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Business Personal Annual Work Plan Template
5 business personal annual work plan template

The pace of time is silent, it passes inadvertently, and our business work has entered a new stage. It's time to take the time to write a work plan. The following is a template of my personal annual work plan carefully arranged for you, hoping to help you.

Business Personal Annual Work Plan Template 1 As the person in charge of market development in the business department, I want to thank the company first, and thank the company for giving my business department a platform to learn and demonstrate my ability and realize my self-ambition!

It is June 2000, and the company has been in operation for almost two months. In this hot season, the business division is gradually moving from establishment to perfection according to the company's wishes, in order to build a team with great fighting capacity and cohesion, enhance the company's market competitiveness and influence, and finally realize the gradual growth of the company's total business sales in the second half of the year. Now, we will synchronize the company's development direction in terms of the overall planning objectives of the division, the support and coordination of various departments to the division, the training and work exchange of business personnel, work objectives, daily work management and so on, and complete the company's tasks.

In order to achieve these goals, the following work plan is formulated:

First, the overall planning objectives

Through the second half of the year, we will realize and own a team with relatively stable business personnel, skilled business knowledge and skills, cohesion, passion and strong combat effectiveness; At the same time, the accumulation of prospective customers and customers has increased significantly, and the performance target of each salesman is initially set at 50 units/month (the minimum assessment performance is 30 units/month), and it is increasing every month.

Second, the mutual support and coordination between business departments and various departments of the company.

The business department is an indispensable core department of a company. The overall planning and goal realization of the business department cannot be separated from the full support and cooperation of the company leaders, other departments and colleagues. Unity is strength! The coordination of the work of each department of the company needs to be put forward by each department, and confirmed by the general manager in writing or orally, and then clarified through the meeting. , so as to standardize the workflow between departments and let specific events be implemented to people.

Third, the training and work exchange of business personnel.

In order to improve product knowledge, business skills and strengthen business communication among colleagues, it is necessary to formulate and implement practical ways and means of training and learning communication. Details are as follows:

1. Conduct product knowledge training for salesmen every Thursday afternoon (3: 00-6: 00). The lecturer is a colleague who is very familiar with the company's products and has the skills in this field to improve the salesman's product knowledge.

2. At noon on Monday (1:00-2:00), weekly work summary report will be made in the form of regular meeting, and colleagues will organize business personnel to exchange business skills and share successful cases, from which experts can improve their business ability.

Fourth, the work objectives

All staff in the business department must be clear about their work objectives today, complete today's work with good quality and quantity, make a good report record and make a good work plan for tomorrow; Summarize this week's work every weekend and write well.

Submit weekly summary report.

The work direction in the first three months is: (1) to arrange three fixed exhibition points, so as to facilitate the sales department to expand sales channels and do a good job in publicity and promotion; (2) Do promotion activities at least twice a week; (3) Operating two or more franchisees; (4) Do product promotion and service maintenance through at least two online e-commerce websites, and update and maintain products and activities every two days, which will help customers find us faster; (5) The business department has 5 employees, including the manager 1 person, the flow supervisor 1 person and 3 sales personnel.

Verb (abbreviation for verb) daily work management

1. All employees in the business department should learn from each other while observing the company's rules and regulations (attendance system).

Unity, mutual assistance and progress. Do a good job in daily, weekly and work plan. The manager of the business department conducts irregular supervision and spot checks on the daily work of business personnel, and incorporates them into the assessment of each salesman as the basis for rewards and punishments.

2. The business department should formulate a set of practical operating systems in combination with the company's existing systems, which should include: reward and punishment mechanism, training plan, project quotation system, monthly summary, etc.

Sixth, the direction of business development

In most cases, the business work is extensive and meager, which requires business personnel: first, strictly follow the market plan formulated by the company leaders and business departments, learn product knowledge and professional skills, give play to their own advantages and specialties in the market, and complete the task indicators issued by the company. Second, every salesman makes full use of the Internet for continuous promotion, and uses various forums, WeChat, Weibo and other network tools to spread, broaden the business perspective and find valuable potential customers. Thirdly, we can make use of our personal contacts and information provided by people in the industry to strengthen communication and contact, making it a habit, which can help us expand our sales space.

Through the above six points, the plan will be put into practice, and the business development will be brand-new in the second half of 20__. The business department must strive to complete all the indicators in the second half of the year by 20__!

Personal annual work plan template 2 1. Make monthly and quarterly work plans. Make full use of existing resources and try our best to open up the advertising market. In view of the limited number of our terminals at present, while striving for launch, we will also do more paving work for the future market and strive for more customers with large volume and long-term launch to participate. According to the increase of the number of terminals, adjust the working strategy and develop new fields.

