1. Welcome !! <YEAR> Agency Planning
<DATE>

2. Thank you!!

3. Why We Do What We Do?
It’s really important that we remember all of the time WHY we take the actions we take
Is it really about just the money?
Do you take these with you and look at them again?

4. Please remember  There are two types of relationships: Personal
Business
A lot of what we will discuss today are business driven, not personally directed at anyone

5. <YEAR> Year in Review
History often repeats itself. Why we quit our first diet is likely why we’ll quit our next one.

6. <YEAR> Year in Review
What did we do well (successes)?
What could we have improved upon?
Where did we make mistakes?
Where could we have made better decisions or finished a project we only started?

7. <YEAR> Year in Review
Results

8. <YEAR> Year in Review
Results: Total revenue: Up/Down _._ % Personal Lines: Up/Down _._% Commercial Lines: Up/Down _._% Life and Health: Up/Down _._% What Now?

9. __._ % These are actual numbers taken directly from
our production log:
EC’s – __._ %
Referral’s – __._ %
Old Clients over 12 months – __._ %
Agent Leads – __._ %
Total = __._ %

10. Setting the Tone
Identifying what we need to “SWOT “ that might be in our way
Strengths
Weaknesses
Opportunities
Threats
“Knowing our destination is all we need to get there”

11. Strengths Experienced team Most Independent Agency carriers available
Seasoned client base, more “preferred” than ever ?

12. Weaknesses Carriers not competitive in some situations
We are not keeping up with “digital interface technology”
Lack of enough good leads
Changing world and marketplace
Lack of focus of leadership
Tone of criticism ?

13. Opportunities Over _______ existing clients Prospect list over _______
Hanover ?

14. Threats
Direct writers in personal lines
Mercury’s inconsistency ?

15. NOTE: Next few slides are just for anything Motivational
NOTE: Next few slides are just for anything Motivational. Keep their energy levels up!!!!

16. Do You?
Believe

17. Have you heard of this guy?

18. An entire region does….

19. An entire nation does….

20. There is NO……. Perfection Day that is the same
Control in our office over the national economy
Control by our people how the insurance companies set their rates

21. There IS…….
Control over our actions
_______________________

22. It’s Not My Job
There once was a water salesman who used to Earn money delivering water to a local business – (this is a TRUE story)

23. Thoughts to ponder
Are our primary systems, procedures and workflows as efficient as possible?
Does everyone know their role?
How many pro-active referral generating systems do we have in our agency?

24. EC’s
__________________________________

25. Referral’s
__________________________________

26. Old Client’s – Lost Souls
__________________________________

27. Agent Leads
__________________________________

28. __._ % These are actual numbers taken directly from
our production log:
EC’s – __._ %
Referral’s – __._ %
Old Clients over 12 months – __._ %
Agent Leads – __._ %
Total = __._ %

29. Goals S = Specific M = Measurable A = Attainable R = Realistic
T = Timely

30. Goals
S = Specific:
Goals should be straightforward and emphasize what you
want to happen. Specifics help us to focus our efforts and clearly
define what we are going to do.
Specific is the What, Why, and How of the SMART model.
WHAT are you going to do? Use action words such as direct, organize, coordinate, lead, develop, plan, build etc.
WHY is this important to do at this time? What do you want to ultimately accomplish?
HOW are you going to do it? (By…)
Ensure the goals you set are very specific, clear and easy. Instead of
setting a goal to lose weight or be healthier, set a specific goal to lose
2cm off your waistline or to walk 5 miles at an aerobically challenging
pace.

31. Goals
M = Measurable:
* If you can’t measure it, you can’t manage it. In the broadest sense, the whole goal statement is a measure for the project; if the goal is accomplished, the is a success. However, there are usually several short-term or small measurements that can be built into the goal.
* Choose a goal with measurable progress, so you can see the change occur. How will you see when you reach your goal? Be specific! “I want to read 3 chapter books of 100 pages on my own before my birthday” shows the specific target to be measure. “I want to be a good reader” is not as measurable.
* Establish concrete criteria for measuring progress toward the attainment of each goal you set. When you measure your progress, you stay on track, reach your target dates, and experience the exhilaration of achievement that spurs you on to continued effort required to reach your goals.

32. Goals
A = Attainable:
* When you identify goals that are most important to you, you begin to figure out ways you can make them come true. You develop that attitudes, abilities, skills, and financial capacity to reach them. Your begin seeing previously overlooked opportunities to bring yourself closer to the achievement of your goals.
* Goals you set which are too far out of your reach, you probably won’t commit to doing. Although you may start with the best of intentions, the knowledge that it’s too much for you means your subconscious will keep reminding you of this fact and will stop you from even giving it your best.
***A goal needs to stretch you slightly so you feel you can do it and it will need a real commitment from you. For instance, if you aim to lose 20lbs in one week, we all know that isn’t achievable. But setting a goal to loose 1lb and when you’ve achieved that, aiming to lose a further 1lb, will keep it achievable for you.
* The feeling of success which this brings helps you to remain motivated.

33. Goals
R = Realistic:
This is not a synonym for “easy.” Realistic, in this case, means “do-able.” It means that the learning curve is not a vertical slope; that the skills needed to do the work are available; that the project fits with the overall strategy and goals of the organization. A realistic project may push the skills and knowledge of the people working on it but it shouldn’t break them.
Devise a plan or a way of getting there which makes the goal realistic. The goal needs to be realistic for you and where you are at the moment. A goal of never again eating sweets, cakes, crisps and chocolate may not be realistic for someone who really enjoys these foods.
For instance, it may be more realistic to set a goal of eating a piece of fruit each day instead of one sweet item. You can then choose to work towards reducing the amount of sweet products gradually as and when this feels realistic for you.
Be sure to set goals that you can attain with some effort! Too difficult and you set the stage for failure, but too low sends the message that you aren’t very capable. Set the bar high enough for a satisfying achievement!

34. Goals
T = Timely:
Set a timeframe for the goal: for next week, in three months, by fifth grade. Putting an end point on your goal gives you a clear target to work towards.
If you don’t set a time, the commitment is too vague. It tends not to happen because you feel you can start at any time. Without a time limit, there’s no urgency to start taking action now.
Time must be measurable, attainable and realistic.
Everyone will benefit from goals and objectives if they are SMART. SMART, is the instrument to apply in setting your goals and objectives.

35. Ideas
Number of apps
Hawksoft massive improvement (numbers are correct)
X number of referrals ?

36. Action Plans Top 10 List of Projects: Ideal Situation Strategy
First Action
Who

37. Action List Example
Ideal: We earn 20 new referrals in February Strategy: We make sure we start telling every person we talk with about our new program and the monthly IPad giveaway First action: Make decision I will do this

38. A few other items
Jar Program
Voic change incentive
Bonus program

39. Commitment
“The definition of commitment is doing the thing you said you were going to do, long after the mood you said it in has left you”