The following transcript is provided by YouTube. Mistakes are present. To hear the podcast episode, click HERE.
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0:04.4
Scaling UP! Nation if you’ve been
following my favorite books you know
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Napoleon Hills Think and Grow Rich is
among them in this book he analyzed what
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successful people had in common and one
of these commonalities that he noted was
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successful people meet with other
successful people
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he then coined that meeting a mastermind
folks life is too hard to do it alone
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0:31.5
and that is exactly what most of us are
doing starting in early 2020 I will be
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0:37.7
launching our own mastermind called
rising tide the rising tide mastermind
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is made up of small groups of
individuals with the focus on helping
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0:49.1
each other succeed these groups will
include weekly video calls designed to
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0:54.5
solve key issues quarterly book
discussions with action plans quarterly
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1:01.9
one to ones with me a live event and so
much more I’ve personally been a member
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1:08.5
of a mastermind for years and I know how
key being in a mastermind has been for
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1:14.9
my own success and because of that I
know how key a group like this can be in
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1:21.3
your success the rising tide mastermind
is currently accepting applications we
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1:27.8
have very limited spots so go-to Scaling UP! h2o com forward slash mastermind to set up
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1:36.2
a 15 minute call with me to see if this
is the key to your next level of success
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1:54.6
happy new year Scaling UP! Nation can you
believe it it’s 2020 oh my goodness it
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2:02.2
seems like just yesterday I was
recording the first episode of 2019 boy
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2:08.9
did that year go by quickly well folks
I’m sure you have heard something about
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2:19.3
the theme of 2020 being 20/20 vision
20/20 hindsight 20/20 planning something
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2:26.6
like that everybody is getting on board
with the 20/20 vision theme about this
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2:33.5
year so themes are great and so is a
sane but what are you going to do to
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2:40.3
help with what you said is important for
you to do to get done and that’s really
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2:47.4
the point of today’s show we’re gonna
use the entire show to get 20/20 off
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2:55.3
right we’re gonna look at last year and
try to apply last year to this year and
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3:01.9
figure out some ways that we can be more
effective with what we said was
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3:06.9
important for us to do this year one of
the books I’m going to bring up is
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3:14.1
atomic habits by James clear and he
talks about habits are things that we do
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3:20.2
and they allow us to get done the
results that we get and if we’re not
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3:26.8
happy with the results we need to look
at the things we’re doing along the way
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3:31.7
and the quote I’m actually going to
mention from the book talks about how we
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3:38.6
start off if we don’t start off
correctly we’re not going to get to the
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3:44.1
destination that we want and the example
that he uses as he talks about a plane
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3:49.9
taking off in Los Angeles flying to New
York and he says if the heading was off
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3:57.0
by just three point five degrees that
plane would miss New York and actually
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4:03.7
be more than 250
miles off and be right over DC so folks
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4:09.4
three and a half degrees probably nobody
in the cockpit is going to notice that
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4:15.1
at LAX but you better believe that
they’re going to notice it when they get
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4:22.3
to DC instead of New York so my point is
let’s make sure that we’re starting off
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4:31.2
right or the intended end that we were
going for will never be reached now a
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4:36.3
few times last month I mentioned you all
had homework and that homework was
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4:43.1
looking at your wings and your losses
for last year so if you will get that
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4:47.8
information out or if you remember what
it was put that in the front of your
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4:51.3
mind and we’re gonna talk about that
first thing we’re gonna talk about are
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4:56.9
your wind so what are the winds you had
over the past year and these are things
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5:01.6
like accomplishments breakthroughs
successes all the winds that you could
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5:08.3
think of now what are the patterns or
the themes that you can see based on
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5:17.0
those winds what kept you going when
things got tough in your life what made
