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 B 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 '====== '====== '====> '====> 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
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