Wrap Up Actions Following Session 1 Session 2

Wrap Up / Actions Following Session 1 Session 2 Intro Bobby Reagan, Scott Addis and Steve Spray March 4 -6, 2019 Class 4 Session 1

How to Successfully Execute 1) You “cast a vision” to your team 2) Get their buy-in and support 3) Get all that are responsible for outcome involved in shaping the plan (strategy) to achieve outcome 4) Limit what you are attempting to accomplish 5) Allocate necessary resources 6) Assign ownership for execution of plan and achievement of objective 7) Set clearly defined and reasonable timeline 8) Provide ongoing accountability 9) Celebrate and reward successful execution 2

How to Proceed… �Several options: 1 Incorporate these considerations into a full planning session. 2 Initiate through your existing management structure. 3 Pull together a task force to address specific issues. 3

What about accountability? Inside Your Agency? YES Outside Your Agency? ? ? ? Facilitator Other 4 Agencies 4

Session Two June 3 -5, 2019 Scott Addis �Highlights �Preparation 5

Session 2 - Highlights 1) Producer recruitment and validation 2) Prospect pipeline development 3) Consultative sale and sales leadership 4) Perpetuation 5) Your customer experience journey 6) Cross sell 7) Brand brand management 6

In advance of Session 2, we will send out two surveys: �High Performing Culture Survey which touches on each of the seven being covered To be sent out on or about April 15 �Organic Growth Agency Survey (staff perception survey). To be sent out on or about May 6 7