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5:23.5
working on those goals fun and then what
were the synchronicities that you use
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5:28.7
what were the habits the things that you
did time and time again that assisted
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5:34.6
you in getting those items completed now
what you’re going to find there are
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5:41.4
certain patterns things that life was
teaching you that worked that we are
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5:46.8
going to use for this year but we’re
also going to look at the losses and a
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5:50.9
lot of people don’t like doing that but
I think there is a tremendous value in
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5:56.5
looking at the losses because that’s
life teaching you that something you
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6:02.1
were planning for did not work out the
way you originally plan for it and if we
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can figure out what the reason was for
that not working out we can use that to
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plan better next time so what were your
losses over
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6:17.0
the past year those are things like
failures disappointments breakdowns
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things that just didn’t work out now
what are the patterns or themes that you
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6:30.2
can see around those was there something
that did not make those items fun for
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6:37.6
you to work on and did it fit in your
regular day-to-day so take a minute and
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6:44.7
examine all of those and see what life
was teaching you here’s the brutal fact
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6:51.2
most of us don’t have a problem with
planning most of us have an execution
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6:57.0
problem we have a problem with execution
we spend time planning to get our goals
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7:03.1
accomplished and consider that a good
plan but then somehow things never get
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7:08.6
done well why is that well most of us
don’t take accounts that life happens
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7:15.3
and when life happens it is going to
change what we originally planned in our
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7:22.0
plan so I believe it isn’t the planning
the problem is we don’t plan for life
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7:27.5
and we don’t bring the plan into our
life all right that was a whole bunch of
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7:33.8
words what the heck is Trace talking
about a good plan at the time we make
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7:40.1
the plan is the best plan that we could
have possibly made it but if we don’t
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look at the things that life taught us
the things that we’re trying to learn
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7:52.9
from our accomplishments and our losses
from last year we are not going to be
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7:59.3
able to put a better plan together so
one of the things I’m sure all of you
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8:05.9
are familiar with is an acronym that we
use in planning called smart now smart
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8:12.8
stands for specific measurable
achievable relevant and time-bound and
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8:17.2
this is a tool that’s been around
forever I know I’ve taught people that
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8:22.9
I’ve worked with to use this tool but I
think that a lot of people don’t
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8:29.1
understand the best way to actually use
this tool let’s start out with specific
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8:36.6
specific means you’re gonna state what
you will do you use action words and
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8:42.5
something that I’ve noticed when I work
with people is they do a really good job
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8:47.4
at the beginning but then somehow it
loses its meaning when it’s not fresh in
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8:51.5
their mind so several weeks later they
look at it and they can’t remember the
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8:57.9
exact thing that they were going for so
what I like to tell people to do is
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9:05.8
state what it looks like when it’s done
make sure that you’re using action words
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9:12.4
with that and that should help you
remember specifically what you are
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9:18.3
working on through the entire timeline
that you’re working on it the next one
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is measurable and this is how we provide
a way to evaluate how well we are
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9:32.0
executing what we said we wanted to do
in this specific statement so this means
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9:38.2
we’re actually using metrics and these
metrics are going to allow us to know if
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9:42.8
we’re on target or we’re not on target
now I’m going to tell you a little bit
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9:48.3
later how a lot of these plans break
down because if we get off target we
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9:52.2
don’t do anything to correct that but
I’m going to come back to that the next
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9:58.8
item of Smart is achievable and that’s
asking yourself is the goal within your
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10:05.6
scope quite frankly is it possible is it
attainable this is where we are bringing
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10:14.7
life into the mix so say for example
