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POST AND PLAN

'Post and Plan' is a strategic approach that helps you track daily activities and analyze results. Posting entails capturing your daily performance—such as prospecting, sales results, and closed cases—using a structured activity tracking system. Planning involves evaluating these results and preparing for the next day's tasks, like scheduling calls and case preparation. By adopting this system, you can use your time more efficiently, reduce stress from last-minute arrangements, and enhance overall productivity. Explore how implementing even a short daily routine can significantly impact your business practice.

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POST AND PLAN

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  1. POST AND PLAN

  2. What does it mean? • Postmeans to capture your activity at the end of the day using some type of activity tracking system. The activity to capture includes: • Prospecting results • Telephoning results • Cases open • Cases closes • Sales results • Business expenses

  3. What does it mean? • Plan means to take time to analyze your results and determine what you need to do for the business. It includes the following: • Determine a list of names to call tomorrow • Schedule case prep needed • Look at tomorrow’s calendar for how to best use your time • Evaluate how many appointments you have on the books and phoning for more if needed

  4. Others who agree • By failing to prepare, you are preparing to fail. - Benjamin Franklin • In preparing for battle, I have always found that plans are useless, but planning is indispensable. - Dwight D. Eisenhower • Those who are unaware of history are destined to repeat it. - George Santayana • If you want to know your past, look into your present conditions. If you want to know your future, look into your present actions. - Buddhist Saying

  5. How can it help? • Provides a structured system for recording your activity • Allows you to evaluate and adjust your activity accordingly • Allows you to use your time more wisely • Decreases the stress associated with last-minute planning and missed action steps

  6. Questions to Discuss • How does your current state compare to the definition of posting and planning? • How could adding (or implementing more consistently) 10 – 30 minutes on your calendar to post and plan impact your practice? • What would the challenges be to fully incorporate posting and planning in your practice?

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