I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.
– Jimmy Dean
This quote speaks to every benefits agency leader today…. The wind has indeed changed, and you best be adjusting those sails. Of course, the first questions to ask are, “Where are we going? What is our desired destination?”
Today, we want to give you a tool that we use with our top agency clients to help them plan for the future – The Agency Growth Goals Worksheet
And we’re going to give you four key points to consider as you set or review each goal that will make your goals almost magnetic…drawing you to them and helping you to achieve each one.
The idea of goal-setting has become trite in today’s world – what we really should be talking about is “goal-getting.”
Yet, many benefit practices miss the boat when it comes to developing specific, compelling goals that are so meaningful they actually achieve them.
As we begin to wind down 2015, it’s critical now that you review your plan for 2016 and ensure you have the right goals set for your firm, yourself, and your team.
As the saying goes, “He who aims at nothing, hits it every time.”
So, what is your desired destination you are aiming to reach?
Considering this question is vital to your firm’s success, just as it is for your team and yourself.
Let us offer up some very valuable guidance below along with a tool to help you plan to make 2016 your best & most successful year ever!
The Four C’s of Goal-Setting (and Goal-Getting)
When you set a goal, use these four guides to create a goal that you are highly likely to achieve…thus allowing you to reach your desired destination. We call them the Four C’s.
Composition – The goal must be written, specific and measurable. We inherently know this, yet so many people never take the time to apply these simple characteristics to their goals. Don’t be one of the millions of business owners who spends more time complaining about bills than you invest actually crafting and writing clear specific goals.
Complementary – I believe that more than 90% of the stress we have in life is due to our goals conflicting with one another. To succeed consistently, your goals MUST be complementary with one another. This does not mean you focus on one area of life to the detriment of another – rather, you set goals that do not ask you to focus solely on one area of life simultaneously. If you’re building a new business, perhaps you will have sacrifice some family time. If you’re focused on building relationships with your family, then perhaps, you’ll have to remove yourself from the office more. The point is to not set yourself up for failure from the very beginning by setting goals that are inherent conflict with each other.
Catalyst – We all understand the idea of milestones. Apply them to your goal-setting and goal-getting. As you reach a milestone or smaller goal, celebrate it in some way by rewarding yourself and your team who helped you achieve it. Recognizing success as it happens is an important aspect to not letting life pass you by without acknowledging the value of the journey.
Care – Finally, be sure you set goals that you care about and have a passion to achieve. Even if the goal, itself, is not that attractive, mentally link it or equate it with the feeling or end result that achieving that goal will produce. This is an especially valuable strategy to teach your team. They may be great at their job, but not have a passion for it. Teach them to link their professional success with the results that the success provides above and beyond the paycheck.
Be sure to download the worksheet below and go through the serious and vital process of setting goals for your agency – otherwise, you’re bound to hit the “nothing” you’re aiming for.
Use the Four C’s and create powerful goals that will help drive you to achieve them, reach your destination, and enjoy the success you deserve!
If you want to kick off your 2016 right and discover short cuts & best practices to grow your firm quickly…apply to attend ASCEND – The Agency Growth & Leadership Summit, January 21-24 in Nashville.
Called by some the “anti-conference,” ASCEND is exclusively for agency owners & principals of independent benefits firms and benefits practice leaders at independent P&C firms. At ASCEND, you will network & collaborate with leaders of some of the top benefits practices in the country. Check out the ASCEND Host Committee for a sense of the high caliber of agency leaders attending.