In December, I’m doing business planning in this blog and my blog for agents, Up and Running in 30 Days. Check back for free processes, checklists, and guidance.

Do you haveA�systems needs built into your business plan?

I am just finishing the 4th edition of Up and Running in 30 Days, the new agent’s business start-up plan. I wanted to update it with theA�systems and technologyA�I thought the new agent needed. After spending many hours researching and talking to tech ‘gurus’ and thinking through the systems agents need in their first month, my head is spinning! I know you have the same concerns as a broker. So, you need aA�systems plan in your business plan, just as I put a technology and social media planner in my8 4th edition of Up and Running in 30 Days (4th edition will be out about April).

People Systems are as Important as Software Systems

One of the mistakes we brokers make is to think all our problems will be solved if we just get everything ‘automated’ with technology. Well, let meA�tell you, it’s hard to automate people! Yet, we needA� people systems so we can be sure no one falls through the cracks. We need to assess our systems to assure each agent, at each stage of his/her development, is worked with. Otherwise, we fail toA�meet our segmented agents’ needs.

For example: We may have wonderful seasoned agent training. But, we hire new agents with no orientation and no detailed, high accountability training and coaching. So, we have a huge failure rate with our new agents. Sound familiar?

Click here to get your copy of my systems survey and planner.A�

Use the planner to access your needs and then create an action plan for those needs in your 2012 business plan. Now, you’re on your way to saving time, money, and having systems you can delegate to free up your time.

 

New Business Planning Program for Managers

Do you find it difficult to get your agents to plan? Do you put off doing your office plan? Here’s your solution. This all-new program does several things for you:

2 webinars teach your agents how to plan using Carla’s strategic planning system

14 planning documents are included to guide your agents right through the planning process

3 webinars for you:

1. How to Create a Great Office Plan

Included: 22 office planning documents to make it easy for you to stay on track and create a great plan

2. How to Convince your Agents to Plan

3. How to Integrate your Office and Agents’ Plans

Also: Hundreds of dollars of bonuses included. See more at Come See 2012: Beyond the Basics of Business Planning. Why not build a great office plan and get every agent a real strategic plan–one that’s inspirational all year?