Real Estate Agent with eXp Realty of California, Inc. DRE#00998262


If your team hasn’t started already, now is the time to plan for 2022. It’s easy to become overwhelmed at the thought of business planning and never get around to it. To simplify the process, you’re going to establish the “why,” “what” and “how” behind business planning.


Identifying the main reason why you and your team members are in the business is the most important part of business planning. The “why” must be deeply meaningful and emotional for you. Without a burning desire, you will never push through the hard times and do the necessary work to achieve your goals. My best advice to find your “why” is to write down everything you want to accomplish in your life, both personally and in business. It could be to retire with a million in the bank or to raise happy, healthy kids or even sail around the world.


Next, have your team members set a timer for two minutes and pick only their top three goals. These will be the things that will drive you and inspire you when you are tired and discouraged. Then, set the timer for two more minutes and write down everything you need to do in the next 10 to 20 years to accomplish those three things. It might be to start a retirement account, spend more quality time with your family or take sailing lessons. Then do it again for five years, one year, one month, one week and finally, one day. What can you do today to move you toward your top three life priorities in 2022? This is how you and your team members establish your “what.”


Now you can get to work on building your “how.” Just like our life goals, we want to narrow down and focus on a few priorities over a 90-day timeframe. These are quarterly targets and are not so far out that we get distracted or discouraged. An example might be focusing on generating 10 more seller leads per month, hiring a new buyer’s agent or holding your first client event. Your personal goals can and should be a part of this too. For example, you might have a goal of working no more than 40 hours a week in 2022 or being home for dinner every night at six o’clock or even taking a vacation.


Now, look at those quarterly targets with monthly goals, weekly action items and daily activities. Create an ideal weekly schedule to keep you and your team structured and focused on the right priorities and meet each week to establish new action items to move you toward your monthly goals, quarterly targets and life goals.


By implementing a tool like the WSS My Perfect Week Scheduler, you can outline every day in your week to look exactly like you hope it should be—lunch breaks and all. When you plan out your year, month and week, you can allow yourself to stop and smell the roses and know that you are constantly moving toward your business goals for 2022.


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Comments (6)

Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Ann and thanks for a great blog to share with us here in the Rain.  It is so good.  Make it a great day!

Oct 28, 2021 10:01 AM
John Juarez
The Medford Real Estate Team - Fremont, CA

Our Team considers this to be the "1st Quarter of 2022" and we are laying plans for success. It makes sense to work hard now to get into escrows that will close early in the new year.

Oct 28, 2021 07:55 PM
Brian DeYoung
also affiliated with Berkshire Hathaway Home Services Heritage Realty - Ithaca, NY
The Realtor with personal investment background

Thank you, I always try to have my next year plan done as close to Nov. 1 as possible.

This is the first time I have ever printed out an active rain article.

Excellent advice.

Oct 29, 2021 04:54 AM
Paddy Deighan MBA JD PhD - Vail, CO
Paddy Deighan J.D. Ph.D

hard to imagine that 2022 is upon us..pumpkins and Christmas trees are a sign that we all need to plan for 2022 and beyond...thanks for the reminder!!!

Oct 29, 2021 10:49 AM
M.C. Dwyer
Melody Russell Team at eXp Realty of California, Inc. - Felton, CA
MC Dwyer-Santa Cruz Mountains Property Specialist

Thanks Ann Nguyen for a great article about goal setting.    The "Why" is so important to know, so we can remain passionate through ups and downs.   I think it will take me longer than 2 minutes to identify everything I need to do to accomplish my three top goals for the next 10 years though😄

Nov 05, 2021 07:59 AM
Kristin Johnston - REALTOR®
RE/MAX Platinum - Waukesha, WI
Giving Back With Each Home Sold!

Great information.  Thanks for sharing and make it a wonderful week!

Nov 08, 2021 06:42 AM