New Year, New Goals!2 min read

As we enter a new year, think about how to set your agency up for success. Goals are the concrete aim of an organization and the end results or achievements toward which all efforts are directed. Well-defined goals have five SMART characteristics.

Goals must be:






Plot Your Agency’s Direction

Goals create synergy among employees and provide a sense of purpose. They serve as points of orientation for and should reflect the questions asked at the beginning of successful planning processes. There are several considerations that contribute to establishing an agency’s goals including market niches and territory, agency productivity, and financial management.

To set goals, an agency should look for best practices to implement based upon findings from situational analyses in the agency planning process. It should also brainstorm and evaluate potential solutions and ask whether solutions are relevant to the agency and fit the agency’s resources.

The 2 Goal Planning Stages

The planning of goals is accomplished in two stages: long-range and short-range.

Long-range Planning:
  • occurs over three to five years;
  • establishes purpose, continuity, and direction;
  • focuses on broad goals that will remain relevant years later; and
  • provides a broad picture of where an agency is headed.
Short-range Planning:
  • usually extends over a 12-month period;
  • is more specific than long-range planning and provides details that fit within the framework of the long-term plan; and
  • involves the production of detailed action plans that organize and prioritize action steps, communicate roles and responsibilities, offer guidelines, and provide an agency’s daily/weekly/monthly action agendas.

Set Your Goals in Action

Obviously, the more time agency staff spend planning, the more likely they will achieve their goals. However, planning does not equal doing. Now that you have outlined your goals, it’s time to consider how to execute them.

Each goal requires its own action plan. Before creating an action plan, your agency should:

  • Try to predict potential problems
  • Imagine solutions for those problems
  • Consider the impact on agency staff and culture
  • Recognize capacity limitations, such as time and workloads

Download the Action Plan Template

Want to take your action plan further? Make a resolution to learn how to communicate, implement, and evaluate your plan’s success with our Agency Management course.

6 thoughts on “New Year, New Goals!2 min read

  1. I’m interested in downloading the Action Plan Template now. I am not ready to sign up for any courses at this time.

  2. Thank you Linda for your request. Per our email conversation we will send you the recommended Learning Paths for both the Commercial and Personal Lines CIC programs. If anyone would like to download a Learning Path just fill out the form at

  3. Can you send me the link for the action plan?

    1. The National Alliance for Insurance Education & Research

      Absolutely, Darrin! We’ll be emailing you a link asap.
      Thank you for your interest!

  4. I would like the link for the action plan as well. Thanks.

    1. The National Alliance for Insurance Education & Research

      Absolutely, Karla! We’ll be emailing you a link asap.
      Thank you for your interest and for being a CIC!

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