Scenario Instructions

MortgageFirst has decided to move forward with 'Strategy #1':

To increase the number of new leads as well as to target a population between 19-55 years of age. Specifically targeting renters holding at least $30,000 in Genuine Savings (determined to be 55% within that age bracket). This includes a campaign to encourage renters to take advantage of a free & personalized assessment aimed to compare their current financial situation as tenants, to a potential owner-occupied financial situation (rent versus mortgage).

You are to use your findings from the previous activities in this case study to develop an implementation plan in consultation with a company team member of your choice.

The implementation plan must follow the SMEAC method and highlight the Situation, Mission, Execution, Administration & logistics and Command & communications.

You are to determine the indicator(s) of success to be used in order to ascertain if the strategy achieves its expected outcome, as well as who will be in charge of monitoring the implementation, including any required adjustments if necessary.

While you are free to generate names and task holders, you must respect the company's structure and include each of the 5 mortgage brokers, the office manager and the 5 mortgage processors into the plan.

You will be graded based on the following criteria:

Question Number	Assessor Checklist Video recording of the call conversation	Assessor Observation
(S) Satisfactory (NS) Not Satisfactory
1.	Develop an implementation plan using SMEAC
2.	determine the indicator(s) of success to be used
3.	determine the person in charge of monitoring/deciding on adjustments to be made
4.	Include all of the 11 team members in the plan
5.	Participates in verbal exchanges using active listening and questioning techniques to elicit information and confirm understanding
6.	Presents information structuring tone, pace and content in line with the audience and purpose