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5 Route Planning Tips and Tricks for Businesses 2021

This is where route planning comes in handy. What follows are five tips and tricks to help you plan routes for your employees.

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Completing Your Business with the Right Tech

It can be challenging to send out employees to meet with your customers instead of having customers come to you. It means you have to worry about creating efficient routes for your drivers, all the while taking care of everything else involved with running your business. This is where route planning comes in handy.

What follows are five tips and tricks to help you plan routes for your employees.

1. Create a System to Assign Service Calls to Appropriate Technicians

If you run a service business, you’ll likely have to plan routes for your technicians. However, it’s not as simple as giving them directions to get to your customers. You also need to make sure that you’re sending the right technician for the job. Furthermore, some calls might be more urgent than others. So, how do you figure out which technician should go where, and how do you plan a service call route for them?

Instead of figuring all this out manually, your best bet is to use route planning tools. A route planning tool can help you tag service calls to ensure that the right technician gets assigned there. You can then plot the most efficient route between needs for each technician based on the tagged calls for them.

2. Plan Ahead so You Have Enough Drivers for Busy Delivery Times

If you’re in the delivery business, resource planning is essential. You need to know how many orders can fit in your delivery vehicles ahead of time and whether extra drivers are required.

To ensure that deliveries arrive on time and that no driver has more packages than they can handle, you should use route optimization software. This software will show you how many stops are possible within a specified period. In this way, you’ll know how many packages to give each driver.

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3. Plan your Delivery Route and Then Print Shipping Labels

Two time-consuming tasks that delivery managers often have are route planning and printing and sorting shipping labels. To make things easier on yourself, you should consider planning your multi-stop route first, then save that route in CSV format. Next, add a column for delivery information and a column for the box label.

This will enable you to print the shipping labels in the order that the packages need to be delivered. As a result, everything will be sorted in proper order, and you can stay more organized.

4. Provide Your Drivers with Customer Details

Delivery service isn’t just about dropping off items to customers. It’s also about customer interaction. Your delivery drivers are direct representatives of your business, so they must represent you positively. To help them do this, you should provide them with details about the customers they’re delivering to.

The parties should include the customer’s name, contact number, and what the item is that they’re having delivered. You might also consider including information on the location they’re returning to and whether the customer has given any special instructions.

5. Keep Tabs on Your Delivery Drivers

If you pay your drivers by the hour or you have guaranteed delivery times, it’s essential to keep track of where your drivers are at all times. This will help you to reduce overtime pay and keep customers up-to-date on when their package will arrive.

Additionally, if you see that a driver’s route is taking longer than predicted, you can adjust their schedule. For instance, you could maybe give one of their stops to another driver or make changes to the driving route so they avoid high-traffic areas. In that same vein, if a driver finishes earlier than planned, you know to give them more stops.

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Business

Transforming Goals into Actionable Results

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Transforming Goals into Actionable Results - Planning Template

Organizations universally set goals and strategic plans each year, aiming to grow revenue, increase efficiency, or launch innovative offerings. Leadership teams devote extensive energy to developing future visions, five-year horizons, and stretched objectives to motivate their workforce.

But the hard truth remains: lofty ambitions alone rarely catalyze actual change. For transformational plans to spark tangible impacts, organizations must bridge the gap between theoretical strategy and on-the-ground execution.

1. The Planning Disconnect

Many goal-setting approaches prioritize inspiration over implementation. Leadership defines desires for the future: – become a $1 billion revenue company, penetrate emerging markets, and transform customer experiences through AI. Such ‘aim-big’ mindsets spark energy and provide directional guidance amid uncertainty.

However, most planning exercises fail to detail the nitty-gritty work required to achieve audacious results on the ground. People walk out of annual meetings jazzed about the future but without playbooks for activating it day-to-day. Vague aspirations then struggle to be converted into economic value.

2. Finding the Right Strategy

An OKR planning template offers one methodology to overcome this strategy/execution divide. OKRs, or Objectives and Key Results, provide a template to cascade high-level goals into measurable, actionable metrics at every organizational level. This connects future milestones with present-moment decision-making, ensuring teams work synergistically towards overarching ambitions. With a strong goal architecture in place, inspiration more seamlessly fuels activation.

3. Why Actionability Matters

Transforming lofty aspirations into step-by-step execution plans brings several advantages:

  • Alignment: With clear OKRs spanning functions, teams can coordinate priorities, resources, and timelines effectively. This fosters organization-wide momentum versus siloed efforts.
  • Motivation: Breaking ambitious objectives into bite-sized key results is less daunting for individuals. Granular metrics maintain motivation amid long horizons.
  • Focus: Concrete next steps prevent distraction from organizational shiny objects that capture attention yet deliver little value.
  • Accountability: Quantifiable measures allow all stakeholders, from frontline individuals to CEOs, to track progress and course-correct in real-time if lagging.

With a strong goal architecture in place, inspiration more seamlessly fuels activation. But we still must apply rigorous execution principles—communication, tracking, agility, and celebration—to generate the hoped-for results.

4. Driving Change in Complex Systems

Large enterprises are multifaceted systems, with interdependent elements spanning processes, technology, and people. This complexity makes driving macro-level outcomes uniquely challenging. As legendary management thinker Peter Drucker noted, “There is nothing so useless as doing efficiently that which should not be done at all.”

Turning broad organizational change into economic returns requires carefully targeting the vital few interventions that catalyze outsized results. OKRs help leaders thoughtfully assess and sequence the projects that will structurally reinvent operations, remove friction from value chains, and upgrade talent capabilities over time. With clear transformations roadmaps in place, big goals become more grounded amid real-world constraints.

5. Sustaining the Journey

Finally, cascading OKRs across the hierarchy sustains strategic focus as leaders come and go. They provide continuity through inevitable ebbs and flows in the volatile, uncertain business climate. With institutionalized processes for regularly resetting, communicating, and reviewing objectives and key results, organizations stay centered on the handful of big bets that matter most while retaining the flexibility to evolve tactics as needed.

Annual goal setting is table stakes for contemporary organizations. But without concerted efforts to turn those goals into measurable action plans, little changes amid organizational complexity.

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