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Strategic Sales Plan Checklist

The checklists are prioritized lists of all the tasks that you need to carry out. They list everything that you have to do, with the most important tasks at the top of the list, and the least important tasks at the bottom.

But in you’re in an operational role, or if tasks are large or dependent on too many other people, then it may be better to focus on a longer-term checklist, and "chip away" at it day-by-day. Many people find it helpful to spend, say, 10 minutes at the end of the day, organizing tasks on their list for the next day.

Keeping a properly structured and thought-out checklist sounds simple enough. But it can be surprising how many people fail to use them at all, never mind use them effectively. In fact, it’s often when people start to use them effectively and sensibly that they make their first personal productivity breakthroughs, and start making a success of their careers. The video, below, gives some tips on how you can start to use To-Do Lists more effectively.

The daily checklist template achieves three key goals; it allows you to record the date, write out your own tasks, and record your progress as you go. Many entries in this list return to the idea of simplicity, and this template is no exception – it’s simple enough to prevent any distraction, but customizable enough to provide almost infinite uses.

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