Your Big Picture

1| Define purpose and principles

2| Outcome visioning
3| Brainstorming
4| Organizing
5| Identify next actions

1| Think of purpose
2| Think of what a successful outcome would look like: where would you be physically, financially, in terms of reputation,
3| Brainstorm potential steps
4| Organize your ideas
5| Decide on next actions

3 Basic Steps for Developing a Vision:

1. View the project from beyong the completion date
2. Envision "WILD SUCCESS"! (Suspend "Yeah, but…")
3. Capture features, aspects, qualities you imagine in place
cially, in terms of reputation, etc.
"Mind Sweep" GTD>
Next S=
Action = Projects = Waiting = Calendar Someday
STUFF A P W =C Errands = E /Maybe

Competition - develop plan x

Complete Taxes x
POD - 5900 Retrofits x
Anchor bedroom curtain x
File State Taxes x
Pampers Rewards x
Bandwidth Meeting Prep x
tmobile phone upgrades x
Get dog food x
Send Boy's School Pics to Mom x
Buy CFLs x
Buy backup light for car x
buy dog food x
"Mind Sweep" GTD>
Next S=
Action = Projects = Waiting = Calendar Someday
STUFF A P W =C Errands = E /Maybe
 Do It (if less Defer It
than 2 Defer It (As soon As I
Next Action minutes) Delegate It (Calendar) can)

Competition - develop plan x

Complete Taxes x
POD - 5900 Retrofits x
Diet x
Anchor bedroom curtain x
File State Taxes x
Pampers Rewards x
Bandwidth Meeting Prep x
tmobile phone upgrades x
Send Boy's School Pics to Mom x
Projects Steps Due Date

Retrofits Product Life Cycle Letters

Pricing
Time Line
Price List Descriptions
List of New vs Old Parts per Retrofit
POD

Bandwidth
Karl M. email re Bandwidth

Competition

GTD
Read Book
Read articles
Set up Outlook per GTD

Opportunity
Projects Steps Due Date

Component Tester
Standard Specimens
Debri Mgmt
9900 TP Replacement
Waiting For Waiting for Informed Date Due Date

Margin Calculator - items missing costs Martin W

Bandwidth Spreadsheet - fill ins Martin P
Get Parking Space light fixed weather, parking
Competition - call Sales Engineers with Manny Manny
Product life Cycle Letters - Parts Lists John R.
Service F/u Cat. No. - Finance Recognition John R.
Info on Protection for 2714-010 grips Hong Long Ping Sat Feb-26-2011
Protective film on base of EM frame ESR-10173
Update 6700 Low Speed Specs Diana H. Thu Feb-24-2011
2714-005 replaicng 2714-004 Grip - MCO-24738 Paul M
5900 Panel animation Diana H Wed Mar-23-2011
5900 brochure update Diana H Wed Mar-23-2011
Complete Taxes W4s
Someday / Maybe

Read Harvard Business Review Articles

Clean bookshelves
Clean desk
Calendar Date

Mail taxes out by Fri Apr-01-2011

Brazil Aircraft Visitor Mon Apr-04-2011
Return to NYC Fri Apr-08-2011
Fanny's Dental appt Fri Apr-15-2011
Caulk Shower Sat Apr-16-2011
Toyota Recall Appt Tue Apr-19-2011
Shampoo carpet Sat Jun-04-2011
Caulk Slider Sat Jun-11-2011
Mirror over patio Sat Jun-11-2011

