Agency Assessment - Month 3 Develop - Agency 2.0 Planning

Here are the items you should consider to plan your Agency 2.0 Launch party!

HubSpot Video

Who should plan the Agency 2.0 Launch Party?

Every agency is different. The executive team should be involved in all aspects.

What is the Agency 2.0 Launch Party?

This is the day when we announce the Agency 2.0 plan to the entire team. This day is a big deal. It's the start of your 10-year vision and taking the steps to get there. 

It should be at least partially off site and the agency should be closed for a few hours for the meeting. This meeting should be motivational and exciting for everyone (See below for an outline of what to plan for and an agenda for the day).

When is the Agency 2.0 Launch Party?

Approximately two months after the assessment. Following the conclusion of the assessment, the date will be chosen. 

Why is this date important?

This is the day you are going to stand in front of your team and announce your vision. We will clarify everything for the team and begin the process of getting the team aligned and focused on the next phase of the agency. 


Agency 2.0 Planning Checklist

  • Location
  • Date
  • Time
  • Invitations
  • Theme
  • Decorations
  • Food
  • Giveaways
  • Swag
  • Message to the team


Agency 2.0 Agenda

  • Share with the team the ideal agency structure (team leads, etc.)
  • Agency metrics and dashboards
  • 2022 Incentive Plan
  • Agency Standards
  • Issue Tracker
  • Values
  • Plan to work on processes and procedures (every team selects one every two months to review and execute, APP has templates).