This three-part Learning Sprint series walks agents through creating a comprehensive business plan using the Business Plan Workbook. The instructional video tells you when to pause, giving agents time to work on different tasks. Agents come away with a better understanding of a business plan’s value and a draft plan for next year. In addition, they create a task list for finishing their final version on their own or with the help of a mentor.

  • Part 1: Agents reflect on their current year accomplishments, begin to craft a mission statement, and understand how a SWOT analysis can help them identify growth opportunities.
  • Part 2: Agents identify their production goals based on desired income, learn how to set comprehensive, measurable goals, and create a simple business budget.
  • Part 3: Agents create an Action Plan, including identifying a target audience, creating a marketing strategy, developing a referral strategy, and evaluating the plan based on income goals.

Supporting Documents