MY PLAN

for
SUCCESS
By

_________________________________________________
Name

_________________________________________________
Name of Franchise

Period Beginning: _______________ To: _______________

Leadership Management® International, Inc.

4567 Lake Shore Drive ● Waco, TX 76710
 PLANNING
Successful planning is more than merely carrying over last year’s statistics to next year’s plans.
If you are new in LMI, you have no statistics on which to base your plans. If you have been in
LMI for several years, you are probably ready to move to higher levels of achievement in your
business. What you plan to do next year need not be limited by what you have done in the past.
The purpose of this plan is to help you set your specific goals and give you an organized way to
work toward their achievement.

Specific goals and a specific plan of action are essential to your progress and success. A plan
is more than a New Year’s resolution to be made in the white heat of enthusiasm. Resolutions
fade and are forgotten as the days go by because they are nothing more than fleeting promises.
But a worthwhile plan is a design, a blueprint. It must be:

DESIRABLE It must reflect your inner-most dreams and goals.

REASONABLE It must show you a picture of results you can believe.

MEANINGFUL It must reveal a purpose and a direction for the life and business you are
building

MOTIVATIONAL It must challenge you to recognize within yourself potentials and possibilities
you never saw before . . . to think of yourself as being bigger than you are
now.

A PLAN is your friend. Treat it as such and it will always stand by you and the rewards will be
outstanding. Abuse it, and the loss is yours.

The PLAN you make here, when followed enthusiastically, will not only guide you to the
fulfillment of your dreams, it will add more zest to the journey. It is always motivational when
you can compare your results to planned goals.

This PLAN is important because:

… It will keep you on track.

… Organize activity and maintained enthusiasm go hand-in-hand.

… You will have a consistently higher level of enthusiasm and enthusiasm produces results.

… Results produce income and income is a contributing factor to your success.

… You will accomplish more in less time and end up with more free time. More time to do the
things you want to do.

… You will be alerted to weaknesses and challenges before they develop into problems, and
learn to profit from your strengths as they are developed.

REMEMBER, great achievements are not built on little plans; so plan as big as you want to be.
 MY MOST IMPORTANT GOALS
For 2012
Make a list of what you really want to see happen in your business and your life in 2012

1. _______________________________________________________________

2. _______________________________________________________________

3. _______________________________________________________________

4. _______________________________________________________________

5. _______________________________________________________________

6. _______________________________________________________________

7. _______________________________________________________________

8. _______________________________________________________________

9. _______________________________________________________________

10. _______________________________________________________________

SUMMARY

My #1 Business Goal is: _________________________________________________

_____________________________________________________________________

My #1 Personal Goal is: _________________________________________________

_____________________________________________________________________

My #1 Family Goal is: ___________________________________________________

_____________________________________________________________________

My #1 Self-Development Goal is: __________________________________________

_____________________________________________________________________

My Earnings goal is: ____________________________________________________

My Savings Goal is: ____________________________________________________

My Investment Goal is: _________________________________________________

 YOUR BUSINESS PLAN OF ACTION
The purpose of these planning forms is to help you focus your thoughts, energy, and actions on the
specifics that will bring you a greater degree of success to your business. People succeed because
they know what they want and where they are going, and they know when and how they will
accomplish the important steps in achieving their goals.

The key element in this process is goals. Before you can take your first successful step, you must
know what direction you are going. These forms are designed to stimulate your thinking and aid the
visualization process so you can get a clear image of what your business will be a year, five years, and
ten years from now. This helps you to decide what you can do today and every day to move
progressively toward the fulfillment of your goals.

As you begin your journey, the future may seem unknown, a hazy picture at best, with generalized
objectives and nebulous rewards. But as you use the goal process, the future will come into focus, you
will define specifics, and your benefits will become bankable. You will develop the ability to see the
future as you want it to be and modify today’s behaviors to produce the results and rewards that you
desire.

Using the goal setting process will also set your imagination free. By committing your thoughts and
goals to writing, your thinking becomes crystallized, generalities become specifics, and you are able to
relate today’s activities to the achievement of long-range objectives. This helps you to eliminate wasted
effort and activity traps. You make progress at a faster pace and build your business into a profitable,
vigorous, and dynamic organization.

Discuss your plans with the home office. Make copies and share them so we can get a clearer picture
of your thoughts, goals, and plans. This will help you get advise in ways that may save time, effort, and
money.

Knowing what to do is essential to achieving success. But, without guidance, most people spend only
20% of their time tending to the activities that contribute directly to their success. When 80% of their
efforts are either wasted or spent in nonessential activities, success becomes elusive. By using the
goals process, you will avoid that pitfall and will focus, more and more, on the actions that build a
career, a business, develop professionalism, and result in financial compensation that is far above
average.

The goals process is not an exercise to be completed; it is a plan that is to be used on a continuing
basis. Frequently review what you have written and make additions and modifications as your
experiences allows you to bring the future into clearer focus. Record your progress and milestones and
turning points in your business development. A written record is strong motivation when you are able to
review the goals you have accomplished and the obstacles you have conquered.

Now is the time to get started! Whether you have been in LMI one day, one year, a decade, or more,
this process will guide your next steps and help you to accelerate your growth as a professional in LMI.

