# Yearly Planning

# Yearly Planning

### **Yearly Tasks SOP: Reflect, Refocus, and Realign**

#### <span class="s1">**Objective**</span>   


 To intentionally review the past year, refine my business plan, and reset clear, measurable goals that align with my long-term vision. This process is about reflection, accountability, and building a roadmap for consistent growth.

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<span class="s1">**Timing**</span> – Completed annually in December or early January. Block a full day or two half-days in your calendar and treat this as a non-negotiable CEO-level meeting with yourself.

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<span class="s1">**Year-End Business Review**</span>

Total GCI and number of deals closed. Source of business breakdown (sphere, online, referrals, farming, etc.). Average commission per deal. Total expenses and ROI by category (ads, signs, tools, CRM, etc.). Wins, lessons, and bottlenecks from the year.

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<span class="s1">**Annual Goal-Setting Process**</span>

 Set goals for: Gross Commission Income (GCI), number of transactions, lead generation (daily/weekly metrics), listings taken vs. sold, and marketing efforts (videos, emails, newsletters). Identify your Big Why for the year. Break annual goals into quarterly milestones and monthly benchmarks.

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<span class="s1">**Business Plan Refresh**</span>

Update or adjust your business plan based on performance. Re-define your core marketing pillars (sphere, farming, online, etc.). Reassess niche or target market based on results. Add new systems or tools if needed. Remove or improve anything that caused friction last year.

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<span class="s1">**Yearly Accountability**</span>

 Choose or recommit to an accountability partner. Meet weekly or bi-weekly to review progress and commitments. Join or organize a mastermind group and meet monthly or quarterly to share ideas, wins, and challenges. Track your goals with a visible dashboard, planner, or app. Keep a “Win Log” to reflect on progress throughout the year.

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<span class="s1">**Strategic Vision Session**</span>

 Reflect on where you want your business to be in 1, 3, and 5 years. Ask: What kind of clients do I want to serve? What kind of lifestyle do I want to create? Make sure your daily and weekly actions align with that long-term vision.

# Business Plan

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##### You can access an editable version of your business plan here - 

### [Business Plan PDF](https://drive.google.com/file/d/14XqoVg4exhIFcVyu8pnAnDCC0Y6nN3xX/view?usp=sharing)