Leadership Proforma: Strategic Planning Your Career


By Dr. Brandi Stankovic, Partner, Mitchell, Stankovic and Associates

You create a proforma, a projection, commonly used in forecasting business or strategic plans, for your company. Why not create a proforma for your leadership?

Career planning is strategic planning. Set your goals and commit to a full visualization. Project your leadership development!

In July 2011, Morolake Akinosun tweeted, “In 2016 I will be 22, graduated from a school I have not chosen yet, and going to the Olympics.” In July 2016, she retweeted the 2011 tweet with her ambitious plan and a follow-up note reading, “It’s 2016. I graduate from Texas in December. I’m going to the Olympics next week.” She represented the U.S. Track and Field Team in Rio de Janeiro for the 2016 Summer Olympic Games. Akinosun was rewarded with a gold medal as part of the winning 4X100-meter team.

Morolake put it out there. She said, ‘Boom! I’m going for this.’  And I love that! Aim high, set goals, achieve goals. Make stuff happen.

Want more great leadership information? Learn to stir things up with the Underground! Join today.

So, what does your leadership proforma look like? First, continually conduct a personal SWOT (Strengths, Weaknesses, Opportunities and Threats). Repeating your SWOT over and over is critical because we all get lazy. Keep focused on where it is that you want to be, and update frequently to shift the focus as you zig and zag through your career and goals.

In other words, fine tune who you are early and often, and how that speaks to your leadership brand.

Joe Schroeder, president/CEO of $700 million Ventura County Credit Union, said he was fortunate to have been born to “unbelievable” parents. Parents can get in your way, but his didn’t. They allowed him to fail. “My dad taught me it was okay to fall down, because that’s what is going to happen in life,” he said, “but then get up, dust your pants off. Now, what are you going to do about it?”

You have to know your limitations and understand them. There are ways to manage your limitations. You have to get people around you who are good at technology or good at other areas. –Joe Schroeder

Joe also said he was lucky to go to a Catholic school where the nuns were tough on students. You could not be intellectually lazy. “That mixture of compassion, competitiveness and push really helped me throughout my whole life,” he explained.

Many people do not set one-year or five-year goals because they are afraid they aren’t going to reach them, according to Joe. When he went to California Polytechnic University in Pomona, Calif., as a walk-on for the basketball team, he came to an important realization. “I found out how good I wasn’t.”

Kick ass like Morolake Akinosun! Get weekly virtual coaching from the Strategic HotBox!

“We all run into this realization athletically, and even in our careers. Warren Buffet freely admits he stayed out of all technology stocks because he didn’t get it,” Joe pointed out. “You have to know your limitations, understand and manage them. You have to get people around you who are good at technology or good at other areas.” But you must first recognize you suck at some things, and that’s ok.

Personal accountability is everything. Kids must learn to accept their ranking and decide what they’re going to do about it. As a CEO today, he acknowledged that he likes intensity. “I’m willing to give people a lot of room. They are going to make mistakes, or say things that they shouldn’t say, but that’s all right,” Schroeder said. “You are going to fall down, just keep marching forward.”

In January of 2016, Joe had a major wake-up call: A heart attack. Joe described his heart attack as a “great shot across my bow.” He got a chance to look at his entire life, which allowed him to realize he has done a lot of good things. It puts unbelievable perspective on your life, he recalled, and made him want to give back to the community more and treat his employees better.

To sum up: Be overly prepared, listen, and then be inquisitive. Keep asking questions and be prepared to continue strategic planning your own leadership.