CHAPTER 6

Leader’s Guide to Developing Strategic and Tactical Plans

Recently, a well-known financial and insurance institution we worked with rolled out its strategic plan for its intact sales and marketing teams across the country. Although the rollout was well orchestrated (there was actually a road show of sorts set up to deliver the organization’s mission and vision), reception for the document was lukewarm at best, and the plan’s actual implementation was practically impossible. Follow-through on the action plan, commitment to the long-term strategy, and a passion to be a part of leadership’s vision was met with shallow, ho-hum frontline ...

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