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9 Essential Daily Planning Steps for Recruiters

by | Oct 3, 2016 | Placement Process, Top Echelon Blog

Below are nine essential daily planning steps for recruiters:

1. Perform the closest activity to a placement first.

What could be simpler than this? When planning your day simply prioritize what’s closest to revenue.

2. Execute marketing calls each day.

I suggest making between 5-25 calls each day. The amount you make depends on how close you are to “full capacity.” Full capacity for most contingency people is 5-10 A- level searches & for retained, 3-4 searches. Use your recruiting software to help you track and test your capacity.

3. Ask yourself, “What’s the fastest way to a sendout?

In real estate, there are three things you must keep in mind when buying a home: location, location, location. In recruiting, there are three things that lead to placements: sendouts, sendouts, and sendouts.

4. Do a little bit of each part of the business each day.

I heard this idea from Peter Leffkowitz when I started out as a recruiter and it’s made a huge impact in my ability to avoid the peaks and valleys of production.

5. Work in segments (marketing segment, sourcing segment etc).

This is something that all recruiters know but few consistently execute. It’s a hallmark of high production.

6. Plan each segment the night before.

recommend planning for a full our each day from 4-5 PM.

7. Do not take incoming calls during a calling segment.

This takes discipline but will produce big results for you. Return calls after you finish planning at 5 PM.

8. Print your plan.

Have a physical plan in front of you so you can cross things off (could be a computer print out).

9. Create a daily template for what time you will do each activity.

Time management for recruiters requires a set schedule template in order to plan. See my example below.

An example of a daily schedule:

08:30-09:30 AM – Priority calls (prep/ debrief/ references/ offers etc.)
09:30-11:00 AM – Marketing calls
11:00-12:00 PM – Interview candidates
12:00-01:00 PM – Lunch
01:00-01:30 PM – Sourcing/ Name Gathering
01:30-04:00 PM – Recruiting
04:00-05:00 PM – Planning

Training Video: Uncover Hidden Candidates 

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Gary Stauble, a guest writer for the Top Echelon Recruiter Training Blog, is the principal consultant for The Recruiting Lab, a coaching company that assists firm owners and solo recruiters in generating more profit in less time.  For more information or to schedule a complimentary coaching session, visit or call 408.849.4756.

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