHAG ready-to-go, it is time to invite the team, business, or organization that you work with to this new vision. You can do this in many different ways. Yet, I do recommend connecting deeply with the people you work with about this new BHAG. They must see themselves inside this new vision, and you are the one to show them this possibility.

Example #3

Alright, we are still in the midst of COVID-19, and the team is still remote. How do I invite them to this new BHAG vision? Hm. Not sure? I wasn’t either. Until I had a conversation with a colleague. They said, “you should do a video.” Wait, what? I’ve never done a video before. Uh, oh.

Well, that is exactly what I did. Cut to many takes later, and hours worth of time spent learning how to upload a video correctly – use YouTube, please, very easy, will save you time – and I have a 6-minute video. Phew. Was awesome.

The email, video, and worksheet will go out Monday morning. I am super excited.

I believe that people are moved by their hearts. You must pull them from there to create anything that will last; and, because I was not able to create the BHAG with them, the video, I do believe, is the next best thing. Looking forward to Monday.

Remember, you can create an additional BHAG inside of the one you currently have. Actually, I think this is the best time to create a new BHAG. A disruption BHAG. Having a new BHAG will create a context that is specific to this next year. As we all know, all teams, businesses, and organizations will be different this next year. Why?

Because, due to the COVID-19 pandemic, we’ve all changed. And, it is inside of this change that you can create new momentum for your team, business, or organization. And, you can do this by connecting with people in a new way through a disruption BHAG, which can live inside of the longer-term BHAG already in existence.

#bhag, #business, #creatingprocess, #creatingsystems, #creatingthefuture, #disruptionvision, #goalsetting, #leadership, #leadershipdevelopment, #lettinggo, #organizationaldevelopment, #strategicplanning, #strategicthinking, #teamdevelopment, #visioning