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2019 Business Plan Development Session 2 Annual Goal Planning 1 2 3 4 5 Hosted by: Jack Markham Todays Agenda Why Should You Plan Annual Goals? How to Set and Plan for Annual Goals Annual Goal Planning Examples


  1. 2019 Business Plan Development Session 2 – Annual Goal Planning 1 2 3 4 5 Hosted by: Jack Markham

  2. Today’s Agenda • Why Should You Plan Annual Goals? • How to Set and Plan for Annual Goals • Annual Goal Planning Examples • Open Questions Jack Markham General Manager & Site Director, Z57 Email: Jack.Markham@Z57.com Facebook: http://www.facebook.com/markham18 Twitter: @Markham18 LinkedIn: http://www.linkedin.com/in/jackmarkham

  3. Academy Tab in Property Pulse ➢ Direct link into the Academy Library • Recordings • Tools • Downloads

  4. https://support.Z57.com

  5. Gifts for Attending ➢ Attend each live session for a chance to win $50 gift card • Drawing is done live at the end of each session • Always one winner and must be in attendance to win ➢ Attend at least 3 out of the 5 sessions and receive upgrades • Up to 15 New Slider Images for your website • ALL agents that attend at least 3 sessions will be rewarded! ➢ 2 GRAND PRIZE Winners! All customers who attend at least 3 out of the 5 sessions of Series 2 will be entered to win a FREE MONTH OF SERVICE!

  6. How to Set and Plan for Annual Goals

  7. Why Should You Plan Annual Goals? A. Benefits A. They give you focus B. Allows you to measure progress C. Overcome procrastination D. They give you motivation E. Prioritize tasks

  8. How to Set and Plan for Annual Goals

  9. Set S.M.A.R.T. Goals A. Definition Are s pecific, m easurable, a chievable, r esults-focused, and t ime- bound goals, S.M.A.R.T. goals are specific and clearly defined. Each year, you should write down your S.M.A.R.T. goals to help you keep focused on your target. B. Questions to consider • Specific 1. What goal will be accomplished? 2. How will it be accomplished? • Measurable 1. How will you measure your results? 2. What programs will use to track data?

  10. Set S.M.A.R.T. Goals • Achievable 1. Is it possible? 2. Have others accomplished it? 3. Can you perform the tasks to complete the goal? • Results-focused 1. Why are you accomplishing this goal? 2. What is the result of the goal? • Time-bound 1. What is the deadline? 2. Does it create a sense of urgency? 3. Is it too far way?

  11. Annual Goal Planning Examples

  12. Set S.M.A.R.T. Goals A. Example 1. Goal (not good): Increase lead generation 2. Goal (better): Increase online lead generation 3. Goal (good): Increase online lead generation by 15% 4. Goal (even better): Increase online lead generation by 15% versus last year 5. Goal (best): Increase online lead generation by 15% month- over-month until December 31, 2019, with the goal of increasing lead generation from social media by 10% and from website by 10%

  13. Set S.M.A.R.T. Goals A. Example II 1. Goal (not good): Write 2 blogs per week 2. Goal (better): Become a neighborhood expert blogger 3. Goal (good): Become a neighborhood expert blogger with 200 followers by the end of Q2, 2019 4. Goal (best): Become a neighborhood expert blogger in San Diego with 450 followers by the end of Q4, 2019

  14. Plan Annual Goals A. Breakdown goals into smaller, more achievable Key Focus Areas B. Breakdown Key Focus Areas into Objectives C. Write them down!

  15. Annual Goal Planning Examples

  16. Upcoming Sessions

  17. Upcoming Sessions 3. Lead Generation & Calculator – LIVE on 11/26 @ 12PM PST 4. Budgeting & Calculator – LIVE on 12/10 @ 12PM PST 5. Ask The Expert - LIVE on 12/17 @12PM PST

  18. Attend 3 of the 5 sessions in Series 2 to win Upgraded website sliders! ($99 value)

  19. RAFFLE TIME!! The lucky winner wins a $50 gift card!

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