Strategic Planning Consultation...for Members Only!

New opportunity for a one-on-one consulation with Tom Skelly
...for Business Owner(s) and their agency staff

WHO: Agency principals and their top managers - or - if the agency has 10 or less employees, EVERYONE.  
WHAT: Evaluate your agency's health by developing a set of values that can be used as a filter to hire employees, appoint companies and even fire clients.  This program will begin with establishing your agency's values and discussing your agency's dangers, opportunities and strengths (DOS).  The DOS information will be used to determine your agency's top 5 goals for the next year.  Once the goals are in place, an action plan will be created with key dates and assignments for personnel who will assist in achiveing the milestones towards your agency's goals.  This program will revolve around a culture of alignment, momentum and accountability.  Participants will take away from this program a solid knowledge of what the agency's values are, what you have to do to achieve your agency's goals and who is going to help you get where you want to be!
WHY: Why do this with Tom Skelly?  Entrepreneurs Organization (EO) developed this program over a period of years and has now successfully rolled it out to over 148 chapters around the world.  As the former President of EO, Mr. Skelly helped write the curriculum, trained the chapter member leaders and the facilitators who train chapters worldwide.  Mr. Skelly has used this in his business for years to obtain the alignment, momentum and accountability that all agency leaders want with their staffs.
WHERE: Where should you do this?   Not in your office!!  A session like this receives the best results by going off site -- it creates a different atmosphere and promotes broader thinking.  We also suggest that you include breakfast items for the morning and have a lunch brought in for the attendees as well.  If you have a location you would like to use (other than your office), please feel free to arrange it with that location.  If you do not have such a location in mind, MAIA would be happy to offer our conference room for your use for the day.
TIME:
8:00 am - 5:00 pm
COST:
$1,500.00 (Members Only)
REGISTER:
Interested?  Please contact Heather Kramer at 800-222-2699 or hkramer@massagent.com to discuss this program and set up your appointment with Tom Skelly.
Due to the highly sensitive nature of such a program, a confidentiality agreement is signed between the agency and the consultant.

 
Massachusetts Association of Insurance Agents
137 Pennsylvania Avenue, Framingham, MA 01701
800-972-9312 | (508) 628-5452 | (508) 628-5444 fax
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