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Nov
14

Four Steps to Integrate Agent-Owner Business Plans

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bus plan 3

Note: Through November and December, I’m going to help you and your agents with your 2018 business plans. You’ll find free documents from my online business planning system for agents and ownersA�and an invitation to a complimentary webinar. Why not subscribe to my blogs and be sure not to miss a thing?

Yes, I know. Wea��re supposed to have our business plans all done and ready to goA�priorA�to the New Year. But, in addition, how do we make them realistic? How do we make them action road maps?

Note: Check out my free business planning webinar (see below) AND grab the free handout–my flowchart of the owner/manager planning process.

Four Steps to Integrate Your Plan with your Agents’ Plans

Have you thought about how your agent plans impact your office plan? Unfortunately, most planning systems treat these plans as separate. Actually, they need to be integrated. Why? Because the total of the agents’ plans goals are YOUR goals too!

Take these four steps to get that business plan finished and implemented with real action steps byA�January first.

  1. Meet with each of your agents and assure each has a plan.
  2. Capture the goals of each of your agents: listings, listings sold, and sales. Now, add a dash of realism. Ask yourself, a�?Based on what the agent accomplished last year, are his/her goals realistic for this year?a�? Then, make any adjustments you think need to be made.
  3. Add your agentsa�� adjusted goals in each of the three areas. Those sums are your office business plan objectives. Why? Because your agents are the ones who actually create the listings, listings sold, and sales.
  4. Decide, in each of the action areas below, the actions you will take to assure you reach the office goals, which are a summary of your agentsa�� goals.

The Six Action AreasBusiness Planning for the Owner overview

Create action plans in these six areas. Using these divisions, youa��ll assure that you cover all the bases.

  1. Recruiting and selection
  2. New agent productivity through training and coaching
  3. Higher production/retention for your experienced agents
  4. Marketing: Internal/external
  5. Personal/professional development
  6. Operations: financial planning/staff

For a flow chart of the leadership business plan in this blog, including these six action areas, excerpted fromA�Beyond the Basics of Business Planning,A�click here.

Plan_Act_CelebrateMore from Carla Cross on Business Planninga��free Webinar

Listen/look at the free webinarA�I’m doing Nov. 29 or Dec. 6 (you pick the best date for you and invite all your agents!). Click here for more information and registration.

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