Looking at the entire year and what you hope to accomplish can sometimes be daunting. But what if you broke it down into twelve months? You can stay on track easier, you can see quickly when you are behind schedule, and you can correct problems by adding the right tools to keep you on target. Here’s an example:
- Create a spreadsheet with twelve columns. Each column is labeled with a month of the year. We highly recommend using a Work Plan White Board, ‘strategically’ placed in an area within your office so everyone can see their individual progress and how it is aligning with their colleagues progress. Having this information readily available for all to see will head off any potential problems and minimize obstacles.
- The first worksheet is given the name of the first initiative.
- Then think of the year in terms of the initiative. You know where you want to be by December, so break it down. What are the steps you need to take to get to the end result? Schedule these for the appropriate months. You can even list the person who has responsibility for each phase of the initiative.
- Remember to add in reinforcement or follow up – check points on the calendar keep initiatives from slipping. What are the expected results you will see during the year?
Tackling each initiative this way makes it easier to accomplish your plan. You can assign responsibilities. Add reinforcement when necessary. And schedule additional training as needed. Along the way, everyone has a feeling of accomplishment as tasks are finalized and progress is visible.