This Planning Guide has been arranged to take you through eight key phases
of your agency operation in the process of planning.
After reading the introductory and instructional material, you will be guided
in the completion or revision of the agency's Mission Statement. It is difficult
for any business or organization to sustain a positive growth pattern unless
all employees and owners really know and understand the business'
objectives or Mission.
You will then be given an opportunity to conduct a SWOT analysis of the
various areas of your agency. (SWOT = Strengths - Weaknesses -
Opportunities - Threats). Some potential goals for your agency are then
listed. Once you have analyzed the various areas of your agency, some time
should be spent brainstorming, in order to arrive at the priorities facing your
agency. When that is complete, Action Plans should be drawn up to outline
the individual steps to success and to establish accountability for completion
of the individual tasks.
Starting with Section 4, Personal Lines, you will begin assessing your
strengths, weaknesses, opportunities and threats. Following the pages
listing the potential agency's Strengths, Weaknesses, Opportunities and
Threats, you will find a page listing potential goals for the agency in the
upcoming year(s). You should pick those goals that best suit your agency and
then create action plans to assure your success.
On the ensuing pages of each section, you will find Action Plans that have
been created as examples. If you have selected these as goals for your
agency, you can use them in their present form or modify them to suit your
Obviously, all of these specific goals and action steps will not exactly fit your
agency, but they should stimulate your thinking to the point that you can
make some modifications and have most sections fit your agency. Personal
Lines may not be a concern for your agency, and if it is not, then simply skip
this section and go