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Ambassador
3,345,091
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

My business plan is so highly customized to me and my local market ... it would not help you, or anyone else.  I do not have a template for generic use. If I did, I would share it. I'm betting that someone, at least one person here in the Rain, has a template they will share with you.

Dec 06, 2016 12:34 PM
Rainmaker
4,883,260
Richard Weeks
Dallas, TX
REALTOR®, Broker

I have an Excel file that you simply plug in some numbers.  I have shared it with many people and will send a copy to anyone who wants it.

My email is richardweeksrealtor@gmail.com

Dec 06, 2016 12:37 PM
Rainmaker
634,482
Kathleen Luiten
Resort and Second-Home Specialist - Princeville, HI
Kauai Luxury Ocean Home Sales

Annette Lawrence , Palm Harbor, FL 727-420-4041's is a simple version. I add a 6 month goal, then 1 and 3 and 5 year plan. Revisit at least quarterly and adjust. 

Dec 06, 2016 01:23 PM
Rainmaker
921,504
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Sure. I included this ONE Page Business Plan in my book.

This One Page leads the agent into getting a clue, something like a goal based on the resources, assets and description they prepared. then with consultation can create the implementation plan.

Dec 06, 2016 01:15 PM
Rainmaker
4,936,716
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I have a tom ferry plan, you can receive it from his web site

 

Dec 06, 2016 12:34 PM
Ambassador
3,727,873
Patricia Kennedy
RLAH@Properties - Washington, DC
Home in the Capital

A business plan is highly personal, and it's tailored to a specific market and business model.  Mine is a combined business and life plan, including business, personal and health goals that I have.  I also focus on both results goals and activity goale. And I have a wonderful accountability partner at the office.

Dec 06, 2016 01:55 PM
Rainmaker
3,416,038
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

I would need an xray as it is in my end. No formal plan this year, just to keep doing what im doing that has been working so well. 

Dec 06, 2016 01:29 PM
Rainmaker
1,844,301
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

Yes & no.

Dec 06, 2016 01:02 PM
Rainmaker
1,711,988
Beth Atalay
Cam Realty and Property Management - Clermont, FL
Cam Realty of Clermont FL

Mine is something I've created for me, it captures business, personal, health, family. One, three and five year plan, then broken down to monthly and daily. 

Dec 06, 2016 04:06 PM
Rainmaker
4,572,439
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

A daily plan that is part of the larger picture:  Just Do It!

Dec 06, 2016 01:58 PM
Rainmaker
5,104,931
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Ginger, are you talking about a template for a business plan? If you google it, lots of options will pop up.

Dec 06, 2016 01:45 PM
Rainmaker
7,836,431
Roy Kelley
Retired - Gaithersburg, MD

No more business plans for me and that is not a good situation.

Dec 06, 2016 12:24 PM
Rainmaker
5,868,565
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I have it on a calendar, and is focused on my business model.

Dec 08, 2016 03:45 PM
Rainmaker
1,726,096
Sandy Padula & Norm Padula, JD, GRI
HomeSmart Realty West & Florida Realty Investments - , CA
Presence, Persistence & Perseverance

As  Kathleen Daniels stated, however we will not share it as it is confidential in nature.

Dec 07, 2016 06:45 AM
Rainmaker
989,652
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

Not really, I had one when I first started but now it's turned into notes.  I do have an excel spreadsheet I use to track my closings etc.

Dec 07, 2016 06:16 AM
Rainmaker
1,617,916
Harry F. D'Elia III
WEDO Real Estate and Beyond, LLC - Phoenix, AZ
Investor , Mentor, GRI, Radio, CIPS, REOs, ABR

work in process

Dec 07, 2016 04:25 AM
Rainmaker
2,817,671
Debbie Gartner
The Flooring Girl - White Plains, NY
The Flooring Girl & Blog Stylist -Dynamo Marketers

You may find this article I wrote helpful:  How to build a successful marketing plan.

Dec 06, 2016 10:56 PM
Rainmaker
1,157,785
FN LN
Toronto, ON

I don't create sketches of business plans since sketches are not useful to me.

Dec 06, 2016 10:49 PM
Rainmaker
4,272,548
Paul S. Henderson, REALTOR®, CRS
Fathom Realty Washington LLC - Tacoma, WA
South Puget Sound Washington Agent/Broker!

 I don't share such things until next ....

Dec 06, 2016 09:01 PM
Ambassador
6,393,609
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Lots of great plan templates on the web.  The tough part is choosing which to use.

Dec 06, 2016 08:57 PM
Rainmaker
3,988,007
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Mine is so simple with short, mid and long term goals both business and personal.

Dec 06, 2016 08:42 PM
Rainer
97,816
Carol Wilson
Your $imple Home - Toronto, ON

When I was creating my plan, my local public library had a wealth of plans.  I chose one that had a very simple approach, and preparing it provided a lot of value and grounding for me.

Dec 06, 2016 08:17 PM
Rainmaker
969,888
Frank Rubi
Frank Rubi Real Estate, LLC - Metairie, LA
FrankRubiRealEstate.com

my suggestion is to keep it simple and execute to meet your goals. 

Dec 06, 2016 07:17 PM
Rainmaker
2,363,302
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

I do but I am still working on it - trying to identify the sources of business that I want to target 

Dec 06, 2016 06:06 PM
Ambassador
5,230,130
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC
The RIGHT CHARLOTTE REALTOR!

Ginger Harper - I have a personal plan as others have mentioned but, do know that you can find a basic plan online.  Check out ZanMonroe.com - he has a business plan there that you can make your own.  Good luck!

Dec 06, 2016 05:38 PM
Ambassador
2,684,109
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

     My personal goals, in a daytimer and on a whiteboard.  It's personal, so with respect, I won't post it.

Dec 06, 2016 05:24 PM
Rainmaker
864,658
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

I believe a business plan should be tailored to your personal goals and needs. Start by stating an annual goal such as number of transactions and income. Then detailed it to monthly tasks and daily goals.

The key is ACTION.

Dec 06, 2016 04:32 PM
Rainmaker
1,502,998
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Sorry, no plan/sketch in existence.

Dec 06, 2016 04:11 PM
Rainmaker
4,434,127
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Patricia has a good answer.

Dec 06, 2016 03:08 PM
Rainmaker
3,986,258
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

Same as last year.   Call a lot of people and talke to eveyone I meet

Dec 06, 2016 03:03 PM
Rainmaker
5,583,278
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I have a business plan, but my plan is for marketing those to whom I refer business.... my plan would not help anyone....

Dec 06, 2016 02:05 PM