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Strategic Planning and Prioritization
Build smarter systems for goal setting, prioritization, and weekly planning in sales.Preview the first lesson free — get full access to all 7 lessons.
Beginner Provider : KnowledgeCity 7 Lessons · 18m in Arabic, English, Spanish
Course Description
Sales reps often struggle to stay focused on what matters most. When your time goes to low-value tasks or scattered priorities, even great leads can slip away. This course helps you shift from reaction to intention.
In this Strategic Planning and Prioritization course, you’ll learn how to set actionable sales goals using the PACT framework and organize your week with a structured planning system. You’ll explore how to use prioritization tools to sort urgent tasks from high-leverage work. You’ll also learn how to protect your calendar, automate routine follow-ups, and adjust your schedule based on deal value and client engagement.
We’ll focus on simple, high-impact strategies to help you stay in control of your time. With the right systems in place, you’ll reduce burnout, focus on revenue-generating activities, and build momentum to support your long-term goals.
What You'll Learn
- Set actionable sales goals using the PACT framework to define realistic activity targets
- Apply structured planning methods to daily, weekly, and monthly sales workflows
- Prioritize urgent versus important tasks using prioritization tools
- Leverage scheduling tools and automation to protect your calendar and automate routine follow-ups
- Adapt time allocation based on client needs, deal value, and sales targets
Key Takeaways
- Shifting from reaction to intention helps sales reps stay focused on what matters most instead of low-value or scattered tasks.
- The PACT framework provides a way to set realistic, actionable sales activity goals.
- Prioritization tools help separate urgent tasks from high-leverage, revenue-generating work.
- Protecting your calendar and automating routine follow-ups helps reduce burnout and build momentum.
- Adjusting your schedule based on deal value and client engagement keeps time allocation aligned with sales targets.
Frequently Asked Questions
Who is this course for?
It is designed for sales reps who struggle to stay focused on high-value work and want to shift from reacting to planning with intention.
What will I learn in this course?
You'll learn to set sales goals using the PACT framework, organize your week with a structured planning system, prioritize urgent versus high-leverage tasks, protect your calendar, automate routine follow-ups, and adjust your schedule based on deal value and client engagement.
What skills does this course build?
It builds skills in sales planning, strategic prioritization, and workflow management.
What topics do the lessons cover?
Lessons cover sales planning techniques, prioritizing high-impact tasks, using technology for smarter scheduling, and managing time across key sales activities, along with knowledge checks.
What is the PACT framework used for in this course?
The PACT framework is used to set realistic activity goals for your sales workflows.
Professional Certifications and Continuing Education Units (CEUs)
Society for Human Resource Management (SHRM®)
Professional Development Credits (PDCs): 0.5
KnowledgeCity is approved by SHRM as a Recertification General Provider to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). By taking the courses approved by SHRM, KnowledgeCity can award SHRM Professional Development Credits (PDCs) for HR knowledge and competency programs related to the SHRM Body of Applied Skills and Knowledge™ (the SHRM BASK™).
