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Activity Plan [Your name] [Date]
![Activity Plan [Your name] [Date]](http://slideplayer.com./slide/17060262/98/images/1/Activity+Plan+%5BYour+name%5D+%5BDate%5D.jpg "Activity Plan [Your name] [Date]")
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INSTRUCTIONS This tool is designed to help you determine the most effective approach to activity based upon your selling style and requirements as per ProfileSIS. Using the principles shown in the ‘Generating opportunities’ 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 the cover this in your commentary. © BMC PERFORMANCE LTD. 2018
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ACTIVITY PLAN - SUMMARY
© BMC PERFORMANCE LTD. 2019
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Commentary – [Initiative 1]
Provide commentary Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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. 2018
![Commentary – [Initiative 1]](http://slideplayer.com./slide/17060262/98/images/4/Commentary+%E2%80%93+%5BInitiative+1%5D.jpg "Provide commentary. Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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")
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Commentary – [Initiative 2]
Provide commentary Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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. 2018
![Commentary – [Initiative 2]](http://slideplayer.com./slide/17060262/98/images/5/Commentary+%E2%80%93+%5BInitiative+2%5D.jpg "Provide commentary. Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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")
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Commentary – [Initiative 3]
Provide commentary Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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. 2018
![Commentary – [Initiative 3]](http://slideplayer.com./slide/17060262/98/images/6/Commentary+%E2%80%93+%5BInitiative+3%5D.jpg "Provide commentary. Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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")
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Commentary – [Initiative 4]
Provide commentary Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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. 2018
![Commentary – [Initiative 4]](http://slideplayer.com./slide/17060262/98/images/7/Commentary+%E2%80%93+%5BInitiative+4%5D.jpg "Provide commentary. Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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")
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Commentary – [Initiative 5]
Provide commentary Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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. 2018
![Commentary – [Initiative 5]](http://slideplayer.com./slide/17060262/98/images/8/Commentary+%E2%80%93+%5BInitiative+5%5D.jpg "Provide commentary. Consider: What specific activity (i.e. meetings, calls, s, 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/ s 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")
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