These top rows can be used as Vision Statement, Mission Statemen a very brief mid-term Goal Statement which

the projects below help to bring

Priority A Project Project Project Due 11/15/09 Date

ProjectX

12/1/09

Create as many Projects as you need to by When you need more perspective, go Created by George Kao To share this with others, give them this link Once you click "Use This Template" you'll

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e top rows can be used as Vision Statement, Mission Statement, or mid-term Goal Statement which the projects below help to bring into being!
Next Action Write here the next visible action step or task to

Remember that you can use the fonts you like, and change the colors of the text or cell. Make this template look and feel more "you" so you'll actually want to use it!

Buckets For each project there may 1. ProjectX folder on computer 2. ProjectX folder in filing cabinet 3. ProjectX folder in browser bookmarks

Who John

Next Action 8/1/09

Jane

11/10/09

When you need more action (or control), do more http://www.GeorgeKao.com http://www.georgekao.com/projectsandgoals

Total Available --> Remaining--> Time Commitment

Last checked

Total wkly

15 12 Biz hours per Weekday Eve Weekend

3 1 5

Month Jan-10 Feb-10 Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12

http://www.GeorgeKao.com Marketing Activity Teleclass with Partner A Webinar with Partner B Speaking at XYZ Conference Webinar with Partner C

Updated: Total List 500 900 1,200 1,600

3/16/2010 Customer 30 45 70 100

Case 1 2 4

Case 2 4 6

To share this with others, give them http://www.georgekao.com/project

Case 1 2 4

Income $1,000 $1,500 $2,000 $2,250

Income $2,000 $2,250 $2,500 $2,750

Income $2,500 $2,900 $3,200 $3,500

Affiliate $300 $500 $800 $1,000

Total Income $5,800 $7,150 $8,500 $9,500

Tax -$500 -$650 -$750 -$850

77% Income $4,081 $5,005 $5,968 $6,661 copy the

$5,000 Savings In -$919 $5 $968 $1,661 copy the

Which Customer or

Which Product /

Date last checked in

Next Action needed to move this case study

Relevant problems/needs faced by client prior to working

One or more poignant scenes from client's life/business due to

Other

Generally, how did they use your

Roadblocks they had in using your product/service or implementing

Questions they had during the time period they worked with

What concept/insights produced an "aha!" moment for them

Good examples of results produced after working with your

One or more poignant scenes in your client's life/business

Testimonials

Additional Comments