1. In the first quarter, focus on market preparation and promotion, and expand the company's popularity and promotion speed. Because we are in a special period of two festivals, many companies have completed their publicity plans, and we will still be in the off-season of advertising after the festival. I will make full use of this time to supplement relevant knowledge and step up contact with customers' feelings to form a strong customer base. Appropriately find smaller customers to advertise, but I expect that the other party will ask for a very low discount or pay for advertising with goods.

2. In the second quarter, because of "Labor Day", the advertising market will usher in a small peak period. As the weather gets hotter, advertisements for drinks, toiletries and anti-mosquito products in summer will be made. Will be developed as the focus.

3. During the "Eleventh" and "Mid-Autumn Festival" in the third quarter, the advertising market will bring a good start for the second half of the year, and some products such as liquor, health care products and gifts will join the advertising ranks. Moreover, with the increase in the number of terminals laid by our company, some long-term large-investment customers can gradually penetrate in to make full preparations for the advertising war at the end of the year.

4. The advertising work at the end of the year is the peak of the year, plus our year-long terminal laying and customer promotion, which is believed to be the hottest time in our advertising department. With more and more people getting married in winter, some wedding services and wedding supplies will also join the ranks of advertisements, and the advertising atmosphere of the two festivals will also follow in this environment.

I will do a good job in customer development according to the actual situation and time characteristics, and adjust my work ideas in time according to market changes. Strive to fulfill the advertising quota!

Second, make a study plan. Market development needs to constantly adjust business ideas according to the changing market situation. Learning is very important for business people, because it is directly related to the pace of a business person advancing with the times and the vitality of business. I will adjust my study direction according to my needs and replenish new energy. Product knowledge, marketing knowledge, advertising strategy, data, media operation management and other related advertising knowledge are all the contents I want to master. Only by knowing ourselves and ourselves can we be in an invincible position (I also hope that the company will give our business people support in this regard).

In addition, at the end of _ _, I applied for the _ _ major of _ _ University, because I learned that many of them are doing pre-film, post-film and management courses, and there will be a lot of work in the management and editing of advertising department. I will study systematically and comprehensively to combine theory with practice. So I can play a bigger role in the advertising department.

Third, strengthen their own ideological construction, enhance overall awareness, enhance sense of responsibility, and enhance team awareness. Take the initiative to do the work to the point and implement it to people. I will try my best to reduce the pressure on leaders.

Business Personal Annual Work Plan Template 3 I. Cherish

Attitude is everything, and the particularity of the banking industry determines that its employees should have higher quality. From the first day I set foot in the bank, I reminded myself that I should be worthy of my career: I should be strict with myself ideologically, keep a hard and simple style in my life, be diligent, active and diligent in my work, and study business knowledge and skills assiduously, so as to better complete the tasks arranged by leaders at all levels and departments, thus reflecting my own value.

Second, progress.

By correcting the shortcomings of the past, we will constantly improve ourselves. I was a little careless since I was a child, and I was careless in doing things. This kind of trouble is a big taboo for bank employees, especially for counter business. To this end, I always use the word "bold but cautious" to spur myself. I did counter work for two years and missed it once. A client came to withdraw money, 300 yuan. Because of my negligence, I reversed the deposit and withdrawal, and finally managed to deposit it in 300 yuan. Fortunately, I found the mistake in time, informed the customer to return to the outlet, and corrected the wrong payment after fully obtaining the customer's understanding. Financial work is bound to make mistakes. It is important to learn lessons and avoid repeating the same mistakes in the future. Although the amount of this matter is not large, it is enough to sound the alarm for me. Work should be based on stability, and on this basis, the business speed should be continuously improved.

Third, growth.

The direction against the wind is more suitable for flying, and only in the face of challenges can we continue to grow. I had been engaged in simple counter operation and was not familiar with accounting business until I officially took over the accounting position in the branch at the end of X, 20th. It is a great challenge for me to be qualified for this job. At that time, it was during the Chinese New Year, which was the peak business season of the year. Everything seems to pile up at once, dealing with counter business during the day and sorting out subpoenas and other materials at night. It was normal to work overtime to 1 1 during that time, but I still felt that I had endless things to do and was tired of being summoned every day. I know that the work of accounting is far more than just a summons, but it is very important for accounting to sort out the summons of the day in time and effectively, because it can not only lay a good foundation for the follow-up work of related accounting, but also free up a lot of time.

