Dan Martell - June 15, 2020


How To Plan Your Year


Episode Stats

Length

12 minutes

Words per Minute

199.31766

Word Count

2,590

Sentence Count

121

Misogynist Sentences

2

Hate Speech Sentences

1


Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

Transcript

Transcript generated with Whisper (turbo).
Misogyny classifications generated with MilaNLProc/bert-base-uncased-ear-misogyny .
Hate speech classifications generated with facebook/roberta-hate-speech-dynabench-r4-target .
00:00:00.000 Hey there, Dan Martell here,
00:00:01.220 serial entrepreneur, investor, and creator of SaaS Academy.
00:00:03.960 And in this episode, I'm gonna share with you
00:00:05.620 how to plan your year and get it all in,
00:00:08.920 the business, the professional,
00:00:10.460 and put it on one single page.
00:00:12.880 It's a huge promise, but trust me,
00:00:14.620 if you're a driven entrepreneur
00:00:15.680 and you feel like you're always forgetting key moments,
00:00:18.020 you're not gonna want to miss this.
00:00:21.480 And at the end, I'm gonna share with you
00:00:22.940 how to get access to the template
00:00:24.260 that I use to put it all in one spot.
00:00:27.820 Let's get into it.
00:00:30.000 First off, I wanna talk about the V-neck.
00:00:43.700 I know you've probably never seen me wear a V.
00:00:47.020 I do from time to time.
00:00:48.920 I'm just gonna put a plug in here.
00:00:50.480 If you haven't checked out, it's on Vimeo, SNL V-neck.
00:00:53.980 Search that, you're welcome.
00:00:55.820 It's hilarious, and anytime I wear a V-neck,
00:00:57.860 this is what I think about.
00:00:58.580 So now that I've distracted you,
00:01:01.140 I wanna talk about, for me,
00:01:03.240 the challenges around planning my year.
00:01:06.180 It was about five years ago after we had kids,
00:01:08.900 I was building my company, Clarity.
00:01:11.040 My wife had an agency
00:01:12.200 and we were just really trying to get the most out of it.
00:01:14.660 But you gotta understand,
00:01:15.500 we're two entrepreneurs in the family.
00:01:17.880 I've been building companies now for 20 years.
00:01:19.920 I've had a lot of success.
00:01:21.260 I feel super grateful to financially become extremely wealthy
00:01:26.260 building and scaling software companies.
00:01:27.960 and now coaching some of the best entrepreneurs in the world.
00:01:30.520 But through that, there's a lot of demand on my time,
00:01:33.040 my wife's time, and we wanna be present family.
00:01:35.440 So I actually learned this strategy
00:01:37.740 that I'm gonna teach with you today
00:01:39.100 from my friend Taki Moore.
00:01:40.980 So Taki's one of the top coaches
00:01:43.700 in helping coaches coach, very meta, I know.
00:01:47.340 But anyways, what's funny is Taki taught it to me
00:01:49.620 and I wanted to share it with my coaching clients.
00:01:51.520 And then I found out that actually
00:01:53.360 one of my current coaching clients, Dale Beaumont,
00:01:56.020 who's huge in Australia,
00:01:58.780 is actually the guy that taught Taki a decade prior.
00:02:02.020 Sounds crazy, but I just wanna give attribution,
00:02:05.000 give credit where credit is due.
00:02:07.000 And Dale was actually at one of my live events as an attendee
00:02:11.760 and I was like, hey man, I'm gonna teach this framework
00:02:13.740 because I think it's world-class.
00:02:14.860 Would you mind sharing your process?
00:02:18.020 And he got up and he shared 10 years worth
00:02:21.740 of this planning process and strategy
00:02:24.560 that's allowed him to, I mean, if you follow Dale
00:02:27.020 on Facebook, social media, et cetera,
00:02:28.840 he lives in a highly integrated, high quality of life
00:02:31.960 and he's an incredibly high performer.
00:02:34.500 And that to me is the benefit of being able to assess
00:02:38.760 in a 12 month period, all the key elements
00:02:41.500 that you wanna get in there to make sure
00:02:42.720 that you're really squeezing the most out of life
00:02:45.500 on both a personal and professional level
00:02:47.680 and ensuring that you're doing that in a way
00:02:51.660 that you're not wasting time having to replan.
00:02:53.540 So these are the five key strategies that you need
00:02:56.500 to build a solid one-year plan for your life.
00:03:01.120 Number one, big rocks first.
00:03:03.100 Now, if you've never heard the analogy of the big rocks,
00:03:05.740 essentially glass jar, you've got sand, pebbles, and rocks.
00:03:09.440 If you put the sand in first,
