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Execution Control & Deviation Correction Mechanism - Coggle Diagram
Execution Control & Deviation Correction Mechanism
Three-Step Standard Operating Procedure (SOP)
Pre-phase (Goal Setting): Define priority lists.
Example: Identifying 5 key accounts (Tier-1 clients) to target this month.
Mid-phase (Process Tracking - "The 6-Track Method")
Track Goals: Monitor progress against targets.
Track Business Process: Ensure standard workflows are followed.
Track KPIs: Feedback speed, technical meeting frequency.
Track Work Habits: Daily interaction and communication logs.
Track Skills: Solution selling, DFM (Design for Manufacturing) expertise.
Track Tools: Efficient use of CRM and automated quoting systems.
Post-phase (Results Review): Compare actual outcomes vs. initial goals.
Inspection Methods
Self-Inspection (Daily Reports)
Managerial Inspection
Third-party Inspection
Feedback & Correction Mechanism
Nature of Feedback
Timely: Fix errors as soon as they are detected.
Balanced: Praise positive behaviors; correct negative ones.
Specific: Focus on actions, not personality.
Specific Corrective Actions
Example 1 (Lead Quality): If there are zero Tier-A Inquiries, the manager provides coaching on "High-Value Lead Prospecting."
Example 2 (Closing Rate): If the Closing Rate for Tier-B is low, the employee must attend "Negotiation Skills Training."
Example 3 (Time Management): If too much time is wasted on Tier-C/D leads, implement a rule: "Limit processing time for low-value leads to <1 hour/day."
Practical Example: Irene
STRATEGIC GOALS (Monthly Targets)
Data Building: Successfully acquire > 150 new leads (Raw data/Unverified) by the end of the month.
Outreach Success Rate: Achieve a > 3% response rate (at least 5-9 high-quality interactions).
Daily Cadence: Focus on a consistent loop of: Data Mining → Legit Check → Email Outreach → LinkedIn Connect & Engagement.
THE 6-TRACK EXECUTION METHOD (Daily Operations)
Track Goals
Break down 120 leads into 3-4 new legit leads per day.
Track Process
Execute the 4-step workflow: Legit Check → Email → LinkedIn → Engagement.
Track KPIs
Monitor the number of "Interested" responses and meetings booked.
Track Habits
Dedicate 2 hours for mining and 2 hours for outreach daily.
Track Skills
Optimize Subject Lines and Outreach Scripts based on feedback.
Track Tools
Master Excel Filters and Conditional Formatting for lead management.
INSPECTION & REPORTING (Monitoring Mechanism)
Layer 1: Daily Self-Audit:
Reviewing the day's entries to ensure all 3-4 new leads have been "Legit Checked" and contacted.
Layer 2: Mandatory Managerial Reporting (The Excel Report):
Irene proactively inputs daily progress into the shared Excel/Google Sheet.
Required Fields: No/Name/Company name/Address/Special in/Detail/Employee no/Est-ed annual revenue/Contact points/Week
Layer 3: Verification:
The Manager randomly clicks on 2-3 links provided by Irene to verify the quality of the "Legit Check" (industry fit, potential size)
FEEDBACK & CORRECTION (Adjustment Mechanism)
Timely Correction: If 10 emails are sent with zero opens/replies within 3 days => Stop immediately and rewrite the subject line.
Specific Feedback: Focus on behaviors. Example: "My Legit Check process is too slow, I'm spending too much time on Tier-D leads."
Action Adjustments:
Issue: Data volume is high but quality is low (not legit).
Adjust: Refine search keywords on LinkedIn.
Issue: Leads are legit but not connecting.
Adjust: Personalize LinkedIn connection notes instead of using generic templates.
Balanced: Praise positive behaviors; correct negative ones.