looking back from perfect - sage summit 2016

Looking Back from PerfectSession number: TL-2013

Date/time: Wednesday, July 27, 11:00-12:00

Speaker: Jeremy Corner

Twitter: @JeremyCorner from @Blue_Eyed_Sun and @IvyEllen

2

Looking back from perfect

#SageSummit | @JeremyCorner owner of @Blue_Eyed_Sun & @IvyEllen

How we doubled our income and halved our working week

3

How things looked


vs How they Felt

4

What’s the plan?


5

The Goal


GOAL

Only 50% of our time committed to OUR BUSINESS

reached in 12 months time with at least the same income as now

6

Defining the Goal


• Specific • Measurable • Achievable • Realistic • Timely

7

Here we are celebrating


8

What obstacles did you overcome?


9

Our Obstacles


• SYSTEMS: systems - Routines, job description and definitions • SELF: self discipline - time management, delegation - follow the plan • STAFF: motivated staff • OUTSIDE: outside - created another activity outside B.E.S • SALES: good sales agent team in place • KEY: key customers • MORE STAFF: more staff • BRAND: maintaining brand identity • NEW PRODUCTS: new products - less in-house activity • ONE OFF: outsourcing some jobs - one off type jobs • CAR: bought a car • OUTSOURCED: outsourced - bookkeeping + credit control • FUN: fun - we enjoyed our 20 hours at work • GUILTY: Stopped feeling guilty - at B.E.S.

10

Assessing the Obstacles


What’s most important? What are we worst at? Priority

SYSTEMS: systems - Routines, SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in placeKEY ACCSMORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at

Cross compare how important each obstacle is vs the others on the list

11






SYSTEMS: systems - Routines,

|SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in placeKEY ACCSMORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at


12







||SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in placeKEY ACCSMORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at


13







|||SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in placeKEY ACCSMORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at


14







|||SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in place

|KEY ACCSMORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at


15







|||SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in place

|KEY ACCS |MORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at


16







||||SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in place

|KEY ACCS |MORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at


17







|||| ||||SELF: self discipline - time STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in place

|KEY ACCS |MORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less

|ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at

|


18







|||| ||||SELF: self discipline - time

|STAFF: motivated staffOUTSIDE: activity outside B.E.SSALES: good sales agent team in place

|KEY ACCS |MORE STAFF: more staffBRAND: maintaining brand NEW PRODUCTS: new products - less

|ONE OFF: outsourcing some CAR: bought a carOUTSOURCED: outsourced - FUN: enjoy workGUILTY: Stopped feeling guilty - at

|


19



20







|||| |||| ||||SELF: self discipline - time

|||| |||| ||| |STAFF: motivated staff

|||| |||OUTSIDE: activity outside B.E.S

|||SALES: good sales agent team in place

|||| ||KEY ACCS ||||MORE STAFF: more staff

|||| ||||BRAND: maintaining brand

||||NEW PRODUCTS: new products - less

|||| |ONE OFF: outsourcing some

|CAR: bought a car ||OUTSOURCED: outsourced -

||||FUN: enjoy work |||GUILTY: Stopped feeling guilty - at

|||| ||

Cross compare how how you currently perform at each obstacle vs the others on the list

21







|||| |||| |||| |||| |SELF: self discipline - time

|||| |||| ||| |||| |||STAFF: motivated staff

|||| ||| ||||OUTSIDE: activity outside B.E.S

||| |||| |||SALES: good sales agent team in place

|||| || ||KEY ACCS |||| ||||MORE STAFF: more staff

|||| |||| |||| |||BRAND: maintaining brand

|||| ||NEW PRODUCTS: new products - less

|||| | ||||ONE OFF: outsourcing some

| |||| ||||CAR: bought a car || |||| |||| |OUTSOURCED: outsourced -

|||| |||| |||| |FUN: enjoy work ||| |||| |||GUILTY: Stopped feeling guilty - at

|||| || |||| |||

Work through the entire list

22



Original chart showed best performance on the left worst on right

23





|||| |||| |||| |||| | 21SELF: self discipline - time

|||| |||| ||| |||| ||| 21STAFF: motivated staff

|||| ||| |||| 12OUTSIDE: activity outside B.E.S

||| |||| ||| 11SALES: good sales agent team in place

|||| || || 9KEY ACCS |||| |||| 9MORE STAFF: more staff

|||| |||| |||| ||| 17BRAND: maintaining brand

|||| || 6NEW PRODUCTS: new products - less

|||| | |||| 11ONE OFF: outsourcing some

| |||| |||| 10CAR: bought a car || |||| |||| | 13OUTSOURCED: outsourced -

|||| |||| |||| | 16FUN: enjoy work ||| |||| ||| 11GUILTY: Stopped feeling guilty - at

|||| || |||| ||| 15

Scoring worst performance means the two assessments can easily be added together to score priorities

24





|||| |||| |||| |||| | 21SELF: self discipline - time

|||| |||| ||| |||| ||| 21MORE STAFF: more staff

|||| |||| |||| ||| 17OUTSOURCED: outsourced -

|||| |||| |||| | 16GUILTY: Stopped feeling guilty - at

|||| || |||| ||| 15CAR: bought a car || |||| |||| | 13STAFF: motivated staff

|||| ||| |||| 12OUTSIDE: activity outside B.E.S

||| |||| ||| 11NEW PRODUCTS: new products - less

|||| | |||| 11ONE OFF: outsourcing some

| |||| |||| 10FUN: enjoy work ||| |||| ||| 11SALES: good sales agent team in place

|||| || || 9KEY ACCS |||| |||| 9BRAND: maintaining brand

|||| || 6

Sort end column in descending order to prioritise what to act on first

25



26



27



28



29



30



31



32



33



34



35



36



37



38



39

Making it Happen


ACTIONS• SELF

– Jo takes off Fridays from 12 noon – Jeremy takes off Thursdays from 12 noon – Both with immediate effect

• SYSTEMS – Wednesday afternoons Jeremy and Jo to meet 2-4pm (undisturbed) to

define job functions. – Every two weeks after that to meet and finalise a job function – Job functions to all be clearly defined and in place by end of June

• On-going – Try to manage time better by getting more ‘undisturbed time’ regularly

during the day to complete important tasks

40

We achieved our goal


50% of our time committed to our business and we doubled our income

in 12 months

41

Reaching our goal and beyond


42

What about you?


What is your perfect Day/Week?• On your terms - what is your perfect week? • What is it that you want from your business? • Set this as your goal - SMART • Define what’s important on a sliding scale • Define what needs improving on a scale • Use these definitions to prioritise • Make it a daily habit • Stay focussed on the goal • Celebrate success and have fun • Review every year

43

Getting more effective with your time


Click on any of the books above to order them on Amazon

http://www.amazon.co.uk/gp/product/1857883993/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&camp=1634&creative=6738&linkCode=as2

http://www.amazon.co.uk/gp/product/0091929113/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&camp=1634&creative=6738&creativeASIN=0091929113&linkCode=as2&tag=jeremy09-21



44

Read my blog at www.blueeyedsun.co.uk/blog


Good luck with your journey

The contents of this presentation were provided by the individual(s) and/or company listed on the title page. The information and opinions presented in this presentation may not represent the positions, strategies, or opinions of Sage. Unless explicitly stated, Sage is not responsible for the content herein and no endorsements are implied. © 2016 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners.

@JeremyCorner owner of @Blue_Eyed_Sun & @IvyEllen 45#SageSummit |

looking back from perfect - sage summit 2016

Business