The Who, What, When, Where, How of Growth Plans

grow

I love this time of year, mostly because it’s the turning of the page, a fresh start. Blank calendars, blank notebooks – they scream of possibility and opportunity. This year, rather than simply outlining my goals for the year, I decided to be more purposeful and create a growth plan.

Now, goals are great. Without them you really have no direction or focus throughout the year. I’ve definitely got goals (in business and in my personal life), that’s the starting point. Goals are the target. Growth plans are how you become the person you need to be in order to hit them. Traveling to Paris is a goal. Building up the confidence (and letting go of your ego) in order to invite your mother (who you haven’t spoken to in over a year) on this trip of a lifetime (and perhaps going to some family therapy first), is the growth plan.

Business growth plans are a strategic planning activity that enable businesses leaders to plan and track growth while allocating limited resources towards specific business objectives. If you aren’t doing this in your business or for (or with) your Executive and leadership team, you should be. It’s a great exercise to purposefully plan to succeed now and in the future.

You’ve likely heard of growth plans in business. But what about personal growth plans? How many of us are doing this in our personal life? A personal growth plan is a strategic planning activity that enables you to plan and track your growth while allocating limited resources towards specific personal goals. What we focus on expands. Are you putting intention behind the activities you are filling your 2019 calendar with? Are you all over the place with goals and have pages of things you want to do someday? That’s not going to cut it. Time and attention are limited resources. In order to grow, you must purposefully choose conferences, books, coaches, and more, to get you where you want to go. That’s what a personal growth plan is all about.

The first step to creating a growth plan is determining your overall goals for the year. Here are a few of mine:

  • Write 1-2 books with Adam
  • Get my real estate license
  • Read 52 books
  • Pay off all non-mortgage debt, max out my Roth IRA, and start looking for our first investment property
  • Lose weight for good and maintain new lifestyle
  • Travel to North Carolina monthly
  • Attend Muster or Sheepdog Response

Once you have your big goals for the year outlined, get a bit more specific. The goals are the WHAT you’re going to accomplish. You need to drill down on the WHO. And the who is you. Who do you need to become and what areas do you need to improve on in your life to hit these goals? What do you want to learn? What skills do you need to hone? Do you want to work on your follow-though, your public speaking skills, your spirituality, or your 5K time? For me, I want to work on my financial knowledge, my leadership skills, my overall health and fitness, and overcoming my fear of judgement and overthinking in order to take more action!

After you are clear on what you want to work on, the next step is breaking that down into actionable and measurable steps. For example, I want to write and create more. That is incredibly abstract and easy to dismiss and push to next week or next year. So, what does writing and creating more actually mean? How do I want to realize that growth? Through my blog. Taking that once step further, I plan on writing one blog post a week in 2019, for a total of 52 blog posts. That is an aggressive goal for me, but that’s what growth is all about. Testing our limits and seeing what we are capable of. Publicly proclaiming your intention helps with accountability too.

Below is an example of my personal growth plan for 2019. I have divided my growth plan into two main categories: Learn and Act. I could get lost in learning, if I don’t purposely design ways to take action on what I learn. All of these items are designed to help me get out of my comfort zone, to do hard things, and to push me beyond what I thought I was capable of.

LEARN:

  • Quantum Leap (January 24)
  • Inman Connect in NYC (January 28 – February 1)
  • Keller Williams Family Reunion in New Orleans (February 15-19)
  • Behind Every Leader in Austin (May 3)
  • Career Visioning
  • 306090 & Success Through Others
  • Muster or Sheepdog Response
  • Chief of Staff Mastermind
  • Randy Mayhew School of Real Estate
  • Read 52 books (2019 reading list coming next week!)

