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Business Planning

Class #1
What does this year look like for you?
Formulating The Plan
• While you are formulating your business
plan, you should discuss it with a trusted
advisor, a mentor, or your broker. Ask
your advisor to give you additional
suggestions, insights, and opinions that
will help you craft your plan for success.
Entrepreneur
• As an entrepreneur, your ability to plan your
course of action, and your understanding of your
business, will directly affect your success.
• We will look at your business in new ways and
help determine the direction your business will
take.
• A plan is a roadmap, or a guide, to enable you to
achieve your goals and objectives.
• You have entered into an occupation that requires
specialized education, licensure, skill, and
knowledge that enable you to provide a service
that most individuals seek and require in our
complex economy.
Evaluation: Why Real Estate?
•
•
•
•

Procuring freedom
Making a difference
Educating and informing
Providing income
What a plan will do for you:
• Your plan must document your vision/mission,
set goals for your business, and develop a clear
picture about products you sell services you
provide.
• Your plan will give structure to perform daily
activities, market properties, find clients, and
generate sales.
• You will know how much you have to work to
build the level of income you seek and have a
clear understanding of what it takes, both of time
and in money, to achieve those objectives.
Analysis of my Business
•for the Year 20___
•Let’s take a look at what we’ve
accomplished in the past 12 months so we
can learn from
•the experience and decide what our
objectives are for the next twelve months.
Analysis of my Business
Business Plan
Business Plan
Business Plan
F
inancial Goals
Net Worth Goal Worksheet
Current Net Worth_ _______________________________ as of____________________ (date)

$___________Net worth (A-B)
Net Worth Goal Worksheet
Goal Net Worth___________________________________ as of____________________ (date)

$___________Net worth (A-B)

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Business planning class 2013, Coldwell Banker Plaza

  • 1. Company LOGO Business Planning Class #1 What does this year look like for you?
  • 2. Formulating The Plan • While you are formulating your business plan, you should discuss it with a trusted advisor, a mentor, or your broker. Ask your advisor to give you additional suggestions, insights, and opinions that will help you craft your plan for success.
  • 3. Entrepreneur • As an entrepreneur, your ability to plan your course of action, and your understanding of your business, will directly affect your success. • We will look at your business in new ways and help determine the direction your business will take. • A plan is a roadmap, or a guide, to enable you to achieve your goals and objectives. • You have entered into an occupation that requires specialized education, licensure, skill, and knowledge that enable you to provide a service that most individuals seek and require in our complex economy.
  • 4. Evaluation: Why Real Estate? • • • • Procuring freedom Making a difference Educating and informing Providing income
  • 5. What a plan will do for you: • Your plan must document your vision/mission, set goals for your business, and develop a clear picture about products you sell services you provide. • Your plan will give structure to perform daily activities, market properties, find clients, and generate sales. • You will know how much you have to work to build the level of income you seek and have a clear understanding of what it takes, both of time and in money, to achieve those objectives.
  • 6. Analysis of my Business •for the Year 20___ •Let’s take a look at what we’ve accomplished in the past 12 months so we can learn from •the experience and decide what our objectives are for the next twelve months.
  • 7. Analysis of my Business
  • 12. Net Worth Goal Worksheet Current Net Worth_ _______________________________ as of____________________ (date) $___________Net worth (A-B)
  • 13. Net Worth Goal Worksheet Goal Net Worth___________________________________ as of____________________ (date) $___________Net worth (A-B)

Notas do Editor

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