Sales Community - Goal Setting

Goal Setting for the New Year

Just like in business, you should have goals for your life.

We kick off the New Year with new comp plans, territory plans, and personal plans. Let's be deliberately aware of the areas that are balanced (both in business and in life) and those you want to improve in, so we can hold ourselves accountable and ultimately achieve success and happiness.

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"Leadership Qualities and Talent Management" with Chris Riley, CRO of Automation Anywhere

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Randy's Tips to Sell More??? Excerpts from?Your Go-To Sales Advisor

Those of you who know me personally know I have always been a big believer in goal setting. Each year I take some time to reflect on how I did against my goals from the previous year, and write down my goals for the upcoming year.

I put a big emphasis on physically writing them down as a way to get it on paper to visualize each goal and hold myself accountable to what I want to accomplish in the upcoming 12-months.

Below are my full goals for 2022. I know this is a lot but over the years I've shared my goals with my team when I had corporate jobs and was always surprised by the number of folks that took it to hear.

Randy’s 2022 GOALS:

Mission Statement: TO LIVE AN AUTHENTIC LIFE THAT GOD, MY FAMILY, AND I CAN BE PROUD OF....be happy, do what I want to do, be present, and live in the moment!

POSITIVE OUTLOOK- I wake up positive every day, lead a balanced life, make a difference in the world, love, make money, and have fun by passionately:

• Focusing on my family relationships, my spirituality, and God
• Eating healthy, drink water, exercise, sports, avoid toxins, sleep 7-8 hours, vitamins
• Excelling and developing professionally, aspirational goal to be similar to Bill Campbell, RIP
• Proactively managing my network
• Financially improving
• Helping/developing my family, friends, colleagues, and strangers; encourage paying it forward?
• Mental stimulation and development
• Reviewing goals/accomplishments furthering my belief in goals becoming reality
• Planning ahead to live life to the fullest so I get/give the most each day
• Surrounding myself with people I like, trust, respect, can learn from, and align with
• Treating others how I want to be treated
• Focus on my priority to dos in the morning
• In case of adversity, believe I can-I will-I must!
• "Happy to do it"

Then I can look down my road with confidence, look back with pride, without regret. I will always be my best self, but be myself.

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2022 Goals - RPS

Top Incremental Goals:

1. Event/trip with kids
2. <230lbs, daily exercise, no dessert
3. Sales Community- help members, Newsletter 20k+, make sponsors successful, develop Advisory Board cohort groups
4. Find SaaS sales tool/platform or other SaaS offering to really impact
5. Financial goals- cash flow and net worth

Family:

• Kids: in touch and engaged in their lives, support their goals, loving, nurturing, focused time, try to know friends, play, savor the now, stretch their imagination, discuss their dreams, show them the right way to do and handle things, help them experience the whole world, guide them to the right type of friends and mates, model how to react and act, WWJD! self esteem, share my feelings/experiences, extend deserved trust, talk to them about concerns/blessings/people/life, help them to learn to think well, financial responsibility, career advice, go to Duke??& Bama weekend bb games, mentor for kids
• Trips/events with kids (P? Sh? T? B?)
• Family trips: Naples XMAS, Beaver Creek, family trip August?
• Birthday dinners
• Janet: great marriage and relationship #1, mutual interests (Beaver Creek/ski, Naples, pickle ball, golf, TV series, tennis), communication, listening, caring, loving, going out with friends, dancing better? VN biking
• Mom and Dad G

Spiritual:

• Pray, thank God daily for everything, gratitude improves my attitude, church weekly plus online, pray at dinner, Rick D daily prayers
• Fr Jim relationship
• Knights of Malta

Health/Physical:

• 230, <40", sleep 7-8 hours/bed before 11pm, drink 120 oz water, Whoop 10+ day strain and recovery green
• Exercise every day (2x/wk weights, 5x/wk cardio), daily stretch and TB12 pliability sphere, yoga 1st weekend/mo
• Chiropractor 1/mo
• Eat healthy, caveman, good protein, veggies, intermittent fasting/no breakfast, palm portions, no dessert
• Sports: tennis, golf, skiing, pickle, running

Professional:

