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Free Excel Template: Business Development Goal Setting Guide

We get it. It’s June 4th and there are just three weeks left in the second quarter. And as a result, whether you’re an intermediary or an investor you’re rightfully working to hit several major client or deal milestones over the next 20 days.

However what do the best dealmakers — whether advisors or capital providers — do differently to position their shop for strong performance quarter after quarter? They make sure to take the time to lay out the gameplan for the next quarter before it starts, despite other immediate obligations.

By setting intermediate and top level performance goals before the quarter begins, you’re providing yourself with really valuable and actionable business insight. For example, say you’ve set your target Q3 revenue per head at a 20% gain from Q3 2013, but midway through the quarter you find that advisory revenues are not tracking as expected. You can then modify your topline and expense targets to reflect how the quarter is trending.

If you hadn’t set these goals, this type of information would not be as apparent, and decisive action becomes substantively more difficult.

As always, setting targets certainly doesn’t guarantee success. But figuring out (a) where you want to be, (b) how you want to get there, and (c) what numbers define decent, good, and great performance will give your fund or advisory shop the tools you need to optimize this next quarter.

We wanted to make this a lot easier for you. So today, we’re shipping out a targeted excel template that will significantly reduce the headache that traditionally comes with goal setting. It helps you lay out a business development gameplan — complete with quantified targets — that positions you for an outstanding Q3. Whether you’re an investor targeting a certain IRR or an intermediary aiming to grow advisory revenues, it enables you to:

  • Define your goals
  • Determine measurable targets
  • Set deadlines for meeting them
  • Identify actionable channels for execution….

Go to the callout below or at this link to access the template instantly.

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