Action Plan | Work Session

Facilitator notes:
Consultants should leave this session with a clearly written:

1. Belief statement. This is their vision for the future of their Scentsy business.
2. SMART goal. This is their area of focus for the next 12 months; their SMART goals support
their belief statement.
3. Description of where they are in their business today. This is a brief summary of
the current state of their Scentsy business as it relates to the Compensation Plan (title,
average PRV, average TWV, average GWV, frontline actives, etc.).
4. Description of the gap between where they are and where they want to be. This is
the difference between their belief statement and the current state of their business.
5. Action plan that supports their belief and goals, and includes:
• Specific actions or tasks to complete.
• Home office programs/campaigns, personal strengths and resources/tools to leverage.
• Skills to develop and knowledge to acquire.
• Anticipated obstacles and challenges to overcome.
• A list of people who will support them and hold them accountable.

Materials needed for this session:

• Pen and paper for notes.
• Action Plan Worksheet.
• Compensation Plan and Dashboard reports (for reference).
• Summary of personal performance statistics (optional).

Introduction (1 minute)
Note: Attendees need to know what their beliefs and goals are before they can write an action
plan. Encourage them to first use a notebook or blank sheet of paper for brainstorming, then
transfer their finished thoughts to the Action Plan Worksheet.

Welcome! You are here because you want something out of your Scentsy business. The goal today
is to help you: (1) define what that is, (2) break it down into smaller goals and (3) create an action
plan. It’s important to be very clear about what you want and to have a plan to make it a reality.
Let’s get started!

To do:
Grab a pen and notebook.
Make sure you have a blank Action Plan Worksheet.

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Belief Statement (5 minutes)

What is a belief statement? It is your vision for what you want to accomplish, and believe you can
accomplish, with your Scentsy business.

A good belief statement is written using active terms like “I will” and “I can” with the belief that
you will achieve it.

One example might be, “I will promote to SuperStar Director!”

To do:
Write your belief statement in your notebook.
Share it! (Sharing it with others will strengthen your belief and your resolve.)

Today (3 minutes)
To write an effective plan, you need to know your authentic starting point. Just like trying to use
a map to get to a specific destination, you must first locate your current position on the map so
you know what route to take. Spend a couple of minutes writing down the current state of your
Scentsy business.

Capture things like your title, rank, and average monthly PRV, TWV and GWV. Use the
Compensation Plan as a guide to help you recall relevant data.

To do:
Write the current state of your business in your notebook.

Gap (2 minutes)
This step is critical. The gap is the difference between where you are today and where you want
to be in the future. Pinpointing this gap will help you determine the right actions to take. Use the
Compensation Plan and Business Analysis Report (BAR) to help you identify the gap.

To do:
Write the difference between where you are today and where you want to be in the future in
your notebook.

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Identify your goals (10 minutes)

Now that you’re clear on where you are today, where you want to be in the future and the distance
between, it’s time to consider where to focus your efforts this year to start closing that gap.

Let’s convert your belief statement into bite-sized, manageable chunks — in other words, goals
that support your belief statement.

Effective goals are SMART:

• Specific: What exactly do you want to accomplish?
• Measurable: Can you track your progress? Will you know when you achieve it?
• Achievable: Challenge yourself, but don’t make the goal so difficult that you can’t achieve it.
• Relevant: Does it matter? Is it the right time? Does it reinforce your belief statement?
• Time-bound: Determine a clear end date or deadline to create urgency and accountability.

Be careful not to write down too many goals here. The key is to identify two or three of the
most critical milestones that will help you move closer to your vision for the future of your
Scentsy business.

Here is an example of three SMART goals for a Lead Consultant whose belief statement is that
they will promote to SuperStar Director:

To work toward SuperStar Director, I will first focus on promoting to Director.

• Example 1: To promote to Director this year, I will enter four party orders each month.
• Example 2: To promote to Director this year, I will enroll two new team members each month.
• Example 3: To promote to Director this year, I will train and coach all of my new team
members so at least half of them reach Certified Consultant by their third month.

Activity:
Write your SMART goals in your notebook.
Share your goals.

Action Plan: Part 1 (15 minutes)

You’ve written your belief statement — your vision for the future of your Scentsy business.
You’ve converted that vision into SMART goals that support your belief statement.

