Give Yourself An Overview
In large companies, it’s common for managers to create executive “dashboard”s of data related to important initiatives or operational activities.
Each of my courses has a syllabus. The syllabus is a roadmap of the journey my clients take from where they start to where they want to be.
I want my clients to be able to see the roadmap, see all of the progress they make on the journey, monitor progress on the journey, then be able to regularly look back on all the activities and deliverables they create on their journey. Looking back and seeing progress in the context of the end goal is one way to create and sustain power and momentum in an initiative.
“Where there is no vision, the people perish.”
Without a clear vision of the future, your plan dies too. Along with your plan goes the prospect of achieving any goals that went with it.
It’s important for participants on the journey to be able to see the big picture, be along for the entire trip, ask questions, and discuss misunderstandings, concerns, or questions ASAP. Uncertainty, ambiguity, and confusion creates a context for disempowerment in an undertaking, and disempowerment can lead to failure.
My clients package all their deliverables (writing assignments, plans, affirmations, etc.) in a single location for regular review and future revision when appropriate. These documents are living documents. They have life and power only as long as people (including and especially the leaders of the initiatives) use them. (Out of sight is out of mind, and out of mind is out of existence. Poof!)
Stay Present Daily
I assign my clients to review their documents (or at least, the most empowering/important among them) every day. Then, review other documents weekly or monthly. Do whatever is necessary to keep a focus on the big picture goals/mission. Stay on track with plans and activities that are necessary to achieve and sustain the goals.
Create a Calendar Reminder
Create a daily calendar entry. Use it as a reminder to be present, stay present, and share important communications. Keep goals and plans up to date as progress occurs and new Purposes and Plans materialize.
Create A Power Board!
Co-locating all the documents is fairly straightforward if they’re made of paper, or if they were all created in a single MS Word document or Google Doc.
It can be trickier if the documents are electronic, and potentially spread across many locations (as mine are).
One way to create a dashboard if it’s not possible to put everything into the same document:
- My individual documents reside in several different locations. I’ve created a daily repeating calendar entry where I remind myself to review my “Power Board”. (I recommend you create a similar calendar entry, as a reminder for you to review yours and empower yourself.)
- In the calendar entry, I keep links to all of the specific documents. (See the visual below.)
- It could take a long time to review every file every day, so I’ve sequenced them to put the most important/empowering/focusing ones first.
Example Power Board in a Calendar entry
Here’s the contents of my Power Board:C
“Read with a mindset of:
1. If we are not there, how do we get there?
2. If we are there, how do we 10x our experience and results?
- My Perfect Day And Week
- Stress List
- Annual Plan
- Goals/Detailed Plans”
How could such a tool help you?