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Posts Tagged ‘periodic review’

The Mid-year Review

June 9th 2010 Posted at Business Development, Productivity
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Terry Starbucker has posted an article on The Mid-Year Leadership Check-Up: 10 Ways To Stay On The Path To Success based on his New Year’s “checklist” of 10 things we needed to do to make it a great year.

1. Take Stock of the Victories – We started the New Year by pausing and reflecting; it’s time to once again “come up for air” from the deep dive of our busy business lives. Make sure you take a day, or even just a morning, to have an informal chat with your team to consolidate your learning from the first six months.

Mid-year is an excellent time to celebrate individual achievements. So often these victories get lost in the whirlwind of the end-of-the-year activities. They can be announced informally to everyone in your organization and have a very positive effect on morale.

2. Analyze and Absorb Your Current Position – Just like we “studied” up in January to know our business plan inside and out, we need to analyze and absorb the year-to-date operating results, so we can make meaningful comparisons (and more importantly, any mid-course corrections).

With the first half of the year behind you that means that youstill have six more months to achieve the goals that you set for yourself, your team, and your business. A short meeting with the principle players in your organization can quickly analyze areas of concern and lay out a plan for dealing with them.

3. Perform a Self-Assessment – Take a look at those “fine print” tendencies that you filed away earlier in the year – are you pushing too hard? Did you micromanage anything you should have backed away from? Or did you overcompensate and not push hard enough?

One of my favorite managers from a past job used to say, “When in doubt, ask.” Ask yourself these questions, but, more importantly, as the people that report to you. Their answers can help you develop personally and professionally as they build trust and teamwork.

Starbucker has seven more exercises for you, I recommend reading the entire article. Then put these Action Steps into your system for completion by the end of the month. You won’t regret it.

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4/4 Groundhog Day Review

April 4th 2010 Posted at Productivity
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Today is Groundhog Day!

Well, actually it’s Easter, and I am at the Tavern preparing to serve a couple of hundred people our buffet. But since I can write this in advance, and you can read it at your leisure, here we go!

It is time to review my Third Period Goals, then give a brief outline of what I have planned for the Fourth Period (5 April to 4 May 2010).

The Third Period was a little more challenging than I had expected. Most of my goals and projects that I had initially planned revolved around my own home business, rather than my work at the Tavern:

Period 3 – Due 4 April

Maintain exercise program – use Twitter or Facebook for accountability?
Read 1 book per week
Create 1 free product (Like the 7 Habits of Highly Effective People in Context)
Work on the Productivity Book
- Write Conclusion
- Send out for copy-editing
- Prepare cover art
- Contact possible reviewers
- Brainstorm freebies and bonuses
- Create outline for story
- Brainstorm characters/roles
- Map out basic plot
- Start writing!
Brainstorm ideas for new training courses

Unfortunately, most of my work and accomplishments are not on this list. I got quite a bit of work done on assignments that “magically appeared” on my Kanban Board at the Tavern, but this list suffered a bit, especially the book.

So, here are the results:

Exercise program – “C”, I managed to get motivated to make this a part of my morning routine, sorta. I did the exercises at least 3 days a week, not as much as I would have liked – but it was an improvement over the previous period.

Read 1 Book per Week – “A”, I was able to complete reading 5 books this period (Moby Dick is still in progress). They were:

The Non-Designer’s Design Book – a very good read, referred to me by my colleague David Seah. I learned some good tips about designing text layouts that I can put to use on some product ideas that I have coming up later this year.
A Spectacle of Corruption – Historical fiction about election processes in 18th century England (much more interesting that that description sounds!)
Prague – a twisty-turny novel about American and Canadian ex-pats living in Budapest in 1991. No one even goes to Prague, they just sit around in clubs and bars talking about going there. I should not have finished this one…kindof a waste.
The Dante Club – more historical fiction, this time Henry Wadsworth Longfellow, Oliver Wendell Holmes and James Russell Lowell team up with 19th-century publisher J.T. Fields to catch a serial killer in post-Civil War Boston. Highly recommended.
Rework – a “business” book, Jason Fried and David Hansson describe the surprising philosophies at the core of 37signals’ success. Well, let me tell you I am quite inspired to put them into practice. Highly recommended. A full review will be published later this week.
Moby Dick – the eternal classic. I haven’t read this in years so I thought I’d go for a sail with Ishmael and Ahab.

Create 1 free product - “A”, This was a decent success, as I created the new newsletter for the Knowledge Exchange Summit. If you have not signed up, well, you will have another chance this Thursday as we will be meeting again to discuss our businesses and share best practices.

