Course Curriculum
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Section 1: Course Introduction
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days
days
after you enroll
- 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
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after you enroll
Section 3: Step 1: Analysis Of The Agency & Team
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- 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
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days
days
after you enroll
- 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?)
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days
days
after you enroll
- 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
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days
days
after you enroll
Section 7: Step 5: Keeping Your Plan On Track For The Year
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days
days
after you enroll
- 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)
Bonus Lessons
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We Need To Hear From You
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