nationwide insurance business goals template for 2016
TRANSCRIPT
2016 BUSINESS GOALS & PLANS TEMPLATE
S.M.A.R.T. Goals = Specific, Measurable, Action-Oriented, Realistic, Tangible
© Copyright 2015. All rights reserved.850-927-GAIL (4245) [email protected] www.coachgail.com
NATIONWIDEGoals, Awards & Recognition, Bonuses
Agency SharedVision / Mission / Core Values & Beliefs
ORGANIZATIONAL GOALS
Personal Lines Goals Commercial Lines Goals Financial Services Goals
IndividualGoals
IndividualGoals
IndividualGoals
IndividualGoals
IndividualGoals
IndividualGoals
TYPES OF GOALS
Operational Goals
Business success indicators like direct written premium, revenues, profitability, customer retention, policies in force, relationships per household, DWP growth, etc.
Problem Solving Goals Goals designed to eliminate recurring problems.
Innovative Goals Goals designed to improve level of service to the customer, improve the work environment or something new and different within the organization.
What is the stated Vision for your agency?
What is the stated Mission for your agency?
What are your stated Core Values and Beliefs or Guiding Principles?
What are your overall S.M.A.R.T. organizational goals? Those goals which affect the entire organization and do not necessarily apply to a specific department. Example goal: “Become paperless by March 31, 2016”
For each of the respective organizational goals above, what are your respective strategies and plans to accomplish them?
What are the S.M.A.R.T. goals for each department within your agency (i.e.,
Personal Lines Sales and 850-927-GAIL (4245) [email protected] www.coachgail.com
Service, Commercial Lines, Financial Services, etc.)?
What are the strategies and plans to accomplish the goals within each of your departments?
What are your S.M.A.R.T. goals in 2016 for each position within your agency (i.e., the goals to which individuals are held accountable)?
Sales Associates (P&C, Commercial, Financial, Life, Health) Selling Customer Service Representatives Department Managers Office Manager Accounting Staff HR Staff Operations/General Manager Clerical/Support Staff
How will you measure each goal above?
In what ways will you communicate the progressive results of your organizational, departmental and individual goals in 2016?
Daily? Weekly? Monthly? Quarterly?
© Copyright 2015. All rights reserved.
850-927-GAIL (4245) [email protected] www.coachgail.com