Step 1 : Three Year Plan

  1. How much do you want to be selling at the end of year 3?

$______(gross sales)

%______(sales margin)

$______(total earnings)

  1. How many accounts do you want to have to accomplish this goal?

# ______(accounts)

$ ______(avg spend per account)

  1. How do you want to service these accounts?

______% Creative

______% Program

Step 2: Two Year Plan

  1. What are the 3 key milestones need to be accomplished by end of 2nd year to accomplish your 3 year goals?

______

______

______

  1. How much do you want to be selling at the end of 2ndyear to accomplish your 3 year goals?

$______(gross sales)

%______(sales margin)

$______(total earnings)

  1. Where does the spend for your top 5 accounts need to be at the end of the 2nd year to accomplish the 3 year goals?

# 1$______(accounts)

#2 $______(accounts)

#3 $______(accounts)

#4 $______(accounts)

#5 $______(accounts)

  1. How do you want to be servicing your top 5 accounts by the end of the 2nd year?

# 1______(accounts) __% Creative __% Program

#2______(accounts)__% Creative __% Program

#3______(accounts)__% Creative __% Program

#4______(accounts)__% Creative __% Program

#5______(accounts)__% Creative __% Program

Step 3: One Year Plan

  1. What are the 3 key milestones need to be accomplished by end of 1st year to accomplish your 3 year goals?

______

______

______

  1. How much do you want to be selling at the end of 1st year to accomplish your 3 year goals?

$______(gross sales)

%______(sales margin)

$______(total earnings)

  1. Where does the spend for your top 5 accounts need to be at the end of the 1st year to accomplish the 3 year goals?

# 1 $______(accounts)

#2 $______(accounts)

#3 $______(accounts)

#4 $______(accounts)

#5 $______(accounts)

  1. How do you want to be servicing your top 5 accounts by the end of the 1st year?

# 1______(accounts) __% Creative __% Program

#2______(accounts) __% Creative __% Program

#3______(accounts) __% Creative __% Program

#4______(accounts) __% Creative __% Program

#5______(accounts) __% Creative __% Program

Step 4: Current Business Inventory

  1. What accounts do you currently service that could fit into your 3 year goals plan and what is their last 12 months spend and their NTM potential?

# 1______(accounts) $______(LTM spend) $______(NTM potential)

# 2______(accounts) $______(LTM spend) $______(NTM potential)

# 3______(accounts) $______(LTM spend) $______(NTM potential)

# 4______(accounts) $______(LTM spend) $______(NTM potential)

# 5______(accounts) $______(LTM spend) $______(NTM potential)

  1. Make a list of all the accounts that do not fit into your 3 year plan and rank them from “best to worst” based on profitability per account (time/earnings)?
  1. Of the accounts you identified in question #1, how you are currently servicing them?

# 1______(accounts) __% Creative __% Program

#2______(accounts) __% Creative __% Program

#3______(accounts) __% Creative __% Program

#4______(accounts) __% Creative __% Program

#5______(accounts) __% Creative __% Program

Step 5: Quarterly Milestones

  1. What are the 5 things you need to accomplish at the end of Q1 (Jan-Mar) to accomplish your 12 month goal?

#1 ______

#2______

#3 ______

#4______

#5 ______

  1. What are the 3 milestones you need to accomplish by end of Q2 (6 months into plan) to accomplish your 12 month goal?

#1 ______

#2______

#3 ______

  1. What are the 3 milestones you need to accomplish by end of Q3 (9 months into plan) to accomplish your 12 month goal?

#1 ______

#2______

#3 ______

Step 6 – Daily Task

  1. Print your 3 year goals where you look at them every day
  2. Print your quarterly milestones where you look at them every day
  3. Each task you do, ask yourself if this action is in alignment with my quarterly goal and 3 year goal