Bullet Proof Goal Setting

Commercial in Confidence. © 2014 Saasu Pty Ltd. All Rights Reserved.

17th February 2015

BY Marc Lehmann CEO, Saasu ceo@saasu.com @saasu @marclehmann

CEO INSIGHTS

Bullet Proof Goal Setting

About me

Marc Lehmann CEO, Saasu.com

Launched Saasu with a self-funded approach to creating a great value, cloud-based accounting solution for businesses worldwide.

Prior: Director of Principal Finance and Credit Trading Risk at Deutsche Bank.

I believe businesses should automate as many processes as possible, giving their owners and staff the gift of time to spend with their families and exploring the world.

Email: ceo@saasu.com Twitter: @saasu @marclehmann

Disclaimer

General and Educational.

These are take away ideas only, not advice. Your financial planner & accountant are your advisors for your specific circumstances.

TO CREATE, EXPAND, LEAVE A LEGACY AND TO BE HAPPY: • Inner Commitments • Big version of a ToDo • A big new habit • Outward Commitments • writing a wrong • Wants and desires • Fixing something • A purpose in life • Double negative • A lie to live

Why do we have goals?

Secrets to goal setting

Image: Dan Cook @ Flickr https://www.flickr.com/photos/peakdistrict-photo/

Goals that inspire

Personal standards

https://www.flickr.com/photos/alismith44/

Personal standards

https://www.flickr.com/photos/alismith44/

Morning ritual

Image: Jeremy Brooks

Time Management

Health & Family

Tidbit Tasks

Focus Task

Learn & Motivate

Morning Ritual

Recreate & Family

• Time management should support your goals.• Don’t sacrifice family time for your goals. • Business dominated my life so I set goals back

in 2007 to keep that in check. Including leaving lucrative career to run a business on < 40 hours a week.

https://www.flickr.com/photos/trackrecord/

Own your life

The difference between successful people and really successful people is that really successful people say no to almost everything.

Progress keeps it in existence

Image: Sean MacEntee @ Flickr https://www.flickr.com/photos/smemon/

MoSCoW • In software we run a system called MOSCOW for prioritisation. It works well for goal prioritisation.

• There only ever seems to be enough time to get MUSTS done

• Resolutions and goals need to be your MUSTS

Skilling and tooling

“I just sit in my office and read all day.”

Warren Buffet spends 80% of his day reading and thinking.

Outer vs inner commitments

https://www.flickr.com/photos/congalaconga/

Outer = You WANT it so

much youjust do it!

Inner = You WISH it so much youjust don’t do it!

https://www.flickr.com/photos/drongo3/

• Mostly this is about the mental toughness to delay gratification

Accountability

Accountability pressure is created by • Reviewing your goals publicly. • Meeting with a business coach. • Reporting KPI’s to a group, company or in a blog post.

Image: Brandon Christopher Warren @ Flickr http://www.flickr.com/photos/brandoncwarren/4164759025/

Mornings dominated by goal actions

Health & Family

Tidbit Tasks

Learn & Motivate

Morning Ritual

Recreate & Family

FOCUS TASK

What the task is? Why you are doing it? CHUNKED ACTIONS LIST Accountability People Accountability Scoreboard

Constant re-motivation rituals and rewards

BooksVideosMoviesMusicEvents

Exercise

Minimalism and goals

• Less targets more focus. • Achievable goals motivate you for bigger and better. • Not too few or too easy else you are playing half arsed.

https://www.flickr.com/photos/archeon/

Motivation

It’s late in the day and I was feeling down so I called on motivation: 1. Listened to Hans

Zimmerman Inception soundtrack.

2. Watch Giavanni Ruffin train for 3 mins. “How bad do you want it?”

3. Made a cappacino. Making it yourself is puts extra kick into it.

Blockers and challenges

Hard work

https://www.flickr.com/photos/marine_corps/

Resolution fatigue

https://www.flickr.com/photos/nanagyei/

ListResolving WantResolving WishResolving

DreamResolving

• You set and fail, set and fail.• You failed before you even set them.• Its a pattern most of us are in• 90%+ of people break their new years

resolutions within a week of setting them.

Goals are framed by language

Lose weight by exercising and dieting daily.

Create a fit & strong body. Breath crisp morning air.

Clean up the house each day

after work.

Clean & edit my home to create a order, peace and

inspiration.

BORING / TODO INSPIRING / PURPOSE

Success is in small actions, rituals & starting

https://www.flickr.com/photos/earlysound/ https://www.flickr.com/photos/brightmeadow/

Gamify Tasks (just a simple KPI)

Draw Plans (just basic mudmaps)

https://www.flickr.com/photos/mythoto/

Action Today (just a small task)

Set goals by compared to yourself not others

• Goals are steps to bigger goals, which are steps to bigger goals• The law of compounding applies to goals

Recovering from failure

Allow cheat meals, drinks &

treats.

Tomorrow is a new day. So press the reset button.

