Tuesday, December 22, 2009

Creating a business plan to ensure the success of a new job

A client of mine called yesterday to say that he on the verge of getting an offer from a big bank. Before they will extend him offer the recruiter has requested that it creates a business plan outlining its plans to achieve its objectives. The job is a wealth management role which require that my clients would be about $ 10 million U.S. dollars of investment in the vacant position within the first year. If you are not familiar with this type of work it means that he needs to find and acquire with people invest so much money and to convince them to invest the money through the bank.

My client is a relative newcomer to the community where he currently lives so that the potential employer wants to make sure he has a plan for finding and selling of human beings in his new church on its wealth management services. Seems appropriate. But it got me thinking that really everyone is starting a new job should be drawn up before the capture of a plan> Job. The plan will likely be changed again, take the job because the job often change over time. With that said, if you have a plan for adapting, learning and success in his new job before you start you will be a good starting point and the associated confidence that comes with a plan.

To give you a feel for how you think about creating a plan, I would by some elements to my client and I are incorporating intoHis plan:

Goal - we have a stated goal, which is a specific, measurable, achievable and

Tactics - specific actions to be taken is to achieve the goal

Analysis - we have analyzed our local market to determine the civic and professional organizations, foundations and the social and sporting groups my client should be involved to ensure that people who meet the characteristics of potential customers

Targeted List - we have a list of organizations that my clientStart or join acceded to meeting potential customers

Every job is different, so each plan is to be different, but you can use some of the thought processes and some of these items to help you get started when you create your own roadmap to get success in your new job. I'm not necessarily recommend that your plan with your new boss or employee shares until you are sure you need the expectations, policies and objectives in the new job. TheBusiness Plan is something that you can create to give you a head start before the start of work on a new business.

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