For the “I Don’t Have Time” Broker: Last Two Steps to a Great Business Plan
Are you a ‘don’t have time to plan’ broker? Having been a manager and regional manager for two decades (yes, I really am getting that old….), I know how difficult it is to sit down and slog through writing a business plan. So, I’ve been working hard for you to make it fast easy—but accurate as a blueprint for 2010.
The ‘Spring Ahead’ Approach to Get it Done
For my business planning webinar (see below), I created four steps to think through a business plan. What’s great about analyzing with these four steps is that you are making immediate decisions for your action plan for 2010. So, as you draw conclusions from your analysis, use a template to get those action plan ideas in place. You’re virtually done, then, with your plan.
Four Steps: Two Down, Two to Go
You’ve got cracking on those first two steps to business planning that I gave you in my October 29th blog. Now, let’s tackle the last two steps. Admittedly, you won’t have an in-depth plan with these steps, but, you will have thought through the most important aspects for you to get ready to tackle.
Step three: Evaluating YOU. Rate yourself in the various management areas: recruiting, selection, coaching, training, retention, staff management, etc.
Email me at Carla@carlacross.com and ask for my Management Evaluation—a detailed rating document to assess your strengths and your challenges (great, too, if you’re hiring or managing managers).
What have you mastered? What do you want to improve? This becomes your personal/professional training/coaching program for next year.
Step Four: What if: Complete this sentence :”If I did these three things next year, I would increase my productivity and profitability”:
Now, you have your ‘big rocks’ for your business plan for next year done.
Business plans: Active and Breathing, or Stuck on a Shelf?
You’re not making a business plan as a financial plan to get money from a bank. You’re not creating this wonderful, mushy visionary plan. You’re thinking about your specific situation, and then creating an action plan. You will actually put these actions into your monthly and weekly schedule, and act on them! This is the plan you will revisit at least monthly, to measure your actions and results against what you planned.
Make it an action plan and you will get into action.
For a comprehensive business planning system, with fill-in forms for each part of your plan, see The Business Planning System for the Owner, Manager, and Team Builder at www.carlacross.com.
P. S. Use this same approach with your agents. Provide them a format and template to analyze their last year’s business. That gives them the answers to the next year’s action plan (that spring ahead approach I mentioned).
(Forms for analyzing and planning available for agents, too. See The Business Planning System for the Real Estate Professional.
Want help with getting your agents to plan: Join me Dec. 8 when I do a webinar for NAR’s Learning Library: Not Your Grammy’s Business Plan.
Carla Cross, CRB, MA, is an international speaker on productivity and profitability through ‘people development’. Her book on business planning has been published internationally. A course writer and presenter for CRB on business planning, Cross’s business planning workshops, presentations, and resources provide customized systems for real estate professionals.