In August, 20__, I was lucky enough to stand out from the branch and study in the sales department of the branch, which was a very rare opportunity for me. All the experiences of the past year are great gains and wealth. From the initial bookkeeping to the current credit, the change of post has made me have a further understanding and mastery of banking business. Through my performance in the outlets in the past two years, I have proved that I am qualified for the post of bookkeeping. I have been in contact with brand-new credit business since I entered the branch company department for three months. From the first day, I warned myself that I needed to adapt to the role change from counter staff to account manager as soon as possible. Through these three months' work and study, I have an overall understanding of the operating process of the company's credit business and mastered some related marketing skills. While making progress, with the continuous understanding and summary of my current work, I realize that I still have many shortcomings:

1, business skills are not sophisticated enough. Although I have been engaged in bookkeeping for two years, I am still not proficient in this business. Now I am engaged in a brand-new enterprise credit position. First of all, I want to have an attitude of being willing to learn and drill. Secondly, any position can't be mastered in a short time, so I am ready for long-term efforts. Maintain a consistent and down-to-earth style, overcome the shortcomings of introversion, and strive to grow into an excellent account manager of modern commercial banks.

2.20 years, under the guidance of the goal of becoming a retail branch, it is necessary to vigorously promote more intermediary businesses, such as mobile banking, funds, online banking, credit cards, etc. This requires bank account managers to have sufficient business knowledge and skills. I need to strengthen the accumulation of professional knowledge and further improve my marketing skills. Today's _ _ banks are thriving. As a member of _ _ Bank, I feel extremely proud. In the new year's work, I will work harder, study hard, strive to improve all aspects of business quality and skills, adapt to the development needs of rural commercial banks, make steady progress, overcome shortcomings, and push the work to a new level.

With the growing scale of Guangdong Wopu Company, enhancing the company's market competitiveness and the influence of the lawyer industry, and finally achieving the company's annual goals are the main guiding ideology and action guide for the work of the network marketing department this year. Therefore, as the main person in charge of the online sales department, how to respond to the company's development goals? How to complete this year's marketing task? Achieving these goals requires more enthusiasm and more meticulous work.

I. Annual Target of Network Marketing Department

Case Category: 120 Intention Customer 10 Transaction Customer Registration Category: 200 Intention Customer 10 Transaction Customer.

Second, the working ideas

1, recruitment: recruiting sales elites and forming a team;

2. Staff training: organize departments to participate in internal and external training to improve the hard power of departments;

3. Performance assessment: combining the scoring assessment of relevant personnel with the usual assessment;

4. Salary and treatment: give employees reasonable remuneration according to the actual development of the company;

5. Reward and punishment mechanism: fair and equal assessment of employees, punishment is not an end, but the basis for managing and promoting the smooth realization of departmental goals;

6. Team management: effectively manage the employees of the department, stimulate their fighting spirit and passion, unite as one, and strive to achieve the annual goals of the department!

7. Learning to charge: employees in this department are required to learn new business skills and advanced management training experience with an empty cup mentality, so as to better serve their jobs.

Third, the work measures

1. Talent recruitment: It is planned to recruit 3-5 partners to form the "Eagle Team" before 65438+1October 5. With the help of the trinity marketing means of "network marketing, telephone marketing and ground marketing", we will explore and seize the legitimate market in Dongguan. Recruit talents through channels such as People's Daily Online and official talent websites;

2. Training development:

① On-the-job training (telephone conversation, network marketing, strange visit) 65438 10 was held in the conference room at 9: 00 am on October 6th.

The company has legal knowledge training every Saturday morning, so that they can learn from each other and deepen their understanding, which is conducive to business work;

(3) On the morning of June 65438+1October 65438+March 3, the organization department climbed the mountain in Shuilian Mountain Forest Park, Dongguan, and conducted outdoor development training, with game training as the main purpose, in order to unite the employees of the department, enhance understanding and communication, and improve the ability of coordinated operations!

(4) All employees of this department have the opportunity to attend hotel legal lectures organized by the company, to see the elegant demeanor and hot sales scenes of China entrepreneurs, and to understand and identify with the boss's consumer psychology and legal needs;

3. Assessment scheme: this department implements the combination of "scoring system" and "administrative daily attendance".

Remarks: Grade A (80- 100) is excellent; Grade B (60-79) is qualified; Grade C (0-59) is unqualified;

Employee's final score = self-evaluation x40%+ supervisor's evaluation x60%.

Welfare salary: personnel salary: 3 people x 1800 = 5,400 yuan/month, basic salary1800 yuan (including accommodation allowance 100 yuan, food allowance 100 yuan, attendance award 100 yuan);

Commission scheme: successful case 1000 yuan; The trademark of the company is 100 yuan/piece. If the company applies for10x100 =1000 yuan; Intellectual property rights of 200 yuan/individual/company: 10 pieces x200=20__ yuan;

4, rewards and punishment regulations:

Setting: "Monthly Champion Award" 300 yuan (the company fulfilled its promise at the end of the month);

Setting: invoice the "first prize" 100 yuan (the department head will honor the promise on the spot);

5, team management:

1), in accordance with the company's relevant rules and regulations, equally, strictly enforced, fair and impartial, without favoritism, and transparent supervision and inspection;

2), found the problems in the personnel work, timely and effective business guidance, the provisions of the meeting every Wednesday morning;

3) Send the electronic file Work Log to the department head before 9: 00 a.m. every day;

4) Set an example, abide by the company's rules and regulations, draw the distance between managers and marketers with affinity and fairness, and promote the unity of the staff in this department.

