SMART Business Planning: Turning Ideas into Action

Your business plan is critical to your success as a REALTORⓇ. Often, creating a business plan is not prioritized in the way it should be. One reason it can be pushed to the side is because creating a comprehensive plan is no easy feat. Basic business plan templates, like the ones that are found online, are one size fits all, not tailored to you and your business specifically.

A true business plan requires intention and time. It starts with asking yourself questions about who you are as a person and your life goals. From there, you can generate the activities that help you fulfill those things.

Remember, an aimless practice of any business will lead to mediocre success and rely on pure luck too much. SMART Real Estate Consulting focuses on Specific goals and Measurable activities to reach them. We recognize Accountability as a crucial part of your plan to motivate and challenge you. We also believe your business plan should be Relevant to what matters most to you with achievable Timelines for growth.

If you’re ready to find a SMART plan, our Business Planning Course might be for you. This two-day workshop helps agents and brokerages in all stages overcome the common hurdle of business planning. This comprehensive course includes training, planning, and a six-month execution component, aimed at closing the gap between ideas, planning, and successful execution.

Day one is all about training. The training day will prepare participants for planning. Before putting a business plan on paper, it’s important to take a step back and think through the following:

  1. SMART Goal Setting 

  2. Leading vs. Lagging Goals 

  3. Do’s and Don'ts of All Things Digital

  4. Investing in Growth - scaling, managing time, and growing an aligned business 

  5. Bridging the gap between planning and execution

The second day will focus on planning, using the information from training to dig deeper into your business plan. The planning day includes:

  1. Discovering your ‘why’ 

  2. SWOT Analysis 

  3. SMART Growth Assessment 

  4. SMART Growth Plan 

These two days are sure to leave you with fresh motivation for your business. However, we know the struggle of leaving training excited and motivated, only to return to the hustle and bustle of their business and struggle to implement what they've learned. SMART recognized this common challenge and decided to address it. Our solution: the SMART Dashboard.

Participants will gain exclusive access to the online SMART Dashboard, which offers a range of resources and a habit tracking tool. This dashboard supports their execution phase for the following six months. Additionally, they will receive monthly invitations to virtual group coaching and training sessions.

The SMART Dashboard simplifies accountability and provides a structured approach to executing your new business plan. The monthly coaching sessions, resource hub and habit tracker set you up for long term success.

The SMART Business Planning Course offers a transformative journey for agents and brokerages, helping you transition from mere ideas and plans to tangible, actionable results. By focusing on the SMART principles and providing a structured approach to executions, you can turn their business aspirations into reality. SMART has a wide variety of services in addition to business planning. If you’re ready to take the next step in your business, schedule a call with Ivey today.

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Achieving Work-Life Harmony: How S.M.A.R.T. Goals Can Elevate your Life 

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