Volume 8, Issue 5

Coach Vickie Bevenour, PCC  - www.CoachVickie.com

September 2010

This Newsletter

... is a quick tip ezine for Managers who believe in "Results Derived from Within"
Written by: Vickie Bevenour, a Professional Certified Coach, PCC

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Coach Vickie Bevenour
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The RDW Group, Inc.
114 Partheni Court
Cary , NC 27519

September 2010

Are You Effectively Setting Strategic Goals?

The National Association of Women Business Owners (NAWBO) recently invited me to facilitate a weekend strategic planning retreat for the Board of Directors of the Raleigh Chapter. The current President is a long-time friend and colleague of mine. Our challenge was integrating past planning sessions with fresh new ideas and assimilating the members who had been on the Board for a while with those who were new to the Board this year. 

The President requested that I use a tool that I had used with her years ago to help facilitate this integration and to build a powerful strategic plan for the coming year. At the end of our session, we achieved that result.

The question that I have for you is: What tool do you use to strategically plan your goals for the coming year and beyond, whether personal or for your entire organization? Please read on……

This particular tool that we used is called “The Goals Grid: A Tool for Clarifying Goals and Objectives”. If you go to http://www.nickols.us/strategic_planning_tool.pdf  you can find its history and information detailing its evolution. My purpose is to introduce the concept here with the hope of having each of you think about strategic planning in a way that challenges you to think in a more integrated fashion. 

The concept of this tool is that a goal is a condition that we envision as part of our future. It is a simple 2 X 2 matrix, with four quadrants that asks four simple and direct questions. They are:

  1. What do you want to achieve?
  2. What do you want to preserve?
  3. What do you want to avoid?
  4. What do you want to eliminate?

When you read these questions, what came to mind as an “answer”? What do you find different about this tool from others that you have used in the past? What would your answers be to these questions as it relates to a personal goal that you are trying to set for yourself? How about a professional goal?

This matrix is really an integration of yes and no answers. Typically, if you have something that you want to achieve or preserve it will entail some type of caveat of what you want to avoid. For example:

  1. Achieve an increase in membership while preserving the integrity of our programs.
  2. Preserve our current customer satisfaction ratings and avoid additional cost
  3. Eliminate unnecessary costs while continuing our current level of R&D
  4. Increase market share by 15% in a new market and preserve market share in current market.

What I find helpful about these questions is that they integrate the successes that you already have built and it makes you define your future in terms of those successes. If you have achieved a success in the past, what do you want to do with it in the future? Is it still appropriate to preserve this, or has it outrun its usefulness? 

The Goals Grid provides a structure for examining multi-dimensional decisions and actions that are being suggested. It provides a format for us to adequately think through all dimensions of a personal or professional goal, and to see how our various goals relate to each other.

Go ahead….give it a try the next time that you are building a strategic goal and see how much more comprehensive your plan becomes. Congratulations, you are well on your way to becoming more successful by strategically setting goals and deriving results from within.

*To review any of these past newsletters, please visit the Newsletter section of www.CoachVickie.com

If you like the tip, let us know but more important, share it with a friend or colleague. As always, YOUR SUCCESS IS MY GREATEST PLEASURE.


© Copyright 2010  The RDW Group, Inc.

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