Examples of Key Planning Activities: we have been directly involved in these type of planning engagements

• Small Business Owners need to Build Successful Business Plans on How to Double Their Business in the Next Three Years.
• Company needs to insure that all of its departments have plans in place to support the higher level objectives that the key executives have outlined.
• A successful company wants to build a simple plan that will enable them to implement a new strategy.
• Anyone who needs to build a Marketing Plan to support the growth of their organization.
• A group of individual sales producers want to implement a strategy where they will form a team to take advantage of their unique capabilities.
• A sales team needs to work closely with its primary client (a business) to develop a plan to support their client’s business objectives.
• A bank wants to become preeminent in a highly focused targeted market of affluent clients/prospects.
• A manufacturing company wants to grow revenues from $10M to over $15M in the next three years.
• A medical consortium needs to renegotiate its contract with its primary provider. We developed the negotiating strategy/plan.
• A financial services firm needed to make a decision on how to select the right carrier and negotiate a favorable contract. We Coached them during the entire process.
• A large insurance carrier that had more than 70 sales agencies needed to have one process that would allow all agencies to build an annual business plan.
• A nationwide sales organization needed a process to enable all of its producers to have a consistent business plan.
• Most companies don’t know what are the best practices to use that will grow their Top of the Line revenue. We begin most planning sessions addressing this area.
• How do you select and organize a project team from diverse backgrounds and make them effective quickly?
• Companies want to know what skills their managers need to develop that will enable them to plan better, lead their organization, resolve conflict and insure accountability.
• What is the best way to manage and execute the plan that you have created?
• How do you Coach people to stick with their plan when it is very common to revert back to their old behavior.
• What processes need to be put in place that will enable a business or team to grow indefinitely?

You will begin to get the answers identified in these examples by signing up for the E Book entitled- “The Last Planning Process You Will Ever Need.” For those requiring a more detailed approach that will lead you through the entire planning and execution process you should sign up at Benchmark University @
http://www.lifeinsuranceagency-training-management-sales.com/strategic-planning.html