Microsoft Word - The Six Breakthrough Behaviors of High Per…

Past Quarter Analysis

Result Measure Strengths

Result Measure Improvement Opportunities

 New Loan $  New Deposit $  Treasury Management Fee Income

KPI Strengths

KPI Improvement Opportunities

 Win/Loss Ratio  Average Time-to-Close  Average Deal Size

 New Prospects  Prospect Conversion Ratio

Next Quarter Planning

High Priority KPI # 1

Win/Loss Ratio From X : 20% To Y : 40% By When : End of Q4

40%

20%

Loan Goal: $3,000,000/Quarter

Q3

Q4

Q1

Q2

Next Quarter Planning

High Priority KPI # 2

Average Deal Size From X: $400K To Y: $600K By When: End of Q4

$600K

$400K

Loan Goal: $3,000,000/Quarter

Q3

Q4

Q1

Q2

Next Quarter Planning

Results Measure

$3,000K

Loan Production $ From X: $1,600,000/Qtr To Y: $3,000,000/Qtr By When: End of Q4

$1,500K

Q3

Q4

Q1

Q2

Figure 6.0 Page One of Tim Adams’ Quarterly Action Plan

© 2019, Ron Buck

Six Breakthrough Behaviors of High Performers 54

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