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.

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Presentation transcript:

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 tomorrows 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?