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Don’t just ‘Retreat,’ PLAN

Don’t just ‘Retreat,’ PLAN

For the past three days we at Say Leadership Coaching have been on a retreat. ‘Retreat’ is what most businesses traditionally call it, but I don’t care for the word with its’ backpedaling imagery and cowering connotations. I much prefer our Hawaiian one, Ho‘olālā, meaning to ‘make plans.’ To make plans is to prepare for moving forward in the best possible way.

December is our time for Ho‘olālā for the pure seasonal rightness of it. With the New Year arriving in mere weeks, those inevitable resolutions take shape so much more naturally when the ‘business retreat process’ has happened first. When the Ho‘olālā process is good, those New Year’s resolutions become the right resolutions, and the plans to execute them are smart plans.

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I am one of the most deliberative planners you’ll meet, for I believe in the process of planning for the success you strive for, and then plotting the step by step “action traction” which will propel you ever forward. Plans without specific, bold actions are worthless. When Ho‘olālā is held as a planning retreat, everyone walks away from it ready to take on the world; they know exactly what they will do next. They’ve created new energy and achieved synergy in the process, and they strongly believe that when their individual action steps combine they will be a force to be reckoned with. They are a positive force capable of creating a better future both for the company and for themselves. They’re feeling brave and confident.

So what is this Ho‘olālā , this Business Planning process?

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Much of it involves managerial concepts you’ve read from me before, in separate articles here for Lifehack.org. Business Planning should be when you actually use things like Vision, Values, and Mission – they aren’t things which someone made pretty sentences for in framed art on the walls. In Ho‘olālā they line up and are used like this:

  1. First we recommit to a very specific Vision, so everyone is clear on the ultimate objective we are planning FOR. In Ho‘olālā we are only aiming for the immediacy of the coming year.
  2. Second we revisit our Values. We talk about those values which center our company, serving as our very reliable constancy no matter how much change swirls around us.
  3. Third we tackle Mission, when and ONLY when our Vision and our Values are in crystal clear, integrity balanced alignment. Mission is a collection of key initiatives; they are the sub-projects we’ll dedicate our focused effort toward in the year to come, specifically chosen because they will cause our Vision to happen.
  4. Fourth, the Action Traction. Each one of those sub-projects we collectively call Mission are broken down into their first individual action steps, and those actions are assigned and calendared.
  5. Fifth, each person writes their Ho‘ohana, which is a personal and professional individual mission statement connecting their goals to the Vision of the company. Companies aren’t great unless the people within them become great.

You can find more detail on each of these steps on www.managingwithaloha.com today, in Ho‘olālā: The Business Planning Process.

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We work hard during Ho‘olālā; they are not the retreats held during other times of the year where it is mostly team-building, camaraderie and fun. Those things are important too, but they have another time and place. The right people are chosen for Ho‘olālā; they are already a well-functioning team, one which is deeply committed to each other and unconditionally supportive of each other. During Ho‘olālā they celebrate their brilliance, and their passion for the focused work it takes to create lasting legacies.

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Rosa Say

is the author of Managing with Aloha, Bringing Hawaii’s Universal Values to the Art of Business and the Talking Story blog. She is the founder of Say Leadership Coaching, a company dedicated to bringing nobility to the working arts of management and leadership.

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Last Updated on October 9, 2018

How to Write a Personal Mission Statement to Ensure Peak Productivity

How to Write a Personal Mission Statement to Ensure Peak Productivity

Most of you made personal, one sentence resolutions like “I want to lose weight” or “I vow to go back to school.” It is a tradition to start the New Year with things you want to achieve, but under the influence resolutions are often unrealistic.

If you’re wondering when will be a good time to write a mission statement, NOW is the time to take a personal inventory to make this year your most productive year ever. You may be asking yourself, “How am I going to do that?” You, my friends, are going to write personal mission statements.

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A large number of corporations use mission statements to define the purpose of the company’s existence. Sony wants to “become the company most known for changing the worldwide poor-quality image of Japanese products” and 3M wants “to solve unsolved problems innovatively”. A personal mission statement is different than a corporate mission statement, but the fundamentals are the same.

So why do you need one? A personal statement will help you identify your core values and beliefs in one fluid tapestry of content that you can read anytime and anywhere to stay on task toward success.

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For example, Tom Cruise in Jerry Maguire came to the realization that he had lost track of what was important to him. After writing a personal mission statement, we saw him start his own business and he got the girl, Renee Zelleweger. Not bad, wouldn’t you say? A personal mission statement will make sure that, through all the texting, emailing and constant bombardment of on-the-go activity, you won’t lose sight of what is most important to you.

Mission statements can be simple and concise while others are longer and filled with detail. The length of your personal mission statement will not be determined until you follow this simple equation to create your motivational springboard for 2008.

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To begin your internal cleansing, you will need to jot down the required information in the following five steps:

  1. What are your values? Values steer your actions and determine where you spend time, energy, and most importantly, money. Be specific and unique to yourself. Too much generalization will not be as effective. It is called a “personal” mission statement for a reason.
  2. What are three important goals you hope to achieve this year? Keep your list of important goals small and give them a date. It is better to focus on the horizon and not the stars. Realistic goals are keys to ultimate success.
  3. What image do you hope to project to yourself? How you see yourself is how the world will view you. Think about this carefully. Your image should encompass what you look like and feel after you have achieved your goals.
  4. Write down action statements from each value describing how you will use those values to achieve your three goals. Start with “I will…”
  5. Rewrite your statement to include only your action statements. Make portable copies for your wallet, car or office.

If you followed the steps above, congratulations! You have just written your first personal mission statement. Your personal statement will change over the years as your goals change. You can have more than one statement for the different compartments of your life such as your career, family, marriage, etc.

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Writing a personal mission statement is an effective method to ensure your productivity is at its peak. It is an ideal tradition to start so that when next year rolls around, the outdated practice of resolutions will be something you permanently left in the past.

Featured photo credit: Álvaro Serrano via unsplash.com

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