7.1 Planning Case Study 1: What Went Wrong? Read the following scenario and then answer the questions below- Alan works for Moneybags Corporation as a Relationship Manager for small business cust At the beginning of this month, Alan's manager Tina had a conversation with Alan ab expectations for Alan's performance. Tina said conversations, make 25 sales and at least 10 referrals to a financial planner. Alan wasn't woried because he thought he would definitely be able to meet those targets. that Alan needed to complete 50 customer At the end of the month, Tina was unhappy with Alan's performance because he hadn't met any of his targets. Alan was surprised and disappointed because he felt like he worked really hard that month and was sure he was on track. He didn't know what went rong! Questions a) Why do you think Alan was unsuccessful? MODULE 7:Time Management | 225 What could he have done differently to help him achieve his targets? b) d Have you ever been in a situation like Alan's? How did you feel when you were unsuccessful in reaching your goals? know anone who has wanted to lose weight but can never seem to make any progress Or someone who has been in the same job for years wany people find themselves in Alan's position, both in business and personal situations. Do you and never seems to achieve a promotion? Is there someone in your team who al ways struggles to meet targets, no matter how hard they work? Research has shown that people don't achieve their goals because: They don't write their goals down. The goals aren't realistic or achievable. uat sucess looks like