TopicHome insurance inventory checklist.
PostedMon, Feb 24th 2020 16:22 PM
The strategic plan is a list of goals to be accomplished in the next year, and prioritized according to importance. The tactical plan is a list of action steps to take to meet a particular goal. A budget is a list of income and expenditure accounts and amounts intended to produce a profit. Planning checklists may divide into sub-lists, which, for example, might address store (or office) goals, customer goals, or product goals.
The sales (or marketing) plan is a list of targets to achieve. These targets can be sales dollars, unit volumes, growth levels, new markets to enter, or market share. Sub-lists can be developed to address products, territories, major customers, advertising, and even individual salespersons.