1. Goal Planning 101
GP 101
The Big Picture
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2. Goal Planning 101
Is there a difference between: Reactive Management Proactive Management
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3. Goal Planning 101
Reactive Management – Actions resulting from past or current, and often negative, situations.
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4. Goal Planning 101
Proactive Management – Actions taken in the spirit of creating something positive in the future.
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5. Goal Planning 101
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6. $ 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!!!
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7. (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

8. Goal Planning 101
Proactive Management – Actions taken in the spirit of creating something positive in the future.
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9. Goal Planning 101
An integrated system
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10. Goal Planning 101
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11. Goal Planning 101
BIG PICTURE
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12. Today’s Presentation Lots of info quickly Handout you can study
Webinars for more
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13. (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

14. $ 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

15. 4 Parts of a Good Goal Plan
1. Vision
2. Mission
3. Goals
4. Mechanisms
Page 6

16. Goal Planning Process
Page 7

17. Goal Planning Meeting
Page 8

18. Multipliers for Numeric Goals
Page 9

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

20. Goal Planning Workbook
Page 11 and Yellow Handout

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

22. Review with Director
Page 13

23. Sample Goal Plan (incomplete)
Pages 14-15

24. 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

25. Chapter Leaders Mtg
Page 17

26. Two Phase Process for Buy-In
Chapter Leaders Buy-in
Members Buy-in
Why
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27. 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

28. Rollout to Members
Page 19

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

30. 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

31. Goal Boards
Page 22

32. 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

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

34. (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

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

36. 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

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

38. (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

39. Timeline (sample)
Page 33

40. Milestones (sample)
Page 34

41. Enter and View Goals in BNI Connect
Page 35-40

42. 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?
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43. Webinars are Coming If the program “is” for you?
Review the Material you received.
You will have questions.
Watch for Webinar announcements.
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44. 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.
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