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Sales Planning Checklist

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Recently, The Art of Manliness provided an historical look at checklists, along with a detailed primer in deciding which lists will work for you, culled from the excellent, The Checklist Manifesto. You can implement the same routine in your daily work to help give you a greater shot at success.

You can download an event planning checklist template to help you map the steps for your next event. You can even create checklists for each task you’ve broken down. If you’re planning a large gathering, a checklist can help prevent you from becoming overwhelmed. Make sure you download your templates on this page!

Mark the importance of the task next to it, with a priority from A (very important) to F (unimportant). Redraft the list into this order of importance. Then carry out the jobs at the top of the list first. These are the most important, most beneficial tasks to complete. You can also use software-based approaches to manage your checklist. You can often access these from anywhere, and they can often be synced with your Smartphone or PDA.

Write down all of the tasks that you need to complete on the checklist. If they’re large tasks, break out the first action step, and write this down with the larger task. (Ideally, tasks or action steps should take no longer than 1-2 hours to complete.)

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