January 19, 2024 - Ascender Insights Plan to Make the Plan w/ John Kaplan [Event Recap]

Joe Huber
Joe Huber Member [Pro], Administrator Posts: 225
edited February 12 in Ascender Announcements

John Kaplan joined us to talk about the Plan to Make the Plan, including how you can take the reigns of your success and own your career.

Some of the biggest themes from John's talk are about the Franchise Mentality, Account Planning, and your Operating Rhythm. By being realistic and honest about what lies ahead, you're able to not just take stock and inventory, but actually lay out concrete steps to rise to the challenge of an elite-level quota.

John shared his story about why he began the theory of "the Plan to Make the Plan" as a result of feeling initially like he might become a victim of his own success. But once he and his manager sat down to discuss how he could overcome this new quota, John was able to rise to that challenge and break his own record!

Some key points from the talk:

  • The basic components
    • Gather & analyze
    • Plan & strategize
    • Organize & execute
  • Remember that your plan is a process, not an event
  • You own your plan
  • What is involved in your Account Planning stage?
    • Economic landscape
    • Political landscape
    • Operational landscape
  • What is your cadence?
  • Always, always have success measures in place

This was an incredible call and conversation with lots and lots of questions asked and answered. We hope to see you around here and at the next event!

Catch the full recording here:

Attached please find the deck from the session.

Here's a link to the Ascender Live companion workshop's recording!


  • George Haywood
    George Haywood Member [Pro] Posts: 14

    Amazing! Thanks for sharing the replay. Was gutted I couldnt make the live event. Will be there this Friday for the follow up :)