Goals Grid by David Sacks

Copyright 2010 Anfield Solutions (David and Vera Sacks)

Overview
This tool is designed to help New distributors or distributors working on the first 3 centers to
centers
This toolneeded,
makes many assumptions to try to simplify a very complex task and create a tool t
and the action
organization.
The main reasonplan to achieve
David their goals.this tool is to help take care of the "math" in deter
Sacks developed
on what they want. This way we can duplicate generating goal statements
when they want it and what they need to do to get it. The actual timing of payout is what th
Some of the assumptions the tool makes is that your organization builds evenly. We all kno
Also the tool assumes that we all make consistent effort from the get go and it uses a linear
goals.
Yet in reality the business pays out slower in the begining and over time, it turns "a corner"
is sotool
the great that the payout
is therefore is much faster.
linear expecting results sooner than they may occur but may be slower
life
Theof its own tab has many of the assumptions that you can adjust and tweak, for example
Reference
the amount of BV generated by each distributor,
the amount of BV to flush a center. Of course this is 5000 and
side may be faster than the other. you can enter a higher num
whether to include bonuses and IBV in determining the mone
for
the anumber
more conservative approach
of calls to make to set an appointment, etc

Enter INFORMATION IN YELLOW C

Steps
1 Determine how much money you need and when
The main objective is to know how much money you need in
Use tab "Goals Listing".
list out the 10 items you want.
You need to know the amount you will need, how much time
(buying
I would usesomething)
1 month for a goal that I need that money every m
examples
1
2
3
Now you want to decide which goals should come first
first list them in ascending order of monthly amount
then in columns H through K, you now choose when this goal
highest
by priority,
speading your goals out, you lay out a staircase to your go
then
And as
The you mighttochoose
you satisfy
answer Yesthat
a goal,
how much inmoney
Years
money1you
and 2 (assuming
canneed
now be in it
applied
and istoa a
which
You might buy the car next. So you would choose Yes in year
2 Determine your action planand Goal Timeframe (C18)
The main objective is to know what you need to do to achieve
Use tab "Summary"
Enter a Start Date (typically today's date) - not the date you s
Enter the target amount. Either you knew it or you can use th
Enter the number of years to your target. All the goals are do
 Optional:
You can enter the current monthly income you have from Mar
You can enter the number of current distributors in your grou

In the section "HIGH LEVEL ACTION PLAN FOR GROUP",

First of all the tool tells you how many centers and how many
It assumes that everyone starts off with the master unfranchi
It then lays out an action plan for your entire group.
Essentially the action plan is for 2 legs of a BDC. Once a cente
plan for the next new organization

3 Write your goals grid Use tab GOALS GRID

for each milestone that you want to identify what you will do
items that you would purchase or pay for with the commissio

I would print this page out and look at it regularly. I w

your goals statement

4 Review/adjust assumpions You can review and adjust the assumptions

On Reference tab, anything in yellow is adjustable. You mostl
then you can see the impact of your selection on the action p

More gory details if you are curious about how the "formula" works to determin
plan details tab
 r distributors working on the first 3 centers to help determine their goals, the number of
mplify a very complex task and create a tool that is easily duplicatable througout your
ool is to help take care of the "math" in determining goals and allow distributors to focus
generating goal statements
get it. The actual timing of payout is what the tool does best.
t your organization builds evenly. We all know that this is ideal. So bear that in mind.
ent effort from the get go and it uses a linear model to suggest when you will hit your
e begining and over time, it turns "a corner" and becomes exponential, ie the momentum
oner than they may occur but may be slower down the road, when the business takes on a
s that you can adjust and tweak, for example
V generated by each distributor,
V to flush a center. Of course this is 5000 and 5000, but we all know that sometimes one
er than the other. you can enter a higher number to be more conservative
de bonuses and IBV in determining the money each center can earn. Choose NO on each
rvative
alls approach
to make to set an appointment, etc

RMATION IN YELLOW CELLS ONLY

ve is to know how much money you need in total and by when.

Listing".
ms you want.
w the amount you will need, how much time you are going to save up for it, is it a one time goal
ng)
nth for a goal that I need that money every month - eg savings to pay for my lifestyle

