It is at this time of year when frustration sets in. Goals set, not achieved.  What was in the way?  Achieving people meet and exceed their goals. So what's the secret? 

The video to the left overviews the process I use for achieving goals.  I use my own goals to model this approach.  The key documents are linked below.  I hope you find these tools useful.  Be an achieving person!

My own mission, vision, lenses and goals are listed below.  I share these to model transparency and accountability for my members, clients and friends.

Mission (What I do every day)
To help leaders see what they cannot, while equipping them to achieve more than they imagined possible.

Vision (Where I will be in 3-5 years)
Make a sustaining impact with each hour worked in the lives of people, companies and organizations I touch
Be sought after by being known as committed, direct and a great listener
Be grateful, supportive and authentic
Live curious and always be “chairing”

Lenses are guiding principles to keep you on track.

Lenses (Guiding principles to keep me on track)
1. Use time wisely
2. Make a sustaining impact
3. Be effective
4. Aligned with my values and beliefs

My core values
1. Trust
2. Presence
3. Meaningful work

My three things (The focus activities, most impactful)
1. Plan
2. Coach
3. Facilitate

What's an hour of your time worth?

Impact of an hour of my time = $31,250

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Business Goals for 2019 (updated mid year, results bold)
1. Maintain 100% capacity all 5 groups with 85% retention, 85% attendance (YTD 92% capacity, added 6th group, 83.6% attendance, 85.2% retention)
2. Attend Chairworld, five VCG meetings, 10 hours training, read 20 books (Chairworld, all VCG meetings, training in July, read 12 books YTD)
3. Improve Vistage Chair Net Promoter Score quarter to quarter (Q1, 83 Q2, 84)
4. Sandler San Antonio exceeds budget, open second location in new market (YTD +14% to budget, identified new market)
5. Achieve Master chair designation, launch new VCG as BPC and find ways to give back to Vistage chairs (Achieved Master Chair and recognized with Hyndman award. Taught productivity sessions at Chairworld, sharing learnings from Emerging Leader program. Named Best Practice Chair)

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Personal Goals for 2019
1.  Lunch or dinner with Jill each week, 2 date nights per month, 4 trips (Generally on track, 2 trips taken, 3 planned)
2. Limit work to 200 days, no weekends, 40 Fridays off. Sabbatical in July (90% on track, worked 12/20 Fridays first half of year. Sabbatical planned)
3. 240 days at gym, maintain good labs and fitness. Weight lower Q to Q (YTD 124/181 days at gym, weight -.4 Q2)
4. Practice piano 3 times per week (not even close!)
5. Daily Bible study + BLE.  Make my faith visible to others (Made 11/13 Bible studies)


Business Goals for 2018 (Results bolded)

1. Maintain 100% capacity all four groups and coaching clients with 95% retention (Overall capacity = 106%, Retention - 87%)
3. Attend Chairworld, four VCG meetings, 10 hours training, read 12 books (Chairworld complete, training in July for 16 hours at Arbinger Institute, read 17 books)
4. Improve Vistage Chair effectiveness score quarter to quarter (Achieved)
5. Triple Sandler San Antonio revenue vs. 2017.  Acquire second location (YTD = +1621% vs LY, missed new location)

Personal Goals for 2018 (Results bolded)

1.  Never miss lunch/dinner with Jill each week, 2 date nights per month and 4 trips (Consistently met goal, 5 trips taken)
2. Follow scheduling boundaries and email protocol (~90% effectiveness.  Reduced coaching clients from 11 to 5, scheduling more effectively)
3. Learn sight-read music adding 6 songs to repertoire (~75% able to sight-read, learned 2 new songs)
4. Gym 5 days per week, maintain good labs and fitness.  Weight lower quarter-to-quarter (Average days at gym = 4.2, weight end of Q1  down 1.2lbs, Q2 down additional 1.1 lbs.  Q3 down additional .8 lbs. Q4 same.)
5. Make my faith visible to others (Ask those around me!  I believe so)