GoalBusters Consulting
Goals
• Secure donations
• Generate $XXXX in new revenue by July 19 (end of 12 weeks)
• Secure renewals on XX accounts by end of fiscal year (June 30)
• Develop professional growth pathway
• Reconnect with all existing donors and connect with at least XX new prospects
Questions
1. Does it progress you towards a larger goal?
2. Does it create new business?
3. Does it detract from your goals?
4. Does it align with your values?
Tasks
Week 1-2 (4/29 and 5/6)
[]Administration
[x]Email setup
[x]Set up phone and voice mail
[x]RadioTraffic login
[x]Bloomerang login
[x]Set up Dropbox access
[x]Set up Slack account to personal email
[x]Share Google Docs
[x]Order new business cards
[]Rearrange office (in progress)
[]Order logo items (in progress)
[x]Set up computer/order replacement desktop
[x]HR paperwork
[x]Share this checklist!
[x]Schedule weekly calls--team call and underwriting calls
[]Review Strengths and VALS
[x]Review Underwriting Client List and Status Reports in Dropbox here: XXX
[x]Begin setting up meetings with all existing clients after briefing from Mgr.
[]Update Vital Stats worksheet here: XXX
[x]Add Chamber meetings to calendar
[x]Set rough schedule for hours
Week 1-2 (continued)
[]Orientation to Border Radio--meet interns, review program schedule
[]Orientation to KAWC--review current schedule
[x]Orientation to underwriting templates
[x]Contact clients that need new copy
[]NFCB or PMDMC attendance?
Week 3 (5/13)
[]Review of department responsibilities
[]Schedule GB site visits and training times
[]Training with Alice: 12 Week Year
[]12 Week Year goal setting
• Select the "big rocks"
• Top 3 goals
• One financial
• What does success look like?
[]Personal growth pathway
• Where is this job on your career path?
• What is your personal connection to the station?
• Is this a job, a career or a calling?
• What are the things that you would like to do differently?
[]Orientation to call reports
[]Develop prospect lists: Top 5 and Next 10
[]Training with Jim: Jedi Academy refresher; understanding advances and continuances
[]Agree on metrics defined in goals
[]Fill out weeks 3-12 based on 12 Week Year goals
[]Connect with Mike re: Rotary meeting presentations
Week 4 (5/20)
[]XX calls for this week
Week 5 (5/27)
[]XX calls for this week
Week 6 (6/3)
[]XX calls for this week
Week 7 (6/10)
[]XX calls for this week
Week 8 (6/17)
[]XX calls for this week
[]Prep for GB site visit next week
Week 9 (6/24)
[]XX calls for this week
[]GB site visit
[]50th Anniversary Advisory Group meeting
Week 10 (7/1)
[]XX calls for this week
Week 11 (7/8)
[]XX calls for this week
[]Prep for site visit next week
Week 12 (7/15)
[]XX calls for this week
[]GB site visit
[]Complete Gallup Q12
[]Evaluation and check in (extended meeting)
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