Modern Goal Setting for

SUCCESS Keynote: VICTORIA CABOT, EOS Implementer President, Velocity 6 Leadership Development

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September 8, 2016

ABOUT VICTORIA CABOT • EOS IMPLEMENTER • EXECUTIVE COACH • ENTREPRENEUR

The Entrepreneurial Operating System (EOS) is a simple, proven way of operating a business that helps organizations clarify, simplify and achieve their vision.

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Victoria Cabot

Goal Statement

My “Why”

Challenges to Success

Accountability

GOAL SETTING TRACTION WHEEL™

B.H.A.G.

First Step By When

PERSONAL

PERSONNEL

COMMUNITY

CULTURE

COACH

PICTURE

PLAN

PROCESS

PROGRESS

CLEAR

CONSISTENT

CORRECT

HOW

WHO

WHO

HOW

Goal Setting = Growth

“Living In Your Vision”

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Victoria Cabot

My “Why”

Challenges to Success

Accountability

GOAL SETTING TRACTION WHEEL™

B.H.A.G.

First Step By When

PERSONAL

PERSONNEL

COMMUNITY

CULTURE

COACH

PICTURE

PLAN

PROCESS

PROGRESS

CLEAR

CONSISTENT

CORRECT THINK OF SOMETHING YOU’D LIKE TO ACHIEVE THIS YEAR.

WRITE YOUR Goal Statement

KNOW YOUR WHY

http://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action

Victoria Cabot

Challenges to Success

Accountability

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GOAL SETTING TRACTION WHEEL™

B.H.A.G.

First Step By When

PERSONAL

PERSONNEL

COMMUNITY

CULTURE

COACH

PICTURE

PLAN

PROCESS

PROGRESS

CLEAR

CONSISTENT

CORRECT

Goal Statement

WHAT’S YOUR “WHY”?

My “Why”

{MINDSET} BELIEF CONFIDENCE PASSION

PERSONAL

PERSONNEL

PERSONAL

HELP YOURSELF FIRST, SO YOU CAN HELP OTHERS.

https://www.headspace.com/my

PEOPLE ANALYZER™

PERSONNEL

+ + + + + JANET

KEN

PAT

+/-

The bar

+/- +/-

+/- +/-

-

+/- +

- - -

+ + +

CORE VALUES

SCORES

+/-

PERSONNEL

WORK WITH PEOPLE WHO SHARE YOUR VALUES

Tell me who you walk with

And I’ll tell you who you are. -Mexican proverb

COMMUNITY

Peer studies: We are who we hang out with

COMMUNITY

COACH

I’D LIKE A COACH…BUT…

COACH

Dr. Marshall Goldsmith

COACHING RESOURCE

WHEN WORKING WITH A COACH…

• We get better.

• We get better faster.

• Eventually we become our own coach.

COACH HAVE AN

ACCOUNTABILITY PARTNER.

Victoria Cabot

Challenges to Success

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GOAL SETTING TRACTION WHEEL™

B.H.A.G.

First Step By When

PERSONAL

PERSONNEL

COMMUNITY

CULTURE

COACH

PICTURE

PLAN

PROCESS

PROGRESS

CLEAR

CONSISTENT

CORRECT

Goal Statement

My “Why”

CHOOSE AN ACCOUNTABILITY PARTNER TO HELP YOU ACHIEVE YOUR GOAL

Accountability

PICTURE

VISION BOARDING

CREATE A

CLEAR VISION

PLAN

YOUR PLAN

REALITY

PLAN

Create a simple, 2-page plan answering key questions:

1. Core Values 2. Core Focus 3. 10-Year Target 4. Marketing Strategy 5. 3-Year Picture 6. 1-Year Plan 7. Quarterly Rocks 8. Issues

VISION/TRACTION ORGANIZER

What gets measured

Gets managed.

-Peter Drucker

PROGRESS

WHO = The person who has the most influence over the outcome of the number.

PROGRESS SCORECARD

MEASURE AND KEEP SCORE

PROCESS PROCESS

HAVE A PROCESS

CLEAR

Victoria Cabot

Challenges to Success

Accountability

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GOAL SETTING TRACTION WHEEL™

B.H.A.G.

First Step

PERSONAL

PERSONNEL

COMMUNITY

CULTURE

COACH

PICTURE

PLAN

PROCESS

PROGRESS

CLEAR

CONSISTENT

CORRECT

Goal Statement

My “Why”

MAKE YOUR GOAL SMARTER

By When

CLEAR

CONSISTENT

REPEAT YOURSELF.

CORRECT

RED FLAGS

Allow for differences of opinion, and explore their validity.

CORRECT

A lack of transparency results in distrust and a deep sense of insecurity.

-Dalai Lama

Good to Great Jim Collins

• Become a $125 billion company by year 2000. (Wal-Mart, 1990)

• Crush Adidas. (Nike, 1960s)

• Put a man on the moon. (JFK, 1960s)

• Put a man/woman on Mars. (Elon Musk)

• To eradicate the kerosene lamp from Africa by 2020. (SolarAid- Richard Branson)

B.H.A.G. EXAMPLES

You never lose, You either WIN, or you learn. -Nelson Mandela

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Victoria Cabot

Accountability

GOAL SETTING TRACTION WHEEL™

By When

PERSONAL

PERSONNEL

COMMUNITY

CULTURE

COACH

PICTURE

PLAN

PROCESS

PROGRESS

CLEAR

CONSISTENT

CORRECT

Goal Statement

My “Why”

Challenges to Success

B.H.A.G.

First Step

RAPID RECALL – TOP 10

1. Know your WHY.

2. Be around people with shared values.

3. Have an accountability partner.

4. Create a clear vision.

5. Measure and keep score.

6. Repeat yourself. Often. Again.

7. Have a process.

8. Stay on course by listening to difference.

9. Dream in B.H.A.G.S.

10. Get good at this, and teach others.

What you get by achieving your goals is not as important as who you become by achieving them.

-Zig Ziglar

HOW CAN I HELP YOU ACHIEVE YOUR GOALS?

WWW.VELOCITY6.com

1. GOAL SETTING TIP SHEET 2. VISION TRACTION DOC 3. CH. 1 OF TRACTION 4. 90 MINUTE MEETING WITH

YOU AND YOUR SALES TEAM TO REVIEW EOS.

CONTACT ME: