smart goal planning

SMART Goal Planning is Key to Running a Successful Agency

I recently recorded a podcast about the value and process of smart goal planning for your agency. I know you’re crazy busy with the day to day. I get that you never have more than 10 minutes uninterrupted.  Which is why you absolutely MUST carve out time to put together a plan for where you want your agency to go and how you’re going to get there. But before you do that – I want to encourage you to also think a about your own life goals and why you’re working so hard. As part of the podcast, I walk you through two documents – The Life Plan and the One Page Business Plan.   In the Life Plan, you’ll get very clear about what you want from your life, the legacies you want to leave and some tangible steps for creating a life of purpose and contentment. With the One Page Business Plan, you’ll identify the #1 goal you have for your agency in six key areas and prioritize those goals so you know which one to tackle first. I promise if you use these two documents, you’ll be stunned at what you will accomplish over the next twelve months. Just like you tell your clients – the lack of smart goal planning is a plan, just not a very good one. Take this opportunity to get very clear on where you want to take your agency and why. Drew McLellan is the Top Dog at Agency Management Institute. He has also owned and operated his own agency over the last 20-years. And all through the year, he straddles the fence of working in his agency and working with 250+ small- to mid-size agencies [...]

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