Activities should be prioritized in case you don’t have time to accomplish all of them for a particular day, you can at least do all of the “High” priority items. Then, as time allows, go to the “Medium.” The “Low” priority designation can be used for items that aren’t necessary to be accomplished that day. Example of “Low” priority is scheduling calls to people you have not called in 6 months.
The “Big Deal” is during the scheduling, add all the items you want to discuss in the call / meeting, which I call bulleting for obvious reasons. After each item I place a “-” allowing you to add the response you received. The following is an example:
- # of users – 20 in sales, 6 administrative, 3 middle management, and ? in top management
- budget – they don’t have a budget, IT budget covers software, Marketing budget covers training, Sales must cover setup and installation if IT can not accomplish
- Key item for success – If marketing can use for Project Management, Sales can accurately predict sales
- Timeframe – They start their busy season the week after July 4, so completed system must be up and running by then