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Agency Plan in a Box - onsite workshop and follow-up coaching

June 12, 2024 8:30 AM - 3:30 PM (CDT)

Description

Embark on a transformative journey with "Agency Plan in a Box," a comprehensive 6-hour workshop and follow-up coaching designed exclusively for agency owners and principals. This programming goes beyond the theoretical, offering practical tools and insights to strategically elevate your agency's trajectory. (9 hours General CE pending)

Session Highlights:

1. Mission, Vision, and Values Crafting or Refinement: Establish a solid foundation for your agency's future success by crafting or refining your key organizational statements. Gain clarity on your agency's purpose and direction.

2. Strengths Assessment: Identify and leverage your individual and agency strengths to create a competitive advantage in the market. Uncover untapped potential within your team and operations.

3. Strategic Planning Deep Dive: Delve into the heart of strategic planning as you design a roadmap for lasting success. Learn how to align your goals, set actionable milestones, and adapt to the ever-evolving insurance marketplace landscape.

Post Workshop Resources:

The journey doesn't end with the workshop -- it's just the beginning! Each cohort member will gain access to invaluable post-workshop resources and support to ensure their strategic plans stay on track.

1. Comprehensive Planning Playbook: Receive a detailed guide to accompany your post-workshop journey. This resource will help you navigate the strategic planning process, providing step-by-step instructions and templates for ongoing success.

2. 3 Exclusive Coaching Sessions: Enjoy three personalized coaching sessions with our expert facilitators. Receive guidance, feedback, and support as you implement your strategic plan. These sessions ensure accountability and refinement, turning your plan into actionable results.

"Agency Plan in a Box" isn't just a workshop; it's a holistic program designed to empower agency owners and principals with the tools, knowledge, and ongoing support needed to navigate the complexities of the insurance industry strategically. Join us and craft a future of enduring success for your agency.

Exclusive Cohort Pricing - 12-month programming

BIGi Members: $2400
BIGi Member subsequent cohort member: $1500
Non-BIGi Member: $3,000
Non-BIGi subsequent cohort member: $1875

Pricing

6-hour workshop (filed for OK CE), including lunch

Kolbe Strengths Assessment

Strategic Planning Playbook and Resources

3 - 1:1 follow-up sessions for each agency participant

View Event

Contact Information

Big I Oklahoma
Name: Sara Bradshaw Ray
Phone: 405 440 4426
Email: Sara@bigiok.com

This isn't just another workshop; it's an intentionally small cohort adventure crafted exclusively for insurance agency owners and principals who seek personalized guidance on their path to success. (Limited 12 agencies)

We're sorry. No registrations are currently available. You may wish to contact the event organizer for assistance.

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Agency Plan in a Box - onsite workshop and follow-up coaching

June 12, 2024 8:30 AM - 3:30 PM (CDT)

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Agency Plan in a Box - onsite workshop and follow-up coaching

June 12, 2024 8:30 AM - 3:30 PM (CDT)

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Pricing

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