00:03:12.040 then the pebbles and the rocks,
00:03:13.100 you can't fit everything in the jar.
00:03:14.320 You put the big rocks in first,
00:03:15.720 then the pebbles, then the sand.
00:03:16.980 Then the cool part is you can pour in water on top of that.
00:03:20.040 That is the spice of life.
00:03:22.340 you can make it all work.
00:03:23.600 So the key is you gotta put the big stuff in.
00:03:25.440 So when I think of my year, okay, number one,
00:03:28.380 critical business commitments, speaking engagements,
00:03:32.240 my live events, et cetera,
00:03:33.660 all the things that are critical to the business goes in
00:03:36.980 because the family stuff,
00:03:38.100 we're gonna make sure we get the quality time,
00:03:40.580 but when those things happen,
00:03:42.140 other than we have two week vacations, separate weeks,
00:03:46.640 one with my family, one with my wife's family,
00:03:49.000 those are kind of locked and loaded.
00:03:50.700 Everything else fits around that.
00:03:52.480 The key is just to make sure
00:03:53.960 that you put the birthdays in there.
00:03:55.560 You put the, you know,
00:03:57.040 if you have any friends that are doing,
00:03:59.000 you know, weddings, et cetera,
00:04:00.240 just make sure that you source all of that
00:04:02.920 before you go into your planning strategy
00:04:04.420 so you've got the big rocks.
00:04:06.520 Because the last thing you wanna do,
00:04:07.920 and I've experienced this,
00:04:09.000 is, you know, double book,
00:04:10.640 find out after the fact,
00:04:12.060 not ask, forgot to write a date down,
00:04:14.620 realize that you've overcommitted,
00:04:16.740 that you're in a different part of the world
00:04:18.560 and you wanna be at something that's important,
00:04:20.340 and et cetera, or have to cancel on somebody
00:04:23.640 if you made a commitment
00:04:24.840 and then now you gotta go back on it
00:04:26.080 because you had a personal thing
00:04:27.800 that you wanted to take precedence,
00:04:29.120 but all you had to do is just be aware.
00:04:31.120 The key is to source and get all that information
00:04:33.700 so you put the big rocks in first.
00:04:36.320 Number two, revenue milestones.
00:04:38.720 Regardless of what business you're in,
00:04:40.520 the way I think about it is there are certain projects,
00:04:43.540 key outcomes, key moments throughout your year
00:04:47.000 that if you think about the next 12 months,
00:04:48.700 especially if you're the founder and CEO
00:04:50.660 that you need to understand and lock in
00:04:53.120 in regards to the cadence in the rhythm
00:04:56.060 of your year to be successful.
00:04:57.900 So understanding if that's a marketing launch,
00:05:02.280 a product release, a live event, workshops,
00:05:08.140 key hiring, fundraising,
00:05:09.980 put those big revenue growth oriented milestones
00:05:14.340 in your calendar and maybe block out the week or week prior
00:05:18.140 because that'll give you confidence to know like,
00:05:20.020 hey, those two weeks, I can't go on vacation here
00:05:23.060 because I've got this primary outcome that needs to happen
00:05:25.960 and it needs to be locked and loaded.
00:05:27.520 So for me, the way I think about it is
00:05:29.800 there's only a handful of things in an annual basis,
00:05:32.680 maybe three to five,
00:05:34.000 that are critical to drive my goals and dreams forward
00:05:37.540 and those go in the planning
00:05:40.580 so that I don't accidentally overcommit myself
00:05:43.900 prior to one of those big outcomes and get in a bad spot.
00:05:47.540 Number three, think once.
00:05:49.040 One of the benefits of planning this way
00:05:51.780 is that you think once.
00:05:53.020 So much of time, energy is wasted
00:05:55.740 on having to rethink situations.
00:05:58.480 I have one of my best friends.
00:06:00.060 I love him, but here's a scenario.
00:06:01.800 And he's gotten crazy better, like four times better.
00:06:04.700 But there was a point where the way he lived his life
00:06:08.740 was very ad hoc.
00:06:10.320 And what that meant was he wouldn't plan,
00:06:12.660 he'd show up here and he'd forget this.
00:06:14.220 Or he would commit to this and forget that.
00:06:16.980 And like literally his life was chaotic
00:06:19.400 because it was always a rush to fix
00:06:22.200 these other commitments to people,
00:06:24.300 waking up early, going to the office, coming back,
00:06:27.120 meeting with this person on a Sunday,
