Appointment Setting Skills Overview - Skill 1: Agenda (Part 1: Timetable)

Introduction

We will be covering timetables, which are used to boost production during a business’s project.
Using a timetable has the following benefits:

• Breaking down projects into smaller parts
• Giving the appointment setter reassurance by showing that they do not need to do everything at once
• Moving the appointment setter along as, when there is a deadline upcoming, they can get to work on it

Using a timetable can also help with the following:

Getting a Clear Image of The Appointment Setter’s Goals

The appointment setter can set their goals by doing the following;

• Thinking about where the business wants to be
• Going into detail about what that will look like
• Setting a date to achieve the goal by

Back To Top

Working out the Major Milestones Along the Way

The appointment setter can work out what is or is not a milestone in the following ways:

Is This A Deliverable or A Task?

A deliverable is something that is created as a result of work being completed during the project, which includes;

• Project plans, which outlines what needs to be done in a project and by which employee
• Expense statements, which shows how much the business is spending on the project
• Contracts, which are legal agreements between two or more people/businesses
• Project reports, which is a document detailing the production, managerial, financial, technical and economic status of the project

Deliverables come in three varieties:

• Internal, which are things that are never seen by the client but are required for the project to run, such as;
  • Tax filing
  • Account management
  • Project management
  • Configuration management
  • Testing
  • Training
• External, which are things that are delivered to the client, such as;
  • The systems that have been put in place to reduce the amount of time it takes to complete a process
  • IT systems and subsystems that are part of a project
• Planning, which includes documentation such as;
  • The project scope, which is a document detailing project tasks, costs, deliverables, goals and deadlines
  • The project schedule, which is a schedule used to track deadlines and tasks in a project
  • The project charter, which is a short, formal document detailing the entire project, including the following:
    • Project objectives and constraints
    • Project risks
    • Project benefits
    • Main clients
    • Leads and stakeholders
    • Reasons for the project
  • Budget

A task is a single piece of work with a deadline in a multiple step project.

Other ways the appointment setter can work out what is or is not a milestone include:

• How will it impact the business’s deadlines?
• Is this something important to keep the project moving forward?
• Does this need to be reviewed by clients, leads or stakeholders?

Back To Top

Potential Milestones

Potential milestones might include the following:

• Noting what is currently successful in the business
• The start and end date of projects
• Key deliveries
• Key dates that may have an impact on the business’ timeline
• Important presentations and meetings
• Client, lead and stakeholder approvals

Back To Top

Conclusion

We have covered timetables, which include the following subjects: getting a clear image of the appointment setter’s goals, working out the major milestones along the way and potential milestones.