Going into your workday and waiting for things to happen, and then reacting to them is not a very productive way of doing things. You may as well be going into your workday blind.
This is why it is so very important to have an action plan.
An action plan, simply put, is a plan of action, there just is no other way to say it.
Your action plan should be built piece by piece, based on what it is you want to have accomplished during your work week.
For starters, take a pen and a piece of paper, and write the days of the week across the top of the page. Below each day of the week, write down the number's one through five, with some space in between to write.
Next to each number, under the given days, write down your goals, or what it is you want to achieve during those times of the day. When you are finished, put it in a place where you can readily see it.
When I was working in the mortgage industry, this is how I would make my action plan. I was taught a similar way, but this is what worked for me, and nobody said it had to be rocket science.
For instance, I would start my Mondays off doing my reports, after that I would make my follow up phone calls from the previous day's customers' sessions. I would continue on down my action plan to number five, and if time allotted, I would add a few things.
I would create a new action plan every Friday afternoon. This way I was prepared for the coming week and I knew exactly what I would be doing day to day, hour to hour.
Before I started using action plans, I would just come into the office and go with the flow. I would wait for the phone to ring, or for a customer to walk in. The time in between was all just dead time, and my day would drag.
The action plan is designed to keep you focused, and make you productive during your work day.
The action plan also works as a time table. It splits your day up into segments. Think of every next stage of your action plan as something to look forward to. This will get you through your day at a much more productive pace.
When you leave your office at night, you want the feeling of accomplishment, not the feeling as though you have wasted an entire day. The action plan will give you the feeling of accomplishment.
Sometimes we need to go back to basics. We need to start at the beginning, and do the things that made us successful to begin with.
Your work day can be stressful, and your action plan can be a positive way to keep you focused on your daily goals, and your mind off of anything stressful.
So before you start another work day, put together an action plan. It doesn't have to be fancy, it only has to be want you want to accomplish day to day throughout the week. Best of Luck!
This article may be reproduced by anyone at any time, as long as the authors name and reference links are kept in tact and active.
Jay Conners has more than fifteen years of experience in the banking and Mortgage Industry, He is the owner of http://www.jconners.com, a mortgage resource site, he is also the owner of http://www.callprospect.com, a mortgage lead company.
![]() |
|
![]() |
|
![]() |
|
![]() |
When I first started out as a loan officer, one... Read More
Many stores on a budget choose to buy a used... Read More
If you are in the mortgage business, the very first... Read More
Myth 1: Sales People are all Shady!In the Broadway play... Read More
How do you respond when an absolute stranger calls, at... Read More
Can you say who you are and what you do... Read More
No matter how big or small your business is and... Read More
Obtaining merchant status will help to increase your sales. Consumers... Read More
JOHN DI LEMME on "I Am A Habit"H-A-B-I-T...When 95% of... Read More
You stand there, in front of your great presentation material,... Read More
Do you clam up on the telephone? An advertising rep... Read More
1. Make telephone callsFew things are more terrifying than the... Read More
People ask me, "What should I charge?"I say, "Ask your... Read More
Do you hang up on telemarketers? 9 times out of... Read More
"Value-added." That word is used so much it has become... Read More
"Open-source" is typically found in the Information Technology area as... Read More
Once you have added a new customer to your book... Read More
ReferralsA substantial part of your business can come from referrals.... Read More
After reading and researching thousands of books, articles and other... Read More
"Accepting the consequences, good or bad, will free you; take... Read More
You can make a difference in the second half! You... Read More
Imagine being in a crowded concert or bar. All of... Read More
My new job was to sell Commercial Service Agreements. It... Read More
When you are in the business of sales, among the... Read More
In the last decade, the Internet has become a major... Read More
I wonder when we decided to become a sales person.... Read More
Ask any salesperson, "At what point in the selling process... Read More
The time comes for all mortgage brokers and loan officers... Read More
How many times have you heard that you gotta get... Read More
I can remember the first time that I had to... Read More
Value is in the Eye of the BeholderSales today is... Read More
When a request for proposal (RFP) comes in, you get... Read More
This is a stupid question but it has to be... Read More
A key method of our survival in the business and... Read More
You stand there, in front of your great presentation material,... Read More
There's a direct correlation between sales experience and prejudging. The... Read More
People ask me, "What should I charge?"I say, "Ask your... Read More
Last issue we talked about what motivates people to buy... Read More
For centuries ? at least since the serpent convinced Eve... Read More
Having good telephone skills is crucial as the call may... Read More
Part one of this article is available at ... Read More
Have you ever met with, or talked to a prospect... Read More
Web sites exist for essentially two purposes. The first is... Read More
The question: "When should a growing company slow down its... Read More
Telephone canvassing, or cold calling, is the practice of sitting... Read More
This week's article is my response to a question by... Read More
"Open-source" is typically found in the Information Technology area as... Read More
One of the most useful and fundamental communications lessons that... Read More
Last minute discounting has become so prevalent that many companies... Read More
For many of you the Fear of Selling is a... Read More
After our first half-hour telephone coaching session, when asked what... Read More
Make no mistake that emotions are the driving force behind... Read More
You can have your cake and eat it.What is it... Read More
The leads marketing delivers to the sales team never seem... Read More
Want to build a relationship -- sell yourself for a... Read More
The other day, I received the last issue of a... Read More
Many mannequin manufacturers sell their mannequins in wholesale. This means... Read More
Selling a service isn't the same as selling a product.... Read More
How many of you have a corporate web site? Everybody... Read More
This issue's topic was suggested by a sales rep for... Read More
American consumers have spoken and have done so loudly registering... Read More
Color psychology is the biggest question I receive on a... Read More
I'm not a baseball fan. Never have been. In fact,... Read More
Why would a prospect buy from you rather than from... Read More
I would like to share a disturbing little secret with... Read More
Could casual Friday be undermining your leadership ability?One of the... Read More
Sales |