03a ACTIVITY PLAN [Your name] [Date]

INSTRUCTIONS This tool is designed to help you determine the most effective approach to activity based upon your selling style and requirements as per your sales dashboard. Using the principles shown in the Activity Planning module, complete the following pages: Activity plan – summary: Double-click on the table and input values in the orange boxes Add additional/delete unused rows as required Commentary pages: Provide commentary specific to each of the initiatives/campaigns Remember – the activity must yield recognised business within the period. Be sure to cover this in your commentary. © BMC PERFORMANCE LTD. 2019

ACTIVITY PLAN - SUMMARY © BMC PERFORMANCE LTD. 2019

COMMENTARY – [INITIATIVE 1] Provide commentary Consider: What specific activity (i.e. meetings, calls, emails, etc) format will help you to generate new opportunities for this initiative? Why do you think this will be effective in generating new opportunities? Have you done it before? What successes did you have? Are you using existing customer relationships? How many meetings/calls/emails do you expect to need to generate the required volume of opportunities? Is this achievable? What resources do you need/could you use? Will this activity yield business within the required timeframe? © BMC PERFORMANCE LTD. 2019

COMMENTARY – [INITIATIVE 2] Provide commentary Consider: What specific activity (i.e. meetings, calls, emails, etc) format will help you to generate new opportunities for this initiative? Why do you think this will be effective in generating new opportunities? Have you done it before? What successes did you have? Are you using existing customer relationships? How many meetings/calls/emails do you expect to need to generate the required volume of opportunities? Is this achievable? What resources do you need/could you use? Will this activity yield business within the required timeframe? © BMC PERFORMANCE LTD. 2019

COMMENTARY – [INITIATIVE 3] Provide commentary Consider: What specific activity (i.e. meetings, calls, emails, etc) format will help you to generate new opportunities for this initiative? Why do you think this will be effective in generating new opportunities? Have you done it before? What successes did you have? Are you using existing customer relationships? How many meetings/calls/emails do you expect to need to generate the required volume of opportunities? Is this achievable? What resources do you need/could you use? Will this activity yield business within the required timeframe? © BMC PERFORMANCE LTD. 2019

COMMENTARY – [INITIATIVE 4] Provide commentary Consider: What specific activity (i.e. meetings, calls, emails, etc) format will help you to generate new opportunities for this initiative? Why do you think this will be effective in generating new opportunities? Have you done it before? What successes did you have? Are you using existing customer relationships? How many meetings/calls/emails do you expect to need to generate the required volume of opportunities? Is this achievable? What resources do you need/could you use? Will this activity yield business within the required timeframe? © BMC PERFORMANCE LTD. 2019

COMMENTARY – [INITIATIVE 5] Provide commentary Consider: What specific activity (i.e. meetings, calls, emails, etc) format will help you to generate new opportunities for this initiative? Why do you think this will be effective in generating new opportunities? Have you done it before? What successes did you have? Are you using existing customer relationships? How many meetings/calls/emails do you expect to need to generate the required volume of opportunities? Is this achievable? What resources do you need/could you use? Will this activity yield business within the required timeframe? © BMC PERFORMANCE LTD. 2019

MONTHLY REVIEW This is where you present an overview of what you have achieved during the previous month on the actions that you set in your quarterly plan. e.g. opportunities you have managed through sales cycle, new opportunities generated that impact your gap (with value impact to your plan); opportunities won/lost/closed (with value impact to your plan). Also consider any other business that you have undertaken in the month - strategic (e.g. account growth) or tactical (e.g. opportunity conversion/review/meetings attended). Week 1 actions delivered - Week 2 actions delivered - Week 3 actions delivered - Week 4 actions delivered - A summary of key points can be part of your presentation at the sales meeting. © BMC PERFORMANCE LTD. 2019

NEXT MONTHS ACTIONS This is where you provide an update on the overall success/progress of your plan to date and what it is achieving to fill your near term gap and any changes/updates on initiatives or direction that you may have. Also to set your actions for the next 4 weeks that will support the delivery of your plan. This will be presented at the sales meeting for sign off by the executive team. © BMC PERFORMANCE LTD. 2019