Since it is Thanksgiving, I figure a short task for a short week is appropriate to keep you moving forward and motivated. So this weeks task is very simple. All you have to do is decide when and where you are going to do your 2010 planning.
- Your 2010 planning is best done AWAY from the office. I personally prefer the mountains, a bit of snow, steaks on the grill and a fire going. But that's just me.
- This planning can be individual or with other originators. I used to go every January with my office to do our planning and goal setting and loved what we would accomplish. If you do this, have some individual time as well as group time. Assign each person something to cover such as Realtor marketing, networking, database ideas etc.
- Pick a date, location and amount of time you will spend.
- Feel free to add in some fun after the planning is done. Have family or friends meet up with you for some skiing, a nice dinner or other relaxing activity. Plan on rewarding yourself for a day well spent.
Don't take this lightly. Decide now on the day and location for your 2010 planning session and get it on your calendar. Next week I will go more in depth as to WHAT you will be doing with your planning time and how to structure your goals for 2010.
Here's a great article on Mastering Your Money with a Financial Health Day that is very similar to what I recommend for yearly planning. You may even want to combine the two activities.
p.s. How did you do on last week's database assignments? Click here to see all Monday's Coach Posts.


thanks for the "small" task. I would love to know what other lo's are doing for their planning and how it goes?
Posted by: Tyffany | November 23, 2009 at 12:30 PM
I look forward to the assignment each week. THanks for the motivation. I think I'm going on a Friday in January to a hotel about an hour away that will let me check in early. Then my family will join me on later that evening for a weekend of fun. My wife loved the idea and is very supportive of me getting my goal setting and planning done. This business has been stressful for everyone, especially the family at home so it's nice to have the support as I continue to work on succeeding at all this! Thanks again for all you do.
Posted by: J.T. | November 24, 2009 at 11:55 AM