The SAM Action Plan

The Review tab has gotten a face lift!

With a renewed focus on your weekly review, we're excited to introduce the SAM Action Plan tab! The SAM Action Plan sub-tab of the Reports tab enables users to review their own numbers and list strengths, challenges, and solution. The review is visible to the adviser (the author) and to the manager. 

And for added ease of use, you can email this review to anyone so that you'll have it in front of you when planning for your upcoming weeks, or when meeting with managers or agents.We'll dig deeper into this tab soon, so stay tuned! 

So, how do you fill out the SAM Action Plan? 

Individual: Select the person or sub-group of people whose data should be used to generate the report. From the two dropdown menus to the left of Individual. Select the year and week, which you would like to review. Select the year and week, which you would like to review. In the first dropdown menu select the year you would like to review and in the second drop down menu select the week to view.

Part 1 is the Producers Prep: Last Week Review section, which the producer will fill out. The three standard questions in this section are:

1. Is there anything on your mind?
2. What went well this week? How will it impact your short/long term success?
3. How was your performance on last week's action plan?

Part 2 is the Manager Prep: Strategizing section, which includes boxes to list the strengths,
challenges, and solutions for the week. Manager's will list Strengths in the box on the far left hand side, Challenges in the box in the middle, and Solutions on the right hand side. This section will allow you to give unique and specific advice to an individual. 

Part 3 is the Action Plan for the Following Week. To fill out this section, select the key activities an individual should focus on for the following week. From the dialog box on the left hand side, highlight activities that should be improved upon, click on add in the middle of the two dialog boxes, and the specific activity will be moved to Key Activities For the Following Week.

Part 4 is the Notes/Comment section. Use this section to expand on the information you've provided above, add explanation around your successes and concerns from the previous week, make free form suggestions and comments, and to reinforce your agreed-upon plan for
the upcoming week.