Team Meeting Presentation Template To explain communicate and

Team Meeting Presentation Template To explain, communicate, and implement your annual goals to your team January 15, 20 XX Presented by {Insert Name}

Our Vision Insert some short and brief explanatory text about title here Looking Ahead This is where you can add details of what your vision for the firm is and how you’d like to go about accomplishing this vision in the next year. Try to keep this description short and leave the rest up to personal delivery. Below, spell out your core values, so the team is reminded of why you are looking ahead with this vision. Innovation Commitment Excellence Honesty/ Integrity

Review of SWOT Analysis Provide a brief review of your Team Retreat takeaways and discoveries from the SWOT analysis List the main internal areas where you see the firm either falling short and choosing not to focus efforts. Provide some points on where you see opportunity for growth based on the current environment. List external competitors or market factors that may present obstacles for your firm in the near future. W ea kn es se s tie ni rtu po Op at s S Give a summary of your strengths and differentiators as it relates to your team and services internally. Th re hs gt n tre s

Key Initiatives Insert some short and brief explanatory text about initiatives here Initiative 1 Initiative 2 Initiative 3 Initiative 4 Sed ut perspiciatis unde omnis iste natus error sit volup taem accus antium dolor emque lauda nt ium, totam rem aperiam Q 2 Q 3 Q 4 Q 1

Our Champions Insert some explanatory text about each person leading the main initiatives for the year Laura Malkova Senior Advisor Jerry Walkman Associate Wealth Advisor John Patterson Founder & CEO Sara Henderson Client Services Manager Bob Cameron Operations Manager

Timeline for 2016 Insert some short and brief explanatory text about title here Onboard 15 A+ Clients Through the use of our newly integrated tech and refreshed value proposition, we’ll onboard 15 new clients. Start a Formal Marketing Campaign for Business Owner Prospects Leverage content and campaigns from the Peak Advisor Alliance platform to initiate a dialogue with 50 new prospects. Finish Integrate New CRM Full integration of Redtail CRM in our daily processes. Experiment with Our New Client Review Structure Conduct “Half-Time” reviews with our A+ and A clients to test the waters of our new Client Review layout. Launch New Financial Planning Process Finalize new financial planning process, as well as our new investment strategies with all internal advisors and launch an announcement to all clients.

Results-Based Pay Insert some explanatory text about how individuals and teams will be awarded for accomplishing their goals 100% 90% $1, 080, 000 Tier 2 Sed uterb perspiciatis lorem or unde eab requ omnis 80% $1, 200, 000 $960, 000 GOAL ACCOMPLISHED! Tier 3 Sed uterb perspiciatis lorem or unde eab requ omnis

2016 Goals Guide Sed ut perspiciatis unde omnis Insert some short and brief explanatory text about title here iste natus error sit volup tatem Key Initiative 2 accus antium dolor emque INSERT MISSION AND VISION Use this as a placeholder for a brief description on why these initiatives accomplish a bigger vision for the firm. Then, after presenting this overview, print out this slide by selecting “File” -> “Print” and distribute as a visual guide for each team member to hang in their workspace. Key Initiative 3 Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor emque Key Initiative 1 Key Initiative 4 Sed ut perspiciatis unde omnis iste natus error sit volup tatem accus antium dolor emque