Case Study: Setting a Vision to Go Beyond the Plateau
The Situation
A growing Orange County (California) provider of voluntary employee insurance programs with branch offices in Chicago and close to 100 employees reached significant levels of operational sales success and had a great working environment.
The Obstacle
But they had a sticking point, which they referred to as their “million-dollar month,” and they needed to develop a way to achieve it with greater ease — without worrying about systems breaking down. They felt that the best way to accomplish this was a more compelling vision that would consistently help them hit this next level.
Our Approach
The Voisen Cooperative carried out a custom-designed strategic visioning workshop that helped them develop clarity about their initiatives. The workshop showed them how to bring their vision alive and allowed them to focus more on the initiatives and follow-through necessary to break through their financial goals.
The Results
The company told The Voisen Cooperative that the program more than exceeded their expectations, and allowed them to become focused and productive in a very short time.