LIVING BEYOND EXPECTATIONS

Bringing 'Someday' Closer With Strategic Planning For Business & Life

From the Desk of Sarah Nadler Troutdale, Oregon

Hey go-getter!

This week, I want to help you turn your big hairy 'someday' dreams, hopes and goals...

...into a practical plan with daily to-do's.

See, we all have 'em: those pie-in-the-sky dreams, castles in the air, daydreams of mansions or beaches or Ferraris.

But how do you build a bridge across the wide chasm between your someday...and NOW?

Let's find out:

Life Coach Sarah Nadler Explains How To Use Strategic Planning To Accomplish Your Dreams

So, you made all these plans for your life, or your relationship, or business...

But they seem soo far away.

Maybe your life now looks very, very different than the one you imagine, and you aren't quite sure what steps to take FIRST, or next, to get you there.

Or, if you're like me, you spent a lot of years dreaming...and reading and learning - but never actually TRIED the things you studied! (because fear, self-doubt or haters held you back)

But now you're ready to stop dreaming and start DOING!

That's fantastic!

...but, where do you start?


Are you ready to get serious?

Learn the basics of how to use Key Performance Indicators (KPIs) to manage your business, reduce stress, and make smart decisions.

Sign up now for UseMyStats!


For those who are new to the blog, Sarah Nadler is a Life Coach & inspirational speaker with twelve years of experience helping clients reach relationship, career and Big Hairy Audacious life goals. Her work has been featured on Enterprise Podcast Network, ABC & Fox News, and her latest book Get Married, Stay Married...Live Happily Ever After was reviewed on NY Weekly.


"...take a big dream or major goal and carve it up into doable targets that your mind can actually tackle." 

Before you can succeed in reaching any goal, you first need to set one. At this stage, it is extremely important to tell your 'practical', Debbie-Downer mind to take a hike - and just focus on painting the most accurate & detailed picture you possibly can of what an ideal day in that life would look like.

1. THE BIG DREAM

First, you have to have a goal. I know that sounds idiotic, but having this fully written up, with specific details of what you want - is absolutely necessary to accomplishing it!  

Here is a question I commonly use with clients: If you had all the time and money in the world, and the complete support of all your family & friends, what would you be doing with your life?  

In other words, stop letting other people set the expectations. Put your mind on the situation in life that YOU want, and persist until you make it happen.

Dreams are the stuff of which life is made.

They are the fuel that keeps us burning - and the first step toward death is the moment when you decide to give up on your dreams.

So don't go down that road. Just decide what YOU want your life to look like!

But because there are numerous parts to life, it isn't enough to just look at what life would benefit YOU. The best goals are the ones that also help your family, relationships, friends, community...and even humankind.

Fulfillment in life can also be affected by lack of companionship of pets, your connection to the world around you (having material things) and even the houseplant in your kitchen.

So don't skip this step, or rush it.

Truly take the time to map out your ideal day, your ideal life - and how you would be contributing to and cooperating with all areas of the world around you, including the physical, mental & spiritual well-being of others.

2. TYPES OF PLANNING

There are three types of planning you need to focus on, in order to actually take a big dream or major goal and carve it up into doable targets that your mind can actually tackle.

That is the key - if you set your targets too high, they become self-defeating.  

But if you make them just small enough that each one seems super easy, you can make any goal realistic and doable!

You have your goal written down. Now, it's time to get strategic about how to accomplish it. 

What you need is to write down the big picture steps, just the broad strokes - your A to Z movements that you have to make to get from where you are now...to your Big Dream.

This is something that takes a lot of practice to get good at, but my best tip is to draw it out. Make a visual representation for yourself of each step, so you can really see what needs to be done, step-by-step, to arrive at your goal. 

Next, you need to figure out the One Big Thing you should be working on in your business or life right now, to make significant progress toward your goal.

This is the science and art of writing programs - and is what makes business consultants so successful.

Compare where you are right now in life or business, with that ideal day / ideal life you mapped out in the goal step. You're looking for the greatest departure from the ideal scene.

Writing a program of actions for you to resolve that One Big Thing is what I do inside my Business Mentoring Program.

And lastly, you will need to take the items on that program, and turn them into monthly, weekly and daily to-do's.

Here is a video of how I do that in my own business & life:

3. GET SUPER ORGANIZED

Now, you're probably wondering, how do I make sure all my to-do's actually get done...and hold myself accountable?

Well, guess what: when you have a dashboard like the one I keep, you can't fool yourself anymore.

You need to have measurable yardsticks in your life & business - so you can't cheat, but also so you can stop beating yourself up over nothing.

