From VISION to DECISION

From

VISION to

DECISIONWorkbook & Planner

Design your 2014

Direct Sales

Biz Vision

Board and

Create a Yearly Action Planfor success!

Gale Bates © LLCwww.mymentorbiz.com

Gale Bates LLC © 2014! ! ! ! ! -1-! ! ! www.mymentorbiz.com

http://www.mymentorbiz.com


! ! ! !! ! ! I’ve been holding Biz Vision Board workshops for the ! ! ! past 5 years. I began creating my own business vision ! ! ! boards when I grew my million dollar team. And, have! ! ! continued it every year with my coaching business.

This workbook is part of the work I use with my private coaching clients to help them have incredible success. The questions are powerful and can have a profound change on the way you think, the way you act and the way you progress throughout the year in growing your business. They will help you see where your business is at now, and give you clarity to where you’re heading.

If you can see it you can achieve it!

Walt Disney saw theme parks, animated movies and more!Jim Carrey wrote himself a 10 million dollar check and

visualized himself making millions.

When you create your Biz Vision board you design a snapshot of your future dreams and goals. It becomes the BLUEPRINT for inspiration, planning and taking action. Then, when you take those goals “off” your vision board and make a decision to take action, you create a path for success for the whole year.

Your Biz Vision board is a magnet to attract and achieve what you want in your business. It will inspire new thinking and action and as the year rolls along you’ll find the decisions you make will revolutionize your business. Are you ready for the amazing, awesome, glorious change that is coming?

Your 2014 Business Year is waiting.

Love & Success,

Gale BatesYour “Make the Leap” Mentor

Get ready for Change!

Gale Bates LLC © 2014! ! ! ! ! -2--! ! ! www.mymentorbiz.com



The 7-Step ProcessGet a foam board or poster board. Gather magazines, newspapers, photos, images, words. Glue stick and scissors. Find a 2-3 hour gap of time.

Print it out and create a 3-ring binder or folder to write all these dreams and goals in it. Answer all the prompts in this workbook, or just the ones that are appropriate for you.

Tear, Cut & Paste. Once you’ve answered the prompts and written out your goals and dreams and you’re full of great intentions to achieve your goals in 2014, go through magazines, pictures, and tear out words, images, phrases that sing to you. Don’t pre-judge anything. If you love it, tear it, and begin your pile of visuals and get ready to paste.

Create your Biz Vision Board Layout. Refer to information on Page 22.

Begin the cut and paste creative process and create your 2014 Biz Vision Board!

Follow the prompts in the journal planner pages. Create your BHAG (Big Hairy Audacious Goal) and keep breaking down your goal into quarterly, monthly, and daily action steps.

Add to your calendar to review your 2014 Biz Vision Board and your Strategic Action Plan every month to keep you on track with goals. The more you review, the more your goals will come true!

Important reminder: There is no right or wrong way to create your Biz Vision Board. Whatever feels joyful and simple for you to create your path to success in 2014 is perfect!




Begin Get ClarityGet a Plan

Let go of all expectations.

Let your mind wander

Doodle in the margins

Enjoy the process

Be Honest!

Really Honest!

Allow space for possibility!

Visualize

Prioritize

Activate & Affirm

“If you don’t design your own life plan, chances are you’ll fall into someone else’s plan. And guess what they have planned for you?

Not much.” Jim Rohn

Gale Bates LLC © 2014! ! ! ! ! -4- ! ! ! www.mymentorbiz.com



2013 happened the way it did for a reason. I always share with my coaching clients, it’s all about the journey. Sometimes things don’t happen the way we want and they turn out to be blessings. You have to believe that it’s all taking you where you need to go. Celebrate and release 2013 and clear the pathway for your incredible New Year.

Celebrate & Release 2013!

What were your business accomplishments in 2013? They can be big or small. Each ONE is important.




What was the smartest decision you made in your business in 2013?

What was the biggest surprise in your business in 2013?

Write down three achievements in your business that went really well this year?




What were your challenges in your business in 2013? Things you know you need to improve.

What was the greatest lesson you learned in your business in 2013?

If you’re a leader. How was your working relationship with your team? What could you improve?




How did your customer service play out? What could you do to improve on it.

What marketing and networking worked in 2013? What created new business and wins for you?

How was your social media connecting? How much did you increase in followers in 2013?




Celebrate & Release 2013!Okay, it’s time to take a look at the figures! Knowing your numbers helps you grow them. This is an important page. If you don’t know these numbers, figure them out!

What was your total sales and commissions for 2013? (The total amount of money that came into your biz)

What were your total expenses for 2013?

What was your net profit for 2013?(total sales and commissions minus expenses)

IMPORTANT NOTE: Don’t get discouraged by these numbers. They are just numbers. Numbers that can grow as soon as you know where you are and where you dream to go.The opportunities are limitless!

Gale Bates LLC © 2014! ! ! ! ! -9--! ! ! www.mymentorbiz.com

Want to know how to Track your Business income and expenses?

