Daily Plan
The purpose behind creating a daily plan is that it will allow you to maximize your opportunity to reach as many candidates and clients as possible while business is open. Imagine you owned a restaurant and your objective was to serve as many patrons as possible during the prime lunchtime hour. The more quality lunches you serve, the more money you will make; the more satisfied patrons you have, the more they are going to tell their friends about your amazing restaurant.
A smart restaurant owner would take time the night before to wash all the lettuce for the salads, and maybe even put them in pre-measured containers. A smart restaurant owner would slice all the tomatoes and onions that you need for your sandwiches, saran-wrap all the cookies and roll all the silverware. Why? Because you don’t want to be slowed down between customers. You don’t want one customer to order a chicken salad sandwich and a cookie, and you’ve got to go back in the kitchen, broil some chicken, wait for it to cool, mix it with the mayo, chop up some pecans and celery, mix it all together, bake a cookie, wait for it to cool, wrap it up, and 30 minutes later hand over the order to your customer. The net result is that during your prime time restaurant hours, you will serve about four people and your restaurant will go out of business.
Unfortunately, this is very similar to what happens to recruiters who don’t take the time to plan well each evening. They spend little to no time in the evening prepping for prime time tomorrow, and assume that they’ll just figure it out as they go. This results in a huge lag time from one call to the next, because they are spending time from dial to dial trying to figure out what the next call will be. The amount of time that you spend prepping the night before will have a direct and incredibly profitable impact on the kind of day you will have tomorrow. It might take you some time, and you might be tired and ready to go home, but recognize that when your market is open, you need to be on the phone with as many “customers” as possible. Planning for each day, methodically and meticulously, will make one of the biggest impacts on how fast you get to know your market, how fast you start to get candidates and clients together, and ultimately how quickly you start running at a consistent billing pace.
Forms
Daily Call Plan
Call Block Planner
Strategic Call Plan Worksheet
100-Point Sheet from Bob Marshall
Videos
The recruiting business is not a tough one – you’ve got to identify, attract, evaluate, and land the talent that our clients are paying us to find. The first step – identify – can be what makes or breaks a search, and what definitely makes or breaks a new recruiter.
This clip from the NLE Foundation Training Program shares three different approaches that you can take when creating your plan each day.
Million dollar producer Jordan Rayboy offices out of a luxury mobile home, so he has to have fantastic planning skills! This clip from “Power Planning” will share some of his secrets for creating an effective plan for your practice.
Big Biller Jordan Rayboy touts the importance of daily dedicated planning time: why it matters and how to be fully planned each day.
Big Biller Jordan Rayboy recites his mantra about the importance of daily planning with a hack to attack your market and succeed!
Big Biller Jordan Rayboy talks about planning on the go and getting miles of results; how to reduce recruiter shuffle, get on the road to success and operate a virtual team model.
Articles
The Classics of Planning and Organization by Bob Marshall
Proper Planning Prevents Piss-Poor Performance by Jordan Rayboy
How to Even Out Your Placement Activity by Gary Stauble
