;

Ready, Set, Goals

Ready, Set, Goals

Ready-Set-Goals

TriPod, the Tricycle Creative podcast, is for anyone interested in being a better Digital + Content Marketer. Hosted by Ross Herosian (a Marketing coach, content creator, and entrepreneur) episodes are a mix of helpful Marketing tips, social media updates, inspiring interviews, and his own unique perspective on how to promote and grow your business.

In this episode, Ross walks us through some goal-setting systems that you can use to keep you on track. 

Listen + Subscribe to TriPod

Listen + Subscribe to TRIPOD, the Tricycle Creative Marketing Podcast, on Apple Podcasts
TRIPOD Marketing Podcast on Google Podcasts
Listen + Subscribe to TRIPOD, the Tricycle Creative Marketing Podcast, on Spotify
Listen to TRIPOD, the Tricycle Creative Marketing Podcast, on Pandora
Listen + Subscribe to TRIPOD, the Tricycle Creative Marketing Podcast, on Stitcher

What You Don't Want To Miss:

If you’re a creative business owner who’s operating without goals then you don’t have a business, you have a hobby. Creative business owners that don’t have goals typically use one of these excuses:

  1. Too small, don’t need them
  2. Don’t know where to start (or how to track)
  3. Whether you’d admit it or not, you’re scared

No matter what your reason or excuse, here’s the reality: goals put you in the driver’s seat for your business. So unless you want to end up at the wrong destination or be that station wagon with its blinker on going 20 under the speed limit – you need goals.

Learn about:

  • PYRAMID OF CLARITY
  • PAST YEAR REVIEW
  • OKR’s
  • EOS
  • TOOLS TRICYCLE CREATIVE USES

Tricycle Creative's OKR's for 2021

Want to see exactly what OKR’s look like? Well, here are the Tricycle Creative OKR’s for 2021. Feel free to borrow, copy, or steal (rude!…kinda) them.

OBJECTIVES KEY RESULTS
Create best-in-class marketing programs for creative business owners 1. Three referrals per quarter from existing customers

2. Increase program sign-up and online course enrollments by 25%

3. Provide different packages/programs to accommodate different customers

4. Five-star reviews from customers + video testimonials from 80% of customers

Increase awareness and “sphere of influence” 1. Increase total website pageviews by 25% QoQ

2. Increase new users to website by 25% QoQ

3. Increase podcast downloads by 25%

4. Increase YouTube views and subscribers by 25%

5. Three consultation calls per month

6. Increase Organic Search Traffic by 15% MOM

Grow business with profitability, scalability, and humanity in mind 1. Increase quarterly gross revenue by 10%

2. Evaluate business/staffing needs quarterly

3. Outline charitable giving program

Implement regular self-care regiments 1. Meditate at least 3x a week

2. Plan and take two “reset” days every month

solo-to-logo

ONE BIO LINK FOR EVERYTHING

Share and cross-promote your links, music, videos, social media, and more on one page.

Promo: 10% off any upgrade purchase within 48 hours

Intro
If you’re a creative business owner who’s operating without goals then you don’t have a business, you have a hobby.

You know what, maybe I was too harsh on you if you don’t’ have goals…no…not harsh enough. I have a hobby – playing videogames. Specifically for the past 6 months, I’ve been obsessed with Borderlands 3 and even in that game, there are goals: acquiring new skills for my character, get new gear, unlock new levels – stuff like that.
 
 Creative business owners that don’t have goals typically use one of these excuses:

  1. Too small, don’t need them
  2. Don’t know where to start (or how to track)
  3. Whether you’d admit it or not, you’re scared

No matter what your reason or excuse, here’s the reality: goals put you in the driver’s seat for your business. So unless you want to end up at the wrong destination or be that station wagon with its blinker ongoing 20 under the speed limit – you need goals.

In this episode, I’m going to take you through some goal-setting systems that you can use to keep you on track. 

