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Goals Grid Template 2010 v5
Goals Grid Template 2010 v5
Overview
This tool is designed to help New distributors or distributors working on the first 3 centers to
centers
This toolneeded,
makes many assumptions to try to simplify a very complex task and create a tool t
and the action
organization.
The main reasonplan to achieve
David their goals.this tool is to help take care of the "math" in deter
Sacks developed
on what they want. This way we can duplicate generating goal statements
when they want it and what they need to do to get it. The actual timing of payout is what th
Some of the assumptions the tool makes is that your organization builds evenly. We all kno
Also the tool assumes that we all make consistent effort from the get go and it uses a linear
goals.
Yet in reality the business pays out slower in the begining and over time, it turns "a corner"
is sotool
the great that the payout
is therefore is much faster.
linear expecting results sooner than they may occur but may be slower
life
Theof its own tab has many of the assumptions that you can adjust and tweak, for example
Reference
the amount of BV generated by each distributor,
the amount of BV to flush a center. Of course this is 5000 and
side may be faster than the other. you can enter a higher num
whether to include bonuses and IBV in determining the mone
for
the anumber
more conservative approach
of calls to make to set an appointment, etc
More gory details if you are curious about how the "formula" works to determin
plan details tab
r distributors working on the first 3 centers to help determine their goals, the number of
mplify a very complex task and create a tool that is easily duplicatable througout your
ool is to help take care of the "math" in determining goals and allow distributors to focus
generating goal statements
get it. The actual timing of payout is what the tool does best.
t your organization builds evenly. We all know that this is ideal. So bear that in mind.
ent effort from the get go and it uses a linear model to suggest when you will hit your
e begining and over time, it turns "a corner" and becomes exponential, ie the momentum
oner than they may occur but may be slower down the road, when the business takes on a
s that you can adjust and tweak, for example
V generated by each distributor,
V to flush a center. Of course this is 5000 and 5000, but we all know that sometimes one
er than the other. you can enter a higher number to be more conservative
de bonuses and IBV in determining the money each center can earn. Choose NO on each
rvative
alls approach
to make to set an appointment, etc
you have $12,000 in debt which you want to pay off. You are going to save for it
over 24 months.
you want to cover your monthly mortgage of $2000. this is a recurring payment
This means
untilwant
you your to on your
mortgage
stop goal
is paid
working. listing youmake
off.you
Say will enter
$5,000$12,000 as the
a month. month,
I would 24 as
recommend
months
So you
breaking needed
will upto
enter
this save
$2000
into for
a few the amount,
as the
goals,goal, and
eg $2,500 choose
1 as Yes forbecause
the month,
each. one timeyoubecause once
need this
decide which goals should come first
you
money have paid
each it off,
month, it
andis satisfied.
choose Noyoufor can now
one-time. use this money for another goal
ascendingIn the goals
order listingamount
of monthly I would create 2 goals each of $2,500. I would enter 1 for the
months and then No as one time
H through K, you now choose when this goal is active for you. for example if paying off debt is the
r goals out, you lay out a staircase to your goals.
hoose
y Yesthat
a goal,
how much inmoney
Years
money 1you
and
canneed2 (assuming
now be
and in it
applied istoa another
which 24 month
year timeframe
goal.
will appear ingoal).
cells labeled Goal Total (C16)
he car next.
rame (C18) So you would choose Yes in year 3.
ve is to know what you need to do to achieve your goals
mary"
e (typically today's date) - not the date you started the business. Life begins today!
amount. Either you knew it or you can use the amount from the Goals Listing sheet
r of years to your target. All the goals are done in years so round up to the nearest year
e current monthly income you have from Market America
e number of current distributors in your group.
"HIGH LEVEL ACTION PLAN FOR GROUP", you will find the action plan
ol tells you how many centers and how many organizations, you need to build
everyone starts off with the master unfranchise scenario first
n action plan for your entire group.
ction plan is for 2 legs of a BDC. Once a center is complete, you start repeating the entire action
new organization
ne that you want to identify what you will do with the money earned, fill in the yellow cells up to 3
ould purchase or pay for with the commission earned
his page out and look at it regularly. I would also use this or the Goals Listing tab to write
ement
s about how the "formula" works to determine your action plan etc, feel free to review the action
Months
Total Needed to Monthly
Goal Amount save for Amount
Number Goal Description Needed this goal Needed
1 -
2 -
3 -
4 -
5 -
6 -
7 -
8 -
9 -
10 -
Years
GOAL TOTAL -
GOAL TIMEFRAME 1
Accumulated
Monthly
Income One Time? 1 2 3 4 5
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- - - - -
6 Comments
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
-
he accumulated
and the actual
ual goal total is
e been retired.
ENTER YOUR HIGH LEVEL GOAL
Start Date 11/18/2010
Target Amount Per Month $10,000
Years to Target 1
Current Amount Per Month $-
Current # Active Distributors 0
Net Target Amount Per Month $10,000
Round up
Pin Levels
Distributor $-
Coordinator $300
Executive Coordinator $1,500
Master Coordinator $2,100
Professional Coordinator $4,500
Supervising Coordinator $7,500
National Supervising Coordinator $10,000
Executive Superving Coordinator $15,000
Director $18,000
Executive Director $25,000
Field Vice President $36,000
Executive Field Vice President $45,000
Senior Executive Field Vice President $63,000
The following ratios are from Basic 5 1&2.
These will impact the action plan