Get theDIRECT SALES PLANNER

Customized for Direct Sales.Know how much money you’re making in your

business.

http://www.mymentorbiz.com/directsalesplanner/





What or “who” were you most grateful for in 2013?

2013 is

Complete!

Put your hand in this circle, close your eyes and take a deep breath!2013 is complete, give thanks and release all that is old, you’re ready for a

whole new year!




It’s Time to Dream a

NEWDREAM!

2014First comes thought

then the wordthen the action!




2 0 1 4Shine the Light on a New Year!

What is your secret wish for your business in 2014?Your parties? Your new recruits? Your team? Your volume?

Your Income? Your awards? New leaders? How will you serve people in your business and what

outcomes do you expect?

Declare it here!




What areas in your business do you want to grow & expand in 2014?

How do you spend your Biz Time in 2014 Create a pie chat of how

you spend your time now on left &how you’ll change in 2014 on right?

See example below




What will you create in 2014 in your business?New Customers, hostesses, more leaders, newsletters, Team communication?

What are you Income Goals for 2014?How will you achieve this? Your Sales, your commissions, your bonuses?

What income stream will you focus on? How will you maximize ALL the income streams in your Comp. Plan?




Describe your Ideal Client?

Demographic (Age, gender, income, values)

Psychographics (Likes, hobbies, emotions, attitudes. )

Why would they want to buy your products?

What solutions would they receive using your products?

Write a brief description of your Ideal Client.

_________________________________________________________________

_________________________________________________________________

_________________________________________________________________Gale Bates LLC © 2014! ! ! ! ! -15-! ! ! www.mymentorbiz.com



Create your 2014 Business Marketing Party Pie Chart

Marketing is spreading the word and growing NEW customers, new hostesses, new prospects. What networking and events will you join to grow your business?


See Example of Marketing Party Pie below. These are areas you will work on every month to promote and book parties and grow your business. Create your own marketing party pie. What areas do you promote or participate in to create more consistent parties every month.



Daily

Create a 2014 Marketing/Networking CalendarWrite in each section your daily, weekly, monthly marketing and networking activities

e.g. Which social media areas, your referral programs, your networking events.

Weekly

Monthly




What Systems do you want to create in 2014?Systems automate our time. What systems do you have in place right now? How do you welcome new clients? What follow-up systems? Team Building Systems? Social Media system? Business records systems? Daily Systems?


Increase your team party sales, your team volume and your INCOME with the CALENDAR GIRLS Team Booking System.

The Calendar Girls workbook is filled with exercises, training tips and tools to help your team increase sales, bookings and recruiting. It

comes with the Launch Webinar that takes you through this system page by page with specific strategies on motivating your team.

It will change the way you lead your team!

http://www.mymentorbiz.com/calendar-girls-team-booking-system/





What is your BHAG for 2014?

Your BHAG is your Big Hairy Audacious Goal. Write your big desired result for 2014!

SUPPORT - What support will you need? Attend convention. New Systems, new technology, hire a coach, belong to a mastermind group?

PRIORITIES - what are your top three priorities that will get this result?

What are three drivers that will get this result? Better strategies, systems, networking, new business, more bookings, more recruiting appointments?




Create your 2014 Biz Vision BoardTear, Cut & Paste

Now you’re clear with what you want in 2014, it’s time to create your Biz Vision board. Get ready to Tear, Cut and Paste.

What to look for? • Write thoughts about what you’ve reviewed so far. • Look for images and words that inspire you and lift you up. • Look through magazines and tear out anything that catches your eye. • This is the creative process in visualizing your future success for the year.

THOUGHTS

IMAGES

WORDS




Create your Vision Board Layout

! ! ! ! ! Create blocks or areas across or down

Begin with a focal point picture and create

visuals around it.




Activate & Affirm your Goals Use Goal CardsGoal cards take your business to a whole new level. They act as a visual trigger to take action. They keep you focused every day. You attract what you want daily, weekly, monthly when you know how to look at what you desire. The principals of goal cards is writing them down and looking at them every day for 90 days! Take three 5x7 cards and write down your three top goals, with 5 actions steps underneath the goal. Review these goal cards every day for 90 days.

Develop the W.I.T.A. in your Business

Use Affirmations


Affirmations are positive word statements to improve your life. Using positive affirmations helps you manifest your goals. They are usually short positive statements which help overcome negative beliefs and replacing them with positive self-nurturing beliefs. Affirmations help you focus on inner goals and reminds you to consciously think about the words and thoughts you use every day. Create THREE affirmations, write them down and read them daily. Examples might be. “I am building a financial, stable 100K business in 2014.”“I have unlimited abundance.”! !“I am positively expecting great results no matter what I see in front of me.”

#1 ______________________________________________________________

#2 _____________________________________________________________

#3 _____________________________________________________________

THE W.I.T.A. is an acronym for running your business with a “Whatever It Takes Approach.” People use excuses like, I don’t have the money, or I don’t have enough time, or they blame people or things that prevent their success. This is self-sabotage and people use these excuses every day. It is the mindset piece. If you were thrust with a life or death situation you would find the money, you would make the time. To achieve success you’ve got to be willing to take a “W.I.T.A.” approach with your business. Pay attention to your excuses! When you say “yes” to opportunity and do whatever it takes, the minute you do that, your business and income changes immediately. A “W.I.T.A.” approach is one of the most empowering attitudes you can have in business.