Work on the Productivity Book - “F”, This is where I get embarrassed, because I have not done a single thing on this project. Primarily because I did not schedule time to work on it, I did not do any of the research I wanted to do, and I am sorta scared of doing it.
I did not follow any of my own advice, tactics, or procedures. This means, of course, that the book project is going to get moved to the front of the line for the next period. Importance and Urgency have both increased for this and it deserves to get the attention.

Brainstorm ideas for new training courses – I did this at the beginning of the period, and will be sharing these later.

3/3 Groundhog Day Review

March 3rd 2010 Posted at Productivity
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Today is Groundhog Day!

It is time to review my Second Period Goals, then give a brief outline of what I have planned for the Third Period (4 March to 3 April 2010). I am not going to call these review/planning periods “months” or “monthly” because there will only be 11 of them, including the year-end review on 12 Dec.

I have been good at keeping the promise I made to myself to be diligent with my Weekly Reviews, taking careful notes, and saving all of my planning sheets. I also created a pretty cool flowchart for marketing and linking the new products that I plan to create this year with the existing product/service line.

This flowchart was enhanced and improved in a recent meeting that I had with my friend Dave Seah, in our Knowledge Exchange Summit last week. The KES is a pretty cool new thing that he and I are going to do this year, and we will both be writing more about it this month. To get in on the discussion and find out more about the KES please register for the newsletter, here:

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If you are reading this via RSS and can’t see the sign-up form, please click on the post title to come to the website and register. Thank you!

Second Period Review

My Period 2 goals were a little more ambitious, focusing on seeing some positive progress on a major goal that has been back-burnered for too long.

Maintain exercise program – Fail. I pretty much gave up on this, I must re-focus. I need more accountability for this to work…
Read 1 book per week – Success! I actually completed 5 books this period (All of these books will be the subjects of more detailed reviews in the KES newsletter – coming soon):
- SWAT (review at the link)
- The War of Art by Stephen Pressfield – an amazing book that I will be reviewing next week and hosting a contest for a free copy
- The Next 100 Years – a look at the world’s geopolitical future
- More Space – a book of business essays that I read last year and wanted to catch up on the ideas. I wondered if any of the predictions had come true…will be writing more about this later this month
- The Devil in the Kitchen - a book that I received for Christmas, about Chef Marco Pierre White
Work on the Productivity Book – This goal has been revised and re-designed after reading SWAT. I need to approach the book from a completely different angle!
- Add Kanban implementation - Done
- Write Introduction - First draft done
- Organize Chapters - change to Organize Appendices
- Create Artwork - Not done. I have to re-think the artwork needs, as the entire concept has changed from that of a technical manual to a business fable
Staff Evaluations (@Tavern) – Half done. Scheduling conflicts with some of the staff has stretched this out to a second week.
General’s Club Rollout (@Tavern) – Done! This has been very effective, and all of the delegated processes are in place for handling registration, data entry, and mailing Welcome Packages

Overall, I am pretty excited about how this program is working. I would rate the effectiveness as “high” and my morale and motivation are very good as well. It is just the exercising part that has me stymied.

Here are some details from my Periodic Review notebook:

My exercise routine was hard for me to follow. For some reason I just can’t get motivated to do the exercises, whether I tried to do them first thing in the morning or later in the day.
My biggest waste of time: I hate to say it, but this entry was very consistent – being at the Tavern. Business was pretty slow, especially this past week due to the “threat” of blizzard conditions every day. The level of business in the off-season requires that I be there to keep an eye on things due to the lack of being able to pay a supervisor to do the “babysitting”.
The best ROI that I recorded came from my days off from the Tavern, where I was able to spend some time with the Lovely Bride and we could enjoy ourselves. She works days, I work nights, so we do not get a lot of time together during the week.

Action Steps for Improvement

As part of the GHD review, I think that it is important to look at the failings and successes of the period and learn from them. What did I do well, and why? What did I not do well, and how can I improve?

I suspect that my exercise problem has to do with accountability and with revising my morning schedule. Everything that I do when I first get out of bed is pretty standard, and has been for a while. This means creating a new habit, which is a pretty difficult thing to do. I have been keeping a checklist on my Kanban board for logging the days that I exercise, but that just isn’t working. I need to put it in a more conspicuous place. And I need someone to push me.

More on this later. Here are my new-and-improved goals for the next period:

Period 3 – Due 4 April

Maintain exercise program – use Twitter or Facebook for accountability?
Read 1 book per week
Create 1 free product (Like the 7 Habits of Highly Effective People in Context)
Work on the Productivity Book
- Write Conclusion
- Send out for copy-editing
- Prepare cover art
- Contact possible reviewers
- Brainstorm freebies and bonuses
- Create outline for story
- Brainstorm characters/roles
- Map out basic plot
- Start writing!
Brainstorm ideas for new training courses

So far, so good. Just writing this post has been very revealing and cathartic. I feel really good about this program and encourage you to create something like it for yourself. Send me an e-mail [stephen at stephenpsmith dot com] if you need help, I’d love to see some more folks get involved and share their progress.

