|"How can we turn our ideas of managing a successful holistic health center into actuality?"
Why is it that even the most beautifully laid plans don't always work
as they're supposed to? Whether we're talking about plans you make for
yourself, or plans made in business environments, making plans real
and successfully accomplishing intended goals involves good planning
and an understanding of the human dimension. While both are necessary
to optimal implementation, the latter is often neglected.
So, how can you make your plans real, accomplishing your highest
desires and working effectively to accomplish organizational goals?
In this article I outline steps for establishing and accomplishing
goals on an individual or business level. Creating and managing a
holistic health center is an ideal application of this process because
the individuals involved tend to be open to addressing the human
elements of implementation.
As a personal coach and business consultant in the health management
field, I take individuals and groups from where they are to where they
decide they want to go. The process for moving effectively from
present state to desired state is in broad terms the same for both
individuals and organizations, although the specifics vary in each
situation. This article gives you the framework for accomplishing
your highest desires. Not dreaming about possibilities, continuously
planning for them, or being distracted away from reaching them - with
this process you actually will have what you are committed to having.
1) UNDERSTANDING THE ISSUE OR PROBLEM
Begin by examining your issue or problem. Define your starting point:
Where are we now? This is a time to take inventory of what is working
and what is not. It's important to spend this time up front so you are
committed to the direction you are heading, rather than jumping right
in assuming the issues are understood and then being surprised later.
If this is being done in a group, it is important that members are
comfortable communicating openly and constructively. This will lead to
more creative and innovative ideas, and creates buy-in along the way
for future implementation.
2) IDENTIFYING THE DESIRED STATE
Sometimes people are clear about where they are heading, sometimes
they have a vague sense of where they want to be, and sometimes all
they know is they don't want to be where they are now. The desired
state is the goal, or condition of satisfaction, defined in objective,
specific, measurable terms, with a by when date. This step takes a
vague notion of the desired state to a concrete and measurable
tangible - you will know when it has been accomplished, and you will
be clear if it has not been reached. Frame it in terms of what you do
want, not what you don't want.
3) MAKE AN ACTION PLAN - BEGIN WITH
After you have your end condition defined, you
are ready to start making up your plan of action. Notice I said making
up. You probably won't have all the information you would like to
have in forming a plan. When you don't know something, make an
educated guess. Nothing is set in stone. Your action plan is meant
as a beginning point, to guide you in setting your course. Be as
realistic as you can, and also be ambitious, stretching yourself
beyond what you know for certain can be done. It can always be
revised later, if necessary.
The first part of making your action plan
is setting up your milestones, working backwards from your desired
state. That is, let's say you have a specific result to be
accomplished by 12/15 (your desired state from step 2). What needs to
have happened 12/7 for that to be a sure thing? What needs to have
happened 12/1? These are your milestones. Don't worry at this point
about how it will be done. As you are establishing your milestones,
begin making a list of resources (people, places, ideas) that could
help you in reaching your milestones.
4) CONTINUE MAKING YOUR ACTION PLAN - WITH ACTION!
Now look at your closest milestone. Make sure it has a future date.
If it came out having a date in the past, then you need to readjust:
scale down your project, or put the end condition further out to give
yourself more time.
Now think about the actions that are critical to
reaching your first milestone. Have contingency plans in mind so if
one path to your desired goal (or milestone) doesn't work you wonÕt be
stuck. Write down all the actions that need to be taken to ensure your
first milestone. Write down all the actions you can think of now for
reaching later milestones. Continue keeping notes of all the
resources you have available.
Take your list of actions for reaching your first milestone and
schedule them in your calendar, with the time of day if you can get
that detailed. Don't skip this step, even if it seems unnecessary!
Have one of your actions be thinking of your next steps for reaching
that next milestone, and at that point putting those actions in your
Congratulate yourself on developing an action plan and a
6) IMPLEMENTATION - DOING THE WORK
This is where many people and projects falter. We all need at least a
little support and encouragement along the way to keep us on track.
Find someone you trust who is honest, rigorous, and compassionate to
hold you to account for what you say you will do. This is one of my
most important roles as a coach. I am an objective third party who
forms a partnership with clients so they stay in action. When blocks
come up, we face them together and resolve them. The coach is the
cheerleading section, encouraging and applauding successes, as well as
the tough guy, being straight with you when you need it.
7) MONITOR YOUR RESULTS
Is your action plan working? Are you closer to reaching your end
condition? You may need to reevaluate your plan, your timeline, or
your commitments as you progress. Have you encountered obstacles?
How are you managing them? Do you have people to work through problems
with you? Are you maintaining contact with them?
Again, a coach or business consultant can be a great boon to
dissolving blocks. Having emotional support, encouragement, and
straight talk from an uninvolved outsider allows you to work through
whatever comes up to stop you. Varying degrees of hand holding from a
coach, consultant, or other committed party can be essential to keep
you going. Remember though, you are always the driver, the one who is
ultimately responsible and accountable for accomplishing the results
Finding the Business Coach or Consultant Right for You
Find a coach or consultant who demonstrates a profound respect for the
individual and is experienced in personal growth processes. They are
more likely to be able to harness the creative energies of the group
to produce extraordinary results.
- Do their experiences reflect success in manifesting goals?
Ask potential coaches/consultants about how they have been successful
in their own lives, and with their clients, in effecting positive
- Technical Expertise Isn't Necessary; The Ability to Understand Processes Is
Coaches and consultants don't have to be technically versed in the
matter at hand as long as they can guide the process and work within a
team of "experts" who do understand the subject matter. In fact,
often times an outsider brings a fresh perspective and is able to see
issues in a new way, helping others to see "out of the box."
- Networking and Teambuilding Are Essential
You can't accomplish your goals all by yourself. Getting help in
exploring resources, connecting with people, and building your team
will serve you in reaching your goals faster and with less effort.
- Interpersonal and Communication Skills
The success of almost every change effort depends on the willingness
and abilities of the people involved. And this is the point where
even the best laid plans are most vulnerable to falling apart.
Everything can look great on paper, and then it comes to
implementation, and unanticipated communication problems, or strong
defensive emotions, or any range of other human dynamics come into
play, and the plans are not executed as intended. Clearly,
understanding the human element and dealing with interpersonal issues
will provide an edge that could very well make the difference between
projects that succeed and those that flop. Good people skills make the
entire experience more enjoyable, all the way 'round!
To accomplish your highest desires, begin with setting clear
intentions, move on to making thorough plans, and then put a team in
place to hold you to account and help you through the rough times. A
coach (or business consultant) can be a key player on your team.
process presented here provides you with the basic framework to get
started. There are many things you can do in addition to this process
(for example, I use visualization techniques), and/or you may choose
to use only parts of the process. In any case, I encourage you to
trust your own wisdom, nurture your strengths, and enjoy your travels!