Challenge/Opportunity
The Company made the strategic decision to develop and implement a long range planning process for its field offices. The key deliverable of this process is for all field managers to have completed and be effectively implementing 5-year plans and financial models for their offices by 2003.

Consulting Engagement
Provide a coaching and support regimen to enhance the delivery of planning tools and processes to the Executive Senior and Regional Vice Presidents. This requires a high level of understanding in business planning, performance management in a planning context, coaching to business plans, and experience in negotiation.

Consulting Process
Fleming Advisors International and Clearview Partners in association with The Covenant Group, develop and deliver a Performance Coaching Development Program designed to influence three critical factors:

- People: develop the individuals that can impact field management change most significantly.
- Process: grounded in both appropriate knowledge and skill development
- Linkage: offer a program that is transferable throughout the sales organization over time.

Results
A well-structured and effective coaching framework was installed. Feedback from the participants was extremely positive with regard to their learning and their growth in confidence. More importantly, feedback from field management who were exposed to the overall experience indicated that they found the process to be highly informative, well organized and supportive to their overall planning efforts.

 

 

Coaching for Business Growth

Challenge:
A mid-sized US life insurance company, recognized industry wide for its commitment to the agent/customer distribution relationship.

 

 

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