ASSESSMENT & GOAL SETTING
(Complete within the first three days of each month with your upline)
ASSESSMENT FROM PREVIOUS MONTH OF: ______________
(REMEMBER: No shame, do not explain...It’s a numbers game.)
MY COMMIT GOAL WAS: ___________
I have achieved my:
COMMIT GOAL: _____ YES _____ NOT YET
HOW MANY GROUPS DID I BOOK?:
MY STRETCH GOAL WAS: ___________
STRETCH GOAL: _____ YES _____ NOT YET
__________
HOW MANY HELD?
___________
HOW MANY 1-1s/DROPS DID I EXECUTE? __________
HOW MANY DID I CLOSE? ___________
(To successfully close means to sit down and use the 1-1 Follow Up Presentation)
HOW MANY DID I ASK TO LOOK AT BIZ?
HOW MANY NEW ICs DID I SPONSOR?
__________
__________
HOW MANY SAW A DA? ___________
WHAT WAS MY TOTAL NUMBER OF PEOPLE I SPOKE WITH BASED ON THE ABOVE ACTIVITY? ________
(REMEMBER: Our system is sharing with 25-30 people each month!)
PQV:
_______________________ PERSONAL SPONSORING:
PCs: _______ ICs: _______
DISTRICT: _______________________ TOTAL SPONSORED:
PCs: _______ ICs: _______
AREA:
_______________________ TOTAL SPONSORED:
PCs: _______ ICs: _______
REGION: _______________________ TOTAL SPONSORED:
PCs: _______ ICs: _______
NATION: _______________________ TOTAL SPONSORED:
PCs: _______ ICs: _______
CURRENT GOAL SETTING MONTH OF: ___________________
MY COMMIT GOAL IS: ___________
MY STRETCH GOAL IS: ___________
HOW MANY GROUPS AND/OR 1-1s/DROPS ARE CURRENTLY BOOKED ON MY CALENDAR FOR THIS MONTH?
GROUPS: ___________
1-1s: ____________
HOW MANY TOTAL GROUPS AND/OR 1-1s DO I NEED TO EXECUTE TO HIT MY:
COMMIT GOAL? Groups: ________ 1-1s: _________
STRETCH GOAL?
Groups: ________ 1-1s: _________
(NOTE: Average group QV is 500 and average 1-1 QV is 200. REMEMBER: Three 1-1s/Drops replace a group!)
HOW MANY MORE GROUPS AND/OR 1-1s./DROPS DO I NEED TO BOOK TO HIT MY:
COMMIT GOAL? Groups: ________ 1-1s: _________
STRETCH GOAL?
Groups: ________ 1-1s: _________
HOW MANY NEW CONSULTANTS DO I WANT TO PERSONALLY SPONSOR THIS MONTH?
COMMIT GOAL? _________
STRETCH GOAL?
__________
HOW MANY PEOPLE DO I NEED TO ASK TO TAKE A LOOK AT THE BUSINESS TO HIT MY:
COMMIT GOAL? _________
STRETCH GOAL? _________
“I simply showed the plan to 1200 people. 900 said ‘no’ and only 300 signed up. Out of those 300, only 85
did anything at all. Out of those 85, only 35 were serious, and out of those 35 11 made me a millionaire.”
~ ENVP Debbie Neal
LONG TERM GOAL: (This year)
I need to be a _______________________ by _________________________ in order to _______________________________
____________________________________________________________________________________________________________________
____________________________________________________________________________________________________________________
(THIS IS YOUR WHY- it needs to be a why that is BIGGER THAN ANYTHING that would not allow you to quit.)
SHORT TERM GOAL: (Next 3 months)
In order to take a step toward my long-term goal, I need to be a _________ by __________.
COMMITMENT ASSESSMENT:
_______ I’m committed to 3 asks/day, having a full calendar and a refreshed ongoing contact list.
_______ I have an accountability partner: _______________________________________
_______ I’m setting goals with my Business Partners on my team:
PIPELINE ASSESSMENT:
Is there a leak in your pipeline (check all that apply)? Work on fixing any leaks and build your skills!!
DESIRE _____
BELIEF _____
SKILL _____ (Discuss solutions to overcome)
Am I:
Asking enough people? Yes
No
Booking those I ask?
Yes
No
Holding those I book?
Yes
No
Successfully presenting & closing? Yes
(Am I willing to do a booking blast?)
(Am I willing to practice my ask skill?)
(Am I hostess coaching?)
No (Am I willing to practice my presenting/closing skill?)
What book am I currently reading?
__________________________________________________
Am I listening to the:
Saturday morning call?
Sunday evening call?
Am I attending the monthly meeting:
Yes
Yes
Yes
No
No
No
THIS IS A TOOL FOR YOU TO TRACK YOUR BUSINESS LIKE A PRO AND TO PROMOTE!
Have an attitude of gratitude and lead to succeed!
Set a BIG GOAL and KNOW that you WILL hit it, it’s just a matter of when!