Section 1: Course Introduction
-
Welcome - Course Intro/ Overview (2:09)
-
A Few Notes From Our Attorney
-
About The Instructor (1:32)
-
Strategic Planning Steps (3:51)
-
Downloadable Resources
-
Common FAQ’s On Strategic Planning
-
Trusted Partner: Financial Planning - Agency CFO (41:57)
-
Trusted Partner: Marketing Planning - Little Dog Social Media (17:32)
-
Trusted Partner: Virtual Assistants - CoverDesk (35:17)
-
Trusted Partner: IT Support & Infrastructure - Archway (31:15)
Section 2: How To Use This Workbook With Your Agency
Section 3: Step 1: Analysis Of The Agency & Team
-
Annual Team Feedback Survey (4:17)
-
Executive Team Love & Hate Brainstorming List (1:56)
-
Agency SWOT (Strengths, Weaknesses, Opportunities & Threats) (1:52)
-
Review of Last’s Years Plan/10 Year Plan
-
Guides On Running Reports
-
Agency Report Review: Activity (5:04)
-
Agency Report Review: Overdue Activity (3:37)
-
Agency Report Review: New Business (3:26)
-
Agency Report Review: Lost Business (2:38)
-
Agency Report Review: Book of Business (2:41)
-
Team Performance Review (10:04)
-
Leadership Team Performance Review (4:23)
-
Competition Review (3:04)
-
Carrier Review (4:23)
-
Technology Review (3:29)
-
Outside Factors Impacting Your Agency (3:59)
Section 4: Step 2: Building Your 2025 Plan
-
Agency Strategic Plan Overview: Stop Review This First
-
10 Year Vision (4:54)
-
1 Year Vision (3:56)
-
Annual Goals (6:53)
-
Key Projects (2:49)
-
Quarterly Targets (3:10)
-
Key Outcomes (3:37)
-
Resources Requested (4:51)
-
How to Track (4:20)
-
Potential Roadblocks (5:06)
-
Meeting To Reveal Plan - Leadership Team (3:00)
-
Department Specific Strategic Plans (4:08)
-
Department Review and Confirmation of Plan (7:06)
Section 5: Step 3: How Do We Get There? (How Do We Win?)
-
Select Your Annual Theme (3:40)
-
Organization/Accountability Chart (1:50)
-
Job Descriptions - Leadership (2:52)
-
Job Description - Team (4:57)
-
Agency Standards (2:44)
-
Ideal Customer Alignment (2:04)
-
Process Review (2:55)
-
Values (3:34)
-
Incentive Plan (3:19)
-
Compensation & Reviews (2:54)
-
Celebrating Success (2:37)
-
Fun Plan (3:22)
-
Off Track Plan (2:54)
-
Tracking (1:27)
-
Strategic Plan (1:39)
Section 6: Step 4: Rolling Out Your Plan & Earning Team Buy-In
Section 7: Step 5: Keeping Your Plan On Track For The Year
-
Leadership Team Meetings/Getting An Accountability Partner (10:03)
-
Department Meetings (3:45)
-
1:1s (4:09)
-
All Hands On Deck Monthly Meetings (2:21)
-
Sharing Reports (2:57)
-
Incentives & Celebrations (3:42)
-
Off Track Plan (5:16)
-
Radical Honesty (4:48)
-
Failure Analysis (3:47)
-
Lather, Rinse Repeat: Book Your Planning For Next Year (3:19)
