Annual Plan
Before jumping in and dialing the phone, think first about what you are looking to accomplish with those dials. As recruiters, if there is not a clear direction and path for the placement process, it is possible to end up mistaking activity for productivity.
A strategic plan for your practice serves the same purpose for diagnosing your business, as a dashboard on your car does for diagnosing the status of your vehicle’s well-being. You must be able to look at a variety of ratios and be able to track important numbers that create the well-being of your business. If you don’t know, or if you don’t take the time to track, your numbers and ratios, it’s like having no gauges in your car – and in that case, when your car stops working, you don’t even know where to start in order to diagnose what’s wrong. If your car won’t start one afternoon and you don’t have a dashboard to give you some indications of what might be broken, you’ll just have to start guessing. You’ll waste valuable time fixing the wrong problem – is it the engine? The brakes? Are you out of gas? Did the vehicle overheat? Think about how much time you’d waste finding someone with jumper cables to jump start your car if the real problem is that you are out of gas. If you don’t know your needed numbers and your ratios, it’s the equivalent of driving a vehicle with no dashboard and no desired destination.
Forms
Annual Planning Form
Annual Planning Production Worksheet
Practice Diagnostic Checklist
Videos
There is nothing more critical to success in search than the ability to plan well and execute that plan; creating an annual plan for your production will put a roadmap in place for metrics behind the achievement of your goals.
If you know where you want to go, what can stand in the way of you getting there? Million dollar producer Jon Bartos discusses works and what doesn’t work when setting realistic goals.
How much is your time worth? If you are a big biller, you must engage in the activities that are worth hundreds per hour. Million dollar producer Jordan Rayboy shares how he does just that.
Big Biller Mike Gionta explains why tracking your KPIs (key performance indicators) is paramount to hitting your goals: metrics are the roadmap to achieving your professional vision.
Articles
An Eight Step Process For Achieving Your Goals by Terry Petra