that you had a goal last year and for
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10:19.3
some reason it didn’t get done and now
that you’re looking at all of this you
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10:24.6
realize that some of the items that were
in your way that it did not get done was
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10:29.0
you were selling your house you were
moving to a new house you were having a
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10:33.4
baby the in-laws were visiting for an
extended amount of time you just got a
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10:38.5
promotion and you were coaching your
son’s soccer team well if you did not
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10:45.0
count for all of those items there’s no
wonder that you weren’t able to get
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those things done so when you’re
thinking about achievable is the goal
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10:55.9
that you’re going after achievable based
on all the other things that you are
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11:02.5
dealing with in your life and if it is
great if it’s not we’re going to deal
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11:07.7
with it and folks here’s what a lot of
people don’t do in the achievable part
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11:14.1
they do not think about the issues the
things that are going to get in their
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11:20.3
way think about those issues brainstorm
those think about all of the items that
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11:25.1
are going to get in your way
and figure out if you can deal with them
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11:30.7
if you can deal with them figure out how
you’re going to do that and then do that
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11:36.5
if you can’t solve the issues then
you’re going to have to work with those
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11:44.0
issues so what can you do knowing that
you have these issues but still get done
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11:49.3
what you want to get done you might
realize that it was too lofty of a goal
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11:56.6
so if you were going to get whatever the
goal was done within let’s say a quarter
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12:00.4
maybe now you’re going to extend that
and now you’re just going to get a
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12:05.4
fraction of the goal so 25% of the goal
is what we’re going to work on this
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12:11.6
quarter and now that allows for all of
those things that we just identified to
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12:17.5
happen and we can still work on this
goal the next item of smart is relevant
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12:24.8
does the goal make sense within your job
function now we can also add personal
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12:27.6
with everything you got going on
personally does that make sense is that
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12:32.6
relevant as well but when I talk with
business people we normally talk about
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12:40.9
does it fit within your job function for
example if I was in sales and I had some
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12:46.4
sort of goal to do something in accounts
receivable well that doesn’t make a lot
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12:50.9
of sense so that might be a weird
example but I think you get the idea we
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12:53.3
have
to make sure that it logically fits
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13:00.3
where we sit at our office the other
question on relevant I like to ask is
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13:05.8
does it improve the business in some way
so what’s the next level that achieving
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13:11.3
this is going to either take me or take
the business and that’s a good way to
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13:16.9
determine whether it’s relevant or not
the last letter in smart is T and that
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13:25.9
stands for time-bound so this is we are
stating when we are going to get that
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13:32.1
goal done the way you want to do this is
you want to have a specific date that
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13:38.2
you will have the item done you write
that down and that’s the date that you
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13:44.8
expect to get things done now normally
that’s where smart planning stops and I
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13:52.1
have noticed that some people will get
some items done and some people won’t so
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13:57.9
I started reading several books many of
which were last year and there was one
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14:03.7
book that I read that I really thought
addressed this it was a book called the
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14:11.7
13 week year and again the goal is many
of us don’t have a planning issue many
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14:19.0
of us have an execution issue and that’s
exactly what the 13 week year dealt with
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14:25.9
the specific thing the book dealt with
was that a year was too long it was just
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14:31.1
too long for us to get a hold of and
make sure we were effective with that
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14:37.3
point in time so here’s the example in
January if we have a goal that’s due in
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14:44.3
December if we’re off we’re not really
upset about it maybe February again
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14:50.8
we’re not too upset about it but when
December comes around and we see that we
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14:56.4
don’t have a lot of days left to get
this goal done we’re now working
