This week I’m sharing my 7 steps to successful planning. Whether this is for you personally or a wellbeing plan, leadership plan or other plan in your organisation listen in for my tips that cover:
- Reasons to think about why you are creating this plan or goal or resolution.
- The importance of breaking the planning down … and hear about an organisation who didn’t do this
- How accountability can be really powerful
- The secret to making sure you do have successful planning
- It’s important that you look at where the barriers are to ensure that your plan is successful.
- This one of my key pillars of resilience that I deliver in all my workshops that is also essential to success planning.
- Finally, how to ensure all this does not seem tedious when you start
I’m frequently spend time talking to HR and Wellbeing leads who are looking at the plans for their organisations for areas such as leadership, wellbeing and other areas and with the pandemic it has become more important to ensure these plans are a success.
I’ve created these 7 steps to successful planning during the time I’ve spent working with organisations.
This can apply to goals anytime, so not necessarily to your business plans, wellbeing plans even your new year resolutions! I work a lot with people in large and small business and with entrepreneurs so some of these methods will be familiar, however I add the oomph to that as you will see.
7 Steps to Successful Planning
Here’s a short summary of the 7 steps but ensure that you listen in to the whole episode so that you get all the details and the best tips to ensure successful planning!
1. Your Why Is Important to Successful Planning
Get really clear on what your goals are. What do you want to get out of this goal, how will it look, how will you know if you’ve got there.
Because it’s new year?
Because your boss said so?
There’s still a bigger why. When you’ve got the why – it’s going to keep driving you forward, it will enable you to ‘sell’ the why and create buy-in in your organisation.
2. Break It Down
Sometime a big plan across the month or the year can seem like a mountain to climb. One step, one day, one week, one month, all seem achievable when we break it down. Obvious, perhaps, but we often forget to do it – or certainly the people I work with do and that’s a big issue with successful planning.
I spoke to an organisation who had commissioned an outside organisation to do a staff survey, so they did that. Then did nothing with it. Because they didn’t have a plan and they didn’t break it down into achievable chunks. The survey showed a lot of work needed and it seemed too big, they didn’t know where to start, it ended up fizzling out to nothing.
Thankfully, I’m now going in and we’re starting with a series of resilience workshops targeted at different levels of the organisation to meet their needs. That’s breaking it down!
3. Be Accountable
Being accountable means that you’re highlighting what you are going to do, and it’s really down to you to make it happen (regardless of what happens around you). It’s a great way to keep yourself in check.
It’s also a great way to share the message across your organisation. People don’t like surprises and big changes. So sharing what you’re doing, in chunks, removes the surprise and helps to raise awareness and get people on board.
Accountability is the biggest thing for me to keep me going – listen for the ways I use accountability for successful planning!
4. What are the Benefits to Making this Successful Planning?
Remember our brain is wired to notice the negatives, so it’s going to find the ways and reasons that this new plan isn’t going work.
One great way to overcome this is to get in touch with the feelings. Feelings are often not talked about but they are a huge driving force for getting things done. Feelings over-ride negative aspects of the brain and bring about positive feelings, reducing stress about something new or different.
In business, it might be benefits to the employee with a boost of morale, helping them to be happier, healthier (all of these have an employer impact).
It might be about improving performance or all sorts of other reasons and then when you have these 3 plans, then the benefits will be part of the communication plan that will encourage people to be involved.
5. Look at the Barriers to this Success
What’s going to stop this plan happening?
Are you aiming to do too much. Or is it too much too soon.
It’s important that you look at where the barriers are to ensure that your plan is successful.
Make sure you’re not doing too much too soon. I see this in organisations where there’s an amazing plan and then they end up throwing all things at people or mixing too many different topics and subjects. If you do this it will create confusion and people won’t know what ‘thing’ to do first.
6. Visualise the Successful Plan
Visualise how you want your goal to be.
This one of my key pillars of resilience that I deliver in all my workshops. If we forget to go back to our vision and our why, then we lose sight of the reason we are doing all this and why we get out of bed in a morning. We can easily forget this, we get into ‘doing’ mode.
If you’re not a person who ‘sees’ in an imaginary way, then listen for tips on different ways to still do this step.
7. Review the Outcomes to Ensure Successful Planning
Go back and review your plans periodically. That might be every week or however frequently you need it. If things are not going well, that’s OK. It doesn’t have to mean it’s all over! Review, tweak, change, adjust to make sure they continue to work for you.
I hope this is helpful for you. Please do share any feedback or any questions on this, drop me an email at email@example.com
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If you want to be increasing your performance so that you’re more resilient, less stressed in these current times, so that you can focus easily, use tools and techniques to deal with all the current and unknown challenges then make sure that you send me an email or use the online diary and arrange a time for a chat.