business planning for success - c21jf planning for success handout... · agent net income worksheet...

Business Planning for Success

Table 1Business Budget

Date: 2014 YTD

2014 Monthly Average

(YTD ÷ # mos)

2014 Annual

(Mo Avg x 12)

2015 Projected

Annual

2015 Monthly Budget

INCOME Areas of Emphasis for 2014

Avg Gross Income from Transactions $0 $0 $0 1.

Additional Income 2.

EXPENSES 3.

Auto Expenses 4.

Auto loan / lease payment $0 $0 $0 $0 5.

Auto insurance 0 0 0

Gas 0 0 0

Repairs 0 0 0 2014 2015

Maintenance 0 0 0 Annual Projected

Wash & Detailing 0 0 0

TOTAL GROSS INCOME $0 $0

Parking 0 0 0 TOTAL EXPENSES $0 $0

Toll fees 0 0 0 TOTAL NET INCOME $0 $0

DMV & Smog 0 0 0 % OF EXPENSES TO INCOME

0 00 0

Total Auto $0 $0 $0 $0 $0Expense Totals 2013

Office & Other Operating Expenses by CategoryAnnual

(Mo Avg x 12)

Advertising/Promotion/Marketing: Auto $0

Client Parties Ofc/Operating $0

Pop bys Home Office $0

Travel $0

Tori Bonus Insurance $0

Contract Labor Savings $0

Printing

Continuing Education

Dues & Subscriptions

Professional Services/Fees 2014

Postage & Delivery

Expense Totals by Category Projected

Office Supplies Auto $0

Taxes Ofc/Operating $0

Telephone Home Office $0

Wages Travel $0

Business Licenses Insurance $0

Charitable Contributions Savings $0

Meals/Entertainment

0 0

Total Office & Other Operating Exp $0 $0 $0 $0 $0

Home Office Expenses

Utilities

Computer/Internet Expense

0 0

0 0

Total Home Office $0 $0 $0 $0 $0

Page Intentionally Left Blank

Travel/Entertainment Expenses

Vacation

Cabo - Passport for Paradise

Washington DC (convention)

Top Agent

Misc Travel expenses

0 0 0 0

0 0 0 0

Total Travel $0 $0 $0 $0 $0

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Insurance ExpensesMedical/ Health $0 $0 $0 $0 $0

Disabiltiy 0 0 0 0

Dental 0 0 0 0

Vision 0 0 0 0

Life 0 0 0 0

Liability 0 0

0 $0

Total Insurance $0 $0 $0 $0 $0

Business Savings

Savings Account

$0 0

$0 0

Total Savings $0 $0 $0 $0 $0

TOTAL EXPENSES $0 $0 $0 $0 $0

NET INCOME $0 $0 $0 $0 $0

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Tax Brackets for 2015

Individual Filers

Married Filling Jointly

NOTE: CENTURY 21 Judge Fite is NOT providing Tax Advice. These charts are provided for YOUR planing purpose only.

Table 1

Agent Net Income WorksheetPlease only fill in the GREEN boxes. (The others will be calculated automatically.)

Target Annual Net Income Goal for 2015 My Tax Rate (e.g., 33% tax rate enter as 0.33)

1.00Estimated Income Before Taxes $0

My Annual Business Expenses from 2015 Business Budget

Adjusted Gross Commissions $0

My portion of the Agent/Broker split (e.g., 80%)

Gross Commission Goal

My Average Commission Rate (per side)

Gross Sales Volume Needed

My 2014 Average Sales Price

2015 Transaction TargetMonthly Transaction Goal

Quarterly Transaction Goal12

Proactive Lead-Generation Activity Needed to Achieve Your Annual Transaction Target:My Referral and Contact* Ratios: My # Referrals Needed to Get 1 Close

My # Contacts Needed to Get 1 Referral

Referrals needed per monthContacts needed per month

Daily contacts neededIf you do not know your referral and contact ratios use the recommended ratios below:

Recommended Referral and Contact* Ratios: 5 Referrals to 1 Close (Transaction target x 5 = Referrals Needed)10 Contacts to 1 Referral (Referrals Needed x 10 = Total Contacts Needed)Contacts needed ÷ 20 = Daily Contacts Needed (based on 20 workdays per month)

Referrals needed per monthContacts needed per month

Daily contacts needed

*Note: "Contact" = an actual interaction with a person via face-to-face (Pop-By, etc.) or voice-to-voice (phone conversation) and ASKING FOR A REFERRAL.

