Create A Business Plan To Ensure Success In A New Job
Tuesday, May 27th, 2008A client of mine called yesterday to say that he is on the verge of getting an offer from a large bank. Before they will extend him an offer the recruiter has requested that he submit a business plan outlining his plans to achieve his goals. The job is a wealth management role which would require that my client bring about $10 million in investment dollars to the job within the first year. If you are not familiar with this type of job it means that he needs to find and solicit individuals with that much money to invest and persuade them to invest the money through the bank.
My client is a relative newcomer to the community in which he currently resides so the potential employer wants to make sure he has a plan for finding and selling individuals in his new community on their wealth management services. Seems fair. But it got me thinking that, really, anyone starting a new job should create a plan before taking the job. The plan will probably have to be modified once you take the job because jobs frequently change over time. With that said, if you create a plan for adapting, learning, and succeeding in your new job before you start it will give you a good starting point and the associated confidence that comes with having a plan.
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