Now, it’s time to break down the action steps you’ll take to meet those goals. In other words,
what specific tasks must you complete to support your goals?

Note: These should be actions (things you do that are within your direct control), not outcomes.

Example: If the SMART goal is to enroll two new team members every month, one possible action
step would be to initiate 10 conversations about the Scentsy business opportunity each week.

Brainstorming activity:
In your notebook, list some actions you can take that support your goals.
Create a list of common programs, campaigns and initiatives offered by the home office that
could support your goals and actions. (Examples: Bring Back My Bar, incentive trip, LTOs).

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Facilitator notes:
At this point, team members should have created a good list of actions to take.
The lists and notes below are intended to further stimulate their thinking. It is less
important for them to create perfect lists here, and more important for them to identify
how they can: (1) use their strengths, (2) leverage their resources, (3) develop skills and gain
knowledge in support of the actions they just listed, and (4) prepare to embrace challenges.

Now that you have an action plan with tasks and a plan for overcoming obstacles, let’s look at how
you’re going to accomplish these tasks.

Using effective tools and resources and having a strong support system will help you complete
these tasks and give you the perseverance to get through challenges. Think about the tools that
the home office provides, the systems you have in place to stay organized, and the people who
care about your success and are willing to help you.

Look at your list of tasks and actions, and consider the following questions:
• What systems, tools or resources can you use?
• Who can help you?

Brainstorming activity:
In your notebook, write down the tools, resources and systems you will use.
Make a list of the people who will be part of your support system.

Action Plan: Part 2 (10 minutes)

You should have a pretty good list of action ideas you can take toward reaching your goals. Now,
let’s look at some other things to think about that might help you fine-tune your list, and
maybe think of new ideas for actions you can take toward your goals.

Brainstorming activity:
In your notebook, write down your strengths and how they can help you achieve your goals.
Regardless of how long you’ve been in the business, you have opportunities to improve your skills.
It’s important to invest in yourself and use a growth mindset (grow and learn along the way).
Focusing on growing and learning will help you develop more skills and achieve your objectives
now and in the future.

Look at your list of tasks and ask yourself:

• Which tasks will be the most difficult?
• What skills will make me more effective and/or more efficient?
• What skills would I like to develop?
• What new knowledge will help me along the way?
• Which tasks are high priorities for me?

Brainstorming activity:
In your notebook, write down the skills you need to develop, the knowledge you need to
acquire — and how you will accomplish these tasks.

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Naturally, when you take action toward something that is meaningful to you, you will experience
challenges and obstacles. If it wasn’t difficult, it wouldn’t be worth doing! To help you power
through those difficult times, try to anticipate those challenges and have a plan to embrace
and overcome them. What might get in the way of you completing your tasks or meeting your
objectives? How can you proactively overcome or prevent these obstacles?

Brainstorming activity:
In your notebook, make a list of the challenges you anticipate along the way.
Write down some ideas for overcoming those challenges.

Facilitator notes:
Brainstorming is done! Now, it’s time for participants to compile their notes into a
concise action plan. Encourage them to be thorough, but succinct. Also, make it clear
that they don’t have to complete their entire plan in this 60-minute period. Encourage
those who don’t have their plan completed to do so over the next three to four days. Once
their plan is written, they should: (1) adjust it as needed to account for progress or other
circumstances, (2) share it with someone who also cares about their goals (family member,
friend, upline, etc.), and (3) refer to it often.

Action Plan: Part 3 (10 minutes)

Now that you have your notes assembled, it’s time to concisely write your action plan on the
worksheet. Review your notes from this session and write down specific things that you will do
and when you will do them to take action toward your goals.

Note: These are things you do. They are tasks and activities, not outcomes.

Here are some examples to illustrate the difference between an action step and an outcome:

SPECIFIC ACTION STEPS OUTCOMES

Call five people from my List of 100 each week. Book three parties a week.
Initiate 10 conversations each week about the Enroll one new team member each month.
Scentsy opportunity.
Help my downline feel supported.
Conduct a monthly coaching call with each of
my frontline team members.

Conclusion (1 minute)
You now have:
• A belief statement.
• A clear understanding of the gap between where you are today and where you want to be.
• Clearly defined SMART goals.
• An action plan.

Now, it’s time to take action! Keep this action plan somewhere you’ll see it daily. Share it with an
accountability partner. And never give up!

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