That's what statistics do: they make you face the facts.

If you're running your business based on your 'gut', your heart, or your instincts alone...you're going to make mistakes.

Leaving your entire livelihood up to chance isn't a wise choice!

Or maybe you don't even trust your gut anymore, because you've made so many mistakes that you're now using the "throw it all at the wall and hope something sticks" method.

Sound familiar?

It's heartbreaking to watch a business owner do this, because the solution is so simple.

Statistic management, coupled with the exact formulas of what to do when the numbers go up or down, takes about 90% of chance out of running a business.


Sign Up Now For UseMyStats.com!


4. KEY PERFORMANCE INDICATORS

Common business advice tells us that of all the statistics you could measure, only a few are key to the success of your business at any given time.

The difficulty lies in choosing the right ones, but it is actually quite simple.

If you have completed steps one and two, choosing the right KPIs for your business will be easy - all you need is to decide which numbers will speak the loudest.

In other words, let us say your goal is to hit $1M in revenue this year. Right away we see that Revenue is one of your KPIs.

Or perhaps you are running a nonprofit, and your goal is to serve 100k children with educational materials this year. Your first KPI then would be 'Number of Children Reached'.

Breaking this down further, we create a list of ALL the lower-echelon statistics you will need to measure your progress toward Revenue, or toward Number of Children Reached.

In other words, what needs to happen for you to make revenue? Well, you need a certain number of clients, or a certain amount of delivery and fulfillment. Those would be your other KPIs.

5. CREATE A DASHBOARD

Congratulations! You now have numbers to keep track of. Lol.

And you could put them all in a spreadsheet, or keep your finances in QuickBooks, your sales numbers in your CRM and the rest on sticky notes...

(but that system sucks)

So let me show you how I create a dashboard to make my KPIs visible every month...

...and how that helps me battle depression and imposter-syndrome in my business!

You see, if you're anything like me, you probably have the tendency to panic every once in a while.

I'm not making any impact in life.

Are we going to be able to pay the bills this month??

Why do I work so hard...nothing ever seems to make a difference!

I remember the third month after I started my own coaching business. I had been working in corporate as a business consultant, and decided it was time to strike out on my own...and then COVID hit.

Yup.

I completely panicked!

Halfway through the month, I almost gave up completely.

Luckily, my hubby Ben talked me out of it, but I still finished the month out totally certain that I must be the worst business owner who ever existed.

Yet, when I added up the numbers and hit 'refresh' on my dashboard...I had highest-ever numbers in my business!

You read that right: the month COVID hit was my highest-ever month so far. And it has continued to go up from there.

The fact is: if I had listened to my panicking 'gut', I would have given up.

Instead, with the help of Ben I made the right business decision, and am soo grateful for it now!

The Systems I Use For Managing KPIs (Statistics) In My Business

If you've read this far you are probably wondering, well that's great, but how do I do it?

In order to start making smart business decisions, and not relying on your gut, your heart or instinct alone to see you through, you will first need a Customer Relationship Software (CRM).

This is a very important platform for any business, no matter what size!

It allows you to keep track of potential customers, send proposals or quotes, track whether they open it, and respond to them when they do. The best CRM software out there for professional service-based businesses is HoneyBook.

HoneyBook is the one I use, and it has automated workflows, branded emails and beautiful digital brochures that have helped me close clients month after month since I started my business!

It also works seamlessly with my email system, scheduling tool and website to limit the amount of repetitive nonsense I have to do.

Best of all, it has a basic accounting system, which I use in place of QuickBooks! So it actually saves me tons of money while making me more of it.

Click here to get HoneyBook at 50% off.

The other system I find incredibly useful for keeping track of numbers in my business is UseMyStats. They have a free and a paid version, but I have never needed to upgrade. The free version has complete functionality, but it is limited to 10 graphs.

This is the system I use to create my dashboard, which serves the dual purpose of keeping me pointed at my goals, and also boosting my morale when I need it, as I told you!

Click here to grab my free mini-course on how to create a dashboard in UseMyStats.

No matter what systems you use in your business, the most important thing is to keep your data in graphs, not just a spreadsheet or buried inside Quickbooks.

Only when you can see at a single glance whether you are making progress or not, will you be able to make smart business decisions.

Good luck!

xo
Sarah

YES! I WANT TO BUILD A DASHBOARD

A PASSION FOR ABLE PEOPLE

About the Author

I'm Sarah Nadler and I help small business owners achieve work/life balance by increasing their revenues in a way that does not decrease their time.