• Steal our Simple Annual Planning Process!

  • Dec 19 2024
  • Length: 46 mins
  • Podcast

Steal our Simple Annual Planning Process!

  • Summary

  • Joining Sam this week is AJ’s Operation Manager Edward who shares the key to setting focused, annual priorities that will drive your agency forward. Whether it's brand enhancement or team performance, align these annual goals with actionable quarterly priorities and break your projects into manageable milestones, ensuring clear ownership and defined success metrics.

    With tips on pacing, structured team-building activities, and the power of small, focused projects, this episode is full of advice for keeping your team motivated and on track.

    Plus, get an exclusive glimpse into Ashdown Jones’ systematic approach to training, from CPD to the innovative ECHO training program. Understand the balance between long-term planning and the necessity of flexible adjustments due to immediate challenges, showcasing the team's approach to strategic reviews and transparent decision-making.

    Tune in to transform your agency’s planning process and IGNITE your estate agency’s success.

    When you’re ready, here are 3 ways we can help you to IGNITE your agency:

    1. Come see behind the scenes of AshdownJones in Windermere on this unique and FREE day! Book your spot here: www.ajmastermind.co.uk/btsday
    2. Listen to another episode: https://www.ajmastermind.co.uk/ignite-podcast
    3. Request an AJ Mastermind brochure by calling 015394 40892 or emailing emma@ajmastermind.co.uk

    Ask your questions to Sam or Phil: sam@ajmastermind.co.uk OR Phil@ashdownjones.co.uk

    Engage with ambitious agency owners and grow your business by visiting our private Mastermind Facebook page: https://www.facebook.com/groups/ajmmforagencygrowth

    If you have any questions, please get in touch. Also, make sure you check out our upcoming events at: www.ajmastermind.co.uk/events

    Some key takeaways:

    ➡️ Consistent financial management is essential for sustaining a successful estate agency.

    ➡️ Focus on setting clear, annual priorities and breaking them into manageable quarterly goals.

    ➡️ Emphasise team-building activities and small, focused projects to foster collaboration and achieve larger goals.

    Some great moments:

    ✅ “Many employees might not think about company finances as their own.”

    ✅ “Have three top-level priorities for the year, written in one to three words.”

    ✅ “Projects need clear ownership, milestones, and success metrics to avoid overwhelm and ensure progress.”

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