Step 1: Write down your primary career interest.
PRIMARY CAREER INTEREST: sales management
Step 2: Identify long-term professional goals (including positions desired within the company).
Long-term professional goals: 1. Become a Regional Sales Manager 2. 3.
Step 3: Identify the short-term goals that will contribute to long-term interests.
Short-term professional goals: 1. Be in top 10% of regional sales for each quarter 2. Be a team leader for Project Zelphi 3. Join the Omicron Trade Group
Step 4: List 2-3 activities that will help you reach each goal. Be sure to specify how you will accomplish the activity, including any resources you might need, and when you will start and finish it.
Career development activities: Short-term Goal 1: Be in top 10% of regional sales each quarter Activity 1: Go on sales calls with senior sales managers, Susan Pipkin and Jose Gonzales. How to accomplish: Have manager introduce me to them. Ask them to lunch and cultivate a working relationship. Starting date: Next Monday, July 15th. Date of completion: Next Friday, July 19th. Activity 2: Read the top two trade publications each month. How to accomplish: Subscribe to them through work. Starting date: Tomorrow, July 12th. Date of completion: Tomorrow, July 12th through next year. Short-term Goal 2: Short-term Goal 3:
Step 5: Describe tasks in your current job that are contributing to long-term goals and that you would like to emphasize or perform more frequently.
Suggested task emphasis\expansion: 1. Working on projects with marketing and product development units.
Step 6: Describe tasks in your current job that are not contributing to your long-term goals. Suggest ways to minimize, eliminate, or delegate them to others.
Suggested task minimization/elimination: 1. Weekly meetings with Channel Sales (could send Sharon Lee in my place) 2.
Step 7: Write down any additional skills, knowledge or experience you would like to acquire that may directly or indirectly help you in your current or future positions.
Additional skills, knowledge, experience desired: 1. Becoming proficient in technical aspects of our software programs. 2. 3.
Step 8: Describe when and how progress checkpoints will occur (e.g., memos, phone calls, meetings, etc.) and what developmental activities will be completed or discussed at these times.
Progress Checkpoint 1: Meeting with manager Purpose: Discuss sales calls with Susan Pipkin Progress Checkpoint 2: Phone call with manager Date and Time of Checkpoint: Friday September 7, 10:00 a.m. Purpose: Address relevant learning from sales seminar
SECONDARY CAREER INTEREST (Follow same format as above)