Rae Hoffman, Real estate agent serving the Katy area (Roots & Wings Realty Group / eXp Realty)

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Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

Spreadsheets that I clear and revise each year. They are mapped out by months/quarters to reach the ultimate annual goals. 

The forecast is made based on personal goals & plans, market trends and just how much I want to push myself in the upcoming year.

Dec 16, 2019 10:24 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Most things like this start with a mindmap.

Spreadsheets are another essential tool in forcasting where we want to go.

Dec 16, 2019 10:00 PM
Doug Dawes
Keller Williams Realty Evolution - Topsfield, MA - Georgetown, MA
Your Personal Realtor®

Pretty much the same as last year, Rae Dolan I use pen and paper. At this point in my life, I just look to do a maximum of 10 - 12 sales which adds a good supplement to my retirement income. 

Dec 17, 2019 06:54 AM
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

At this point i have a running plan and make changes as needed. Some small, some large and sometimes no changes needed. 

Dec 17, 2019 06:31 AM
Lyn Sims
Schaumburg, IL
Real Estate Agent Retired

It looks like a bunch of squiggles on paper. Lots of numbers, lots of meaning for me.

Plan by quarter for me. I do not do a 'forecast'. I leave that for the idiots on the internet & mass media.

Tom Ferry has a good downloadable plan.

Dec 17, 2019 05:14 AM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

While I use a template on my computer to track things, it all starts with a pen and paper.

Dec 17, 2019 03:41 AM
Richard Weeks
Dallas, TX
REALTOR®, Broker

I've used an Excel work sheet that I developed years ago.  You enter your goals and it does the calculations.  If you would like a copy send me your email.

Dec 17, 2019 02:15 AM
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

it looks similar to last year..... tweaked a bit....

Dec 17, 2019 10:07 AM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

That is private and confidential information.  It all works well for me - slow and steady as she goes into year 18 in the real estate business.  

Here's to the best year ever - 2020! 

Dec 17, 2019 08:40 AM
Wanda Kubat-Nerdin - Wanda Can!
Red Rock Real Estate Brokered by Real - St. George, UT
St. George Utah Area Residential Sales Agent

It's looking fantastic! Good luck to you in 2020.

Dec 17, 2019 07:51 AM
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty Condos for Sale and Rent

Rae, same and better.

Dec 17, 2019 07:50 AM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

It is looking very very good.

Dec 17, 2019 07:25 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

What business planning? When I left the corporate world in 1989 I promised myself that after writing business plans for almost 20 years that I would neer do it again. And in 26 years in real estate, I've kept that promise. I just do what I know needs doing and it works!

Dec 17, 2019 04:27 AM
John Juarez
The Medford Real Estate Team - Fremont, CA

Our Team has met. We have drawn up our action plan and each member has personal responsibility for doing their part.

We will see how it works out as 2020 unrolls.

Dec 17, 2019 10:37 AM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Pages long with a good budget and marketing plan for the year.


Dec 17, 2019 10:34 AM
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

I'm a couple steps above a monkey w/a dart board.  Discussion mostly.

Dec 17, 2019 09:26 AM
Steve Penner
Royal LePage / Pro Ledger Online Software - Winnipeg, MB
REALTOR / Pro Ledger Online (owner)

 I tend to not lean hard on financial predictions... although I loosely put together some financial projections on a spreadsheet.  Try to maintain the mindset of creating and optimizing opportunities as they arise.

Dec 17, 2019 08:58 AM
AJ Heidmann ~ CRS
McEnearney Associates, Inc. - Alexandria, VA
YOUR Alexandria & Arlington, VA Real Estate Expert

Rae ~ I use a spreadsheet to track my results on a monthly & YTD basis, so that the goals I set are broken down into smaller chunks and I know if am ahead or behind them.

As for goals, I start basically start out with transaction goals, etc., and then map out the activities that I control on a yearly calendar; client events, mailers, calling my sphere, whatever.  For these things I have a spreadsheet with budgeted amounts vs. actual expenditures so I control costs.

Dec 17, 2019 08:47 AM
Rose Mary Justice
Synergy Realty Pros - Dandridge, TN
Synergy Realty Pros

To work smarter not harder.  There is a plan in place and I know what I have to do to accomplish my goals.

Dec 17, 2019 08:43 AM
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West - Carlsbad, CA
Presence, Persistence & Perseverance

It is excellent with the many tools provided by Geneva Financial, my employer

Dec 17, 2019 08:35 AM
Roy Kelley
Retired - Gaithersburg, MD

Mostly with a pen and paper.

Dec 17, 2019 08:30 AM
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Daily, weekly, monthly, quarterly, yearly.

Dec 17, 2019 07:31 AM
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

When I am in the business mode....I multi-task & it looks/feels great to all

Dec 17, 2019 07:22 AM
Wayne Zuhl
Remax First Realty II - Cranford, NJ
The Last Name You'll Ever Need in Real Estate

Mostly retroactively -- "We should have...."

Partly hypothetical -- "Maybe we can..."


Dec 17, 2019 07:10 AM
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Got to finish up what should have closed out in 2019... Not thinking about tomorrow yet.

Dec 17, 2019 07:10 AM
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Wow! That is a lot of questions in one package. (hint)

I start with 3 categories. One is 'new stuff.' I hinted at one element, Ring-Ring agent earlier. This is largely marketing.

The second is strategic. Identifying the portal of access to new business.

The third is logistical, Make sure the band is assembled, rehearsed when 'our time' comes.

Forecasting is important. The tricky part is the last 10% of effort results in the best outcome. Most agents efforts cease at 70%.

Dec 17, 2019 05:58 AM
Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

#1) How much do I have to earn to pay the bills?

#2) How much time do I want to spend with my family?

#3) Spend remaining time enjoying doing things that may or may not earn me some extra income.

That's my plan and i'm sticking with it Rae Dolan 

Dec 17, 2019 06:57 AM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

My 2020 business planning looks very good.  thanks for asking.

Dec 17, 2019 04:42 PM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Calling past clients, visiting with past clients and putting together some business for the New Year.

Dec 19, 2019 08:14 AM