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Planning your day is vital to your success. It may seem obvious, but if you stick to a schedule, chances are you’ll be more productive and more likely to achieve your goals.
Letting your day happen “organically” may sound cooler, but according to the experts, this kind of approach will leave you vulnerable to the inevitable distractions, interruptions and unexpected tasks that interfere with your priorities.
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If it’s a fact that whatever you don’t measure doesn’t get done, the same goes for planning, whether it’s your day, week, month, or year — right up to your long-term targets.
And no one wants to end their day feeling like it was spaghetti, and that they’ve hardly achieved anything.
I’ve been a broker for two years and planning my day allows me to deliver the best possible customer experience.
The customer must always come first, so by prioritising tasks relating to customer files, I make sure my customers receive a fast, efficient service.
It also helps with productivity, because this ethos makes it very clear what to prioritise.
I plan my day the night before, although it’s equally valid to do it in the morning when you’re fresh, and have been keeping a running list of tasks from previous days.
I write down a list of things I need to do the next day and then arrange them in order of importance. This helps me to have a clear picture of what I need to accomplish the next day and increases productivity, because I can hit the ground running first thing in the morning.
I’ve also established a framework of tasks that need to be accomplished each week.
For example, I schedule a certain number of business development activities and administration tasks into my week, to make time for them.
All activities that relate to the speedy processing of file are prioritised so that customers receive quick approvals for their applications.
I prioritise communication with customers — updating them on the status of their application is essential for customer satisfaction.
Lead development is also at the top of my list as it helps to ensure I always have a constant stream of fresh leads.
These days, why not capitalise on technology to help organise your time? I am a big fan of Google Calendar, which helps with organising meetings. I also use Mercury, the software provided by my aggregator, to construct a contact schedule for my customers. It reminds me when I need to contact them post settlement.
Overall, I advise sticking to your to-do list during the day while being flexible and adept at juggling priorities as things come up. Make sure to put in extra, realistic times for breaks, exercise and planning the next day and carry over any tasks that you have been unable to complete.
Top tips from some experts include:
