Target Planning and Leads

Programme Objective:

Participants will be able to  prepare and manage individual revenue forecast and recognise and manage leads to maximise returns on time

Programme Learning Outcomes:

  • I can explain my accountabilities within the targeting process
  • I can prepare and present a client based monthly / weekly forecast for my business (*with assistance from my manager).
  • I can use a Target Plan to assist me in managing by business and workload
  • I can identify a strong lead and use this information to help me prioritise
  • I recognise the main sources of leads for my business and can use a plan to keep on top of these
  • I can explain how to manage a lead and record details

* Inductees are unlikely to be able to do this alone for a few months as their knowledge of the business and territory is likely to be limited. They will require input and coaching from their managers

Prior Learning /Competencies Required by Participants:


Programme Resources

Session Plan

Slides with complete Trainers Notes

Exercises with instructions for use

*TARGET PLANNING AND LEADS has been developed for use  with print and online products.

If you would like a similar Programme for use with a different media channel please contact us.

The Byrne Partnership is a limited company registered in Scotland. Registered Number: 132021.