Sample Goal Sheet

Development Area: Production

Today's Date:	Target Date:	Measurement:	Date Accomplished:
June 21, XXXX	June 21, XXXX	Agency Commissions

Commitment Statement:

I will increase my annual production by 30%, from $310,000 to $403,000 in the next year.

Specific Action Steps

Activity	Start Date	Quantity	Frequency
1. Design personalized pre-approach letter to target market hospitality program prospects. Send and follow-up.	June 25	Ten	Weekly
2. Ask for referrals from existing clients.	June 25	Two	Weekly
3. Identify key associations for target and request membership and publication information. Ask for trade journals and needs assessment assistance. Write article.	July 1	One	Quarterly
4. Develop top 50-prospects list for target market and approach	August 15	Five	Weekly
5. Target industry related networking opportunity with CPAs, lawyers and brokers. Meet for lunch.	August 15	One	Weekly
6. Host prospect & client Safety Symposium breakfast for 70 people.	August 25	One	Quarterly
7. Develop clipping file for client information and send.	August 31	Top 50	Monthly
8. Face-to-face meetings with new clients	August 31	Two	Weekly

Benefits From Achieving This Goal:

1. Vacation to Italy	2. Buy Beach House	3. Increased Job Security
4. Improved Self-Esteem	5. Promotion Opportunities	6. Maximize 401K Contribution