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You know you should have a written plan for your benefits agency. While it’s something you intend to do, you don’t know exactly what to include, so it sits unfinished. And then there’s the follow-through issue of spending time on the plan and never using it again.
It’s easy to fall into these traps around business planning. Here’s an outline to help you through the process and create a plan for your agency that includes just what you need to make it a successful year.
Keneipp is a partner and coach at Q4intelligence, driving agency transformation.
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