Goals Short Term Examples

Goals – Short Term Examples

What Measurement: Why How In the next 6-12 months, what are 3 Rate each outcome Why is this important to you Competencies, skills, or actions need outcomes you want to achieve that for a current to accomplish the outcome would make this coaching baseline on a scale engagement a very valuable return of 0-10 (10 being the on investment? highest). Where are you now with this goal?

Goals for Career Coaching: To obtain elevated positon and improve Guidance from Suzanne on Sharpen Interview skills 2 financial situation various interview styles. Rework resume to include To position myself for opportunities outside Identify skills and highlight skills section and obtain 3 current positon that I am interviewing for them in Resume. Feedback and vaulable feedback on form review from Suzanne and content. Develop LinkedIn profile 2 To enhance my social media profile and take Review other profiles; advantage of outside networking. Attract Feedback on setting up recruiters and hiring managers LinkedIN. What to include and what to exlude?

Financial Advisor Goals:

Brand examples: New brand message 0 Exciting and client focused Work with Suzanne New Brand visuals 0 Professionalism and better communication Ask for Suzanne’s New content rich website by with clients recommendation 1/31 Social media 0 Position our firm as current and client- Work with Suzanne focused

Other types of goals: Obtain 3 designations: 0 Gain knowledge and better add value to my Study, pay money, be AIF - Accredited Investment clients / become a holistic advisor and disciplined Fiduciary® manage everything CTS – Certified Tax Specialist CES – Certified Estate Specialist By 12/31

Logos, marketing material, 0 Better communication and better look to Make time and work with newsletter system 3/31 business marketing person get it done CRM / redtail by 2/28 0 Become better organized, never forget about Take redtail demo pay ofr it set All client data input into someone or a task it up system 12/31 Office conference room 0 Have meeeting place with client more Sign agreement with office park By 2/28 professionalism let clients know of new office building Linkedin 200 connections in 6 0 Network, get my name out there Set up profile and get photo months taken Emoney 0 Complete financial picture for clients Put money aside to sign up with By 7/31 emoney 4- 8 new clients / $$2- 5mm in 0 Increase revenue to put back into business Get out of comfort zone , break asset to manage make it look more professional fears , confidence , go for it