One-Page Strategic Plan

Organization Name Schwartz & Associates, Inc.

Your Name

Date 9/20/2007

CORE VALUES OUR MISSION TARGETS (3-5 YRS.) GOALS (1 YR.)

(Should/Shouldn’t) (Why) (Where) (What)

Future Date 12/31/2011 Yr Ending 12/31/2007

Cultivate trusted relationships
Success will come Revenues $xxxxxxx Revenues $xM
Get the juices flowing Profit $xxxxxxx Profit $xxxk x%
Target 10 X 12 # Str Partners 7/producer
There’s only opportunity
# Intros 570
Consider it done Sandbox % Sales time 75%
Insurance solutions for mid-
Quick to smile Rev./Emp. $xxxxxxx
sized healthcare clients across
Building on a legacy the country

Actions Key Thrusts/Capabilities Key Initiatives

To Live Values, Purpose, BHAG 3 – 5 Year Priorities Annual Priorities
1 Post values on wall and S 1 xx community hospitals 1 Secure hospital producer
with digital photo frame S (headhunter if necessary)

2 Add value conversation M 2 xxx strategic partnerships 2 7 strategic partnerships per

daily/weekly/MOM and L (centers of influence) producer (str ptr expected
during workflow to deliver 10 intros/year)
3 Syringe picture to track M 3 Xx MM markets 3 Create MM marketing
10,000 (screen at MOM M template (new market)
and up on blackboard)
4 4 xx validated producers 4 Schwartz topgrading
process nailed

5 5 Sales growth through 5 Website/webinars

technology

Check boxes above after Smart Numbers

assigning accountability
% of key clients on WSTL
# of quality introductions
Y/N – “overly” satisfied

BHAG Brand Promise 1 or 2 Critical #s

10,000 physician clients as PRISM – a better experience 100% WSTL on Key accounts
the leading insurance resource Partnership – better outcomes Secure 570 total introductions
for the healthcare community Simplicity – the easy button (Sales – 345, Service – 225)
 Opportunities to exceed plan Threats to making plan
1 Hospital niche and related docs 1 Leaders leading versus…

2 Benefits cost frustrations 2 Effective teamwork and rhythm

3 MM growth (scalable; relationships) 3 Limited new producer pipeline

4 Buzz (PRISM; technology; marketing) 4

5 High value personal lines 5

ACTIONS (QTR) THEME (QTR/ANNUAL) YOUR ACCOUNTABILITY

(How) (Who/When)

Qtr. # Q4 – 12/31/2007 QDeadline 12/31/2007 Your Quarterly Priorities Due

New Revenue $xxxxxx Measurable Target/Critical # 1 Sales team – deliver 1 Key intro Every
Profit 1 Define “clean” data and clean Friday
# Str Partners 25 100% of Nov-Jan renewals
2 Secure 60 sales introductions 2 MS/ML/MM – interview firms 11/30
# Intros 220
by 10/11; se1ect by 10/18; set
% Sales time 75% Theme Name 2008 plan by 11/30
Rev./Emp. $xxxxxxx 3 Checklist of info to collect and 10/12
Gone Fishin’
method to collect set by 10/12

4
Rocks
Quarterly Priorities
1 Utilize collaborative sales process for Scoreboard Design 5
Top 20 Key account opportunities Describe and/or sketch your
design in this space.
2 Select partner firm and establish our Catch ‘em
2008 adv/marketing/PR strategy Clean ‘em
Eat ‘em
3 Take full advantage of our technology
investments – clean data for CRM

Prioritize your Rocks.

1 or 2 Critical #s Celebration/Reward
For Editable Word Document
100% “records” clean for Nov-Jan renewals Fish-eatin’ celebration
go to
15 project plans for Top 20 Key prospects www.gazelles.com
(intros: 1/wk*5 producers*12 wks = 60)