• Sales Community: help members, Newsletter to 20k+, AB to 400+, really make sponsors successful (Outreach, Gong, ABM player, Sendoso, Alexander Group, Emissary, and tbd’s), weekly TSI podcasts with 1K+ views, develop cohorts, create college and SDR branch
• Find SaaS sales tool/platform or other SaaS offering to really impact
• Help others through Your Go To Sales Advisor
• Help Top Talent Recruiting clients
• Alan Spoon ideas-Speaking engagements that help my brand/improve value, more networking events sponsored that I attend or run (WTC, Beaver Creek events, industry conferences, dinner/drinks, etc), focus on fewer to get deeper like Alan, write and speak about best practices to shake things up, leverage PE’s/VC’s, think of time by nitches
• Visionary goal to be similar to Bill Campbell, RIP
• Cultivate my go to exec relationships for sales leaders, CEO’s, sales tech SaaS platforms, track by metro, always get feedback
• Help Stage2 Capital, GTM Fund, and VC's/PE's
• YPOGold, Emerson Forum, learning/leverage events, CEO group
• Boards: ONDAS, Data Dynamics, Cloudgenera
• Consulting: DataRobot, Dooly, CaptivateIQ, Emissary, DecisionLink, Sendoso, Sales Impact Academy
• Advisory Boards: CXONexus, Corent, WekaIO, Trilio, ISG
• Leverage TB for invoicing, collections, expenses, forms, delegate to leverage time

Social:

• Make a difference in the world, help friends/family/strangers
• Always positive and smiling, interested in others with questions and listen well
• Charities: Sebs, BC, Malta, Bama and Duke Baseball
• Friends deeper relationships?
• Help with marriages
• Clubs
• Beaver Creek, Naples, VN bike trip

Mental:

• Read daily WSJ/Globe, Magazines: BW, F
• Books- summaries via Jeary/YPO extracts, 1 fiction (improve here!)

Financial:

• Set goals for all segments
• Continue success with private company investments?
• Live off work cash flow, save stock/company sales, invest well
• Burn rate, charitable giving, insurance

Personal: budget time on calendar and see how I spend it, say no

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LONGER TERM VISION- be happy, laugh, be in the moment, and serve others

• Family-great relationships, trips, Naples and Beaver Creek, traditions, improve dancing for Janet
• Spiritual-daily devotion, service
• Physical-healthy, lean, golf, tennis, skiing, sleep 8 hours, water, exercise
• Professional-add value, keep working, mentor, boards, teach, charities, consult, relationships
• Financial-donate, net worth
• Social-friends

Phase 3 of my life, 58-65

• Explore sales tech platform space and needs of CRO’s
• Find tech or SaaS sales tool/platform to really impact
• Create sustainable business/es?
• Scale up? Leverage?
• NW
• Prior year HA!! “Add best practices to website that could be a book”

Phase 4, 65-75:

• More personal, family, friends time
• Work (Boards and Consult) only b/c want to and don't have to
• Bill Campbell aspirational goal
• Retire partial @65, but stay engaged and helping
• YPO Gold and CEO trips/events
• Naples and Beaver Creek focus
• NW

Phase 5, 75-90:

• Fully retired, grandkids (time, fun, teach), friends
• Janet- love, fun, travel, tennis, golf, ski, pickle
• Mentor/coach- Bill Campbell like, boards/consult
• NW

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2021 YEAR REVIEW AND 2022 PLAN (I’ve done on my own and suggest you consider a similar exercise):

Short Form:

• What have I learned about myself last year?
• What was hard for me last year??
• What did I like most about last year??
• How did I surprise myself last year??
• What do I want more of this year??
• What would I like to be different or have less of this year??

Long Form last year/this year:

• Sit in a quiet place, simply breathe for a few minutes first, allowing my shoulders, my jaw, and any other places of tension in my body to relax. Think about what stands out from last year, just breathe and let the answers take what time they need to come:?
• What worked best for me last year?
• What were my top three lessons learned??
• What personal and professional qualities did I develop??
• What were my biggest wins and challenges??
• What would I love to let go of??
• What activities had me jumping out of bed in the morning??
• What kind of people did I love being around??
• What conversations left me feeling most fully myself??
• What am I proudest of achieving??

Now think about this year:

• What would I like this coming year to be about, what will be my theme for the year??
• What personal and professional qualities do I want to develop?
• Who do I need help from to achieve these goals??
• Next year, how will I finish this sentence?

Thank you all again for subscribing, on to a big 2022!