2015 Important Dates

Personal Time Off: (This section should include a minimum of 7 days vacation and at least 12 3 day weekends in 2015. These are MINIMUMS):

Professional Development: (This section should include the Professional Development programs that you will attend in 2015. Examples are CENTURY 21 International Convention, Texas Association of REALTORS Conventions, National Association of REALTORS (NAR) Conventions, Floyd Wickman Seminars, Tom Ferry Seminars, Mike Ferry Seminars, Brian Buffini Seminars, NAR Designation Courses, MCE Courses, and development courses, such as Peak Producers). To assist - a handout has been included that has known dates of 2015 courses:

CENTURY 21 Events - 2015:

CENTURY 21 International Convention: 2/22-25/2105CENTURY 21 Top Agent Conference: October 2015 - Specific Dates TBACENTURY 21 Leadership Conference: September/October 2015 - Specific Dates TBA

Brian Buffini Events - 2015:Peak Experience: 5/27-29/2015MasterMinds Summit: 8/16-18/2105Success Seminar - Dallas: TBDPeak Producers Classes: Taught throughout 2015 in CENTURY 21 Judge Fite.

Mike Ferry Events - 2015:Mike Ferry’s Production Retreat: 1/20-22/20152014 Superstar Retreat: TBD

Tom Ferry Events - 2015:Tom Ferry Success Summit: 8/10-13/2015

Floyd Wickman Events - 2015:2015 Winter Forum: 1/9-10/2015

CENTURY 21 Judge Fite Courses:Legal and Ethics: 1/8/2105Legal and Ethics: 3/12/2015Legal and Ethics: 4/30/2015Legal and Ethics: 7/23/2015Legal and Ethics: 9/24/2015Legal and Ethics: 12/17/2015

2015 Important Dates

Broker Responsibility Course: 4/23/2015

Management Development Course: Starts 2/27/2015 (then weekly for four weeks)

Listing and Technology Class - Relocation MANDATORY: 2/19/2015Listing and Technology Class - Relocation MANDATORY: 3/11/2015Listing and Technology Class: 3/18/2015Listing and Technology Class: 3/19/2015

Working With Today’s Buyers Class: 5/6/2015Working With Today’s Buyers Class: 5/14/2015

Today’s Technology for Real Estate: 7/15/2015Today’s Technology for Real Estate: 7/22/2015

Business Planning for Success: 10/29/2015Business Planning for Success: 11/5/2015

Peak Producers / Steps for Success Orientation: (Note: You can sign up for Peak Producers only and attend - Days 1-5 are taught on the following days)

Peak Producer Schedule: Locations: Month: TimeSteps for Success each month MetroTex Orientation DateJanuary MetroTex 1/2/15 9:00am-4:00pmFebruary MetroTex 1/29/15 9:00am-4:00pmMarch MetroTex 2/26/15 9:00am-4:00pmApril MetroTex 3/26/15 9:00am-4:00pmMay MetroTex 4/23/05 9:00am-4:00pmJune MetroTex 5/21/15 9:00am-4:00pmJuly MetroTex 6/18/15 9:00am-4:00pmAugust MetroTex 7/23/15 9:00am-4:00pmSeptember MetroTex 8/20/15 9:00am-4:00pmOctober MetroTex 9/17/15 9:00am-4:00pmNovember MetroTex 10/22/15 9:00am-4:00pmDecember MetroTex 11/25/15 9:00am-4:00pm

January 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 Jan 19: Martin Luther King Day

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31

February 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 5 6 7 Feb 16: Presidents' Day

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

March 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31

www.calendarlabs.com

April2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 Apr 03: Good Friday Apr 05: Easter Sunday

5 6 7 8 9 10 11

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30

May 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 May 10: Mother’s Day May 25: Memorial Day

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

31

June 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 5 6 Jun 21: Father’s Day

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30


July 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 Jul 04: Independence Day

5 6 7 8 9 10 11

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30 31

August 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1

2 3 4 5 6 7 8

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29

30 31

September 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 5 Sep 07: Labor Day

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30


October 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 Oct 12: Columbus Day Oct 31: Halloween

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31

November 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 5 6 7 Nov 11: Veterans Day Nov 26: Thanksgiving Day

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30

December 2015Sun Mo

nTue We

dThu Fri Sat Notes:

1 2 3 4 5 Dec 25: Christmas Day

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30 31


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10-dAy peAk produCers goAls

Today’s date: ______/______/______By ________________ _______ , I will…

Spiritual:

Family:

BuSineSS:

Financial:

perSonal:

Action Plan

Specific Task: _________________________________________________________________

Tools Needed To Accomplish Task:_______________________________________________

Actions Steps:

1. __________________________________________________________________________

2. __________________________________________________________________________

3. __________________________________________________________________________

4. __________________________________________________________________________

5. __________________________________________________________________________

6. __________________________________________________________________________

7. __________________________________________________________________________

8. __________________________________________________________________________

9. __________________________________________________________________________

10. __________________________________________________________________________

11. __________________________________________________________________________

12. __________________________________________________________________________

13. __________________________________________________________________________

14. __________________________________________________________________________

15. __________________________________________________________________________

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