I’m a big planner. Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan. I do this because it gets all of my action items documented and ensures that I have some understanding of what I can accomplish every day/week/month. I like to know what the “Big Rocks” are – to use a Stephen Covey phrase – as I make sure to address these top priorities.
A pitfall I run into is that sometimes I’m so big on planning that I don’t take an action that presents itself in the moment. I, instead, put it on the To Do List to address later. This has been an issue of mine that I’ve been working on for years, and I’m always amazed when I see people who don’t have this same issue.
How do I know that they don’t have this issue? I know because I witness it when I am the customer, and they are the employee. Here are 3 examples…
Instead of telling me that they will follow up to schedule our next meeting, during the conversation they ask if I have my calendar available so we can go ahead and schedule that meeting.
There are a couple things that the employee and I will have to deal with over the next couple months, so instead of just putting that on their To Do List, they will say: While I’ve got you on the phone, do you have 5 more minutes to address two other quick points?
We’re about to wrap up our phone call, and they just described that the next step is for me to fill out a form. Before they end the call, they say: I’ll be happy to guide you through the completion of that form right now, if you would like.
There are so many benefits to taking this approach in terms of time savings for your organization and your customer, engendering goodwill, and increasing the likelihood that timelines are met.
When laying out a next step with the customer, offer to address it RIGHT THEN.
Signup for FREE Tips! Contact Us More Resources for You Visit Our Home Page





















