Goal Planning 101 GP 101 The Big Picture Screen Only

Goal Planning 101 Is there a difference between: Reactive Management Proactive Management Screen Only

Goal Planning 101 Reactive Management – Actions resulting from past or current, and often negative, situations. Screen Only

Goal Planning 101 Proactive Management – Actions taken in the spirit of creating something positive in the future. Screen Only

Goal Planning 101 Screen Only

$ Goal Planning 101 Referrals!!! Number of Members Screen Only CEU’S # Of Visitors New Members & Renewals 1 to 1’s Attendance Number of Members $ Referrals!!! Screen Only

(Set Vision, Mission, Goals & Mechanisms) Goal Planning 101 START Goal Plan (Set Vision, Mission, Goals & Mechanisms) VP Enters Weekly Data & Updates Goal Boards Monthly Chapter Success Meeting Weekly Chapter Success Calls w/Pres & VP Monthly MC Meeting Page 3

Goal Planning 101 Proactive Management – Actions taken in the spirit of creating something positive in the future. Screen Only

Goal Planning 101 An integrated system Screen Only

Goal Planning 101 Screen Only

Goal Planning 101 BIG PICTURE Screen Only

Today’s Presentation Lots of info quickly Handout you can study Webinars for more Screen Only

(Set Vision, Mission, Goals & Mechanisms) GP 101 START Goal Plan (Set Vision, Mission, Goals & Mechanisms) You are Here! VP Enters Weekly Data & Updates Goal Boards Monthly Chapter Success Meeting Monthly MC Meeting Weekly Chapter Success Calls w/Pres & VP Page 4

$ Goal Planning 101 Referrals!!! Number of Members Page 5 CEU’S # Of Visitors New Members & Renewals 1 to 1’s Attendance Number of Members $ Referrals!!! Page 5

4 Parts of a Good Goal Plan 1. Vision   2. Mission 3. Goals 4. Mechanisms Page 6

Goal Planning Process Page 7

Goal Planning Meeting Page 8

Multipliers for Numeric Goals Page 9

Use the Spreadsheet to Set Numeric Goals Play with Multipliers in Excel Spreadsheet. Page 10

Goal Planning Workbook Page 11 and Yellow Handout

Goal Planning Meeting Agenda 1. Set Vision   2. Set Mission 3. Set Goals Set Mechanisms 5. Put Goal Plan into BNI Connect Page 12

Review with Director Page 13

Sample Goal Plan (incomplete) Pages 14-15

Director Review Questions 1. What did you have in mind…   2. Who is in charge? 3. When during your meeting/when will the program start? Page 16

Chapter Leaders Mtg Page 17

Two Phase Process for Buy-In Chapter Leaders Buy-in Members Buy-in Why Screen Only

Chapter Leaders Meeting Agenda 1. Get Buy-in from Chapter Leaders   Prepare to Present Goal Plan to Members 3. Confirm Date of Presentation to Members Page 18

Rollout to Members Page 19

Rollout to Members Agenda 1. Present Goal Plan to Members   Get Buy-in from Members! Page 20

VP Enters Weekly Data & Updates Goal Boards START Goal Plan (Set Vision, Mission, Goals & Mechanisms) You are Here! VP Enters Weekly Data & Updates Goal Boards Monthly Chapter Success Meeting Monthly MC Meeting Weekly Chapter Success Calls w/Pres & VP Page 21

Goal Boards Page 22

Weekly Chapter Success Calls START Goal Plan (Set Vision, Mission, Goals & Mechanisms) VP Enters Weekly Data & Updates Goal Boards Monthly Chapter Success Meeting You are Here! Monthly MC Meeting Weekly Chapter Success Calls w/Pres & VP Page 23

Weekly Chapter Success Calls 1. Positives from last week’s meeting   Mechanisms for 8 Success Drivers 3. Vice President Report Pages 24-25

(Set Vision, Mission, Goals & Mechanisms) Monthly MC Meeting START Goal Plan (Set Vision, Mission, Goals & Mechanisms) VP Enters Weekly Data & Updates Goal Boards Monthly Chapter Success Meeting Monthly MC Meeting Weekly Chapter Success Calls w/Pres & VP You are Here! Page 26

Monthly MC Meeting Agenda Goal Plan Applications/Renewals Members’ Participation Attendance Issues if any… Page 27

Monthly Chapter Success Meeting START Goal Plan (Set Vision, Mission, Goals & Mechanisms) VP Enters Weekly Data & Updates Goal Boards Monthly Chapter Success Meeting You are Here! Monthly MC Meeting Weekly Chapter Success Calls w/Pres & VP Page 28

Monthly Chapter Success Meeting “Solutions Focus” on Success Drivers: Monthly Goals Program Report Identify high performing chapters Ask: “How did you do that?” Pages 29 - 31

(Set Vision, Mission, Goals & Mechanisms) OK, LET’s GET STARTED! START Goal Plan (Set Vision, Mission, Goals & Mechanisms) You are Here! VP Enters Weekly Data & Updates Goal Boards Monthly Chapter Success Meeting Monthly MC Meeting Weekly Chapter Success Calls w/Pres & VP Page 32

Timeline (sample) Page 33

Milestones (sample) Page 34

Enter and View Goals in BNI Connect Page 35-40

Is this Program for You? Talk with your National and/or Executive Director and decide if or how to proceed. This program is not for everyone. Do you have work to do in your country or region before implementing? Screen Only

Webinars are Coming If the program “is” for you? Review the Material you received. You will have questions. Watch for Webinar announcements. Screen Only

Work Smart The best time to implement this program is at Leadership Team transition time. Successful regions transition only a few chapters initially. Your goal is to create success stories and testimonials from chapters who have successfully implemented GP 101. Screen Only