My2014ActionPlan

for Success


Take a picture of your finished Biz Vision BoardPrint it out and place a copy here



Prioritize!Take a good look at your vision board. Close your eyes and imagine the future that the images on your board describe. Now, open your eyes and write down 5-10 representations from your vision board.

Write 5-10 Representations from your Vision Board

Write 3-5 Outcomes that you’re passionate about.




Goals & Highlights from Biz Vision Board


You’ve spent time planning your business for 2014. You’ve got amazing visuals on your board and in your head. You know what you want to achieve in 2014 in your business. Now, spend a few moments and write out the goals and highlights that came up when you created your Biz Vision board. Write a paragraph or make a list. Keep your Biz Vision Board in front of you as you write down these goals and highlights. This is a powerful exercise to help you get clear in creating action steps to help you achieve your goals.

Now, let’s move to the next step. Focus on these goals and highlights from your Biz Vision Board and think about the action you need to take to achieve them. On the next page you’re going to write SEVEN action steps. Maybe you’ll only come up with one or two, but keep going back and look at your Biz Vision board, and your goals and try to come up with SEVEN solid action steps for 2014.



My Important 2014 Action Steps Action step #1

Action step #2

Action step #3

Action step #4

Action step #5

Action step #6

Action step #7




Chunk it Down

1s 1st Quarter 2014

2nd Quarter 2014 Goals

3rd Quarter 2014 Goals

4th Quarter 2014 Goals


Now, let’s look at creating a time line for your goals. Chunking them down into the four quarters of the year. What would you like to accomplish by the end of each quarter? The answers to these questions might be one or two words. If you’d like a more detailed description, write it in. Chunking down into quarters, is a great way to see your path to succeeding. Remember, keep looking at your Biz Vision Board to help you chunk it down.



Month by Month Goals

January February March

June May April

Gale Bates LLC © 2014! ! ! ! ! -28- ! ! ! www.mymentorbiz.com

The most important thing to make your dreams come true is to SCHEDULE it in! Schedule the important things you want to happen in the first six months of the year



Month by Month Goals

July August September

December November October


Be BOLD and dream big and schedule what you want in the second six months of 2014!



My Business Plan for 2014

2014 BIG Goal

#1 Breakdown Goal #3 Breakdown Goal#2 Breakdown Goal

# Action Step Deadline Done

1

2

3

4

5

6

7

My Seven Action Steps

Rinse & Repeat every month!Gale Bates LLC © 2014! ! ! ! ! -30-! ! ! www.mymentorbiz.com



You’ve done it!Congratulations!

You’ve Created your Biz Vision Board & a Strategic Action Plan for

2014

Review your Biz Vision Board Every month.

Put these worksheets in a Binder and work on your Action Plan Pages Every

month!Stay on Track

Achieve your goals andshine your light in 2014!





About Gale Gale Bates is a Leadership coach with 20 years experience in helping women leap forward and build successful businesses in direct sales. She built a million dollar team and took her team to the #1 position in the country. Her systems and programs like the “Calendar Girls Team Booking System” helps leaders build winning teams. Gale works with leaders who are ready for the next level of success. Her mentoring will help you lead, connect and inspire your team to achieve their goals and grow a successful and profitable direct sales business.

www.mymentorbiz.com

www.facebook.com/mymentorbizcoaching

www.twitter.com/mymentorbiz

www.pinterest.com/mymentorbiz/

Connect with Gale at [email protected]

Share your Biz Vision Board with us on Social Media below

or

Email Gale and share where you Dream to go in 2014!





http://www.facebook.com/mymentorbizcoaching

http://www.facebook.com/mymentorbizcoaching

http://www.twitter.com/mymentorbiz

http://www.twitter.com/mymentorbiz

http://www.pinterest.com/mymentorbiz

http://www.pinterest.com/mymentorbiz

mailto:[email protected]

mailto:[email protected]

Master your Direct Sales Skills and build your Confidence with these Success Systems

Increase your team party sales, your team volume and your INCOME with the CALENDAR GIRLS Team Booking System.

The Calendar Girls workbook is filled with exercises, training tips and tools to help your team increase sales, bookings and recruiting. It

comes with the Launch Webinar that takes you through this system page by page with specific strategies on motivating your team.

It will change the way you lead your team!


Become a member of the Academy

Join a group of like-minded leaders, share ideas and get support to grow your million dollar team.

• Monthly webinar training w/recording• “Private Facebook Group - direct access to Gale• Podcast/video tutorials• Monthly W.I.N. (What’s Important Now) worksheet• Handouts & Templates on systems and strategies and more

http://www.mymentorbiz.com/cg-academy-membership-program/

Want to know how to Track your Business income and expenses?

Get theDIRECT SALES PLANNER

Customized for Direct Sales.Know how much money you’re making in your

business.











Documents

From VISION to DECISION