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  • Goal Setting: FA Name: Agency: Direct Leader

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    This document contains an individual's goal setting plan for the year. It includes tables to track key performance metrics like the number of cases and FYP achieved on a monthly basis. It also includes sections to specify awards and recognition goals as well as personal purchases or dreams to fulfill for the year. Finally, it includes a weekly activity planner template to log prospect details, approach dates, follow-ups, and case closure details on a week by week basis over 4 weeks.

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    This document contains an individual's goal setting plan for the year. It includes tables to track key performance metrics like the number of cases and FYP achieved on a monthly basis. It also includes sections to specify awards and recognition goals as well as personal purchases or dreams to fulfill for the year. Finally, it includes a weekly activity planner template to log prospect details, approach dates, follow-ups, and case closure details on a week by week basis over 4 weeks.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    4 views2 pages

    Goal Setting: FA Name: Agency: Direct Leader

    Uploaded by

    h8m2zdns7m
    This document contains an individual's goal setting plan for the year. It includes tables to track key performance metrics like the number of cases and FYP achieved on a monthly basis. It also includes sections to specify awards and recognition goals as well as personal purchases or dreams to fulfill for the year. Finally, it includes a weekly activity planner template to log prospect details, approach dates, follow-ups, and case closure details on a week by week basis over 4 weeks.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Goal Setting

    My Individual Goal
    FA Name:
    Agency:
    Direct Leader:

    Month Jan Feb Mar Apr May Jun Total


    FYP
    # Case

    Month Jul Aug Sept Oct Nov Dec Total


    FYP
    # Case

    Awards & Recognition that I want to achieve this year:


    Please specify the award
    Awards & Recognition
    you want to achieve

    The things that I want to buy / dream that I want to fulfill this year
    My Weekly Activity Planner
    WEEK 1
    Sales
    No. Prospect Name Tel No. Referror Name Approach Date Follow-up Date Follow-up Date Case Closed Date FYP Remark
    Presentation Date

    WEEK 2
    Sales
    No. Prospect Name Tel No. Referror Name Approach Date Follow-up Date Follow-up Date Case Closed Date FYP Remark
    Presentation Date

    WEEK 3
    Sales
    No. Prospect Name Tel No. Referror Name Approach Date Follow-up Date Follow-up Date Case Closed Date FYP Remark
    Presentation Date

    WEEK 4
    Sales
    No. Prospect Name Tel No. Referror Name Approach Date Follow-up Date Follow-up Date Case Closed Date FYP Remark
    Presentation Date

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