Reports: Action Plan

eScoreBoard is an great tool and without a doubt the best activity tracking tool out there, but just because you have a tool, doesn't mean you have an activity management system.  One way, shape, or form, the system should include the following:

• Business Planning - Like our SAM Business Planner booklet
• Goals Setting
• Weekly or Daily Activity Tracking
• Weekly Review

Most of our users are quite familiar with setting goals and having their producers report his/her activity, but frequently the one missing piece is the weekly review.  In eScoreBoard 4, we've update and renamed our reviews section to "Action Plan". 

The "Action Plan" represents the activity management portion of a producer and manager's weekly one-on-one.  (If you are a manager and you are not having weekly one-on-ones with your producers, give us a call, we need to talk.)  In the screenshot above you can see that each week we ask the producer to conduct a self assessment (Part 1), and the manager to complete a strategy section (Step 2) for the producer.  Even your most veteran producers can benefit from a manager/coach/independent opinion.

When the producer and manager meet to discuss their findings and set goals for the coming week (Part 3), the information is recorded as show below.  Finally all meeting notes, detailed suggestions, and comments are documented (Step 4).

Remember, activity management is a system and even the best systems require a little TLC.  If you want to see your producers' production increase, especially your green producers, its incumbent upon management to lead and show the them the value of activity management.

All the best,

- The eScoreBoard Team