Attendance award: in case of being late, leaving early, asking for leave, etc. , this month's attendance award will be cancelled;

Execution: for the first warning, RMB 100 will be deducted for the second time, and 200 yuan will be deducted for the third time;

Contradict the boss, beat and insult, make rude remarks, punish 300 yuan, and record big mistakes;

6, study plan:

1), reading and reading: Make full use of the resources and geographical advantages of Dongguan Library, and only need a reader's card, you can let yourself read extensively, increase your knowledge and opinions, and improve your professional ability, management ability, social ability, etc.

2) Social practice: participating in voluntary service in Dongguan, expanding social contacts and learning from practice can not only gain friendship, but also learn and exercise their ability to adapt to society;

3) Lecture training: Take advantage of the network to listen to famous teachers' lectures online and Dongguan Library has wonderful free lectures in the lecture hall on the fourth floor at 2 pm every Saturday and Sunday. You might as well listen to them, the effect is very good and people benefit a lot;

In short, we will strive to open up the target market in Dongguan, and create value for Wopu Company as always towards the annual target designed by this department!

In order to fully implement the comprehensive task index assessment method of Langfang Bank, vigorously develop deposits to expand the scale of customers, defend our position and image, and actively promote the continuous improvement of our competitiveness among financial institutions, our department will go all out to carry out the work for 20 years. The task indicators involved in our department include: VIP customer increment, POS merchant index, card balance increment index, card daily increment index, card consumption index, savings deposit daily increment index, savings deposit balance increment index, personal loan index, agency insurance index and loan interest rate index. In order to complete the above task indicators faster and better, our department plans to carry out the work from the following aspects.

1, think and change your mind. First, with the help of the powerful opportunity of bank card promotion, take savings deposit as a basic work, actively do a good job in ideological mobilization of employees, so that employees can fully realize the competitive situation and pressure they are facing; Second, handle the relationship between marketing of other products and savings deposits, and make every effort to promote the sustainable development of high-quality customers, wealth management products, funds, insurance and other related businesses; Third, the consciousness of "establishing a deposit bank" runs through every day's work, which enhances the sense of responsibility and mission of doing a good job in deposit work.

2. Seize the opportunity and compete for customers. First, take the new rural construction as an opportunity, innovate marketing methods, take the initiative as the marketing team, communicate with the leaders of surrounding reconstruction villages, carry out various deposits and agency business, and actively settle these deposits in our bank; Second, taking the opportunity of "Silver Star Card Promotion" and the close cooperation between tellers and lobby managers as the leading factor, we will continue to intensify counter marketing and develop a large number of VIP deposit customers loyal to our bank.

3. Bundle marketing and linkage development. First, relying on the surrounding customer information files, focus on marketing the surrounding undeveloped customer resources, and discover and cultivate high-end customer groups by grasping the basic customers; The second is to strengthen the capture of stored information, and combine the development of notice deposit, agreement deposit, POS merchant, agency insurance, consumer loan and online banking with deposit work for bundled marketing to realize the * * * development of various businesses.

4. Actively carry out on-site service. On-site service can improve the development of remote high-end customers by banks, attach great importance to the development of remote customers, capture the information of remote high-end customers from multiple channels and angles, actively explore the surrounding rural markets, increase the information collection and marketing of rural individual industrial and commercial households and rural land acquisition funds, formulate targeted marketing activities plans, and do a good job in the implementation of marketing activities plans; At the same time, in the marketing work of high-quality large households in urban areas and industrial parks, give full play to the public-private linkage effect and play a leading role in the business of surrounding parks.

This department has finished this work. Up to now, the department has installed and is handling POS merchants? The number of households and card days increased compared with the beginning of the year? Ten thousand yuan, card consumption increased compared with the beginning of the year? 10,000 yuan, the balance in the card increased compared with the beginning of the year? Ten thousand yuan, the balance of savings increased compared with the beginning of the year? 1 10,000 yuan, and the average daily savings increased compared with the beginning of the year? 1 10,000 yuan, the personal loan has not been repaid, and the insurance agent is responsible. Our department will actively complete all the work as required.

6. Problems to be solved in the work. In order to ensure the smooth development of marketing work, solve the problems of online banking, short message service and deposit and withdrawal as soon as possible (this system does not need to exchange checks); POS machines should shorten the accounting time of credit card consumption, and POS machines should increase international card business; ATM should increase various charging items such as fixed telephone, Unicom and telecom charges; Relax the credit policy and shorten the loan approval time; Develop characteristic debit card business, develop our wealth management business and credit card business as soon as possible, and increase our business varieties.