Liberty National High level implementation plan

1. Liberty NationalHigh level implementation plan 2011 2012 Jan Dec Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec 2013 Align on team structure and assign, transition team members Upfront program management activities 1 Develop detailed communications strategy Consistent on-going communications with tailored messaging to specific stakeholder needs and risks 2 Layout clear outline of go-to-market approach Develop GTM approach Outline implications of GTM approach going forward 3 Develop strategy to manage branch footprint Build high-level strategy for branch footprint Layout process to open a new branch Layout process to handle closure of an existing branch 4 Develop systematized sales process Develop a standard sales playbook Test playbook at 1-2 branches Refine playbook Standardize recruiting process 5 Develop standard candidate outreach process Refine current interview process Periodic check of progress against other strategic options Test overall recruiting process at 1-2 branches Refine process 6 Develop consistent training schedule for new hires Outline schedule of classroom and field training activities for new hires Test training schedule at 1-2 branches Refine training schedule 7 Align incentives & structure w/ growth goal Develop systematic process to periodically evaluate / improve comp structure Add sales development agent layer to branch organization 8 Pilot holistic initiatives at 3-5 branches Implement holistic turnaround plan Roll-out and monitor holistic initiatives across all branches Team structure and members identified Std processes developed Initiatives refined and ready for pilot Begin roll-out to all branches