Sales Planning for 2014

January 7th, 2014

Sales Planning: Sales Leadership and Sales Execution

At this time of year all the planning, budgets and compensation plans are done or should be.

Excellent sales organizations will have each salesperson complete a six month detailed sales business plan that will include defined personal and professional goals and depending on the type of product/services an organization offers, a forecast that equals 3X assigned quotas. This forecast maybe created by product type/vertical/geographic market along with a high, most likely and minimum sales values. In addition this plan should include personal training requirements, selected activity goals and personalized marketing programs. While this tool important to have for purposes of coaching and planning (I have written often around this topic), brilliant execution on a quarterly basis is critical for success.

The quarterly sales plan by salesperson must be much more tactical.

The quarterly plan takes the six month plan and breaks it into a much more tactical plan. The Salesperson Quarterly format will review existing short-term pipeline values vs quotas (by product/service) measured against specific short term active deal flow. The purpose is to ensure the salesperson understands their quota expectations and to analyze their opportunities are available to exceed the number. In addition, any networking events, salesperson personalized marketing activities or corporate marketing programs would be defined as well as any specific key customer meetings. The salesperson will also review their YTD actions vs their planned Six Business Plan. This plan is used to ensure the salesperson and sales management can accurately begin to predict. Like a sample? Send me an email

What you do this quarter pays off next quarter. Make it happen this quarter.

By creating six month salesperson plans and tying those to quarterly execution the sales leader can begin to create the focus necessary for success.

Acumen Management Group Ltd. “operationalizes” sales management systems and processes that pull revenue out of the doldrums into the fresh zone. During the past 15 years, our consulting, advisory, and platform services have illuminated, motivated, and rejuvenated the sales efforts for partners throughout the world. Ken’s latest book is “Leading High Performance Sales Teams”.


Ken provides Keynotes, consulting services and products designed to improve business performance.



This entry was posted on Tuesday, January 7th, 2014 at 2:13 pm and is filed under Sales Management Planning, Sales Management Systems. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

One Response to “Sales Planning for 2014”

  1. Jeffrey Fischer Says:

    Ken, very interesting concept of breaking sales goals into 6 month planning grid versus the typical 90 day quarterly plan.
    I adopted a 100 rolling day plan a few years ago that has produced some interesting results since you actually roll through the holidays and summer months.

    I think I am going to do your plan as an overlay to see where it hits and misses with our operations and clients. Strategically, I can see where it can reduce churn and training costs.

    A slow starter can still finish in the money if they stay focused on the goal. Permits leveling out of corporate goals and integration of personal goals as a percentage of contribution.