Completed - Waiting to Close

Auto Insurance Payment Made Wed Mar-09-2011
Errands Where

Buy CFLs Walmart, Home Depot

Buy backup light for car ADAP, car parts store
buy dog food Stop and Shop
Phone Calls
Name About Tel. Notes
Professional
Projects started, not completed
Projects that need to be started
"Look into…" projects
Commitments/promises to others
Committments/Promises to Others
Boss/partners
Colleagues
Subordinates
Others in organization
Outsiders
Customers
Other Organizations
Professionals
Vendors
Communications to Make/Get
Phone calls
Voice Mail
E-mails
Text Messages
Letters
Social Media Postings
Other Writing to Finish/Submit
Reports
Evaluations/reviews
Proposals
Articles
Marketing materials
Manuals/Instructions
Summaries
Rewrites and edits
Status reporting
Conversation and communication tracking
Meetings that need to be set/requested
Who needs to know about what decisions?
Significant read/review
Financial
Cash
Budgets
Forecast/projections
Profit and loss
Balance sheet
Forecasting
Credit Line
Banks
 Receivables
Payables
Petty Cash
Investors
Asset management
Planning/Organizing
Formal planning (goals, targets, objectives)
Current Projects (next stages)
Business plans
Marketing plans
Financial plans
Organiztional initiatives
Upcoming events
Meetings
Presentations
Conferences
Organizational structuring
Changes in facilities
Installation of new systems/equiptment
Travel
Vacation
Business Trips
Organization Development
Organization chart
Restructuring
Roles
Job descriptions
Facilities
New systems
Leadership
Change initiatives
Succession planning
Organization culture
Marketing Promotion
Campaigns
Materials
Public relations
Administration
Legal
Insurance
Personnnel
Staffing
Policies/procedures
Training
Staff
 Hiiring/firing/promoting
Reviews
Communications
Staff development
Compensation
Feedback
Morale
Sales
Customers
Prospects
Leads
Sales process
Training
Relationship building
Reporting
Relational tracking
customer service
Systems
Mobile devices
Phones
Computers
Software
Databases
Telecommunications
Internet
Filing and reference
Inventories
Storage
Office/site
Space arrangements
Furniture
Equipment
Decorations
Utilities
Supplies
Maintenance/cleaning
Security
Meetings
Upcoming
Needing to be set/requested
Need debriefing
Professional development
Trainin/seminars
Things to learn
Personal
 Projects started, not completed
Projects that need to be started
Projects-other organizations
Service
Community
Volunteer
Spiritual organization
Commitements/Promises to others
Thinss to find out
Skills to practice/develop
Books to read/study
Research
Formal education (licensing/degrees)
Career research
Resume
Performance objectives
Professional wardrobe
Men
Women
Waiting for…
Information
Delegated tasks/projects
Completions critical to projects
Answers to questions
Replies to:
Emails
Letters
Proposals
Calls
Invitations
Requisitions
Reimbursements
Insurance Claims
Ordered Items
Repairs
Tickets
Decisions of others

Partner/spouse
Children
Parents
Family
Professionals
Returnable itmes
 Debts
Communications to make/get
Phone calls
Voice Mail
E-mails
Text Messages
Letters and cards
Social Media Postings
Thank-yous
Upcoming events
Birthdays
Anniversaries
Weddings
Graduations
Receptions
Outings
Holidays
Vacation
Travel
Dinners
Parties
Cultural events
Sporting events
Administration
Home office supplies
Equipment
Phones
Mobile devices
Audio/video media
Voice Mail
Computers
Software
Internet
Filing and records
Data storage/backup
Leisure
Books
Music
Video
Travel
Places to visit
People to visit
Web browsing
Photography
Sports equipment
 Hobbies
Cooking
Recreation
Financial
Bills
Banks
Investments
Loans
Taxes
Budget
Mortgatge
Bookkeeping
Accounts
Pets
Health
Training
Food
Supplies
Legal
Wills
Trusts
Estate
Legal Affairs
Family Activities/Projects
Partner/spouse
Children
Parents
Relatives
Home/household
Real estate
Repairs
Construction
Remodeling
Landlords
Heating and air conditioning
Plumbing
Utlities
Roof
Landscaping
Driveway
Garage
Walls
Floors
Ceilings
Décor
 Furniture
Appliances
Lights and wiring
Kitchen supplies and equipment
Laundry
Purging, organinizing, cleaning
Storage
Service providers
Health
Doctors
Dentist
Optometrist
Healthcare specialist
Checkups
Diet
Food
Exercise
Personal Development
Classes
Seminars
Education
Coaching/counseling
Career
Creative Expressions
Transportation
Motor Vehicles
Bicycles
Maintenance
Repair
Commuting
Clothes
Professional
Casual
Formal
Sports
Accessories
Luggage
Repairs
Tailoring
Errands
Shopping
Stores
Hardware
Supplies
Groceries
 Gifts
Pharmacy
Bank
Cleaners
Repairs
Community
Neighborhood
Neighbors
Service
Schools
Civic Involvement
Voting
Waiting for
Product orders
Repairs
Reimbursements
Loaned items
Information
RSVPs
Projects/Tasks completed by family/friends