10 Steps To Successful Planning

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Step X : Review Your Top Three Accomplishments in 2007 • • • • •

What are you most proud of? What challenges did you overcome? What was your most exciting achievement in terms of future growth? Did you achieve something you thought was impossible? What areas did you focus on improving?

Step Y: Establish Your Dreams and Goals for 2008 • • •

What will you celebrate? What will your top three business victories be for 2008? What will your personal victories be in 2008?

Step Z: Identify Three Strategies to Ensure Consistent Recruiting for your Organization • •

What is your strategy to increase your customer and Distributor base? How will you approach performing Distributors vs. non-performing Distributors?

Step [: How Will You Increase Autoship (with Distributors) and Immunodirect (with customers)—and why is this important? • •

Practice the language to promote this service. Ask people, Are you registered on Autoship/Immunodirect? Do you know the benefits? Increasing this type of customer/Distributor ensures repeat business and supports your residual income

Step \: How Will You Plan your Leadership Organization for 2008? • • • • • • •

How many Distributors are you planning to have in 2008? How will you grow your upline Distributors? How many new Venture Distributors, who start with an Action Pack, are you planning to recruit in your whole organization per month? Per quarter? In 2008? How many people in your organization will you help promote to Silver? To Gold? To Diamond? To Executive Diamond? What activities will you engage in to support Leadership growth? How will you leverage the Success Guide system? What will you do to support title movement?

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Step ]: How Will You Follow-Up with Your Distributors? • •

One-on-one? Small groups? How/when/where will you discuss business reviews, planning sessions, field travel etc.?

Step ^: How Will You Recognize Success? What Will Your Milestones Be? • •

For yourself? For your team? i. What to measure – Key Performance Indicators (KPIs) such as recruiting, order count, average order, retention, activity (ratio in percentage of monthly orders vs. number of customers and Distributors in your organization) ii. How to measure it: using your report system iii. When to measure it : every week/month/quarter

Step _: Manpower Review •

Talents, skills and the “will” in your organization: a. High Potential Distributors i. What are their key skills & competencies ii. What are the skills & competencies to further develop iii. What will be your Action Plan to support b. Future High Potential Distributors: same thing c. New Distributors: same thing

Step `: Reach Out Every Day • • • • • • •

Weekly Home Meetings: schedule your weekly/bi-weekly/monthly meetings in your calendar Presentations and Seminars: how many presentations are you planning to do every month/quarter/year? With whom, when and where should you plan these presentations/seminars? How will you promote these events? What tools will you use? (Immunotec Web site, Business Opportunity flyer …) Training/recruiting conference calls Networking Groups: investigate the possible groups in your local area and evaluate your availability to attend these meetings … Trade Shows: now is the time to plan your 2008 events; involve everyone in your team!

Step a: Enjoy the Ride and Have Fun! I suggest that not only you create your Victory Plan now, but also have these 10 Steps in view at all times. Commit to revisit, re-measure, and course correct on a monthly and quarterly basis, this way you will stay focused and support your Distributors in achieving their goals, making their dreams come true , as well as your own! “Many people who hope to be successful are just waiting for their `big break’ and have never entertained the thought of establishing goals and structuring a plan to achieve them.” Quoted from the book, Success Acceleration Page 2 of 2


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