You can still join in on this running experiment, leave a comment or email a link to your own post.

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7 Day Business Blogging Course by Chris Garrett

June 17th 2009 Posted at Business Development
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Chris Garrett has put together a 7-day mini course on business blogging, which you can learn more about here at Simple Web:

Of course the site talks about “content sites” but we know blogs and content sites are the same thing, right? There are a couple more things you need to know

1. Even if you do not run a for-profit site, all the same ideas are relevant

2. The site is about Joomla rather than WordPress, but ALL the principles in this course apply to any blog

3. You will need to add your email address to get all the parts in the series

Get the first part and sign up for all the entries here.

I have been taking the course over the past week or so, and here are some of the things that I have learned:

Day 1 – Planning Your Site

When many people think of creating a website for their business, organization or self, the first idea that comes to mind is the standard “corporate” style site consisting of basic “about” information, followed by a contact form.

Truth is those kinds of site have limited value. The proof is, of course, in your own online behavior. What kind of site do you visit most often? I bet you find content sites more useful and therefore visit them far more often.

We like to keep abreast of news, read tutorials and how-to guides, be informed and entertained.

This is the truth, and something that I evangelize to my clients. The important parts of the first lesson are:

State your goal
Define success and how to measure it
Choose your niche and your audience
Create the persona for your site
Make an offer for valuable free content

Day 2 – Researching Your Niche

Focusing on your audience will mean you are always providing what people want and need, in a way that they find compelling. It’s so much easier to promote something that people actually want rather than create something then try to find a market for it!

Challenges – If you can empathize with what your audience is struggling with then you can become their knight in shining armor!

Purchases – What are your audience buying and why?

Education Needs – Are there phases that your audience go through from newbie to black belt? Do they prefer text, video or a mix?

FAQs – Which questions come up over and over?

Already you will be generating content ideas. Some ideas will be useful as articles, some ebooks, others for glossary and other reference type material. Next we need to find the exact phrases people use to describe issues, and how many people are looking for those phrases …

This is important information, as knowing your audience is vital to the success of your effort!

Day 3 – Setting Up Your Site

Features

Once site owners realize how easy it is to add features to their site they tend to get carried away. Remember your visitor is there to find useful content, not get distracted by gizmos!

The important features you might consider are:

Contact Form – So the reader can contact you rather than copy and paste your email, also will prevent you getting as much spam.

Comments/Community – Build a sense of community by sparking discussions

Search – Allow your reader to find content by searching rather than click-click-click browsing.

Ecommerce? – Do you want to sell products?

Email Subscriptions – Keep your visitors coming back over and over by allowing them to sign up to an email service where you can notify them of any new articles or news you post up.

This too is good.

Day 4 – Managing Your Content

Writing Great Content

Here are some tips for making sure your articles have impact:

Have a point – The most important tip of all is to make sure everything you write has a point, and gets to it. Nothing will put off a reader more than if your articles do not put forward a clear idea, piece of advice, item of news or some other benefit. Start with what you want the reader to take away and make sure your content builds up to just that.

Think ‘So What?’ – The litmus test for if you have achieved the above “point” tip is to ask yourself if the reader will be thinking “So What”. This goes for your headlines and links too. People can agree, disagree, be motivated to take action or sent to sleep, but make sure they never ask “so what”.

Don’t force it – Readers can tell if you are forcing out content. If it is not flowing, do something else for a while rather than try to force yourself to write.

Write like a person – Your High School English teacher is not reading, so it is safe to write as you speak. People connect more with people who write like they are speaking directly to them rather than dry, academic style formal writing.

Draft, then edit – Don’t edit as you write, it stunts your creativity. As much as possible get into the flow then come back to polish later.

Read your content back – A great way to know if your writing is going to work is if you read it back, aloud. If you find yourself running out of breath trying to get to the end of your paragraphs you know you need to tweak!

You will notice I have not written about great headlines and being persuasive. While those things are important and can help you create more traffic and sales, it is also important at this stage of the game for you not to feel intimidated. Don’t set the bar too high for yourself, just write and enjoy writing. Providing you offer something, create some sort of value, and it is readable enough to make sense, then people will be happy to read.

More good advice, in fact hundreds of posts have been written about these basic ideas. I highly recommend this course for people just getting started on blogging and social media. Get the first part and sign up for all the entries here.

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…words

The personal weblog of Stephen P Smith

Posts Tagged ‘periodic review’

The Mid-year Review

4/4 Groundhog Day Review

3/3 Groundhog Day Review

Action Steps for Improvement

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