you have $12,000 in debt which you want to pay off. You are going to save for it
over 24 months.
you want to cover your monthly mortgage of $2000. this is a recurring payment
This means
untilwant
you your to on your
mortgage
stop goal
is paid
working. listing youmake
off.you
Say will enter
$5,000$12,000 as the
a month. month,
I would 24 as
recommend
months
So you
breaking needed
will upto
enter
this save
$2000
into for
a few the amount,
as the
goals,goal, and
eg $2,500 choose
1 as Yes forbecause
the month,
each. one timeyoubecause once
need this
decide which goals should come first
you
money have paid
each it off,
month, it
andis satisfied.
choose Noyoufor can now
one-time. use this money for another goal
ascendingIn the goals
order listingamount
of monthly I would create 2 goals each of $2,500. I would enter 1 for the
months and then No as one time
H through K, you now choose when this goal is active for you. for example if paying off debt is the
r goals out, you lay out a staircase to your goals.
hoose
y Yesthat
a goal,
how much inmoney
Years
money 1you
and
canneed2 (assuming
now be
and in it
applied istoa another
which 24 month
year timeframe
goal.
will appear ingoal).
cells labeled Goal Total (C16)
he car next.
rame (C18) So you would choose Yes in year 3.
ve is to know what you need to do to achieve your goals
mary"
e (typically today's date) - not the date you started the business. Life begins today!
amount. Either you knew it or you can use the amount from the Goals Listing sheet
r of years to your target. All the goals are done in years so round up to the nearest year
e current monthly income you have from Market America
e number of current distributors in your group.

"HIGH LEVEL ACTION PLAN FOR GROUP", you will find the action plan
ol tells you how many centers and how many organizations, you need to build
everyone starts off with the master unfranchise scenario first
n action plan for your entire group.
ction plan is for 2 legs of a BDC. Once a center is complete, you start repeating the entire action
new organization

ne that you want to identify what you will do with the money earned, fill in the yellow cells up to 3
ould purchase or pay for with the commission earned

his page out and look at it regularly. I would also use this or the Goals Listing tab to write
ement

and adjust the assumptions

b, anything in yellow is adjustable. You mostly pick values.
e the impact of your selection on the action plan

s about how the "formula" works to determine your action plan etc, feel free to review the action
 Months
Total Needed to Monthly
Goal Amount save for Amount
Number Goal Description Needed this goal Needed
1 -
2 -
3 -
4 -
5 -
6 -
7 -
8 -
9 -
10 -

Years
GOAL TOTAL -
GOAL TIMEFRAME 1

Goals Grid by David Sacks

Copyright 2010 Anfield Solutions (David and Vera Sacks)
 Years (Choose "Yes" if goal applies to this year)

Accumulated
Monthly
Income One Time? 1 2 3 4 5
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- Yes Yes Yes Yes Yes Yes
- - - - -

Note the difference between the accumulated

monthly income of all goals and the actual
GOAL TOTAL (C17). The actual goal total is
less because some goals have been retired.
his year)

6 Comments
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
-

he accumulated
and the actual
ual goal total is
e been retired.
 ENTER YOUR HIGH LEVEL GOAL
Start Date 11/18/2010
Target Amount Per Month $10,000
Years to Target 1
Current Amount Per Month $-
Current # Active Distributors 0
Net Target Amount Per Month $10,000

HIGH LEVEL ACTION PLAN for the GROUP

Number of BDC's needed to achieve Goal 2
Number of Organizations needed to achieve Goal 3

Calls Per Day 20

Appointments Set Per Day 5
Actual Plan Appointments Conducted Per Week 12
Registrations Per Week 3

Goals Grid by David Sacks

Copyright 2010 Anfield Solutions (David and Vera Sacks)
 READ THE INSTRUCTIONS
AND TIPS FIRST. CLICK THIS
BOX TO GO TO
INSTRUCTIONS TAB.
YOU ONLY NEED TO ENTER
INFORMATION IN THE
YELLOW CELLS
 Goals Grid
Date Monthly
(Friday) Month Income Flushes Pin Level Enter your
1
1 Ctr 1 1/4
2/18/2011 3 $1,800 Executive Coordinator 2
Flushes
3
1
1 Ctr 2 3/4
5/20/2011 6 $3,900 Master Coordinator 2
Flushes
3
1
1 Ctr 4 Flushes
8/19/2011 9 $6,300 Professional Coordinator 2
1 Ctr 1/4 Flushes
3
1 Ctr 4 Flushes 1
### 12 $10,800 1 Ctr 3 1/4 National Supervising Coordinator 2
Flushes 3
1
2 Ctrs 4 Flushes
2/17/2012 15 $15,000 Executive Superving Coordinator 2
1 Ctr 2 Flushes
3
1
3 Ctrs 4 Flushes
5/11/2012 18 $18,600 Director 2
1 Ctr 1/2 Flushes
3
1
3 Ctrs 4 Flushes
8/10/2012 21 $21,000 Director 2
1 Ctr 2 Flushes
3
3 Ctrs 4 Flushes 1
11/9/2012 24 $23,100 1 Ctr 3 1/2 Director 2
Flushes 3
1
4 Ctrs 4 Flushes
2/8/2013 27 $24,900 Director 2
1 Ctr 3/4 Flushes
3
4 Ctrs 4 Flushes 1
5/10/2013 30 $27,300 1 Ctr 2 1/4 Executive Director 2
Flushes 3
4 Ctrs 4 Flushes 1
8/9/2013 33 $29,400 1 Ctr 3 3/4 Executive Director 2
Flushes 3
5 Ctrs 4 Flushes 1
11/8/2013 36 $31,800 1 Ctr 1 1/4 Executive Director 2
Flushes 3
5 Ctrs 4 Flushes 1
1/31/2014 39 $33,900 1 Ctr 2 3/4 Executive Director 2
Flushes 3
1
6 Ctrs 4 Flushes
5/2/2014 42 $36,000 Field Vice President 2
3
6 Ctrs 4 Flushes 1
8/1/2014 45 $38,100 1 Ctr 1 1/2 Field Vice President 2
Flushes
 6 Ctrs 4 Flushes
8/1/2014 45 $38,100 1 Ctr 1 1/2 Field Vice President
Flushes 3
1
6 Ctrs 4 Flushes
### 48 $40,500 Field Vice President 2
1 Ctr 3 Flushes
3
1
7 Ctrs 4 Flushes
1/30/2015 51 $42,600 Field Vice President 2
1 Ctr 1/2 Flushes
3
7 Ctrs 4 Flushes 1
5/1/2015 54 $44,400 1 Ctr 1 3/4 Field Vice President 2
Flushes 3
7 Ctrs 4 Flushes 1
7/31/2015 57 $46,800 1 Ctr 3 1/4 Executive Field Vice President 2
Flushes 3
1
8 Ctrs 4 Flushes
### 60 $48,900 Executive Field Vice President 2
1 Ctr 3/4 Flushes
3
id Goals Grid by David Sacks
Copyright 2010 Anfield Solutions (D
Enter your Goals (for each monthly income amount)
y David Sacks
010 Anfield Solutions (David and Vera Sacks)
Goals Grid by David Sacks
Copyright 2010 Anfield Solutions (David and Vera Sacks)
Target Income 10,000
Months to Target 12
Number Centers Paying 1.67
Actual Number Centers Paying 2.00
Centers Flushing Every Week 1
Legs Flushing Every Week 2
BV Per Leg Per Week 5,000
Per Week Per Month
Total BV from Centers Flushing every Week 10,000 40,000

