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  1. Take a look at the total goal needed
  2. Check to see when the release-to-assignment date is
  3. Look at Toolbox under the MTD activity and look for patterns of behavior
  4. Using these basic metrics, pull up an empty goal-setting worksheetuse the goal setting worksheet to help make some new predictions.
    1. Plug in the start date of the SOP as today's date
    2. Enter the Release to Assignment date as the end date
    3. Enter all other needed info as it currently stands for the field worker
    4. Assume an average of $100/monthly giving
    5. Once all of that is entered, take a look at the goals listed under weekly goals. Note these goals:
      1. Weekly Connection Attempts
      2. Weekly Connections
      3. Weekly Appointments Set Up
  5. Once you have the needed goals, you can use the below template to create an SOP.

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