Ten weeks in. How are you doing on your goals?

Statistics suggest that only 25% of people are still working on the resolutions they made at the start of the year after 30 days. Only 8% measure actual progress through the year. I’m convinced that this is largely because we get so busy with “regular life”. We don’t make time to think about those goals and make intentional steps toward them.

A few years back, I participated in a Franklin Covey training seminar called the Four Disciplines of Execution. The seminar highlighted two categories of activity in our lives. They referred to what most of us log way too many hours on as the Whirlwind. This is the stuff that expands to fill every space available. Email, paperwork processing, etc. The other category which we rarely have time for is what they call the WIGs or Wildly Important Goals.

goals on the calendar
Put your goals on the calendar.

Formula for success or failure; your choice.

We need to make time to look at our WIGs consistently and plan intentional steps toward them. Otherwise, it should be no surprise that 12 months pass and we still find ourselves in the same position. If I don’t exercise or make different food choices, I’m not going to lose weight. If I don’t call more customers than I called last year, I won’t initiate more sales. Whatever your goals are, the “big rock” idea applies: you have to put them in the schedule first and in a priority position.

“A large crowd was following Jesus. He turned around and said to them, ‘If you want to be My disciple, you must, by comparison, hate everyone else—your father and mother, wife and children, brothers and sisters—yes, even your own life. Otherwise, you cannot be My disciple. And if you do not carry your own cross and follow Me, you cannot be My disciple. But don’t begin until you count the cost. For who would begin construction of a building without first calculating the cost to see if there is enough money to finish it? Otherwise, you might complete only the foundation before running out of money, and then everyone would laugh at you. They would say, “There’s the person who started that building and couldn’t afford to finish it!”’”
Luke 14:25-30, NLT

In the passage above, Jesus challenged His disciples to “count the cost” before committing to the massive life-change that it would take to follow Him. But this “count the cost” principle applies to everything we do in life. If we are going to make the difference God has called us to, we must be diligent. If the goals we set for the year are really important to us, we need to make time for pursuing them intentionally.

CRASH the statistics; make progress toward your goals.

goals can be achieved in a team
You can do this! And bring others with you! It will be great to celebrate the wins together.

Here are a few suggestions to CRASH the statistic and be one of the few who makes real progress toward goals in 2019:

  • Cut your goal for the year into fractional milestones. Identify steps that you can measure as the year goes along. If you can check off a 10th of the goal every month, you will be done with two months to spare.
  • Recognize dependencies in your goals. If you need input from others or certain things have to be done first to make progress in other areas, initiate there first. If you wait until the end of the goal period to request important direction, you will be at the mercy of someone else.
  • Allocate an hour per week or month to review your goals. Look at how you’re doing on the trajectory to achieving them.
  • Summarize your goals on a one-page document or even an index card. You can refer to them quickly to evaluate progress.
  • Help yourself by inviting others to hold you accountable. A supervisor, work peer or friend could be a great encouragement when you lose sight of your goals along the way. You can also return the favor for them!

Counsel has so many benefits in Scripture. Why don’t we prioritize it more?

Somehow despite many benefits associated with counsel, we often fail to prioritize this in our lives.

“The wise are mightier than the strong, and those with knowledge grow stronger and stronger. So don’t go to war without wise guidance; victory depends on having many advisers.” Proverbs 24:5-6

Why not? Who would ignore such overwhelming promises?

I have seen four reasons why we neglect to include counsel in our activities and decision-making:

We are too busy.

Inviting counsel takes time. Because we live in such a fast-paced world with a deadline every minute and multiple demands per day, we often don’t have the time to invite men and women of wisdom to speak into our lives. TIP: Slow it down and plan ahead. This is easier said than done, but if we can stop and look a few weeks or months ahead at what is coming down the pipe, we have time to collect valuable wisdom.

We aren’t listening.

God has blessed me with multiple voices of counsel in my life. From my wife to my peers at work to my supervisor or employees, these people are eager to offer input on circumstances I’m navigating. If I’m focused on doing the work, versus considering the consequences, I will often miss the opportunity for their voices of experience or insight to help me choose more wisely. TIP: Listen. Actively listen when those around you are talking about your world. Taking notes makes me a more engaged and intentional listener.

When we resist counsel, we can get locked in a course of direction that is extremely unhelpful!

It hurts too much.

Sometimes counsel comes in the form of hard questions that I am uncomfortable responding too. If I shut down because the question opens up pain or discomfort, I will miss the potential gain. TIP: Be willing to confront hard questions. I have found that when I take time to consider why I don’t want to answer, I am often halfway down the road to hearing wisdom God may want to speak about moving forward.

We think we know it already.

We invest hours per day, week or month in the plans we prepare for our organizations. Certainly we would have thought of all the ramifications when we were preparing our steps. Maybe we even have years of experience in this area that others are lacking. I heard a speaker last week mention the idea of “optimism bias”. This suggests that we often feel like things are going to go well for us and will miss warning signs and reject counsel that suggests otherwise. TIP: Be open-minded with your plans. If God has blessed you with counselors, remember that they are a gift from Him. Don’t be so convinced in your intentions that you miss His guidance through trusted sources.

