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Daily tips, tools and blog posts for leaders and their teams. Daily posts since January 2014. The Teams365 blog is brought to you by Jennifer Britton, founder of Potentials Realized, and author of Effective Group Coaching and From One to Many: Best Practices for Team and Group Coaching.

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#TEams365 #1478: Working with Goals - The ONe-Page Plan

1/17/2018

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Welcome back. It's Jennifer Britton of the Teams365 blog. Thanks for joining me today. Today I wanted to share with you a planning tool called the One page Plan. For many years I've shared this with groups and teams that I work with. The One page plan is a very quick way to capture key goals, and, most importantly, a way to keep things really, really visible.

Once you have your main goals, it’s important to keep them in front of you. For many years I’ve shared a One Page Plan template with the groups and teams I have worked with as a coach. Not everyone uses it but it does allow for groups to quickly share their goals with each other,
 
In today's post I am sharing with you a brief one-page plan template. So, I'd invite you to make sure that you download it. And I just want to walk you through what the one page plan is all about.

Very simply, it's a 5 by 5 matrix  where there is room for you to include up to five goals for yourself. Perhaps the lens at this time of year is of course 2018 or maybe you're looking at doing goal setting for the month or even the quarter.

The One Page Plan is useful whether you're a leader a team member or even a business owner. It's one of the many tools I share in my latest book, Effective Virtual Conversations. Getting different team members to share their individual one-page plans in a virtual team, is a quick way to create more alignment amongst the team members.

When I use a one page plan typically I label the five different columns:
  1. Goals.
  2. Description.
  3. KEY timeline.
  4. Resources
  5. enablers and derailleurs.
 
So just to walk you through an example of this the goal section in the first column allows you to just capture the main goal that you're working on. Maybe the goal is to grow your business revenue by 50 percent this quarter or perhaps expand social media outreach. I'm going to use this as an example because we can get SMART about this and if you're not familiar with the SMART goal setting do check out past Teams365 blog posts

I'm going to use the goal of increasing social media presence. So, under my description I'm going to make sure that it's specific.

That might mean that " increase" includes three times a week Facebook posts. It might include also twice a week Instagram posting and a blogging daily just as I do here at the Teams365 blog.

Within the description box, the next column, that allows us then to get a little bit more specific. Specificity is good. Measurement is good. It's good that I know that yes I've done three posts this week on Facebook or I've included a daily blog post.

The next column allows you to capture key timelines. This might be a weekly task as I've just mentioned or maybe there are some actual goals a different goal that might be working on is to hit a certain revenue mark and so with that maybe your key timeline is end of February 2018. We also want to make sure that we include resources that are appropriate. 

The final column looks at enablers and derailers. We want to look at what are the key activities which are going to help or hinder you. There may be things that you can do, people you can enlist that are going to help you, or enroll you, and then things that may get you off the trail. Derailers are the things that are going to take you off the path.

 So, my invitation is this week is to take a look at the One-Page Plan template. Note for yourself or take your real goals for the quarter, the month or even the year, and start fleshing this out. Go with the goals you have. Try it out, see how you like it and you might actually find that in fact you want to change the categories up a little bit. That's the key. It's to get it there, get it on paper, and then make it visible.

Many of us we are visual learners. This might be a useful tool to have at your desk. In your planner or even on the front part of your laptop if you are a soft copy person.

Enjoy!
Jennifer


Jennifer Britton
Potentials Realized | Coaching Team Leaders
Team and Leadership Development | Coaching | Retreats.
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Phone: (416)996-8326

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    Jennifer Britton - Known for her writing and work in the areas of remote and virtual teamwork, leadership, team and group coaching, Jenn is the founder of Potentials Realized, and a former team leader with global organizations including the UN. She is passionate about helping teams and organizations to do their best work. Potentials Realized is a performance improvement company providing training, coaching and facilitation services. We specialize in support to virtual teams, remote work, and virtual facilitation, in addition to our award-winning coaching  and program design services.

    Visit our on-demand courses for team leaders and team members here.

    All blog posts are Copyright 2014-2022.  Jennifer Britton, All Rights Reserved.


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