Staying Focused! June 2011 Ebony Branch Wichita, KS Division
Objective • Organization • Planning • Increased Efficiency • Staying on track • Keep Focused!
Outlet Address and Attributes • This report will show all outlets in a particular assignment (contracted and non contracted) • Export the report to Excel • Keep the columns with outlet name, address, zip code, RCM, and moist indicator • Add columns with what you feel are your top priorities to focus on during the month • As you visit your outlets mark in the cells when you achieve the priority in the call – this will allow you to make sure all outlets are covered with the priorities you set for yourself on a monthly basis
Priority Tracking Sheet • Utilize a column to record your next steps in the call • Increased efficiency and planning for visiting your warehouse/organizing car and preparation for next visits within outlets • Create this tracker monthly to keep you on track and focused! • Not utilizing Connect visit calendar for planning weekly visits? • This excel sheet can be utilized for planning those calls