Become A Champion Planner In Three Easy Steps

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Jul 10, 2013

Dear Barb:

I met you at a recent conference. You advised me to get two to three candidates on the final interview on every order I work. As a result, I’ve just had the best quarter of my five years in this business.

My greatest challenge is time management. The day just slips away from me and I constantly find myself switching gears. How can I manage time better when every phone call sees to change my priorities throughout the day?

Amanda H,

Alpharetta, GA

Dear Amanda:

Focus on the 20% of your actions that provides you with 80% of your results. In order to accomplish this, you must plan 100% of the outgoing calls you will complete the following day. If urgent things distract you, it is easier to get back on track when you have a written plan.

If you are not a planner, it is difficult to become a planner overnight. Take a small step first, starting tomorrow.

  • Step One: Before you leave work tonight write down the six things closest to the money that you commit to completing the following day. You don’t leave work until you have achieved the six actions listed.
  • Step Two: The following month, plan a minimum of 25% of your outgoing calls. In addition, list your six priorities closest to the money.
  • Step Three: The next month, plan a minimum of 50%, and so on until you plan 100% of your outgoing calls and list the top six priorities closest to the money.

Control your destiny and income by your planned outgoing calls, not incoming calls. Incoming calls represent the priorities of others, not yours.

Barb Bruno, CPC, CTS

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