Insights

5 Key Steps to Planning for Success

September 23, 2021
5 Key Steps to Planning for Success

Why wait until the new year to make changes or resolutions? Consider the changing of the seasons as another fresh start. No more waiting–start planning for your success today!

The key is that you must be willing to put in the work. You have to get rid of that negative “head trash“, identify your goals, and become totally dedicated to achieving them.

After all, to be successful you have to take action!

So, if you're a sales leader looking to start planning for your success, check out the following 5 key steps!

5 Key Steps to Planning for Success

1. Prioritize

What are your goals? What are your priorities for this quarter?

You can only do so much – and you can't do it all at once!

Break up your goals into actionable steps. This method is guaranteed to help you succeed by next year.

For example, if my goal for the year is to increase my activity on LinkedIn and build my network, I would prioritize posting original content on my profile and sending out several connection requests during Q1.

But for Q2, I might want to focus on targeting certain experts in my industry to build up my network with key players.

Practicing Gratitude with Elizabeth Frederick
Learn about the significant personal, professional, and medical benefits of gratitude.
Listen Now

2. Time Block

It's crucial that you make sure each day, each hour counts.

How you spend your time during the day will reflect in your week and later, in the outcome of your year.

So, you need to set weekly and daily priorities and time blocks in order to make sure that you accomplish them!

Read my article on time management here and be sure to also download our eBook: The CFS Guide to Time Management: How to Time Block in 5 Simple Steps

3. Reflect

It's crucial that at the end of each week, you set some time aside to reflect.

What have you learned this week? Are you satisfied with your performance? Where can you improve? Have you helped anyone this week? How can you help others in the future?

Sometimes, if we let ourselves run on autopilot for too long, we lose the ability to appreciate our daily lives and the connections we have. We lose the ability to notice where we can improve, or even where we've made improvements. This is especially difficult to reckon with since the coronavirus pandemic, but if we take time to appreciate our relationships and the little things that bring us joy, we can more easily see the progress we've made.

Ask yourself these questions and make sure that if you feel off, you try your best to reconnect with your true purpose.

Driving Innovation
How to Foster a Culture of Innovation Within Your Team

Download

4. Ask for Help

We wrote and talked about the importance of advisors, coaches, and mentors back in 2018, but our ideas still ring true today!

Sometimes, we may need a little help with planning for success or figuring out our priorities. If that's the case, it's crucial that you find an expert advisor, mentor, or coach that'll help you achieve your goals.

Check out our eBook on the difference between all three figures and why they could be a great asset!

5. Tune into Your Purpose

Remember, you need to stay in tune with your true purpose for working so hard – otherwise, you'll easily become disconnected and unhappy!

While planning for your success, consider taking a moment aside to list your reasons for setting such ambitious goals.

Every day, you should recite these reasons in order to motivate yourself to accomplish the work ahead.

If you do this, it'll be a smooth climb to the top!

Let's Talk Sales Podcast
Hosted by Elizabeth Frederick, the CFS Operations Officer & Senior Advisor
Listen Now

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.