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