Recently, Jonathan Monterecy General Manager of Astonish Results, and Kelly Donahue-Piro the Vice President of Raving Fan Management hosted an enthusiastic and informative webinar on goal setting. In effort to boost their insurance marketing strategies, the webinar started with a very happy greeting for our listeners. Astonish certainly started the year out right with a turnout of 167 agencies attending the webinar!
Jonathan and Kelly focused their session on a few main points of goal setting. These main focus points taught the attendees how to create attainable goals, implement a rewards program, set manageable goals, and hold individuals accountable for their goals.
Creating a team environment helps the agency become motivated to succeed in not only individual goals, but motivated to achieve the overall big picture of where the agency wants to be.
Talking Points of the Webinar:
Managers and Employees work harder when given specific goals
- “People don’t plan to fail. People fail to plan.” Jonathan mentioned this quote to emphasize the importance of the value in planning ahead to achieve goals
- Goals are accomplished by roles within your agency. Making sure that everyone understands their expectations.
- Accountability-make your employees accountable to follow through to meet goals
“Remember, company roles help achieve company goals!”
How to create good goals
- Be S.M.A.R.T about setting your goals
- Specific- breakdown the goals into details. Details matter
- Measurable- make sure you track your efforts. You can’t imagine what you can’t measure
- Achievable- make goals that you and your employees can accomplish
- Relevant- make sure your goals are in alignment with the agency’s overall goals
- Time-bound- make sure to attach a timeline to each goal. Make sure each goal has a beginning and an end.
Stay involved in helping the team achieve their goals; create rewards
- Have small everyday rewards for small goals being met
- Gift cards, buy coffee, take out to lunch
- Have larger rewards for quarterly goals being achieved
- Day off, $100 bonus, take out to dinner
- Have ASTONISHING rewards for yearly goals being met
- $500 dollar bonus, weekend getaways, shopping sprees
The important thing to remember when rewarding your staff is the reward goes along way. People love to feel special and be recognized. Make sure you know your employees and what will motivate them to succeed. In the end as an agency you will meet more goals and have a
Recap: Setting effective goals in your agency for 2012:
- Define your company goals as a team
- Get excited to tackle these goals together
- Get people to BUY IN to your goals
- Set SMART and achievable goals
- Create a place in your office to track your goals
- Meet monthly to show your progress
- Publically tell each employee where they stand
- Celebrate your achievements
Astonish Results experienced an awesome turn-out for this Webinar, and we hope to have even higher attendance in the future. All in all, we hope everyone who attended is motivated start the New Year out right by setting manageable and achievable goals for their agency!