It’s so hard in our profession not to fire before you aim. My manager doesn’t want to hear that I’m “planning”, planning to him means that I am not working. And if planning isn’t coupled with execution, then it really wasn’t planning, it was farting around.
I find it more efficient to have all my calls lined up for the week. My goal is 105 calls, and to do this efficiently, I need to have the following at my fingertips.
- Names, phone numbers, email and reason to call the person I’m calling. This may require a visit to the website. If I have the admin’s name and number, that’s all the better.
- Tasks sorted by what I can do (ala David Allen)
Execution times are blocked out as part of planning.
Daily, I look at my tasks and talk to my boss, and decide what’s important to be done that day. These tasks get high priority.
Weekly, I clean up the task list, and adjust as necessary. I see which projects need more attention, and add tasks for the appropriate activity. I also finish up adding any notes that I need to add.
Planning can be difficult when I have my son singing and laying on my knee. So can writing, as I’m currently learning. Often it’s better to go off site to get the planning done.