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15:02.9
frantically on it what they propose in
the book is why not use that to our
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15:09.9
benefit so they say
lit up your year into four 13-week years
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15:16.1
so each and every 13 weeks that’s a
quarter by the way you are going to
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15:20.7
pretty much treat it as the end of the
year so what am I going to do this year
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15:26.2
or in their language what am I going to
do in the next 13 weeks that’s going to
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15:31.8
be our goals the other thing they say is
we have to evaluate what we say we are
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15:37.4
going to do we’ve identified all of
those issues well now we have to make
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15:43.2
sure that we really did solve those
issues so what they have in the 13 week
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15:47.3
year and you don’t need this matrix but
it does help and by the way if you want
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15:52.5
the book you can go to an affiliate site
we set up for Amazon it’s Scaling UP! h2o
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15:59.2
dot com forward slash 13 that’s the
number thirteen week year so Ford / 13
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16:02.9
week year anyway they have a template in
there and basically what they’re having
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16:10.5
you do is write down everything you’re
going to do each and every week now it’s
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16:15.1
not as complicated as it sounds so I’m
not writing every one thing I’m pretty
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16:20.7
much writing themes of what I’m going to
do and what I’m going to achieve on week
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16:25.6
1 week 2 week 3 and so on and a lot of
those things repeat like it might mean
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16:31.6
I’m going to do three extra sales calls
each and every week and then that just
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16:35.9
follows through so they don’t have to be
unique for each and every week but we
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16:43.2
are going to evaluate how well we ended
each and every week did we do what we
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16:48.9
said we needed to do by working
backwards to achieve those goals so we
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16:55.7
have what we said we were going to do
week 1 did we do that if we did great if
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16:59.9
we just hit the target we can move to
week 2 we can do exactly what week 2
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17:05.8
said if we over achieve the target maybe
we can adjust part of that or we can
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17:09.7
just keep it knowing that we’re going to
complete it early now let’s say we did
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17:15.4
not hit the target we came short of that
target well now in week 2 we’re gonna
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17:18.7
have to do something different to get us
back
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17:24.5
on track so at the end of our 13 weeks
we’re going to hit that target and folks
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17:30.1
I truly believe that’s where our
planning breaks down when things happen
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17:38.3
we don’t ever really our plan and adjust
for what we need to do to get back on
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17:43.2
track and that’s what the book taught me
to do and that’s what I teach people to
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17:48.1
do when we do planning like this is we
have to come up with weekly metrics of
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17:53.8
what we’re going to do and if we don’t
hit those we have to adjust those weekly
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17:58.4
metrics but just changing the number
isn’t what we’re talking about here we
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18:06.1
have to evaluate what’s going on in our
lives so we can adjust what our plan
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18:12.3
needs to be now maybe that soccer game
now has a bunch of playoff games that we
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18:18.3
weren’t thinking about we have to adjust
for that and if we do that each and
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18:23.8
every week we can still adjust it to hit
our target now let’s say you didn’t hit
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18:30.7
your target because you spent three days
binge watching a full house marathon on
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18:36.0
Netflix whoa folks not much you can do
about that you’re just not spending your
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18:40.9
time right unless your goal was to watch
all the full house on Netflix I think
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18:47.1
you get what I am saying we’re going to
take what life is teaching us we’re
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18:54.0
going to apply that and we’re going to
always reevaluate our plans I do that on
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18:58.6
a weekly basis I advise you to do that
on a weekly basis and see where we are
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19:07.1
and make slight adjustments so we don’t
end up in the wrong place so if we were
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19:14.1
off at 3 degrees when we took off at LAX
and we made slight adjustments all the
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19:18.4
way and by the way that’s what autopilot
is doing when the planes are in the air
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19:24.2
we’re touching down on the destination
because flight plans are continuously
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19:30.4
changing and headings are changing but
those little tiny changes making sure
