Finance 2

PERSONAL INSURANCE FINANCE

Business Planning Process Survey

Please take a few moments to answer this short survey regarding the Personal Insurance business planning process. Your answers will be treated confidentially and we will utilize your feedback to identify areas of opportunity to improve our planning process.

Business plan meetings are the appropriate length of time.

Agree

Disagree (please explain):

We have the appropriate attendees represented at the business plan meetings and they add value to the discussion.

Yes, the right people attend.

No, we include too many attendees.

No, we should include a different representation of attendees (please identify who):

Expectations around the business plan deliverables are clear.

Agree

Disagree (please tell us why):

* What worked well during the business planning process?

* What are some areas of opportunity with the business planning process?