Failure exists because giving

up exists

Play a catchup game. e.g. Do a

double gym/run.

Goal setting process

1. Get into a great Mental & Emotional State

• Flow• Elation• Peak state

2. List your hopes and dreams.

• What is the why for each? • Why you want to do it gives

you the motivation to persist • Why ensures you really

believe in it. • Find the deepest reason

behind your why.

You may have some SHOULD do’s that don't get to MUST do’s because you are actively blocking them. Family often falls into that category. You might say to yourself

“Later I’ll spend time on my family when I’m successful. I’m making money and being successful for my family.”

Think bigger, have both.

3. Sort goals into rough groups

🌎 Experiences

" Win

# Comfort

💡 Create

% Service

👶 Family

💵 Money

( Spirit

• Does an area dominate for you?

• You get insight into what you are really committed to.

• Are you financially, spiritually or family centred?

4. Start curating down to the MUSTS

• Remove the shoulds, coulds and woulds • Look at what realistically is achievable in the year • What persists? What generates regret? What creates guilt?

How do you feel about your list?

Digg deep inside your true self are these really what you want? Is there another voice lacking courage? Is it time to say “No”?

You might resolve something deeper?

I am going to allow the real me, the suppressed, the hidden me. I want to live my live fully expressed in the areas I’ve always wanted to.

5. Set a timeframe for each

• Short - Weeks month • Medium - Year • Long - 3+ Years

GOALS FOR 2015 I will easily stretch to create a flexible healthy and comfortable body [April]

6. List out the actions for each

• Some will be simple and others require a project approach.• Chunk big things into smaller tasks.• Delegation is ok. Buy time and resource to achieve goals.• Automate some things to happen.

GOALS FOR 2015 I will easily stretch to create a flexible healthy and comfortable body [April]

- up at 6am [weekdays] 7am [weekends]

- do 5 tibetan and then 10 military stretch sets. [daily]

- tick chart when done. [daily]

- measure stretch capacity once [monthly]

- get video or photo done day 1 and redo on day 90 [one-times]

7. Start

• Take the first step. • You, employees, others can do this. • Starting is “starting a ritual” not just doing the first task • Toughest part for some people is overcoming procrastination. Just take a

step, open the book, turn on the computer, sit at the desk. • Chunking into bite size pieces can help with procrastination. • Massive action by “Tony Robbins” is a goo technique that must be backed

by preparation.

8. What motivation and inspiration is needed?

• Videos • Books • Mood boards • Incantations • Standards • Work habitat

9. What accountability can you create

• Share what you are up for with F&F • Share via a video blog (vlog) • Put it on your wall, in the toilet • Read them each day • Get a life coach • Declare in a regular email update

10. Reward

• Progress is the most powerful of rewards • Soaking in it • Smelling the flowers • Admiring the view • Presence each day in what you got done • Gratitude

PEAK STATE / FLOW

☇

Goal Setting

Smarties Guide by Marc Lehmann

Pre-existing Visual Identity

Saasu Pty Limited ACN 093 453 886 http://creativecommons.org/licenses/by/4.0/

• Climb Everest • Start

business • New Career • Become an

artist • Write a book • Start a Blog • Go to space • Invent a

widget

• Exercise • Meditate • Video • Read • Yoga • Music • Incantation

Image: Bec Brown @ https://unsplash.com/bec_brown

DREAMS💡

GROUPS*

FILTER+

TIMEFRAME📅

START🏃

ACTIONS✓ MOTIVATE

/ACCOUNT0

REWARD♥

• Family • Spiritual • Financial

Other • Service • Create • Win • Comfort • Experience

• Musts • Persistent

desires • Guilt and

regret • Week • Month • Year

• Simple • Projectised • Chunk them • Delegate • Outsource • Automate

• Simple • Chunk • Delegate • Outsource • Automate • Projectise • First Step

• Chunking • Massive

action

• Share Family • Share Friends • Video Blog • Biz Coach • Wall chart

checklist

• Progress • Reflection • Gratitude • Presence • Money/stuff

Top 10 Tips To Successful Goal setting 1. Goals must inspire you. Recognise your inner commitments hidden. 2. Morning rituals motivate and focus your day on your goals. 3. Personal standards provide the progress framework to create regular success. 4. Time manage your day. Own your day your way. Say NO a lot. 5. Skilling/tooling helps you achieve goals. Read and think a lot to make good decisions. 6. Gamify to create fun. Have a scoreboard but compare it to yourself and not others. 7. Re-motivation is required to keep energy in the process in order to create progress. 8. Minimalism is required to creates focus. 9. Success is in the starting and all the small steps ahead. Success is quiet. 10.Don’t embrace failure, regret it, swim in it and then move on. Tomorrow is a new day.

FIND OUT MORE www.saasu.com

CONTACT Marc Lehmann Chief Executive Officer, Saasu marc@saasu.com @saasu @marclehmann