ACT:

  • Launch http://www.TheSheepdogLife.com
  • 52 Lead & Assist blog posts
  • Host one webinar each quarter
  • Host Lead & Assist 4 week webinar series
  • Coach two clients
  • Lead and engage with Reading is Sexy monthly book club
  • Workout a minimum of 5 times a week

I’m still working on adding in some conferences as dates are announced, finalizing my 2019 reading list, and creating a content calendar for my blog.  But the framework is there. I not only have a goal of growing my leadership skills (through education and by coaching/training others), increasing my financial acumen (through books and courses), and become a more well-rounded individual through experiences (traveling and creating), but I have specific actions I am going to take to get there.

Once you have your growth plan outlined, it’s time to take that list and add all events, vacations, and deadlines to your calendar. When it’s scheduled, it’s real. Pro tip: If going on vacation(s) this year is important to you, then even if you don’t have the entire trip planned, at least block off the dates in your calendar. It will give you something to look forward to and it will help push you on your other goals to make it happen.

Let’s recap how to create a growth plan:

  1. Outline your 2019 goals (WHAT)
  2. Translate your goals into specific areas for improvement and growth (WHO)
  3. Create actionable and measurable steps for your growth (HOW)
  4. Schedule all events, deadlines, vacations, etc. in your calendar (WHEN & WHERE)
  5. Grow!

If you take the time to plan out your year in advance in detail, with deadlines, success is inevitable. Almost… There is one caveat to all of this. You have to do the work. When it’s 5am and your alarm goes off, you have to put on your lulus and hit the gym. You need to block off two hours each week to write your blog post. You need to put your phone away at X time each night to spend time with your kids. You need to save a percent of your income each week in a travel fund. It is the small daily habits and activities that will ultimately dictate your success.

Your growth plan is not a one and done activity. This is something I would recommend you revisit each week during your Sunday planning time. What do you need to adjust on your calendar in the week ahead in order to hit your growth goals? Do you need to double down on your workouts or writing time? Who or what do you need to say no to or eliminate from your day, week, or life? Harsh? Perhaps. But this is your life. The second you let someone else start dictating what is right, what is important, what you should or shouldn’t do, is the second you are no longer living your own life.

Creating a growth plan is all about you. Be selfish with your growth and with your time. Ultimately, by become the best version of yourself, you are able to give the best of yourself to others. Who can argue with that?

Share your 2019 growth plan in the comments!

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Confessions of a Recovering Workaholic

 

do more

I’ve thought about how to write this post for far too long. At this time last year, I had just given my notice to Adam and told him that I would be leaving Adam Hergenrother Companies as of December 31, 2017. It was a decision that was not made lightly. It also didn’t last very long. By February 2018, I was back. In October of this year, I celebrated my eight year anniversary working with Adam. So much can happen in just one year.

Earlier this week, I posted briefly about that experience, which inevitably sparked a lot of messages and questions. hallie_2018

It was exactly the push I needed to write about it. I hesitated in the past, not because I didn’t want to share my story, but rather because I didn’t have any great answers. It’s taken quite a bit of reflection to be able to really articulate my thought process during that time. Here’s the long and short of it. I love my career. I love being a Chief of Staff. I love the company I work for. I love our team. I love our culture. I love the opportunities that are available to me. And I love being able to work alongside Adam every day. I was also burned out and had been operating like that for so long, I didn’t know any other way to “escape” from it other than to cut ties completely.

This is no one’s fault but my own. I am a work horse (perhaps more aptly, a stubborn mule). Head down. Blinders on. I was going to get done whatever needed to get done, no matter what. I did not ask for help. I did not wave a white flag. I just kept pushing forward.

I am a recovering workaholic. We actually talk about that concept at the office quite a bit. I would generally prefer to work with “workaholics” rather than those who are on the quest for work-life balance. Personally, I think work-life balance is bullshit. I don’t play in the middle well. So, at the other extreme is workaholism, right?

