Do You Have An Org Chart?

November 15, 2021

Quick tip from Producers To Principals where we help agency owners stop acting like producers and start acting like the principals their agency desperately needs. Stop competing with your sales team and start leading them.

Tip - Have an organization chart! 

 

  • Why have one –
  • Helps you visualize all the current roles and future roles in your agency. 
  • Helps you know at a glance what everyone is responsible for
  • Helps you know how to hire
  • As the Principal it helps you know what all you are still responsible for and what you would like to delegate in the future
  • Tools to create one –
  • Microsoft Word
  • Microsoft PowerPoint
  • www.lucidchart.com
  • Departments to include at minimum. 
  • Accounting
  • HR
  • Sales
  • Service
  • Administration
  • Marketing

Remember, you are responsible for your agencies results. Will you take the time to strategize. An org chart will help you implement your strategy.

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