But first, a word from our sponsor:

It probably comes as no surprise to you that Instagram is the favorite social media platform among creative business owners. Instagram also continues to find new and interesting ways for small businesses to generate revenue and promote their products, service, and expertise. But Instagram does have a major limitation – external links. They won’t work in your captions and you can only use them in Stories if you have a large follower count. Sure, they give you the link in your bio, but that’s just ONE link.

Problem solved with solo.to .

Solo.to is one bio link for everything. When you create a solo.to account, you can showcase tons of links for your business and, if you’re a creator like me, you can even embed music, videos, and podcasts from your favorite platforms. 

Want to see solo.to in action? Head on over to Tricycle Creative’s Instagram account @hellotricycle and click the link in our bio. 

Solo.to offers a free plan to get you started and you can upgrade for as little as $1/month. Use the referral link in this episode’s description and show notes to save 10% off any upgrade package within 48 hours of signing up.

Solo.to its one bio link for everything.

PYRAMID OF CLARITY

Now, before we get into goal-setting, let’s first take a look at the instruction manual for goals to understand the parts. To do this, I’m going to reference an e-book created by Asana that talked about The Pyramid of Clarity:

  • At the top of the Pyramid of Clarity is MISSION. MISSION is the highest level of accomplishment you can achieve with your business. This is the aspirational impact that you want to make on the world.
  • OBJECTIVES are the next level down on the Pyramid of Clarity. OBJECTIVES are whatever you want to achieve.
  • KEY RESULTS are the third tier in the Pyramid of Clarity and they are how you measure your progress towards your objective.
  • Last, but certainly not least, at the foundational level of the Pyramid of Clarity is WORK. WORK is the individual tasks, projects, and processes that drive progress towards a key result. Many small business owners never get past WORK. They spend all their time just doing work and wondering why their business doesn’t grow.

Ok, now that you understand the parts of goal-setting, let’s talk about some of the programs I recommend.

PAST YEAR REVIEW

The first goal-setting program is incredibly simple and comes from the mind of Tim Ferris – author of 4-Hour Workweek and podcast host in his own right. It’s called “Past Year Review” and despite its name, you don’t have to wait for a new year to do it.

The “Past Year Review” doesn’t dig into financials or numbers or, for that matter, even a ton of specifics but that’s a good thing if you’re gun-shy about goal-setting. It can provide a great foundation that you build on.

The idea here is to get more positive and cut out the negative.

It’s simple (takes like 30 minutes), it’s actionable, and it yields immediate results.

I’ll link directly to Tim’s blog post in the show notes and description but here’s the rundown:

OKR’s

A new goal-setting system that I came across this year And I’m adapting for tricycle creative is OKR’s. OKR’s are born out of John Doerr’s book Measure What Matters and stands for objective and key results which operate as the base framework for your goal setting.

Measuring what matters begins with the question: What is most important for the next three (or six, or twelve) months?

An OBJECTIVE, is simply WHAT is to be achieved, no more and no less. By definition, objectives are significant, concrete, action-oriented, and (ideally) inspirational. When properly designed and deployed, they’re a vaccine against fuzzy thinking and fuzzy execution.

KEY RESULTS benchmark and monitor HOW we get to the objective. Effective KRs are specific and time-bound, aggressive yet realistic. Most of all, they are measurable and verifiable.

Here’s an example from an e-book by Asana titled What Are OKR’s:

Once you’ve established your OKR’s you can better define the tasks required to achieve your goals. 

There’s a little more to it so if you want to learn more and are considering buying the book why don’t you use the link in the show notes (tripodpodcast.com) and the description? It’s an affiliate link which means if you buy the book, I get a couple of bucks and that helps to support this podcast.

EOS

In the interest of giving you options, but not overwhelming you, I wanted to share one more goal-setting system that also has 3 letters: EOS.

EOS stands for “Entrepreneurial Operating System” and has six components:

VISION : When everyone in the company is working toward the same goals, there is less frustration and fewer mistakes. More gets done in less time, and work is more fun. As one employee exclaimed, “WOW! We used to never hit deadlines (if we even had them). Now we are very focused and get a lot more done. Everyone’s priorities align.

