Pending Business: Updating Your To-Do List

| January 11, 2021

By Steve Lapa
Lapcom Communications Corp
President

 

PALM BEACH GARDENS, Fla. — The new year has brought back an old technique in my “To-Do” list.

End of year organization of both personal and business to-do, pushed into 2021 combined with developmental targets for 2021, has forced me to re-think how to re-organize scheduling, priorities and time management. WFH or remotely is still the norm for many sellers and managers. The layers of interruption and disruption can and will hamper performance. Previous in person interactions that have now shifted to on line contact has led to more delays that start with “this time of year…..”

The reality is this year is starting off like no other we’ve seen. Last week I offered 10 takeaways for sellers and managers preparing for 2021. Less than a week into the new year two of the 10 have played out. The next Nielsen trend should show two more coming in. The need to stay and keep organized has never been greater.

If you are selling or managing, you are part of the income stream. Let’s look at updating how you develop your daily sales to do list.

Here is my time-tested system:

  • Start with a free-flowing list of what needs to be done. Let the to dos flow from your thoughts to paper. Number the to-do as you write.
  • Separate personal from business.
  • Distinguish between to-do that is activity driven vs. results.
  • Prioritize your to-do list based on those that will generate income. Remember you are part of the income stream!
  • Highlight the income generators in yellow highlight. Careful to be honest with yourself.
  • Next are to-do that need immediate attention i.e., discrepancies, collection calls, etc. Highlight in a different color.
  • Re-prioritize with your calendar handy. Commit to getting results oriented to-do completed first.
  • Go at your own pace. There is no magic number of to-do completion. The magic is in results.
  • Revise your to-do list throughout the day, adding, deleting, editing.
  • Re-prioritize as you move through the list.
  • Start and end your day reading your to-do list.

Along with computerized to-do, I have now added customized cards that allow me to review and follow up wherever I go. Sometimes old school can stand side-by-side with the new normal.

Steve Lapa is the president of Lapcom Communications Corp. based in Palm Beach Gardens, FL.  Lapcom is a media sales, marketing, and development consultancy.  Contact Steve Lapa via email at: Steve@Lapcomventures.com

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Category: Sales

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