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Sales Prospecting Plan Checklist

Write in all of your tests, quizzes, paper due dates and other important events. (Go ahead and add birthdays, weekends home, sporting events, plays etc. – time management with this to do checklist sample is not about punishment!)

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.)

Troubleshooting checklist include step by step instructions that need to be followed in case of emergencies like a fire breakout. While Coordination Checklist will help maintain coordination in situations where different departments or teams are required to collectively perform a task. However, the Discipline Checklist comprise guidelines following which will prevent taking wrong decisions.

Structure your checklist by team member, writing out tasks and deadlines for every person on the project. Each day as you write out your own tasks that need completion, you can also check your Team To-Do List to see who’s working on what, and if anything is due in that day. You can also include other tasks that you need to complete as part of your job.

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