Time Management

Time Management

To Manage Work
To Realize Goals
To Optimize Productivity

How?

To Do List (Planning for the Day).

Prioritizing.

Delegating (Outsourcing).

Reviewing.

Paretos Law (80/20 Rule)

20% of your time will produce 80% of your productive output.

80% of your time will produce 20% of your productive output.

(can anyone afford NOT to manage at least that 20%.)

Parkinsons Law

Work expands to fill the time available for it. Beware !

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How it can be done?

All Activities which do not require your Physical presence

should be outsourced

Corresponding with Team of Agents.

Manning office
Standing in Q at cash counter on behalf of your Agents
Completing Proposal forms of your team of Agents.
A Runner Boy / Girl Collecting Premium cheques from Parties and
handing over FPR / Receipts / Policy Bonds to Parties.
Maintaining your Records.
After Sale Service to your Policy Holders.
Office Support to your team of Agents.

How to use Your Time Efficiently?

Free yourself from small / petty jobs and have

sufficient time which must be used for
following activities.
(i) Organizing yourself efficiently.
(ii) Thinking, Planning & Prioritizing.
(iii) Prospecting for New Agents
(iv) Training of your Agents.
(v) Relationship building with your Customers, Agents and
persons who matter for you.

Making the Best Use of Time

Decide that you dont have to please everyone. Learn
to say NO.
Let godont be a perfectionist.
Resist the temptation to do small, insignificant tasks
too well.
Outsource / Delegate what you can.
Make use of Committed Time Travel Time, Waiting
Time etc.

Record Keeping

Why Record Keeping?

You will be in a better position to provide

support to your Agent.

You can have track of his performance, review

his performance and guide him accordingly.

It will enhance your effectiveness as Leader of

your Team.
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Types of Record Maintenance

1. Maintain Register Manually.

2. Maintain on Computer in Microsoft
Excel.
3. Make use of Software available in
market Data Comp / Magician etc.
4. Make use of DO Portal.

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The Development Officer must ensure the liaison :

1. With Seniors.
2. With Juniors.
3. With Admn Staff.
4. With Marketing Team.
5. With Existing And Prospective Customers.
6. He Must Ensure That His Team Members Should Learn and
Follow The Same.

FURTHER..
An Effective leader must arrange the followings regularly to keep the team
motivated and enthusiastic.
1. Sale meetings.
2. Exhibitions.

3. Participation in fairs/events.
4. Advertisements.
5 Get Together of the team.
6. Floating competitions.

Recap
1. Build A Strong And Participative Team.
2. Lead By Self Example.
3. Respond To The Career/Psychological Needs
Of The Team Members.
4. Ensure Contribution Of Each Agent In The
Achievement Of Teams Goal.
5. Ensure Each Member Owns The Team
6. Always keep your team motivated and
enthusiastic.

Galatea Effect
Galatea Effect is a compelling factor in employee
performance
The manager who can assist employees to believe
in themselves and in their efficacy will help
employees performance improve
The Individuals opinion about his ability and his selfexpectations about his performance largely
determines his performance