Business Plan Third Quarter Cumulative Review

From Carla Cross, excerpted from Beyond the Basics of Business Planning, a comprehensive online planning/training resource. One program for agents, one program for leadership

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Name: For months: G=goal A=actual

¾ year goals/actuals:	Listings taken	G: A:

Listings sold	G: A:

Sales	G: A:

Sales Effectiveness

1.	Management by the Numbers

My analysis of my activities/results to date:

My analysis of my expenses/profitability to date:

Adjustments I need to make:

2.	Marketing

My analysis of my results from specific target markets:

My analysis of my specific promotional tactics effectiveness:

Changes I need to make:

3.	Professional Development

My analysis of my accomplishments:

Courses I want to take:

Resources I want to gain:

Other:

4.	The Big Picture

Does my stated focus match the results of my activities and my overall business objectives for this year?

Adjustments I will make:

5.	My 3 biggest accomplishments to date:

6.	My 3 biggest goals for the last quarter of 2016: