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Program Outline: A sample UPDP Curriculum

Key Discussion Points:

1. Connecting Personal & Professional Objectives
2. What Drives a Successful Plan
3. “One Life to Live” Discussion
4. Discovering Self-Discipline
5. Investing time and attention to HPAs
6. Introduction to Priority Management

Session III - Priority Management & Personal Organization

• Focus on high payoff, high impact, business building and proactive agent service activities that are unique, efficient, and extremely effective.
• Improve self-manageability, self-esteem, and confidence in any environment and under any conditions.
• A proven system to stay on target and on plan in spite of distractions, interruptions, and setbacks.

Key Discussion Points

1. Managing time versus managing decisions on how to allocate it
2. Your most valuable asset
3. Determining what to do and what not to do – setting new benchmarks
4. Categorizing Activity
5. Creating a weekly “to-do” list
6. Managing interruptions and other barriers
7. Prioritizing opportunity and services by segmentation category
8. Submission standards and consequences for non-compliance
9. Agency visitation and discrimination
10. Dealing with agency chaos
11. New-business triage ideas
12. Developing a Priority Management Calendar
13. Scheduling with flexibility
14. Monitoring the planned events
15. Combining the calendar with call reports for accountability
16. Creating and managing a team calendar

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