Original Digital 1Q Smart Plan
Original Digital 1Q Smart Plan
GOALS WORKSHEET
Crafting S.M.A.R.T. Goals are designed to help you identify if what you want to achieve is realistic and determine a deadline. When
writing S.M.A.R.T. Goals use concise language, but include relevant information. These are designed to help you succeed, so be
INITIAL
positive when answering the questions.
GOAL
S
SPECIFIC
M
MEASURABLE
A
ACHIEVABLE
R
RELEVANT
T
TIME-BOUND
SMART
GOAL
M.A.R.T. GOALS WORKSHEET
ng S.M.A.R.T. Goals are designed to help you identify if what you want to achieve is realistic and determine a deadline. When
ng S.M.A.R.T. Goals use concise language, but include relevant information. These are designed to help you succeed, so be
Writethe
ve when answering thequestions.
goal you have in mind
Hit Core and DMS Budget for 1Q
What do you want to accomplish? Who needs to be included? When do you want to do this? Why is this a goal?
Achieve 1Q Budgets, Scott, AE Team, GM/DOS/LSM. Would like to be done by March 10.
How can you measure progress and know if you’ve successfully met your goal?
Keep track of Sales, opportunities, pacing know where we stand every Friday
Do you have the skills required to achieve the goal? If not, can you obtain them? What is the motivation for this goal?
Is the amount of effort required on par with what the goal will achieve?
Yes, need to teach, encourage, push team to hit personal budgets and then some
We have a lot of work to get done, we still have time and it is aligned with 2023 Total Budgets
Ultimately 3-31, but earlier will be better, need to have good start to 2Q
Review what you have written, and craft a new goal statement based on what the answers to the questions above have
revealed
Achieve first quarter budgets and getting a good start on 2Q in a timely manner, in order to be successful for the entire
2023 Year
Local Jan Feb March
CORE BUDGET 50,000 60,000 83,000 193,000
Booked
1/10/2023 4pm
AE Jan Feb March 1Q Total Jan Feb March
Emily 10,000 11,000 15,000 36,000 $6,266.89 $6,211.18 $4,631.44
1/16/2023
AE Jan Feb March 1Q Total Jan Feb March
Emily 10,000 11,000 15,000 36,000 $6,224.79 $6,203.93 $4,634.47
20-Jan
AE Jan Feb March 1Q Total Jan Feb March
Emily 10,000 11,000 15,000 36,000 $6,315.95 $6,158.84 $4,626.68
30-Jan
AE Jan Feb March 1Q Total Jan Feb March
Emily 10,000 11,000 15,000 36,000 $6,640.56 $6,090.66 $4,601.66
1Q Total % To Go
17,063 47% $18,936.81
12,739 35% $23,261.37
27,397 57% $20,603.16
3,396 14% $20,603.62
8,969 37% $15,030.67
164
21,127 59% $14,873.44
14,377
1Q Total % To Go
17,101 48% $18,898.53
12,777 35% $23,223.01
29,839 62% $18,160.70
3,399 14% $20,600.58
8,990 37% $15,010.46
164
21,069 59% $14,930.89
14,377
107,717 $85,282.80
1Q Total % To Go
17,333 48% $18,667.12
14,518 40% $21,482.17
30,777 64% $17,223.22
3,721 16% $20,278.65
9,078 38% $14,922.10
164 ($164.22)
21,177 59% $14,822.71
14,377
111,145 $81,854.61
Core
$ 193,000.00 Budget
$ 108,107.00 BTD Power BI 1/24 56.01%
$ 84,893.00 To Go
Gap Plan
$ 10,000 Cameras
$ 7,500 ciLiving Home Improvement - potential
