Buffini & Company Blog

Set Your Team on the Path to Success With a Goal Planning Session

Women in board room

When you show your team that you’re committed to their personal and professional growth, you can increase retention and level them up for success. Agents that are led by effective real estate training and motivation feel valued and empowered. This is a win-win for everybody! Not only will you help your agents succeed, but you’ll also have a loyal team that could bring in more referrals.

One great way to show your team that you’re dedicated to their success is to host a goal planning and strategy session. These sessions work best when they have a lively, workshop feel. Think of it as a synergy session where everyone can brainstorm and swap ideas.

By the end of the session, everyone will recognize the importance of setting goals and working together to achieve them. When your team has something exciting they’re working toward, they will be more inclined to check in with each other, share tips and ideas and offer support.

Here’s a brief session outline to help you get started:

  • For the first 15 minutes, foster collaboration by beginning the meeting with company goals or anything you’ll be working on collectively.
  • Think of the goals as a strategy – write them down and then have everyone ideate action steps around them. For example, the team can plan the Pop-By’s and client appreciation parties for the coming quarter.
  • Make sure these goals are S.M.A.R.T.: Specific, Measurable, Achievable, Realistic, Time-Based.
  • For the next 15 minutes, have everyone write their individual goals. These should be both short-term and long-term. Start out with 10-day goals, then 3-months and, finally, 1-year goals.
  • Have some inspirational music playing during this. If you need some motivational tunes, the “Win the Day” or “Get Fired Up” playlists will do the trick.
  • Ensure that each agent’s goals include the five main areas of life – or what we at Buffini & Company call the 5 Circles: spiritual, family, business, financial and personal.
  • Wrap things up with an open discussion where anyone can share their goals or get advice on how to break down any goal-blocking barriers.

Goal planning sessions keep your agents committed and focused, ensuring you have a strong, dynamic team that’s poised for success. Buffini & Company offers a suite of real estate training courses, including several modules that delve into how to set smart, effective goals. Get Buffini Certified today to lead these programs in your office and take your team to the next level.

Leave a Reply

Your email address will not be published. Required fields are marked *

Related Posts

October 11, 2021

Working by Referral 101: An Easy Way to Add Value to Your Emails


Email marketing is an excellent way for real estate professionals to stand out from their competitors […]

August 20, 2021

Working by Referral 101: Writing Personal Notes


Imagine sifting through your daily mail – standing at the mailbox, shuffling through the different pieces […]

August 4, 2021

How to Host an Agent Appreciation Party That Brings in New Recruits


By throwing an agent appreciation party, your agents feel seen and empowered, and will want to refer your company to their colleagues in the industry who are looking for a change.

July 30, 2021

Real Estate Recruitment Tactic: The Power of the Co-Op Agent


One of the most effective ways to find a new real estate agent is to tap into your professional network of pre-existing contacts. Here’s how.

July 28, 2021

Real Estate Marketing: What is an Item of Value?


Items of Value (IOV) are an essential part of the three Cs of a successful real estate (marketing) lead generation strategy: contact, care and community. Learn what IOVs are!

July 23, 2021

Build a World-Class Buyer Presentation


The best way to create an amazing experience for your real estate buyers is to set expectations by walking them through a thorough real estate buyer presentation.