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March 16 - May 28, 2025
Success Tip 2: Stay in touch with your vision. Print it out and keep it with you.
Develop Your 12 Week Plan
Planning enables you to allocate your time and resources to your highest-value opportunities, it increases your odds of successfully hitting your goals, it helps you to coordinate your team, and it creates a competitive advantage.
Another reason that many people don’t work from a plan is that they have a belief that goes something like, “I already know what I need to do, so I don’t need a plan to get it done.”
Using the battle cry “every day is a week,”
rather than specifying the actions needed to reach the goal, many times the plan is just a collection of thoughts and ideas. It would be like driving from Miami to Chicago using directions that said something like, “get in your car and drive in the general direction of Chicago.” Plans
plan starts with a good goal.
There are five criteria that will help you create better 12 week plans when you are writing goals and tactics:
Criteria 1: Make them specific and measurable.
How many calls will you make? How many pounds will you lose? How far will you run? How much income will you earn? The more specific you can be, the better!
Criteria 2: State them positively.
Criteria 3: Ensure they are a realistic stretch.
Team Application As a team leader, having your team engaged with the 12 Week Year can be transformational.
Team Planning As a manager, or as a member of a team, sometimes it is necessary to create joint goals and plans.
There are two last bits of advice when planning for teams: First, don’t overestimate the capacity of your team. The best team plans are succinct and contain the minimal amount of activity to reach the team goal—no more. Second, don’t front-load the plan; instead, if possible, balance the actions over the entire 12 weeks.
Pitfall 1: Your 12 week plan does not align with your long-term vision.
Pitfall 4: You don’t keep it simple.
Pitfall 5: You don’t make it meaningful.
Weekly Plans The weekly plan is a powerful tool that translates the 12 week plan into daily and weekly action.
the most important actions of the week. If these tactics get done, you’ve had a great week; if not, you’ve lost a week.
“There is no such thing as a self-made man. You will reach your goals only with the help of others.”
The lesson is that if you are implementing change, don’t go it alone.
Weekly Accountability Meeting Agenda I. Individual Report Out: Each member states how they are tracking against their goals and how well they executed. Here are four areas to focus on: a. Your results for the 12 Week Year to date. b. Your weekly execution score. c. Intentions for the coming week. d. Feedback and suggestions from the group. II. Successful Techniques: As a group, discuss what’s been working well and how to incorporate these techniques into one another’s plan. III. Encouragement. The format is pretty straightforward. Each individual gets a few minutes to report out to the group.
1. Score your week 2. Plan your week 3. Participate in a WAM
case. A plan between your ears is not nearly as effective as a plan on paper. In our experience, you are 60 to 80 percent more likely to execute a written weekly plan than a plan that is in your head.
the speed of the leader is the speed of the team. As the leader of your group, you ultimately shape the culture of your organization through your conversations, your actions, and your focus. The 12 Week Year is a cultural shift.
Chapter 16 Keeping Score
Measurement drives the execution process.
As a result, your weekly scorecard is the most accurate predictor of your future. If you faithfully complete the critical actions on a daily and weekly basis, the results will come. So the process is less about the end result and more about the daily actions. That is why the scorecard only measures your execution and not your results.
Team Application
Measurement is not accountability; it’s simply feedback.
Pitfall 2: You don’t schedule a block of time each week to assess your progress.
The choices that you make on how you spend your time, ultimately create your results in life.
If you are not in a role that plays to or magnifies your strengths, you are probably in the wrong spot.
Successful individuals work to their strengths.
To stay focused on your strengths, you will need to manage your interruptions and keep the low-payoff activities to a minimum.
The important things will get done only if you allocate time to them.
1. Block out 15 minutes first thing Monday morning to review the prior week and to plan for the current week. 2. Schedule your three-hour strategic block. 3. Schedule one to two buffer blocks each day, Monday through Friday, typically one in the morning and one near the end of the day (e.g., 11:00-12:00 and 4:00-5:00). Remember that the amount of buffer time varies by individual and administrative workload. 4. Schedule a breakout block. 5. Schedule all additional important activities. a. Client and prospect appointments b. Standing meetings c. Marketing and sales d. Planning e. Required
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Strategic Block—Sample Agenda, 3 Hours Reconnect with your vision: 5-10 minutes. Review your vision and assess your progress.
12 week review: 10-15 minutes. Review your metrics. Look at your results against your goals.
Assess performance breakdowns: 10-20 minutes. Is there a breakdown? If so, what is the root cause? Do you need to adjust your plan, or just execute better? Work on plan tactics: 2–2.5 hours. Use this time to complete tactics from your 12 week plan. Other examples of strategic block activity: Read a book. Take an online course. Plan for the next 12 Week Year (most often done in week 12 or 13).
Buffer Block—Sample Agenda, 30 to 60 Minutes Review and respond to email.