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2013 SMART Business Planning- Shaida Tafreshi Prospect Mortgage Loan Officer

By
Mortgage and Lending with RPM Mortgage

Shaida Tafreshi Prospect Mortgage Loan Officer


California Licensed NMLS #545194


Good Evening Realtors, Loan Officers, and Sales Professionals

Alike:


Have you put any thought.. or started to think about your 2013

Business Plan?


When we think of business planning, most of us either don’t want to

spend the time to think it through, don’t have set goals to work

around in the business planning, and ultimately shy away from the

task of creating a Business Plan. 


The main reason, if you ask me …is because most of us

OVERCOMPLICATE the plan!


I wanted to introduce all of you to a Streamline, Template for creating

your 2013 Business Plan (and every year after that)


This systematic Business Plan method is called the


S.M.A.R.T.Business Plan / S.M.A.R.T. Goal

Method.


S.M.A.R.T. is simply an acronym for the various types of goals we

need to consider in our business plan. 


First and foremost we need to ensure our plan is SPECIFIC.  Then  

upon creating goals for ourselves, we need to be mindful that these

goals are to be MEASUREABLE goals. 


Next we want to ensure that out goals are ATTAINABLE, and of    

course, RELEVANT to our business  model.  Lastly, that these goals

need to be TIME – BASED Goals. 


Lets briefly go over each component:


1.   SPECIFIC – an attainable goal should be focused, specific and well defined in its entirety. Focus your energy and mindset on keeping your eyes on the Goal and the Ultimate outcome… not the obstacles that arise along the way.


2.  MEASURABLE- Much like sports, we need a scoreboard in order to determine where the opposing teams stand in regards to their goal of winning.  It evalualtes how close they were to achieving their goal, where they failed, and what their strengths were.  This evaluation process is HUGE in learning from your past business experiences, and consequently flourishing your business.

3.   ATTAINABLE- Rather than setting a business plan for the next 5-10 years, set one for the next 6 months to a year.  Start your goal setting slow but steady.  You want to accomplish your goals at the end of it all… and each goal you accomplish, is another credit and feeling of satisfaction/victory for you.  So with that said, strategically set your goals to be attainable. We crawl before we walk, and we walk before we run.  Remember to follow the path to your goals via a steady and consistent process.  


4.  RELEVANT- You need to consider the environment and climate of your business, for your business plan… in whatever field you may be in.  This requires minor research and education on your business as a whole and the history of where your business was 10 years ago (operationally) vs. today.  How has the climate of your industry changed?  You need to be aware of what the current climate of your industry and business is, in order to create a relevant and suitable Business Plan for this upcoming year.  It's all about what is relevant to your business model TODAY, and how to leverage that to meet your goals.


5. TIME-BASED- you need to set dates to meet your goals.  You cannot just let everything get done by the end of the year. THAT is when procrastination comes into the picture. Have a time frame in mind for your goal accomplishments (even for the small goals)


Use these 5 components in your process of business planning    

for 2013, and you will likely come up with a clear, concise,

and achievable business plan for this upcoming year.  


As always, please share your thoughts and results on your

business planning endeavor.

Posted by

 

shaida tafreshi prospect mortgage

 

Shaida A. Tafreshi


Loan Officer - Mortgage Banker

 

Prospect Mortgage, LLC

15301 Ventura Boulevard Suite D300| Sherman Oaks | CA 91403

 

cell 818.917.0929 | e-fax 877.220.8026

NMLS ID #545194

 

Email: Shaida.Tafreshi@Prospectmtg.com

 

 

Click here to visit my website and apply on line:

 

www.ShaidaTafreshi.com

 

Equal Housing Lender. Prospect Mortgage, LLC, NMLS #3296. I am a licensed mortgage originator, NMLS# 545194, and am licensed to originate mortgage loans in the following state: CA. To learn more, visit my Prospect Mortgage website at:

www.ShaidaTafreshi.com

 

 

 

 

Show All Comments Sort:
Michael Blue
Home Smart Realty West - Encinitas, CA
REALTOR - 760-889-8877, Encinitas/Carlsbad
So pretty but hard to understand:)
Nov 17, 2012 12:13 PM
Shaida Tafreshi
RPM Mortgage - Los Angeles, CA
RPM Mortgage

which part? im glad to assist!

Nov 17, 2012 12:21 PM
EMILIA B COOPER, REALTOR® SFR.NCHSE.AHWD
LAROSA REALTY - Orlando, FL
Short Sales, Foreclosure & Bank Owned Real Estate

Shaida, thanks for sharing with us "SMART Business Planing" very interesting information!!

Nov 17, 2012 12:22 PM
Shaida Tafreshi
RPM Mortgage - Los Angeles, CA
RPM Mortgage

Emilia, you are very welcome.  Stay tuned for more helpful tips on business planning and maximizing your potential!

Nov 17, 2012 12:32 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Thanks Shaida, yes, I have been thinking a lot about my goals lately with some big plans for the next year. Thank for the SMART reminder!

Nov 17, 2012 12:41 PM