Annual Recap & Goal Setting

This guided mini course provides space for you to reflect on your past efforts, analyzing them for their effectiveness. What could you have done differently to create an even better outcome?

Spend time considering all the lessons you learned from the past year, writing them down for further clarity.

Using words and phrases, you’ll document your intended accomplishments for the year on a vision board. What will your mantra for the year be?

Strategize first with your production goals. How many buyer versus seller closings will you have? What will your sales volume and gross commission income look like? What tactics will you employ to achieve these goals?

Next you’ll get SMART about your self-improvement and professional goals for the year, including identifying what you need to learn, who’s help you’ll need and the tactics you’ll employ.

Then you’ll develop a roadmap for your first 90 days and every quarter subsequent so you can make adjustments along the way and stay on track.

Will you need a new CRM or designation? What new processes will you need to implement to accomplish your goals? Then take a moment to reflect on any mind shifts you’ll need to undertake.

You end with an in-depth SWOT Analysis for the upcoming year. What are your strengths and weaknesses? What opportunities and what threats lie ahead?