Centers not Flushing Every Week 1

Flushes Per Month 2.67
Legs 1
BV Per Leg Per Month 13,333
BV Per Leg Per Week 3,333
Per Week Per Month
Total BV from Centers not Flushing Every Month
3,333 13,333

Per Week Per Month

Total BV in Entire Organization 13,333 53,333

Per Leg Total

Distributors in Full Flush Legs 50 100
Distributors in Partial Flush Legs 34 34
Distributors in Organization Needed 134
Net New Distributors Needed 134

New Distributors Per Month 11.17

Actual New Distributors Per Month 12
Registrations Per Week 3.00
Actual Registrations Per Week 3

ACTION PLAN FOR ENTIRE GROUP

Plans Per Month (Guests at plan showing) 48
Plans Per Week (Guests at plan showing) 12
Invitations Per Week 24
Calls Per Week 96
All cells on this tab are calculated.
Divide Target Income by Commissions/Month (Reference Tab)
Round up

Assumes we start with master unfranchise

Based upon BV per distributor in Reference Tab

Deduct current active # distributors

Divide Net # New Distributors by Total # Months

Round up

Round up

Multiply # New Distributors by Ratio to Plans

Divide by 4 to get weekly number of plans
Multiply By Invitation to Plan Ratio (Show Up Ratio)
Multiply by Ratio of Calls to Invitations
The following will impact the number of
distributors needed in the group to satisfy the BV
needed. Defaults are based off Base 10 Seven
Strong
Using IBV No
Using Bonus No
BV Per Distributor (Base 10) 400
Commissions Per Center/Week $1,500
Commissions Per Center/Month $6,000
Volume to Flush a Leg 5,000

Pin Levels
Distributor $-
Coordinator $300
Executive Coordinator $1,500
Master Coordinator $2,100
Professional Coordinator $4,500
Supervising Coordinator $7,500
National Supervising Coordinator $10,000
Executive Superving Coordinator $15,000
Director $18,000
Executive Director $25,000
Field Vice President $36,000
Executive Field Vice President $45,000
Senior Executive Field Vice President $63,000
The following ratios are from Basic 5 1&2.
These will impact the action plan

Ratio of Plans to Distributors 4

Ratio of Invites to Plans 2
Ratio of Calls to Invites 4
These values are derived from settings on
Reference tab (Using IBV and Using Bonus)

Most optimal scenario. Can inflate for more realistic

flush volume, eg 5050
MPCP Pay Cycle
0 $-
1200 $300
2400 $600
3600 $900
5000 $1,500

Goals Grid by David Sacks

Copyright 2010 Anfield Solutions (David and Vera Sacks)
insert target money
determine number of centers
determine volume per center
bear in mind master unfranchise
determine number of people doing base 10
have option for 200 pr center
determine action plan, number of plans/appts, number of shows, number of calls

get dollars for month

provide place for person to enter what they will do with amount per month
and provide place for 300, 600, 900, 1500 per month until goal