Webinar: How to Create A Strategic Plan

Ready to Plan for 2025? Every Insurance Agency Needs a Strategic Plan

Join a special 1 Hour webinar with Kelly Donahue-Piro of Agency Performance Partners as she provides you with a framework to create your strategic plan for 2025.

Why Strategic Planning: 
• What is a plan?
• Why you may not have one?
• Common Failure Points
• Best Practices
• What To Expect

This webinar will walk you through the APP Strategic Planning Workbook that you can complete at your own pace. Use discount code PIA PLAN to receive 20% off the workbook. 

Member price: $0
Nonmember price: $15

REGISTER FOR WEBINAR

Annual Strategic Planning Workbook Includes:

  • Owner & Leader Job Descriptions
  • How to Celebrate Success
  • SWOT Analysis
  • Resource Review & Follow Up
  • 10 Year Vision
  • Identify Roadblocks
  • Values
  • Ideal Client
  • 1 Year Plan
  • Organizational Chart
  • Agency Reporting
  • Process Review
  • Getting Your Team Feedback
  • Goal Setting
  • Big 3 Objectives
  • Team Roll Out

Set your goals, build your plan to hit them, get your team to buy in, and drive accountability until you celebrate when you achieve them.

Date and Time

Dana Anaman
membership@pianational.org
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