00:06:28.660 et cetera, et cetera, et cetera.
00:06:30.160 The way I think about it is I save all of that mental overload
00:06:33.380 or overhead because I think once.
00:06:36.360 I look at my year, I'm like, okay, I look at, I think once.
00:06:40.360 And then I don't have to think about it again.
00:06:42.860 This is the plan.
00:06:44.140 So the benefit of doing that,
00:06:45.980 I mean, I don't know if you've ever gone back and forth
00:06:48.260 on something.
00:06:49.400 Most founders, especially I'm talking to the CEO I was there,
00:06:52.280 the ones that I coach, this is the critical,
00:06:54.800 is our ability to make decisions fast
00:06:56.920 is what allows us to unlock growth.
00:06:59.380 Anytime I see a company struggling to grow,
00:07:01.860 it's because they haven't made a decision.
00:07:03.380 It's literally just making a decision.
00:07:06.140 And using this strategy to think once
00:07:09.940 will allow you to build it
00:07:12.060 and then not have to think about it again.
00:07:13.740 And it'll give you clarity to communicate
00:07:15.240 to other people in your life
00:07:16.280 that might be demanding your time
00:07:17.720 if you can or can't do it quickly
00:07:20.180 versus maybe let me get back to you, et cetera.
00:07:23.200 So it just allows your team, you yourself
00:07:27.100 to just think once, get it done
00:07:28.580 and make it easier on your life.
00:07:30.480 Number four, stress test.
00:07:32.200 Once you've designed this,
00:07:33.380 and I'm gonna give you the template in a second.
00:07:34.900 Once you've designed this one page preloaded year,
00:07:38.860 you'll be able to stress test it.
00:07:40.260 You'll be able to look at it.
00:07:41.680 You know, the way I think about it is I'm adding,
00:07:43.260 you know typically I work on the professional stuff first obviously the personal birthday is
00:07:47.980 all that's there it's present it's almost now part of our template and then we add the
00:07:51.960 professional and then I synchronize on the personal so essentially my wife does her professional stuff
00:07:56.820 I do mine we merge the calendars together then we do our personal stuff what kind of vacations
00:08:01.900 do we want to do what kind of hobby trips we want to take on what kind of who do we want to spend
00:08:06.760 time with within the year and we look at it we try to get our year kind of 75 percent committed
00:08:12.380 like at the beginning of the year
00:08:14.440 so that we know what we're doing.
00:08:15.780 We're asking ourselves, if we execute,
00:08:17.700 will we end up at the end of the year going,
00:08:19.600 man, that was an incredible 12 months, right?
00:08:23.380 So it looks a little daunting, feel overwhelming.
00:08:25.760 You're like, wow, that's a lot of stuff.
00:08:27.100 But honestly, when you get into the motion
00:08:28.540 and you do this a few years in a row,
00:08:30.160 you know, we've been doing this now
00:08:31.140 for about four years, I think.
00:08:32.920 It's just a really great cadence to get into.
00:08:35.720 And for me, it's all about sequencing.
00:08:37.540 So I learned a long time ago in scaling companies
00:08:40.060 that sequencing equals success.
00:08:42.620 It's not about the list of things you do,
00:08:44.660 just like, you know, if you're baking a cake,
00:08:46.480 it's not about the ingredients,
00:08:47.900 it's about the order that you put those ingredients in
00:08:51.060 to get the outcome, in that case, a cake in your life,
00:08:54.980 growth in your business, growth in your marriage,
00:08:57.140 presence with your family, et cetera,
00:08:59.340 world-class relationships, all that fun stuff.
00:09:01.760 So make sure that you stress test it
00:09:03.460 by looking at the completed plan
00:09:05.260 to know that it's gonna deliver on the outcomes
00:09:06.860 you're trying to achieve for your life.
00:09:08.160 And number five, work the plan.
00:09:10.540 So there's no point in doing all this prep work
00:09:14.160 and designing it and prepping, et cetera,
00:09:16.600 if you're not going to focus
00:09:18.240 and commit to what you've committed to.
00:09:19.500 So my whole thing is blinders on.
00:09:22.240 Will 10% of what we plan change?
00:09:25.700 Yeah, it's about 10%.
00:09:27.440 But for the most part, it's there.
00:09:29.760 And the way we do it is we have
00:09:31.700 an F yeah decision-making process, okay?
00:09:34.220 Change the F for a more explicit word.
00:09:36.320 But we have a process where my wife and I
