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Archive for free business planning

Use these questions to counsel your agents and inspire them to create plans that will work for them.

At the end of each year, I dedicate these blogs to all my real estate friends who are doing business plans. 

Don’t Start at the End of the Planning Process!

Managers: You’ve heard it over and over. “What actions should I put in my business plan for next year?” “What should I do?” “Give me what to do so I’ll do everything right next year.” Unfortunately, that’s doing your business plan backwards. It’s like starting at the end of a piece of music and playing it to the beginning.

What You CAN ‘Copy’ for a Great Business Plan every Time

Another thing you may have heard from agents: “Give me a business plan.” or “I want to use _______’s plan.” That’s another big mistake. It’s your business and it needs to be your plan.  However, what you can copy is the process for a great plan. In fact, Dwight D. Eisenhower (former US President), said, “The planning is everything. The plan is nothing.” What he meant was that it’s the thought process that’s important. So, use a planning process that takes you and your agents through the necessary steps. (See Beyond the Basics of Business Planning, for an online business planning system based on the strategic planning process).

10 Questions to Ask Your Agents so They Can Create the Right Action Plan for Them

Recently, I did a business planning webinar for an association. I provided attendees with 10 questions to ask themselves. The answers to these questions provide the guidance needed to create that effective, individualized business plan. Here are those questions for you to use as you create your plan. 

Counseling your Agents with these Questions will Motivate Them

What percent of your agents do you expect to have good business plans for this next year? Using these 10 questions with each of your agents in a coaching session will motivate them to create plans that work. Let me know your results!

Strategic-Business-Planning-10-Questions-to-Ask

Want Some Support to Get Your Agents Business Plans?

Contact me to find out how I can educate your agents on business planning and support and coach you as a leader. Give me a call at 425.392-6914 or email me at carla@carlacross.com. I can do a webinar series for you, supply you will all the planning documents, and help your leadership coach your agents–at a very affordable cost with big pay-off for you.

head in the sand a salespersonDo your agents have their business plans for this year? Have you been avoiding the issue, hoping they would do it on their own? Not going to happen…..What’s YOUR plan to get them business plans?

What Doesn’t Work

It doesn’t work to hand them those planning documents and tell them to get them done. It’s useless. You need to teach them the process, be involved in the process, and coach them through the process. Then, you’ll motivate them to complete those plans. Also, when you treat this as important, they will respond.

What Does Work

Here are 3 ways to get your agents to do business plans:

1. Get the best planning ‘templates’ you can find, so your agents have a good planning process to follow

2. Do a class on business planning, using a proven step-wise process, along with the planning templates you’re going to use (In my online business planning system, Beyond the Basics of Business Planning, I have 2 webinars for your agents to take them right through the process, along with the documents. I also have provided you the outline for a class, if you’d like to teach it. You can use my agent webinars in your class, too).

3. Sit down with each agent and help that agent flesh out the plan. It may take more than 1 meeting. Are you willing to commit?

Level of Support

If you’re willing to provide that level of support, you will have much a better chance of getting business plans for each of your agents.

Question: Did YOU create a business plan for your office? It’s not too late to get that done, too. Then you’ll know exactly how to make a plan. (See my online program, Beyond the Basics of Business Planning, for the documents and guidance you need to create a great office plan.)

Man-Walking-Up-Stairs-to-GlobeWant Some Support to Get Your Agents Business Plans?

Why not contact me to find out how I can educate your agents on business planning and support and coach you as a leader. Give me a call at 425.392-6914 or email me at carla@carlacross.com. I can do a webinar series for you, supply you will all the planning documents, and help your leadership coach your agents–at a very affordable cost with big pay-off for you.

You are going to do a business plan for 2021. Great! But, don’t start creating your action plan until you’ve answered the 10 questions below.

Business planning! Don’t start that action plan yet. Answer the 10 questions below and you’ll know exactly what to put in your plan for 2021.

Throughout November and December, I’m focusing my blogs on #business planning, so you have plenty of information to create a great plan. Look for #business planning checklists, processes, samples, and systems--ready to use, too.

Big Mistake in Business Planning: Launching Right Into your Action Plan

The most common question I get when I’m teaching business planning is, “What should I do next year?” or “What should I put in my action plan?”

That’s like starting at the end of a piece of music and working backwards (I’m a musician….). 

Managers: Coach to These 10 Questions to Help Your Agents Create Great Plans

In future blogs, we’ll investigate parts of the business planning process that must precede creating the action plan. Now, let’s look at the 10 questions we must answer from our businesses this past year so we can choose the right actions for 2021.

 

You can use this with your agents. Grab the document here. 

 

Getting serious about business planning? I can help. 

Beyond the Basics of Business Planning, my unique online program, will show you exactly how to construct a strategic plan that will work for you for 2021.

Agents: 14 documents and 2 webinars walk you right through the planning process

$149

Leadership: All agent documents and webinars, plus leadership documents and 3 webinars to help you convince your agents to plan and involve them in the planning process

$249

Purchase here and create an awesome strategic business plan for 2021.  

Bonus: Free Business Plan Coaching

Purchase by Nov. 23 and Carla will provide coaching to your business plan in a small group; 3 Zoom sessions to help you finish that plan–one per week, starting on Nov. 23. She’ll answer questions, and explore new ideas. This is a $500 value, FREE to you when you invest in Carla’s strategic business planning system now.