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Business Planning for the Owner, Manager, and Team Builder
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Business Planning for the Owner, Manager, and Team Builder
Part Number: 10
Price: $99.95
Status: Available
Weight: 5 lb, 0 oz
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Plan for Profits with Confidence

It’s estimated only 5% of those in real estate leadership have a plan. So, creating your plan immediately puts you ahead of 95% of your competition. But, this isn’t just a ‘fill in the blanks’ product. Instead, Carla Cross, CRB, MA, has created a planning system which gives you the information of a 3-day seminar—while providing the forms you need to make creating your plan easy and enjoyable. You’re getting the advice, the system, and the forms—all in one resource.

The Credibility Behind This Planning System

Carla Cross, CRB, MA, created this planning system first by ‘tweaking’ it as she managed two real estate offices from ‘in the red’ to six figure profits. Then, she refined it from over two decades of work with owners like you. Finally, she taught strategic planning as a master level faculty member for the Council of Real Estate Brokerage Managers (CRB). In fact, it is the only planning system quality tested and endorsed by CRB.

Resource Features

The Advice, the System, the Forms
In 188 pages, you’ll get a complete tutorial on how to plan for profits, and 36 bonus suggestions on creative methods to hire, train, and coach agents to higher production. You’ll also get 43 planning pages, including 18 on your document CD.

New expanded 2nd edition also includes:

• 7 examples of vision and mission statements
• 15 methods to analyze what’s really going on in your business
• 11 pages of marketing ideas and analysis, to help you in one of the most challenging areas for most brokers
• 36 suggestions on how to make more money, including 8 specific strategies you can implement tomorrow to create a better team, a better management style, and more productivity

Also included:

• Change Leadership questionnaire
• Vision worksheet
• Financial budgeting worksheet
• External marketing review
• Analyzing your competition review
• Analyzing your office review
• Analyzing your company review
• Analyzing your staff needs
• Gathering your office statistics worksheet
• Quartile your agents analysis
• Career life cycle analysis
• Strengths/challenges analysis
• Manager’s time analysis
• Systems and packaging analysis
• Training program analysis
• Office structure analysis
• Mission worksheet
• Objectives worksheet
• Monthly goals and actuals timeline
• The Recruiter Planner—example plan and 5-step worksheets
• Action plan for ‘people development’
• Worksheet for new agent training
• Worksheet for new agent coaching
• Information systems worksheet
• Production/retention worksheet
• Termination process/standards worksheet
• Motivation worksheet
• Training for experienced agents worksheet
• Systems worksheet
• Teamwork/loyalty worksheet
• Marketing plan flow chart
• Institutional marketing goals and action plan worksheet
• Merchandise marketing goals and action plan worksheet
• Comparison analysis: return on investment
• Tracking your media sources of business
• Your best sources of business tracking sheet
• Cost per medium tracking
• Campaign evaluation worksheet
• Operations action plan worksheet
• Professional/personal development worksheet
• Systems/mechanical worksheet
• Overall plan and budget worksheet
• 20 point planning checklist
• 18-point checklist: Mistakes to avoid
• 3-month business plan review worksheet

Carla, if anyone is looking to build an office from scratch or is looking to turn around a struggling office, all they need to do is become a student of Carla Cross and their success begins the moment they open up the first product! They are of high quality, well thought out, written by a successful person who has "done it", and best of all they work! David Lindahl, CRB, Broker/Owner, P.H.P. Realty
Thank you so much for your willingness to produce such excellent materials and always being so kind to help me when I've had questions. I purchased lots of your things and can say we are much more successful as a result of it. Blessings! Jo Crowe, Appalachian Land Company, Murphy, NC