$ 10,000 Custom Core- 20, $500 packages)
$ 16,500 Golf Card
$ 25,000 Ticker
$ 4,500 Par Fore Pennies
BTD + Pending
$ 73,500.00 $ 181,607.00
$ 11,393.00 Remain After Pending 94.10%
DMS
$ 91,970.00 BTD
$ 160,000.00 Budget 57.48%
$ 68,030.00 To Go
CTV - $500 Plan 20k Impressions
Will encourage more integration with the tv buys
86.99
Feb-March 2022 2023 Pace 1Q
Golf Card $ 16,433 190 Golf Card $ 16,500.00
Par Fore Pennies $ 4,025 Par Fore Pennies $ 4,500.00
$ 20,458 $ 21,000.00
Flat
Neofill
Local Jan Feb March
DMS BUDGET 50,000 55,000 55,000 160,000
Booked
1/10/2023 4pm
Jan Feb March 1Q Total Jan Feb March 1Q Total
Emily 5,000 6,000 7,000 18,000 $3,000.00 $3,000.00 $3,000.00 $9,000.00
House $5,100.00 $0.00 $0.00 $5,100.00
Jerry 16,000 16,500 16,500 49,000 $12,533.48 $12,533.32 $12,533.32 $37,600.12
Mark 5,000 6,000 7,000 18,000 $2,000.00 $2,000.00 $2,000.00 $6,000.00
Michelle 4,000 5,000 5,000 14,000 $3,750.00 $0.00 $0.00 $3,750.00
Pat 4,000 5,000 5,000 14,000 $1,000.00 $1,000.00 $1,000.00 $3,000.00
Scott $3,850.00 $500.00 $500.00 $4,850.00
Stephanie 19,000 19,500 19,500 58,000 $16,225.00 $4,150.00 $4,150.00 $24,525.00
WCIA Total 53,000 58,000 60,000 171,000 $47,458.48 $23,183.32 $23,183.32 $93,825.12
1/16/2023
Jan Feb March 1Q Total Jan Feb March 1Q Total
Emily 5,000 6,000 7,000 18,000 $3,000.00 $3,000.00 $3,000.00 $9,000.00
House $5,100.00 $0.00 $0.00 $5,100.00
Jerry 16,000 16,500 16,500 49,000 $12,533.48 $12,533.32 $12,533.32 $37,600.12
Mark 5,000 6,000 7,000 18,000 $2,000.00 $2,000.00 $2,000.00 $6,000.00
Michelle 4,000 5,000 5,000 14,000 $3,750.00 $0.00 $0.00 $3,750.00
Pat 4,000 5,000 5,000 14,000 $1,000.00 $1,000.00 $1,000.00 $3,000.00
Scott $3,850.00 $500.00 $500.00 $4,850.00
Stephanie 19,000 19,500 19,500 58,000 $16,225.00 $4,150.00 $4,150.00 $24,525.00
WCIA Total 53,000 58,000 60,000 171,000 $47,458.48 $23,183.32 $23,183.32 $93,825.12
20-Jan
Jan Feb March 1Q Total Jan Feb March 1Q Total
Emily 5,000 6,000 7,000 18,000 $3,000.00 $3,000.00 $3,000.00 $9,000.00
Jerry 16,000 16,500 16,500 49,000 $12,533.48 $12,533.32 $12,533.32 $37,600.12
Mark 5,000 6,000 7,000 18,000 $2,000.00 $2,000.00 $2,000.00 $6,000.00
Michelle 4,000 5,000 5,000 14,000 $3,750.00 $0.00 $0.00 $3,750.00
Pat 4,000 5,000 5,000 14,000 $1,000.00 $1,000.00 $1,000.00 $3,000.00
Scott $3,850.00 $1,500.00 $500.00 $5,850.00
Stephanie 19,000 19,500 19,500 58,000 $16,225.00 $4,150.00 $4,150.00 $24,525.00
WCIA Total 53,000 58,000 60,000 171,000 $42,358.48 $24,183.32 $23,183.32 $89,725.12
76.73% $11,399.88
33.33% $12,000.00
26.79% $10,250.00
21.43% $11,000.00
42.28% $33,475.00
58.64%
% To Go
50.00% $9,000.00
76.73% $11,399.88
33.33% $12,000.00
26.79% $10,250.00
21.43% $11,000.00
42.28% $33,475.00
58.64%
% To Go
50.00% $9,000.00
76.73% $11,399.88
33.33% $12,000.00
26.79% $10,250.00
21.43% $11,000.00
42.28% $33,475.00
56.08%
% To Go
27.78% $13,000.00
76.73% $11,399.88
33.33% $12,000.00
26.79% $10,250.00
21.43% $11,000.00
42.28% $33,475.00
53.58%
$91,970.12 57.48%
January 10-20
Emily FeldKamp DIGIS
Jerry
Mark Work on Digis
Pat
Stephanie Work with on CIBM
Michelle
Scott Medserve
13-Jan