Transcript POST AND PLAN

POST AND PLAN
What does it mean?
• Post means to capture your activity at the end of the day
using some type of activity tracking system. The activity
to capture includes:
• Prospecting results
• Telephoning results
• Cases open
• Cases closes
• Sales results
• Business expenses
What does it mean?
• Plan means to take time to analyze your results and
determine what you need to do for the business. It
includes the following:
• Determine a list of names to call tomorrow
• Schedule case prep needed
• Look at tomorrow’s calendar for how to best use your time
• Evaluate how many appointments you have on the books and
phoning for more if needed
Others who agree
• By failing to prepare, you are preparing to fail.
- Benjamin Franklin
• In preparing for battle, I have always found that plans are
useless, but planning is indispensable.
- Dwight D. Eisenhower
• Those who are unaware of history are destined to repeat it.
- George Santayana
• If you want to know your past, look into your present
conditions. If you want to know your future, look into your
present actions.
- Buddhist Saying
How can it help?
• Provides a structured system for recording your activity
• Allows you to evaluate and adjust your activity accordingly
• Allows you to use your time more wisely
• Decreases the stress associated with last-minute planning
and missed action steps
Questions to Discuss
• How does your current state compare to the definition of
posting and planning?
• How could adding (or implementing more consistently) 10
– 30 minutes on your calendar to post and plan impact
your practice?
• What would the challenges be to fully incorporate posting
and planning in your practice?