This is about creating a plan. Sit down as a team with each goal and go through this process. You may want to create an excel spreadsheet for it.
- What’s the gap between where we are and where we want to go?
- What are the steps that take us from here to there?
- What’s the timeframe?
- Who’s responsible?
- Who and how will they be held accountable?
- Identify checkpoints/milestones/benchmarks along the way.
- Are there any resources we need? If so, what do we need? Who and how will we get it?
- What’s the system/process we will use?
It’s also very helpful (click here to download the worksheets if you need them —this was also part of the original workbook) to chunk things into quarters, months, weeks, daily activity and then calendar it all. You could have one central calendar with checkpoints on it, but each person should have their own calendar for the things they are responsible for.
Have a great week. Here’s to having a great plan. This may take a few team meetings to really get this all ironed out.
Enjoy the process! You are creating a life and practice you love!
Allison
ps … be sure to leave your comments or questions below! The more we share with others, the more we all learn together! If you know of anyone who could benefit from this information, please feel free to share it with them!