Well, let’s look at the actual definition of workaholic. A workaholic is defined as someone who compulsively works hard and long hours. I’m all for working hard. And as an Executive Assistant, and then Chief of Staff, long hours are a given. No problem. It’s the compulsively part that became an issue for me. I was living in fear that if I slowed down or took my eye off of work for just a minute, I would lose what I had worked so hard to attain. Success. Sigh. I was holding on for dear life to something that wasn’t sustainable and my relationships, health, and happiness began to suffer.

At the end of 2017, we hired an amazing Executive Assistant to help both me and Adam with the work load and we quickly got to work redistributing responsibilities. I was drowning. Amy was my lifeboat. I finally felt like I could breathe. I am fiercely loyal and would never have left Adam, the company, or his family without the support they needed. Within a month or so of Amy joining our team, I think I felt comfortable leaving because I knew Adam and the company would be taken care of.

Hindsight is 20/20. I didn’t actually need to leave the company. What I really needed was a sabbatical or extended vacation. Within about three weeks of leaving Adam Hergenrother Companies, I was questioning my decision and ready to be back in on the action. I missed the growth. I missed being pushed. I missed solving problems every day. I missed working alongside Adam to build a business. Could I have pushed through and continued to pursue my coaching and consulting opportunities? Absolutely. Would I have been successful? I wouldn’t have had it any other way. Would I have been as fulfilled as I am working as Chief of Staff? Nope. When I created this role for myself five years ago, I knew then, and I know now, that it is the position that I am meant to be in. My greatest fulfillment comes from aligning myself with a dynamic and driven leader and helping him or her succeed.

I’m am grateful that Adam answered my text that fateful January day and scheduled a meeting with me two days later. The reality is, I never really stopped working with Adam. Sure, I was no longer next to the corner office as Chief of Staff, but I was working on several writing projects with Adam and was still coaching though Adam Hergenrother Training. That wasn’t good enough for me. I wanted back in the inner circle. After several hours of discussion about rejoining the team (and in what capacity), Adam and I decided that I would resume my position as Chief of Staff. It’s exactly where I wanted to be. Same position. Same company. Totally different me.

I had a complete mindset shift and it truly changed my life.

The biggest shift was my conscious decision to put myself (which included my personal relationships) before work and let go of the outcome or consequences of doing so. I had to break a seven year long habit of saying yes to work fist. But I was determined. As I mentioned before, I was holding on so tightly to my career and identity as Adam’s Chief of Staff, it left little, to no, room for anything else. I had become one-dimensional, uninspired (and uninspiring), and ultimately, unfulfilled. I had to let go and allow other aspects of me to shine through. In doing so, I had the best year of my life. How’s that for an endorsement for self-care and work-life integration? Not only was I holding myself back from living a full life and realizing my potential, I was holding the company back (which was exactly the opposite of what I wanted to do)! By not taking care of myself, by not having a clear mind, by operating at maximum [self-imposed] stress, and by not leveraging, I was not being the best leader I could be.

So, what activities or behaviors changed? Well, it’s sounds so simple, that I can’t help but laugh. When you’re in it, you’re in it, and can’t see the forest for the trees, am I right? Essentially, I said “yes” to life again. I said yes to date nights and let a project at work wait until the next day. I said yes to visiting our in-laws instead of working on a Saturday. I said yes to wine on the back deck and left my phone in the house. I said yes to long weekends and more travel instead of sitting at home reading yet another business book. I said yes to morning workouts instead of trying to get to the office first. Those were all things that got me to a certain point in my career, and I will never regret them. And it was time for a new chapter for my life and career.

As force multipliers (Executive Assistants and Chiefs of Staff), our work is so closely aligned with our leader’s role and responsibilities, it can be easy to forget who you are without them. While coaching and training force multipliers now, I hope to help them learn from my mistakes and put systems and strategies in place to both build a thriving career and not lose themselves along the way. I wholeheartedly believe in the grind, but there have to be rest and recovery periods. I forgot that very crucial step until year seven. Lesson learned.

My chapter as Adam’s Chief of Staff is not over. We have so much more to accomplish together. As “just Hallie” I have a lot more to do too.