SUCCESS IS NEVER FINALLY WON;

IT MUST BE CONTINUALLY ACHIEVED
 BUSINESS GOALS CHECKLIST

Name ____________________ Franchise _______________________ Date_____________

Date Completed

____________ 1. Written BUSINESS PURPOSE

____________ 2. Statement of WHERE WE STAND NOW

____________ 3. CURRENT AND FUTURE ORGANIZATION CHARTS

____________ 4. OVERALL BUSINESS GOALS – 12 Month

____________ A. Sales – $ and Units

____________ B. Profit/Income

____________ C. Growth/Expansion (Associates, offices, etc.)

____________ D. Organizational Production

____________ E. __________________________________________

____________ F. __________________________________________

____________ G. __________________________________________

____________ 5. DEFINITION OF PRODUCTIVITY / PRIORITIES

____________ 6. TIME PICTURES – CURRENT / PLANNED

____________ 7. PERSONAL DEVELOPMENT PLAN / AWARDS & RECOGNITION

____________ 8. BUSINESS EXPENSE REQUIREMENTS / BUDGETS

____________ 9. FINANCIAL STATEMENTS

____________ 10. GOAL PLANNING SHEET on each Goal

____________ 11. GOAL TRACKING SHEET on each Goal

____________ 12. GRAPH Set Up on each Business Goal

____________ 13. AFFIRMATIONS Set Up on each Business Goal

____________ 14. VISUALIZATION BOARD Completed or Updated

____________ 15. GOALS ACCOMPLISHED Up to Date

 BUSINESS PURPOSE

Name ____________________ Franchise _______________________ Date_____________

Write below a statement of why you are in this business, why your company exists, who is your
market, where is your market, what results you deliver, and anything else that will clarify your
purpose and paint a picture of your business. If you have written your Vision/Mission/Purpose,
add it to this section of your plan but still complete this exercise.
 WHERE WE STAND NOW

Name ____________________ Franchise _______________________ Date_____________

Write below a description of your current business situation. Include level of sales, number of
people, number of clients, equipment, assets, resources, systems and anything else that will
describe the beginning point for your continued journey to success.
 ORGANIZATIONAL CHART

Name ____________________ Franchise _______________________ Date_____________

Outline below a chart of how your sales organization currently looks.

*************************************************************************************************************

ORGANIZATIONAL CHART

Name ____________________ Franchise _______________________ Date_____________

Outline below a chart of how you want your sales organization to look 3 years from now.
Include support as well as sales and facilitation.
 OVERALL BUSINESS GOALS
From _______________________ To _______________________

Name ____________________ Franchise _______________________ Date_____________

Note: Make your goals Specific, Measurable,

Attainable, Realistic, and Tangible.

To help make your goals SMART, ask

WHO, WHAT, WHERE, WHEN, and WHY.

One: ____________________________________________________________________

____________________________________________________________________

Two: ____________________________________________________________________

____________________________________________________________________

Three: ____________________________________________________________________

____________________________________________________________________

Four: ____________________________________________________________________

____________________________________________________________________

Five: ____________________________________________________________________

____________________________________________________________________

Six: ____________________________________________________________________

____________________________________________________________________

Seven: ____________________________________________________________________

____________________________________________________________________

Suggested Goals Areas: Gross Sales – $ Growth / Expansion

Gross Sales – Units Image
Profit Client Results
Recruiting Recognition / Awards
 DEFINITION OF PRODUCTIVITY

Name ____________________ Franchise _______________________ Date_____________

Write below what it means for you to be “productive.” Be as specific as possible, using
measurable “output oriented” terms.

SAMPLE
Productivity means that I have a minimum of 15 interviews (sales and recruiting) every week, a
minimum of 3 recruits per month, and Franchise sales volume in excess of $25,000 per month.

PRIORITIES
List below, in descending order, the six most important things you do (with number one being
the most valuable and profitable). Be as specific as possible.

1. ____________________________________________________________________

2. ____________________________________________________________________

3. ____________________________________________________________________

4. ____________________________________________________________________

5. ____________________________________________________________________

6. ____________________________________________________________________
 PRIORITIES
List below, in descending order, the six most important things you do (with number one being
the most valuable and profitable). Be as specific as possible.
 PERSONAL DEVELOPMENT AND TRAINING PLAN
List below conferences to attend, classes to take, books to read, and recordings to listen to. List
anything that will assist you in developing the skills you need to grow personally and that will
help you build your business.

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

AWARDS AND RECOGNITION

List below the Awards and Recognition goals you have for this year along with a short plan of
what it will take to reach that goal. Additional Goal Planning Forms may be required.

AWARDS / HOW I PLAN TO ACHIEVE TARGET DATE

RECOGNITION THIS GOAL DATE ACHIEVED
 RECRUITING

Monthly Recruits YTD Recruits

ASSOCIATES RECRUITED
1. _________________________
2. _________________________
3. _________________________
4. _________________________
5. _________________________
6. _________________________
7. _________________________
8. _________________________
9. _________________________
10. _________________________
11. _________________________
12. _________________________
13. _________________________
14. _________________________
15. _________________________
16. _________________________
17. _________________________
18. _________________________
19. _________________________
20. _________________________
21. _________________________
22. _________________________
23. _________________________
24. _________________________
25. _________________________
26. _________________________
27. _________________________
28. _________________________
39. _________________________
30. _________________________
Copyright © Leadership Management® International, Inc. All Rights Reserved