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Page Title: Figure 8-1.–Sample planner excerpt
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Blindness to Customer Concerns
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Navy Counselor 1 & C (Recruiter) - Military manual for recruiting
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Planner Retention Requirements

Figure 8-1.–Sample planner excerpt. entrance processing station (MEPS) trips, itineraries, schools visits not planned in conjunction with itineraries, all training requirements, all appointments by name under the appropriate recruiter’s column, and any  other  activities  considered  necessary  to  the successful operation of the NRS should be entered on the planner. The RINC enters the prospecting plan from each recruiter, based on activity analysis. The PATE sheet provides the information needed for the analysis. Each recruiter’s prospecting plan is based on individual PATE sheet data. The use of the PATE sheet to develop prospecting plans is discussed in greater detail later in this chapter. New recruiters should use station averages from the NRS PATE sheet until they accumulate 3 months of activity. Only the first day’s prospecting plan should be entered initially. The prospecting plan for the following days will be dependent upon previously attained activity. The RINC should make sure preprospecting is planned for itineraries and school visits, time off is planned as appropriate, and planned activities are sufficient to meet the station’s goal. The initial plan is entered in black ink. PLANNER  ADJUSTMENTS.–  The best laid plans will need adjustments from time to time. RINCS need to make sure activity is accomplished to keep adjustments to a minimum. Adjustments to the plan should be made in pencil, circled, and arrows used to indicate the rescheduled date and time to make analysis easier.   Reducing required prospecting to reward recruiters for their success is a positive motivator. It shows immediate benefit to improvement    and    success for  the  recruiter. Continuous prospecting, however, is the key to long term success. Eliminating planned prospecting is never acceptable. 8-3

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