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Operations_Draft_v2[1] - Management and Operations Plan...

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Management and Operations Plan - Community State Farm Agency Licensing, zoning, and legal concerns As a State Farm independent contractor, the agent’s goal is to establish an office in area that can cover approximately a 25 mile radius. The location does not have to be in a heavy foot-traffic or be tied to an anchor location, but primarily in a commercial area with nearby residential locations. The agent or associated staff often visit customer’s homes and businesses so establishing a proper location is key. In terms of establishing the business, the agent is sponsored by State Farm but not directly controlled by them nor is the business a franchise. Detailed information can be found on that State Farm web site at http://www.statefarm.com/careers/ . In general, the agent is responsible for all expenses; however State Farm does provide support to help manage these expenses. A site selection analysis was performed and determined that the following property is a good candidate location for the agency. It is zoned in a “business use” commercial area (MU-B-2 zoning) of Englewood, Colorado ( http://www.ci.englewood.co.us/ ), which is a suburban location in the Denver area. This provides the advantage of proximity to downtown Denver (less than 10 miles) but at a much more affordable leasing cost. Following is specific information regarding the proposed location. Location: 5039 S Federal Blvd, Englewood, Colorado. Location Zoning Map 25 Mile Radius Map Proximity to Residential Areas Map Remodeled office (paint, carpet, etc.)
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1105 Square Feet AC, ample parking, easy access to major highways Waiting room area, receptionist area, 4 private offices, storage and bathroom Pros: Affordable lease ($875/month with the first month free). Forty percent of residents with .5 miles have an income of 50k or more, fifteen percent have an income of 100k or more. Cons: Building appearance leaves some to be desired. Licensed staff members will adhere to all licensing regulations per the Colorado Division of Insurance ( http://www.dora.state.co.us/insurance/ ). Licensing is required by each licensed member for each insurance product sold. Curriculum Vitae of Management Background information for Danielle Usher, CEO and agent of Community State Farm Agency, is presented below. SUMMARY OF QUALIFICATIONS Project Management skills Analytical Self Motivated Interpersonal Skills Accountable Team Oriented Proficient in Microsoft Office Organized and Professional EDUCATION September, 1998 – June, 2002 Peninsula High School Gig Harbor, WA High School Diploma Focused on business based courses for electives such as Marketing and Economics-Studied both Macro and Micro. November, 2002-February, 2006
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DeVry University Federal Way, WA Bachelors of Science in Business Administration, Concentration in Project Management Knowledge in Business Information Systems. Courses primarily focused upon Accounting, Project Management and Business principles September, 2006- October, 2010 Keller Grad School of DeVry Univ.
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