PEOPLE : Helps build great teams. It puts the Right People in the Right Seats.

DATA : Designed to help you objectively see where you are going—both as an individual and as a company.

ISSUES : By now you’ve probably thought of a few things that need to be improved, fixed, or changed to make your company better. These are called issues. They include anything unresolved that needs to be discussed, such as problems, opportunities, or new and better ways to do things.

PROCESS : Creates, at a high level, a consistent way of doing all the company’s operations. It is basically a checklist. When the Process Component is 100% strong, your organization has documented the core things you do every day. Everyone follows these processes, creating consistency and efficiency. Even better, these processes can be scaled so that your company can grow in a manageable way.

TRACTION : It is about discipline, execution, and accountability. It helps a company clarify and choose the right priorities. When the Traction Component is 100% strong, you get . . . Traction!

EOS, simply put, is based on setting priorities in 90-day increments. It also borrows the concept of setting your ROCKS. What the hell does that mean? Here’s the explanation from the EOS book:

The term “Rocks” comes from a simple science experiment made popular by Dr. Stephen R. Covey in his book First Things First. It works like this—imagine you have a small pile of rocks, some pebbles, and some sand. Your objective is to get them all to fit in a glass jar. If you put the sand in first and then the pebbles, the rocks don’t fit (see the jar on the left side of the picture). However, if you put the rocks in first and then the pebbles (which filter down between the rocks) and finally the sand (which filters down between the rocks and the pebbles), it all fits in the same size jar (as shown in the jar on the right).

The jar represents all the time you have in a day. The rocks represent the most important things you must get done, the pebbles represent your day-to-day responsibilities, and the sand represents all the interruptions during the day.

WHAT TRICYCLE CREATIVE USES
Before I wrap this episode, I did want to quickly present a couple of systems that can help you track your goals. The task management and goal-tracking system that I personally use for myself and for Tricycle Creative is Asana. I swear by it. It helps me keep track of Tricycle Creative and client projects and offers a wide variety of templates to fit pretty much any project. Also, it has a very generous freemium version. So generous in fact that I used it for four years without paying.

One other task management and goal-tracking system that many of my colleagues use and enjoy is Monday.com. Full disclosure, I don’t any experience with it but I’ve looked at the tool on behalf of clients and it might be something you’d also want to check out.

Finally, if digital tools aren’t your cup of tea, allow me to tell you about the Full Focus Planner. As I mentioned, I use Asana but many of my creative business owner friends RAVE about the Full Focus Planner. It also comes highly recommended by my friend Jamie Steele, Founder of Tidy Your Time and a digital organizer who helps her clients organize their time and technology so they can focus on their passions. You can hear my interviews with her in past episodes of TriPod.

Past Year Review, OKR’s, and EOS 

These are just three goal-setting programs. And, if any of them piqued your interest, I’ve put links in the show notes at tripodpodcast.com for you. If these programs didn’t interest you, don’t just throw the goal-setting baby out with the bathwater. Do some exploration: do a Google search, ask your business network, research other programs – just because you haven’t found the goal-setting program that’s right for you, doesn’t mean it doesn’t exist. In fact, it may even be something you have to build yourself. Throughout my whole career, I’ve cobbled together systems by taking a little bit from and a little bit from another and putting them together into something that works for me.

Want to be a better marketer?

Here are four ways we can help you…

  1. Join our Marketing CLARITY Facebook Group : it’s a group for creative business owners where I share tips, strategies, and how-to’s related to marketing, content creation, sales, and social media.
  2. Check out the Tricycle Creative YouTube channel: walkthroughs, how-to’s, and more!
  3. Subscribe to TriPod (the Tricycle Creative podcast): it’s chock full of digital marketing news, tips, and strategies.
  4. Join our email newsletter : no spam, just helpful digital marketing updates!

LET'S CHAT

Schedule your free 15-minute Discovery Call
or contact us directly

LET'S CHAT

Related Posts---

Back to top