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Make a plan...not a wish

By
Managing Real Estate Broker with Howard Hanna Real Estate Services

Well it's that time of year again...scary movies and stoking up the pantry with candy; and what comes along with cool weather and falling leaves?

Time to work on your business plan (screams of terror from off stage...)!

Why is this such a dreaded chore? Maybe we just don't understand it well enough. So many times I watched agents and managers go through this Autumn ritual with no real appreciation of what it could mean to an agents business.  This is the time we should examine the past for strengths and weaknesses, and look to the future with firm strategies to succeed.

This is a process, but too many times we short cut the process by just deciding what we would like next year to be.  We say things like "I'll increase my business by 10%" or "I want to do another million in volume" or even "I'll probably do the same next year" All of these are just wishes unless you have the strategies and plans to make them real. No matter if you define ‘plan' as a noun or a verb you have to more than just hope and wish for success, you have to decide what you want and devise a strategy to get there. Here are the basics steps in my business planning model. If you want more on this model just contact me and I'll send it to you.

•1)       Decide what went right and what went wrong last year. Where did your business come from?

•2)       Know what you need from your career. Define both your personal and business budget, and what other sources of income you have, so you'll know your actual ‘needs' not just what you want. Don't forget to budget for vacations and increased marketing expenses - you are succeeding now, remember?

•3)       Set your goals based on needs first, then wants second. Be sure to define your goals by units, sales volume and income.

•4)       Create a list of things you'd like to accomplish; financial and career goals.

•5)       Define the strategies to accomplish each goal.

•6)       DO IT.

This isn't anything new; I haven't created a planning model that will revolutionize the industry or anything. I've collected ideas over the years that worked for me, and tried to make them simple to understand.

Bottom line: Planning isn't wishing, it's preparing a strategy for success and then executing it...everyday. So go out and make it a great one, you deserve it!

Show All Comments Sort:
Winter Baserva
Seasons Realty Group of Atlanta Communities - Atlanta, GA
Realtor -Homes For Sale, Atlanta, GA

I would add one more thing...GET IT DOWN ON PAPER and then revisit it several times throughout the year. Thanks for the useful info.

Oct 13, 2008 04:20 AM
James Engel
Keller Williams Realty Beverly Hills - Beverly Hills, CA
KW Beverly Hills

Accountability is a key factor too, share your plan with your spouse or manager and have monthly meetings to see if you are on track

Oct 13, 2008 04:21 AM
Joan Whitebook
BHG The Masiello Group - Nashua, NH
Consumer Focused Real Estate Services

I think the most important part of this plan for me is DO IT~  It certainly is time to start and there is no better time than the present.  Thanks for the reminder.

Oct 13, 2008 04:38 AM
Heather Callahan
Keller Williams Realty - Dalton Gardens, ID

Make it a long term road map to sucess

Oct 15, 2008 02:39 PM
Jim Gainer
Howard Hanna Real Estate Services - Hershey, PA

Thanks Winter and James,

You are so Right! Get it on paper and get someone to hold you accountable. A good time to sell coaching services...If you don't have one ask me how you can get one.

Oct 16, 2008 08:49 AM
Jim Gainer
Howard Hanna Real Estate Services - Hershey, PA

Thanks for visiting and adding a great point Joan.

I use several different versions of monthly, weekly, and even daily planning tools for my agents to create DO IT plans.  This way they kn ow what they should be doing each day, and if they are on track for thier goals and strategise on a weekly and monthly basis.

Oct 16, 2008 08:52 AM
Jim Gainer
Howard Hanna Real Estate Services - Hershey, PA

Hi Heather, thanks for your wonderful comment.

The business plan that you use for your annual goals planning can and should be an extension of your career and professional long-term plan.

For example: you want to increase your business 20% each year, you want to complete CRS or GRI within 5 years, you want to test for the Brokers exam within 3 years...etc.

Oct 16, 2008 08:56 AM
Ryan Shaughnessy
PREA Signature Realty - www.preasignaturerealty.com - Saint Louis, MO
Broker/Attorney - Your Lafayette Square Real Estate Partner

Excellent suggestions.  It's like a sports team.  You can have the talent.  You can have the will to win.  But, if you don't have a game plan, you may not win. 

Oct 16, 2008 06:14 PM
Jim Gainer
Howard Hanna Real Estate Services - Hershey, PA

Yes, excellent analogy Ryan.

Every team has a play book, and a plan to run this play, then that play, then the next one...all the way to the goal line.

Our playbook has things like Open Houses, neighborhood farming, sphere prospecting, and such and we decide which one to run and when.  If we have developed that action strategy in advance, we are better able to stay focused on the productive activities each day.

Oct 17, 2008 01:00 AM
Jon Wnoroski
America's 1st Choice RH Realty Co., Inc. - Green, OH
Summit County Realtor

I agree.. it's important to put your goals on paper and then outline a plan to reach them.  Review on a daily basis and adjust as needed.

Oct 17, 2008 01:02 AM
Norma J. Elkins
Elite Realty Group - Morristown, TN
Realtor - Elkins Home Selling Team

Great post - thanks for sharing!

Oct 20, 2008 11:53 PM