Planning
- Provides a notes and planning section so a solid foundation can be created and working documents, spreadsheets, etc. can all be found in one place
- Makes you thoughtfully consider all steps/ items needed to reach a goal
- Estimating how much time is needed per task approximates a pretty good total amount of time on task and overall number of days to reach goal
- ETC calculates touch times that are used to create calendar “appointments”
- Every goal is created with a due date and target date in mind, creating fail-safes and redundancies
- Goal
- Note planning
- Action items
- ETC, total ETC
- Touchdate, target date, due date
Start with a customer file so that a solid foundation can be created. All documents, spreadsheets, and important information pertaining to that customer can be found in one place
We begin with the end in mind. Create your goal and when you would like it completed by. Then, create the action items needed to take in order to reach your goal.
Estimate how much time each action item will take to complete, giving you a total ETC (estimated time of completion) for that given goal.
ETC will calculate the amount of time you should be working on an action item per day, in accordance to the due date.
- The Executive
- Knows exactly what is going on and when, in real-time
- Visibility to employee work capacity
- Allows you to see progress on tasks based on update, touch time, and due dates
- Provides visibility that allows you to re-prioritize and adjust schedules
- Provides a workplace to plan and actuate actions so that they are in alignment with the goal; in real-time
- Allow you to see the workload for a given day
- No time is lost figuring out what the next-most important thing to work on is