Section 1: Course Introduction
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Welcome - Course Intro/ Overview (2:09)
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A Few Notes From Our Attorney
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About The Instructor (1:32)
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Strategic Planning Steps (3:51)
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Downloadable Resources
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Common FAQ’s On Strategic Planning
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Trusted Partner: Financial Planning - Agency CFO (41:57)
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Trusted Partner: Marketing Planning - Little Dog Social Media (17:32)
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Trusted Partner: Virtual Assistants - CoverDesk (35:17)
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Trusted Partner: IT Support & Infrastructure - Archway (31:15)
Section 2: 2026 Strategies To Pay Attention To
Section 3: How To Use This Workbook With Your Agency
Section 4: Step 1: Analysis Of The Agency & Team
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Annual Team Feedback Survey (4:17)
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Executive Team Love & Hate Brainstorming List (1:56)
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Agency SWOT (Strengths, Weaknesses, Opportunities & Threats) (1:52)
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Review of Last’s Years Plan/10 Year Plan
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Guides On Running Reports
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Agency Report Review: Activity (5:04)
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Agency Report Review: Overdue Activity (3:37)
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Agency Report Review: New Business (3:26)
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Agency Report Review: Lost Business (2:38)
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Agency Report Review: Book of Business (2:41)
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Team Performance Review (10:04)
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Leadership Team Performance Review (4:23)
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Competition Review (3:04)
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Carrier Review (4:23)
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Technology Review (3:29)
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Outside Factors Impacting Your Agency (3:59)
Section 5: Step 2: Building Your 2025 Plan
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Agency Strategic Plan Overview: Stop Review This First
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10 Year Vision (4:54)
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1 Year Vision (3:56)
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Annual Goals (6:53)
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Key Projects (2:49)
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Quarterly Targets (3:10)
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Key Outcomes (3:37)
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Resources Requested (4:51)
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How to Track (4:20)
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Potential Roadblocks (5:06)
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Meeting To Reveal Plan - Leadership Team (3:00)
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Department Specific Strategic Plans (4:08)
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Department Review and Confirmation of Plan (7:06)
Section 6: Step 3: How Do We Get There? (How Do We Win?)
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Select Your Annual Theme (3:40)
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Organization/Accountability Chart (1:50)
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Job Descriptions - Leadership (2:52)
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Job Description - Team (4:57)
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Agency Standards (2:44)
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Ideal Customer Alignment (2:04)
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Process Review (2:55)
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Values (3:34)
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Incentive Plan (3:19)
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Compensation & Reviews (2:54)
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Celebrating Success (2:37)
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Fun Plan (3:22)
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Off Track Plan (2:54)
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Tracking (1:27)
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Strategic Plan (1:39)
Section 7: Step 4: Rolling Out Your Plan & Earning Team Buy-In
Section 8: Step 5: Keeping Your Plan On Track For The Year
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New! Setting Up Your Goal Tracker (8:28)
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Leadership Team Meetings/Getting An Accountability Partner (10:03)
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Department Meetings (3:45)
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1:1s (4:09)
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All Hands On Deck Monthly Meetings (2:21)
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Sharing Reports (2:57)
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Incentives & Celebrations (3:42)
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Off Track Plan (5:16)
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Radical Honesty (4:48)
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Failure Analysis (3:47)
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Lather, Rinse Repeat: Book Your Planning For Next Year (3:19)
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Annual Planner & Reflection
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