Five Things You Must Do to Have an Effective Weekly Planning Session | Donald Kelly - 1652

Do you know that feeling you get when you spend some time planning out the week ahead? It’s that sense of peace that lets us know we’re going to achieve our goals and nothing is going to get missed. Planning seriously increases our productivity, so why aren’t we all taking the time to do this at the beginning of each week? Whether you just can’t seem to find the time or you don’t know how to get started, Donald is here to help. Take out your Google Calendar or your favorite scheduler and let’s get to it!

How to Make the Most of Your Weekly Planning Session

1. Define your purpose for the week. Take a second to decide what you’re trying to accomplish this week. Look at your key performance indicators (KPIs), and make a plan for how you’re going to reach those things.
2. Plan activities accordingly. Decide what things are going to go on your calendar based on your KPIs. Highlight the “money generating activities” you do each day, and fill your day with those activities first.
3. Put in your recurring meetings and activities. What activities are written in stone each week? Block those things out so you know what time you have available for the random appointments and meetings that will come up.
4. Fill in your client meetings. Schedule meetings with potential clients or prospects. You might not want to set them in stone right off the bat in case of schedule changes, but pencil them in so they’re present in your overall plan.
5. Fill in other activities. If you have a random assortment of little tasks you need to do, work-related or not, try to plan them so that they don’t mess up the flow of your week too much. Take some time to fit them in during the least obtrusive times possible.

“I would like most of us to be in that ‘Yes, I plan religiously’ category. I know when you do, your pipeline’s gonna be great, your pipeline’s going to progress, you’re going to convert more of those opportunities, and you’re going to see more success.” - Donald Kelly

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Mentioned in this episode:

HubSpot and bluëmago | STUDIOS

HubSpot and bluëmago | STUDIOS hubpspot.com/marketers bluemangostudios.com