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How to Make Decisions using the Importance Screen

This morning one of my coaching clients was struggling with 1) a new manager, 2) a new role, 3) a former manager who expected him to continue doing the old work, 4) former colleagues who were not aware that his billable hours were now charged to a different business line.  He was distracted.

Sound familiar?

We all get distracted.  And the results are evident in 1) sloppy or inadequate work, 2) poor self care, diet, health, exercise, etc…

So what do you do to make smart decisions?

The Importance Screen is a great tool for sifting through choices.  Just as you sift sand through a screen before creating a cement foundation, this screen is a simple way to gain clarity.

The team at Stephen Covey’s “Five Disciplines of Execution” developed this screen:  Importance Screen v2.0

You can use it as a template and design your own.

Some tips:

1.  Start by listing the individual and team goals that you think are important… get it “out of your head and onto the paper.”

2.  Note that some goals have a net negative effect (-1) and assign a number to each goal in each column, then add them

3.  Trust your “gut instinct” so that it “trumps the data.”  We buy on emotion.  And we rationalize using techniques such as this Importance Screen.  Let it be predictive.  Not descriptive.  Use it to develop your 90-day plan, rather than explain your past 90 days.

4.  Tweak these headings to suit your scenario right now.

Oh, my client?  He stated that one takeaway from our session is that he will complete this Importance Screen within 48 hours, send a copy to me for review, then send a copy to his new boss when developing his 90-day plan.  If he needs to use it as a reference when talking with his former manager, then he will have this tool, “in his back pocket.”

So, how might you use this Importance Screen?

And if you have shared this Importance Screen with others, please comment below on how you have done so…

Audio: Passionate Actions define human evolution

ActionLearningAudio

Yes, I am serious. Listen to this audio.

Consider how many people you know who have ignored their health, or made poor choices about their partner, or refused to relocate, or let a character trait such as stubbornness prevent them from some desire.

Now consider how many people you know who have chosen to define their values, develop daily habits to reinforce those passions, or chosen to serve thousands of others.

Passionate Actions define us.  Just as you choose to take care of your aging parents, or call that friend, or exceed your client’s expectations, or regularly exercise, your passions define your individual actions.

Passionate Actions also define us as a species.

Consider what happens when we build a business, commit to a relationship, care for others, develop long term friendships, congratulate a colleague, show kindness, speak positively about others…. Ultimately, we are choosing constructive acts for our species.

There is plenty of fear in the world.  And we can choose to polarize and divide (e.g. select any blog RE: political, ethnic, cultural, social, economic debates…)  We can choose fear.  Or we can choose passions.

You can make anabolic, constructive choices to live serving others.

What are you choosing to do?

A letter to a coaching prospect…

Hello  _________,

I have been thinking about our conversation all day and have some initial thoughts,

1.       Change starts with the overwhelming BELIEF that you DESERVE a better life/ desired change.

2.       That idea may sound cyclical, or odd, but it is overwhelming to me at times.  And I see it in the most difficult coaching clients too.  It requires you to adopt some beliefs.  And frankly, that is the hardest step.

3.       IMHO, many people were raised to believe many limiting beliefs about money, wealth, deserving a rewarding career, health, you name it. My family of origin caused me to change many beliefs.  I have struggled.  My coaching clients struggle.  You may not struggle, I understand.

4.       As a gift, I have just ordered you a book that has helped me a lot.  And I enjoy giving it to many clients.  It is called “Secrets of the Millionaire Mind”, by Harv Eker.  He claims that he can predict anyone’s financial or career future after 2-3 minutes of conversation.  His experience is that we all have financial blueprints about wealth and opportunity and success.

5.        In graduate school I learned how these can be re-programmed.  Thankfully.  The brain is elastic.  It cannot separate “I am stating that I deserve a new career” from “I deserve a new career.”

6.       So, a coaching question to explore may be, “What would it take for me to BELIEVE that I DESERVE a better life?”

7.       Coaches help people change.  There are three well-proven steps that help all of us move from 1) awareness to 2) constructive action, to 3) individual and team accountability.   Our beliefs are a choice.  I have changed.  You can change too.

Here are some options for your consideration.  I am willing to:

1.       Talk daily for 30 minutes as you define your passions and next career

2.       Meet weekly directly, or over Skype, or on the phone, to do the same

3.       Provide best of class articles on career search, etc,

4.       Provide assessments to help you assess your strengths and consider next steps

5.       Steer you toward digital resources, essential networks

6.       Share the above with your wife

7.       Be a coach at times

8.       Be a friend at times

9.       Be uninvolved at times

10.   Something else/ any combination of the above.

So, what would you like to do next?

My Radical View of KPIs- and 3 examples

Key Performance Indicators (KPIs) are commonly used metrics for a business.  You may use quarterly returns, cash flow, % new sales, #of clients retained in your daily life.   Accountants and MBAs are taught to master these.  As if they were gospel.

But they are not gospel.  They are a choice.

What if we these KPIs were only metric among several?

1.    Posted on the door of my home office are two examples of alternate KPIs.  One is a list of financial metrics by month  (e.g. revenue, expenses, investments, monthly gross, bank balance, and % of 12 month goal.)  That visual keeps me focused on business.  And it teaches our high-school aged daughters something about business.  The second list is called “Passionate Actions.”  These are the reasons why I work.  Listed monthly are the family trips, personal trips, adventures, life decisions in the past and in the future.  I update both lists quarterly, or so.  Together, these KPIs keep me focused on 1) the top line, 2) bottom line, and 3) key lines.

2.  According to recent articles in Fast Company and the TED community online, there is a new KPI being adopted in several countries in Northern Europe.  They measure Happiness.  As a social construct.  And as a material currency.  Details are at http://blog.ted.com/2006/09/26/happiness_exper/    Can you imagine using a Happiness Quotient, HQ, as a measure of your personal success?   Makes me wonder if we are missing this KPI in America.   The health and social benefits of happiness as a choice are well documented.   The alternatives are even better documented (e.g. depression, violence, poor health and diet…)

3.   Alienation.  Anomie.  Social Isolation.  These are not commonly discussed points at your local breakfast Rotary Club, or while watching your kids play soccer.    But these are social facts in America.  Especially for men, who are being replaced by women throughout every business segment in America.  These people may be too sad to talk.  They do not easily build relationships.  So, perhaps we need to adopt radical new KPIs such as “The number of direct conversations with people per day.  The quality of conversation per day.  The number of hours helping others per day.”  Relationships define business success, and psychological health.  We know that those who live longest have a strong social network.  Hmmm…  solopreneurs are not the only ones who need to guarantee social contacts.   Look at any coffeeshop or bookstore or library for examples of lonely people.  Watch how many fathers are at school bus stops, or PTA meetings.  Scan any online dating company.  Did you know that you can now “Rent-a-Grandma” to watch your children?   Makes me wonder what would happen if we were to create KPIs around constructive social relationships.

Like many readers, I have shelves of books on Success. I regularly send subscriptions of Success magazine to my most engaged coaching clients.  Creating “success” is a work in progress, and the metrics define the outcome.

What if we were to adopt a new view of KPIs?