Don’t have a strategic plan, or have one but not satisfied with it? Take part in a working forum at IIAT’s Small Agency Conference to develop (or enhance) your strategic plan. Draft key fundamentals for your plan, including:
- Your vision, mission and values
- Your three-year goals
- A SWOT analysis (strengths, weaknesses, opportunities and threats)
- Key metrics and critical success factors to manage your agency’s performance
- Critical budget management practices
- Sample tactics to support your action plans
Topics covered in the workshop will include: hiring, productivity, profitability, compensation, growth, staff training and development, technology, customer service and carrier management.