Name: _____________________________
2015 Management Business Plan
The business plan is broken down into 6 simple parts:
Part 1 … 2014 Office/Company Production Recap –
1. Total Gross Commission Income (GCI):
2. Total Commission Expense (Commissions paid to Agents):
3. Total Company Dollar (Item 1 – Item 2):
4. Total Expenses (not including commission expense):
5. Total Profit (or Loss):
6. Total Listings Taken:
7. Total Listings Expired:
8. Total Listings Cancelled:
9. Total Listings Sold:
10. Total Buyer Sales:
11. Total Closed Transactions:
12. Pendings at Year End:
13. Inventory at Year End:
14. Average Sales Price:
15. Average Commission:
16. Average Per Person Production (Total transactions closed ÷ total # of agents):
17. Total Recruiting Contacts made:
a. New:
b. Experienced:
The Mike Ferry Organization | 7220 S. Cimarron Road, 3rd Floor | Las Vegas, NV 89113 | www.MikeFerry.com | 800-448-0647
© 2014 Mike Ferry Organization. All Rights Reserved.
Page 1 of 5
Name: _____________________________
18. Total Recruiting Interviews:
a. New:
b. Experienced:
19. Total Agents Recruited:
a. New:
b. Experienced:
20. Current Number of Agents:
a. New:
b. Experienced:
Part 2 … 2014 Production Sources & Recruiting Ratios –
Recruiting Ratios:
1. Recruiting Contacts Made to Appointments Set - New Agents:
2. Recruiting Contacts Made to Appointments Set – Experienced Agents:
3. Recruiting Appointments to Hires – New Agents:
4. Recruiting Appointments to Hires – Experienced Agents:
The Mike Ferry Organization | 7220 S. Cimarron Road, 3rd Floor | Las Vegas, NV 89113 | www.MikeFerry.com | 800-448-0647
© 2014 Mike Ferry Organization. All Rights Reserved.
Page 2 of 5
Name: _____________________________
Part 3 … 2015 Production & Recruiting Goals –
1. Total Gross Commission Income (GCI):
2. Total Commission Expense (Commissions Paid to Agents):
3. Total Company Dollar (Item #1 – Item #2):
4. Total Expenses (not including commission expense):
5. Total Profit (or Loss):
6. Total Listings Taken:
7. Total Listings Expired:
8. Total Listings Cancelled:
9. Total Listings Sold:
10. Total Buyer Sales:
11. Total Closed Transactions:
12. Pendings at Year End:
13. Inventory at Year End:
14. Average Sales Price:
15. Average Commission to Company/Office:
16. Average Per Person Production (Total closed transactions ÷ total # of agents):
17. Total Recruiting Contacts:
a. New:
b. Experienced:
18. Total Recruiting Interviews:
a. New:
b. Experienced:
19. Number of Agents to Recruit:
a. New:
b. Experienced:
The Mike Ferry Organization | 7220 S. Cimarron Road, 3rd Floor | Las Vegas, NV 89113 | www.MikeFerry.com | 800-448-0647
© 2014 Mike Ferry Organization. All Rights Reserved.
Page 3 of 5
Name: _____________________________
Part 4 … Action Steps to be Taken or Action Plan –
Here simply list as specifically as possible, those individual activities that you need to
accomplish and systems that you need to put in place, in the following categories, in
order to achieve your goals.
1. Recruiting:
2. Training:
3. Administration:
4. Retention / Recognition:
5. Coaching Agents:
Part 5 … The Daily Schedule –
You need to create a simple daily schedule to support the goals that you’ve set. Don’t
make the schedule so strict you can’t keep it. Keep it in front of you so that it will motivate
you to do the job you have to do!
The Mike Ferry Organization | 7220 S. Cimarron Road, 3rd Floor | Las Vegas, NV 89113 | www.MikeFerry.com | 800-448-0647
© 2014 Mike Ferry Organization. All Rights Reserved.
Page 4 of 5
Name: _____________________________
Part 6 … Coach’s Suggestions or Recommendations –
1.
2.
3.
4.
5.
The Mike Ferry Organization | 7220 S. Cimarron Road, 3rd Floor | Las Vegas, NV 89113 | www.MikeFerry.com | 800-448-0647
© 2014 Mike Ferry Organization. All Rights Reserved.
Page 5 of 5