00:09:38.120 ask ourselves, is that an F yeah thing? So if something new comes in throughout the year and
00:09:44.140 it's like conflicting with something we've already committed to, we'll just ask ourselves,
00:09:47.860 is that an F yeah for you? And if both of us, both of her and I are in agreement, then boom,
00:09:53.040 we change it, we swap it out. But for the most part, we want to work the plan. We don't want
00:09:57.640 to have to go back on decisions. We don't want to add that cognitive overhead. We literally just
00:10:01.900 want to say this if we execute it's going to be amazing let's make it happen let's get it to come
00:10:08.200 to life let's get everybody on board so they understand how to communicate and work with us
00:10:13.620 and that to me is how we do a fully preloaded year that's going to get your business growing
00:10:19.360 your relationship in check your health on point you know present with your family and really try
00:10:25.340 to squeeze as much as you can out of your year so quick recap how to plan your year to fit
00:10:31.000 everything in on one page, what I call the preloaded year. Number one, big rocks first. Number
00:10:35.500 two, revenue milestones for growth. Number three, think once. Reduce that mental overhead. Four,
00:10:42.180 stress test. Sequencing equals success. And work the plan. Put the blinders on. So as I mentioned
00:10:49.240 at the beginning of the episode, I want to share with you the preloaded year template. This was
00:10:52.660 created from my buddy Taki. I've revised it a little bit for my clients. It was taught to him
00:10:57.260 by Dale Beaumont.
00:10:58.540 You can click the link below to get your copy.
00:11:00.300 The way to use it, the way I instruct my clients
00:11:02.860 is create a coloured legend at the bottom.
00:11:06.220 So you might do personal, family stuff,
00:11:09.500 work, hobbies, non-profit, whatever you want,
00:11:12.340 maybe five or six categories in different colours.
00:11:14.580 And then when you're adding stuff to the calendar,
00:11:17.800 because it's a one-pager and you're adding
00:11:19.220 like your colour coding, like vacation, that's family,
00:11:21.400 so that might be green, you know, work stuff is blue,
00:11:25.020 you know, non-profit stuff is yellow,
00:11:26.520 and you just kind of like fill in the colour code
00:11:28.860 because here's what I've discovered as a little tip
00:11:31.120 is life is about energy flows.
00:11:34.900 So for example, one thing I look for is I make sure
00:11:37.860 that after a heads down compressed time of business focus,
00:11:41.920 those revenue milestones for me, live events,
00:11:44.380 right after I'm trying to do something with my family
00:11:47.180 because I know the week prior,
00:11:48.800 I'm probably not gonna be as present as I'd like to be
00:11:51.340 as I prep, as I focus, as I get ready.
00:11:53.920 So the week after is a great opportunity
00:11:55.740 for me to decompress and just be 100% present
00:11:58.060 because my clients, I've filled up their tanks,
00:12:01.240 they're jiving, they're pumped,
00:12:03.260 and then I can be a lot present.
00:12:04.700 So for me, when I look at it,
00:12:06.040 I use the colours to provide energy flows,
00:12:09.280 to assess the year, to make sure that it's not,
00:12:11.720 you know, start, stop, start, stop with different things.
00:12:13.820 And I'm always looking for just even travel stuff.
00:12:17.020 If there's like this trips here and this trips there,
00:12:18.880 if I change this, I can do it in the same location,
00:12:21.680 saves me travel days, et cetera.
00:12:23.920 So Colored Legend, do one for your business
00:12:28.100 and then do one for the personal and integrate those.
00:12:30.680 You can click the link to download your copy
00:12:32.780 of the pre-loaded year to work on for yourself.
00:12:36.160 If you like this video, be sure to smash that like button,
00:12:38.780 subscribe to my channel.
00:12:40.060 And if there's somebody that you feel like my best friend
00:12:42.540 was a little chaotic and out of control,
00:12:44.380 you wanna suggest this video to it,
00:12:45.720 feel free to send it to them.
00:12:47.400 If you're that friend, hello, great to have you here.
00:12:50.720 And as per usual, I wanna challenge you
00:12:52.420 live a bigger life and a bigger business,
00:12:54.700 and I'll see you next Monday.
00:12:56.060 You've never seen this?
00:12:56.960 Oh dude, I can't even do this video until you watch this.