2-3 Year
1 Year
Quarterly Goals
Visualising
Monthly Goals
LOS Map x 4
Calendar of Events
Monthly Progress Tracking
PV or % Targets
Sponsorship Targets
With successful
Ticket Sales
Personal group name list
Important Upcoming Events
Weekly Progress Tracking
$ Sales
# OPP
# Prospects @ meetings
Activity (Learning, Recordings, Invitations, Conversations, FAQ
Outcomes (product sales, appointments, ticket sales, indication of interest, materials given, improved impressions )
New Name lists
Number of invites
Meetings / conversations counts
Number of calls
Action
1. Goal-Setting
Award and Recognition Levels
Timeline - long, medium, short term ( SMART )
Learning - Product / Business
Doing
2. Planning
Drawing LOS Map
Weekly / Monthly Calendar
Prospecting, Namelist, OPP, Followup, Bring to meetings
Materials, Tools and Events
3. Action
Learning - Books, CDs, Meetings, events
Doing - Activity Log
Daily Planner - Things to do today
Habits
4. Review
Assessment and Review
Stats and KPI’s
Feedback and Reflection