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19:35.8
that we’re still going to the proper
is the same mindset that we need to have
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19:41.7
when we are planning the other item I
want to bring up around planning is how
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19:45.6
much do you plan and I know everybody
gets excited
19:45.6
19:49.9
in January they’re thinking I have all
these things I want to get done and
19:49.9
19:55.1
maybe they come up with 20 goals they
want to get done this year folks when it
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20:03.4
comes to goal planning less is more in
that same book they did a study and that
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20:09.0
study was how many goals that were
assigned to a particular person I think
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20:14.2
they even did teams and then how much
either the person or the teams got
20:14.2
20:21.5
accomplished so the first set was three
to four goals over whatever the assigned
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20:28.1
period was most of the time that team
achieved three to four goals they got
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20:34.5
those completed well then they went and
they assigned five to eight goals on
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20:41.4
average those teams and those
individuals got zero to one of those
20:41.4
20:49.0
done and then they assigned nine or more
and the teams they looked at God’s zero
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20:54.2
done so I think what we can take from
this is what are the most important
20:54.2
21:00.3
things that we need to be working on and
then make sure we limit that to a small
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21:05.5
amount folks three to four goals within
a year from that data that’s still
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21:10.8
really hard to work on and it looks like
that’s just enough that’s the Goldilocks
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21:16.7
number it looks like that we can get
these things accomplished now it’s a lot
21:16.7
21:21.4
of information this episode so let’s do
a quick recap so start off thinking
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21:30.0
about what you learned from last year
and then look at why you accomplished
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21:35.6
what you accomplished and why you didn’t
accomplish the things that didn’t get
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21:41.5
completed then think about all the
things that you want to get completed
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21:47.4
this year again our goal is less is more
and then take those items through the
21:47.4
21:52.8
smart tool and smart is specific
measurable achievable relevant and
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21:59.2
time-bound and then make sure that you
never stop planning you look at each and
21:59.2
22:03.8
every week you look at the metrics of
the week and if you’re not on track you
22:03.8
22:10.4
make adjustments each and every week so
you can make a course correction to find
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22:14.4
the destination that you said you wanted
to achieve
22:14.4
22:18.8
folks I mentioned if you wanted the book
thirteen week year that’s Scaling UP! h2o
22:18.8
22:24.6
calm /the number thirteen a week year so
that’s all one word thirteen week year
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22:29.7
but the reason I’m bringing this up
again is I don’t want you to not plan
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22:34.7
because you do not have this book yes
they do have some templates that makes
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22:41.2
things easier for you but all you need
to do is sit down and start planning and
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22:47.5
take an account everything that we
talked about and start putting into
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22:54.4
execution folks last week we were
talking about the five minute journal
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22:59.4
and I know many of you have already
started with the five minute journal but
22:59.4
23:04.4
with everything that we are talking
about today do you see how it is so
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23:10.3
important that we look at all the
positive things that we have in our
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23:16.5
lives and then when we look at what we
accomplished each and every day and when
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23:21.3
we get up each and every day and figure
out what we want to achieve that day
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23:27.5
that’s the mindset that the five-minute
journal allows us to get in and I tell
23:27.5
23:32.8
you it is the secret weapon when you’re
trying to achieve your goals and when
23:32.8
23:38.5
you want to leave the house primed for
looking for what is positive out there
23:38.5
23:44.8
in life so if you want your own copy and
I urge you to get a copy you can go to
23:44.8
23:49.8
an affiliate link that we have it’s
Scaling UP! h2o dot-com forward slash
23:49.8
23:56.8
journal and you can get a copy of the
five minute journal folks I am so
23:56.8
24:02.9
excited about
2020 myself and the fine staff here at
24:02.9
24:06.8
Scaling UP! h2o
we’ve just planned our calendar we’ve
24:06.8
24:11.8
got so much exciting stuff that we’re
getting ready to bring to you but we
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24:16.8
still have some holes that we need to
fill so if you out there in the Scaling UP!
24:16.8
24:23.2
Nation have a show idea or a guest
that you want us to interview please let
24:23.2
24:28.9
us know you can go to our show notes
page on Scaling UP! h2o dot com and let us
24:28.9
24:33.8
know any of those topics or any of those
guests or if you want to ask me a
24:33.8
24:39.7
question on Scaling UP! h2o right on our
homepage there’ll be a lead voice mail
24:39.7
24:46.0
button and you can leave your own voice
asking me the question you want me to
24:46.0
24:51.8
answer on the show folks thank you so
much for listening to Scaling UP!p h2o I’m
24:51.8
24:55.9
so excited that it’s a brand new year
it’s going to be a great year for all of
24:55.9
us and I can’t wait to talk to you next
week on Scaling UP! h2o
25:02.3