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Forward Planner
For a free verbal introduction of the Planner call
630-552-9521.Click Here for FREE Introduction Information!
Below is a sample of the contents for March 2008 with descriptions.
Download a PDF sample of March 2008 by clicking here
Click the pictures below to see a larger image
Information Page
The first page in your Planner provides contact information for Donna and Intentional Success LLC. information. Check the website often for tele-classes offered. These are cost effective trainings that you and your team can access from home. If you have any questions please don’t hesitate to call me or email me direct.A time zone map of the United States is referenced on the initial page of the Forward Planner as well. As you recruit you’ll find that it is amazing how your business will grow across the country. This gives you easy access to correct time zones for reference.
Begin using your Forward Planner on this page in the front of your Planner…
Intentionally Plan Your Success
This initial page will help you and your team members come to a new understanding and commitment level for your goals. Only when one intends to achieve can one really move forward. Think about it; if you want to loose weight but have no intention of doing it, there is no movement toward achieving it until you actually intend to do it. Only then are we able to make a plan and have the determination to achieve what we want. This page can be used for a yearly incentive for yourself, and with new recruits, you’ll want to have them filling this page out to achieve what ever starter program your company offers.
Forward Planning the Month Ahead
Each month begins with a Forward Planning page.
If you don’t have any team members yet, you will reference this page mid month. If you have team members you will reference this double sided section at Month start, mid month and month end.Month Start
If you have team members, you’ll begin the month by completing this small section on grouping team members into categories of priority for contact. Choose one day in the first part of the month to complete this portion. (Write this in on your calendar box.) Contact team members on that day and arrange a time to connect with them this month. Write your appointments with them in the week-at-a-glance sections for that month. In doing this you are able to now relax and focus on your own business knowing all your team contacts are in place. This will make it so much easier for you and your new recruiters to stay in contact with members especially during the crucial first months of the business. When the day comes up for the contact, it will be in your week at a glance section, and you will see it when planning for the week ahead.
Mid-month
All should complete this section. On the 15th of the month, filling this activity in will help you and your recruits stay consistent. This is a “put your money where your mouth is” activity that pays off in results! Here, the user can see in black and white where they are in terms of their original booking and recruiting goals for the month. They begin to understand that the responsibility of evaluating their own personal businesses on time allows them to plan activities that will bring about their original intentions! This date is also indicated on the 15th of each calendar month. Actions to implement follow the activity if one would need some ideas of what to do. This is a great manager call to team members; helping them through this the first few times will help them develop a habit and in return the consistency of your team will increase.
Month End
At month end, those with team members will need to reserve a day to collect and record statistics of team members. Notify your team of what day you will be connecting for a brief report. Listen to your team members as you collect data, and plan to train for the areas of you hear they need. Use your results of this section to guide you in planning your next meeting focuses. Always encourage those with great news on the call to share at your next meeting. This builds confidence in them, and they begin to see themselves as able to lead a team of their own.
Fill out the bottom section to help you calculate projected sales for the next month. This is especially important for achieving or maintaining levels of promotion. It also allows you to assess your numbers ahead of time; if you are falling short of an incentive, you will now have time to realize it, add an incentive to your team if needed to achieve the results you need.You will also clearly see a full view of growth or falls in your business numbers when you compare one month to another. This knowledge puts you in the drivers’ seat for creating a consistent growth pattern.
Focus/Tip Section
At the onset of the month ahead, fill out this top portion with your goals. A clear focus is necessary to achieve real results. Write your goals for bookings and recruit leads. (A lead is anyone who takes your information.)
The middle section is for you to write down leads for shows. Say a customer would like to be contacted in September; you will turn to September’s Focus/Tip page- which is tabbed, and write the contact information in “leads to contact.” You now have leads to contact that don’t get lost in the hole in your desk on the post it notes you swore were right here.
Take your Planner to meetings and write in two or three things from the meeting that you want to implement that month; otherwise we tend to go to meetings and forget to apply the information.
The Tips at the bottom will give you fresh ideas each month, and help your new Managers be more confident as they begin working with teams.
Calendar PagesA place to schedule hostess coaching calls is set up along the left side to allow an easy way to schedule and contact hostesses. Consistent coaching leads to increased attendance, sales, bookings and recruit leads! You’ll be happy with the money you are making and so are your new recruits when they use this page! This means less people leaving the business! When people are making money they are happy. Imagine increasing retention of team members! This is not only huge for you, but huge for the industry itself!
How to use this page: Everyone has their own hostess coaching method; this is my recommendation, it may be best for you to consider your own business and method as you use this page.
When you date the show, all contact info for the hostess goes in the correct dated box, and at the same time as writing the show in you’ll write in all contacts for your hostesses. Simply count back the appropriate weeks, follow over to the left hand area hostess coaching area write the hostess name and a reminder of what hostess coaching call needs to be. Now a quick glance here each week will remind you of who needs what call.
3 weeks prior to the show, you need to either coach hosts to over-invite and send invites out 2 weeks before the show or if you send invites out yourself, be sure you have a good guest list of at least 30-40 to invite. G.L. can abbreviate guest list when setting up the call (Mary Smith G.L.) Once this call is made or you have the guest list in your possession, check it off on the left.
2 weeks prior to the show, you need to send invites out or remind your hostess to send invites out. You’ll count back two weeks, note in the green hostess coaching area Mary Smith S.I. send invitations. Once you have sent the invitations or made this call to remind your hostess check it off the list.
1 week prior, call your host and remind her to collect 10=-15 RSVP’S for the show, collect outside orders, review customer specials and outside order details. Invite her to use her show as a means to start her business. You’ll count back 1 week before the show, and write Mary Smith (Packet) in the green hostess coaching box.
Week-at-a-glance sections
Five week- at- a-glance pages follow the calendar month so that odd months are accommodated for. It is important to just focus on one week at a time. At month onset, set these pages up with week #’s and dates next to the days of the week.
This page will help you as the week starts to plan intentionally for the week ahead. Booking calls or a set aside time for a booking blitz, recruit follow-up calls, team calls, and just the word “show” should be here to remind you it as you schedule other things around it. Again all details of the show are in the appropriate calendar box.
Each new month begins with a fresh Forward Planning the Month Ahead page. Keeping all your information about your business in one place allows you the opportunity to look back on past hostesses, and also past recruit leads who may not have signed. Be sure to contact past leads of any kind when any new special program or incentive is announced from your company. Occasional Tips on the Tip/Focus Page will remind you to do this periodic
The Planner currently available begins August 08 and ends July 09. Planners are set up to start every third month to provide less waste to you and your teams no matter what time of year you order.
$39.00 each
Choose $3.00 shipping or $7.00 Priority Shipping Tax is calculated for your area.Live trainings can be arranged with the author, Donna Mitchell click on the A Note From Donna page for details
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