I wrote a number of suggestions on welcoming counsel in a recent Marketplace Monday, which you can access here.

Too many recurring tasks? Try these tips!

All of us have a list of regular recurring tasks we are responsible for. These items can quickly fill our schedule. They often don’t feel as connected to our impact, but they just have to be done. Tax filings, weekly impact reporting, financial reports; some things just feel like they have to be done whether you’re excited about them or not. Here’s a suggestion to ADD time back to your schedule by moving these off your list:

to-do list

Automate tasks that are highly predictable.

There are lots of software tools out there now that will make some of these items automatic without your direct involvement.

  • My rent is due monthly but I’m in the office so little that it’s easy to forget when I’m busy. My online billpay will let me schedule a check to send every month on a schedule I need. I just have to make sure there’s money in the account!
  • Payroll filings can be a real pain, especially if you have a small organization and you’re the only one available to do them. There are a number of inexpensive payroll solutions. These companies will cover the majority of payroll needs for you so that you simply approve the checks before they are written. I find the cost of this to be well worth the time I would spend plus saving the headache of knowing it’s done right.

Delete tasks that are not adding value.

In the life cycle of an organization, there are tasks we add to our routine that make sense when they are new. As we grow or as team members change, we should review these routines regularly.

  • I worked with an organization that had a seven to eight page monthly financial report for the Board. They built this packet over thirty years of active ministry in multiple categories. As the organization matured and made decisions that streamlined their operations into only two categories of service, we were still generating a number of these reports. But we kept spending time doing those reports “because it was part of the process”. A few months in, I requested permission from the Board Chair to discontinue those reports. We quickly confirmed that no one was looking at them anyway!

paper to-do list

  • Many of us started organizations when “paper trail” was the rule of the day for financial accountability. Large photocopiers, file cabinets and closets filled with Bankers Boxes are the evidence of this today. I am not advocating paperless (I’m still a little old-school), but what about using email reports to key leaders to spare the generation of paper photocopies? Many leaders would rather look at items in their email and spare the paper inbox filler. This does require formatting your reports in a way that allow for smartphone viewing. If you can adjust your report templates so that they generate this way automatically, you can allocate the photocopying time to strategic planning or client service! (Or to going home on time.)

Delegate tasks that can be capably done by others.

If something can’t be automated or deleted, what about giving it to another team member or volunteer? For lower and mid-level tasks, someone might be able to do it nearly as well as you. Some speakers suggest that you should give something away if another person can do it 80% as well as you can. We cannot delegate some things because they require our knowledge AND our authority AND our skills. But if a task only requires two of these three things, consider this:

  • Some people on your team may have similar skills (they may be better at Excel than you are). You could give them the knowledge and understanding to generate draft financial or other reports on the state of the organization. Then they submit them to you for approval before distribution. You maintain the authority piece but reduce the time invested. If there’s one account you typically watch closely and you normally check it when you’re preparing the reports, ask them to give you the summary reports AND a detail on that line item. Side note: I have found that I read financial reports more critically when I didn’t generate them. This could help you catch something you otherwise would have missed.
  • Some people on your team may have the knowledge of your organization but may not be as trained in Excel or WordPress or whatever tool you use for the task at hand. How about sending them to a class so they can learn this skill? This will help them feel more invested in your organization and increase their heart to give back, plus reduce your task load. There are plenty of free and inexpensive training vehicles out there; one leader I have worked with goes to Youtube for help with everything.

training to-do list

But some things require special authority?

Authority is a hard one to navigate, but I went through a season where I did not have the required time to do a deep proofreading of our financial reports before they were submitted to the Board. Our Bookkeeper was preparing them and doing a quality job but she wasn’t quite to the level to feel comfortable with things going straight to the Board without my review. But who could cover this important work for me?

I met with our volunteer Treasurer who was also a recipient of the financial reports. Because he had a detailed eye, I was confident he could inspect her work. He also might catch things I wouldn’t see because he was less connected to the everyday activities of the organization. For six months, he took over that task and helped me clear multiple months of overdue reports to the Board. By the end of that season, the Bookkeeper was ready to generate for the Board directly. I never had to re-add “checking the reports” to my list. Instead, I now receive and review them when the Board does.

I onboard new volunteers because other leaders don’t know what I know.

  • Onboarding new volunteers is one item that is mission critical for nonprofits. And you know and can explain things about your organization that make you a key piece of each new volunteer’s process. But if the typical process is 60 minutes, could your portion be 15? If someone else handled 45 minutes, the new volunteer will have more relationships in the org than just with you. Plus you will have shaved 75% of your time investment. With one ministry, I developed a one page summary of all the basic info that every volunteer needed to know. I took my presentation and spelled it out on paper. Then I could put the paper in the hands of any experienced volunteer to go over with other new folks. Many hands make light work, including in volunteer onboarding.

I hope these tips help you!

Related Link: More tips on working your to-do list!