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2 strategies and tactics for Decision Maker

What is Decision Maker strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Decision Maker strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Decision Maker strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Decision Maker strategy examples

We've added many examples of Decision Maker tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for developing autonomy in task completion

  • ⛳️ Strategy 1: Assess your current skill set

    • Identify the tasks you handle well independently
    • Recognise areas where you frequently seek external assistance
    • List the skills you need to develop for task autonomy
    • Interview peers who exhibit task autonomy to understand their methods
    • Attend workshops or courses to enhance your skill set
    • Perform self-assessments regularly to gauge improvement
    • Track progress in skills acquisition with a skills matrix
    • Set monthly goals for developing new skills
    • Take on tasks slightly beyond your current abilities
    • Reflect on each task’s process for insights into personal skill gaps

  • ⛳️ Strategy 2: Establish a structured routine

    • Create a daily schedule to manage tasks effectively
    • Allocate specific time slots dedicated to focused work
    • Set reminders to maintain adherence to your schedule
    • Use productivity tools like planners and task lists
    • Prioritise tasks based on urgency and importance
    • Begin your day with the most critical tasks
    • Limit distractions by creating a focused work environment
    • Include regular breaks to maintain productivity
    • Review and adjust your routine weekly for optimisation
    • Prepare a contingency plan for unexpected disruptions

  • ⛳️ Strategy 3: Build self-confidence and decision-making skills

    • Engage in activities that boost confidence, such as public speaking
    • Practice making decisions quickly on smaller, less impactful tasks
    • Develop a pros and cons list for decisions to weigh options effectively
    • Reflect on past successful decisions to boost confidence
    • Seek feedback from trusted peers to gain perspective
    • Read books or articles on effective decision-making strategies
    • Participate in role-playing scenarios to enhance decision-making skills
    • Challenge yourself with tasks that push your comfort zone
    • Set personal benchmarks to assess decision-making improvement
    • Celebrate achievements to reinforce positive self-perception
autonomyskill-developmenttask-managerdecision-makerproductivity-enhancement-teamskill-development-team
Implement these strategies

Strategies and tactics for acquiring new customers for business loans

  • ⛳️ Strategy 1: Identify and target potential customers

    • Research local businesses within a specific industry or sector
    • Compile a list of potential customer leads
    • Set up meetings with business decision-makers
    • Utilise customer relationship management (CRM) tools for tracking leads
    • Analyse competitors to understand their customer acquisition strategies
    • Conduct surveys to identify customer needs and pain points
    • Implement territory management plans for targeted visits
    • Establish partnerships with local business associations
    • Create promotional materials tailored to specific business segments
    • Evaluate lead quality through conversion rates and potential loan value

  • ⛳️ Strategy 2: Build relationships and offer personalised assistance

    • Conduct initial consultations to understand customer requirements
    • Develop customised loan proposals for each potential client
    • Engage in regular follow-ups through phone calls or visits
    • Provide educational workshops on business financing
    • Offer free financial assessments to establish trust
    • Create a referral programme for existing clients
    • Host networking events to connect with business owners
    • Leverage social media to build ongoing client relationships
    • Utilise client testimonials to validate trust and credibility
    • Measure relationship-building success by client retention rates

  • ⛳️ Strategy 3: Implement performance tracking and feedback systems

    • Set specific monthly targets for customer acquisition
    • Develop a performance dashboard for real-time tracking
    • Schedule regular meetings for performance reviews with agents
    • Establish key performance indicators (KPIs) such as conversion rates and loan values
    • Implement a bonus structure tied to performance metrics
    • Collect feedback from agents on challenges and opportunities
    • Conduct market analysis regularly to adjust tactics
    • Provide continuous training on sales and customer service skills
    • Utilise mystery shopping programmes to assess service quality
    • Continuously compare performance against industry benchmarks
customer-acquisitionbusiness-loansfield-agentsbusiness-decision-makersmarketing-teamsales-team
Implement these strategies

How to track your Decision Maker strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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