AGENCY VISION

INSTRUCTIONS

As the Business Owner or the Team

As the owner of the Agency you can write your Vision and then have it validated by your team. You may also opt to have your entire team involved in the creation of the vision that they are going to be part of delivering. This tool caters for both approaches.

As the Business Owner
If you would like to create the Agency Vision as the owner click here Continue as owner

You may like to take a look at the team section just in case it inspires you to get your team input. Then continue to the body of the creation of the vision and follow the prompts.

Team Involvement
This is a practical and an inspirational project. It is therefore most effective when it captures the imagination and enthusiasm of those who will be charged with delivering on it. To create a document that appeals to the widest range of motivating impulses gives the most effective result. The Vision statement is most effective when it is internalized by the team and thus involving the team in its creation is the most likely way for this to happen.

A vision of the business owner alone is like a dictatorship. However, in most cases the business owner has all the capital invested and takes ultimate responsibility for the success of the venture, so the exercise is not a simple democratic one where the group can determine the outcome. This is where true leadership skills are put to the test to arrive at a consensus that is agreed to and motivating to all.

Team Creation of the Vision Statement

This is best done as a team workshop. It will take half a day and is best done with your team off site to create an objective viewpoint about the business.

You will need a whiteboard to record the answers to the questions that appear in the remainder of this tool.
The trick here is to distil the results. Long rambling lists will not yield as good a result as clear short statements.
Brevity and clarity is the game.

Avoid referring to what we call "Motherhood statements". For example : "We are Professional". What does that mean? Define it in terms of what your business does eg same day response, elite dress code or whatever your version of professional means.

Run the workshop in a "Facilitator style" ie a consultative discussion based interaction using the QUESTIONS on the agenda to elicit the answers and questions to resolve the final form of the text.
It is usually best if it is facilitated by someone other than the Agency Principal.

Photograph the results of each whiteboard so they can be later input into the template that is the remainder of this tool.

AGENDA FOR THE TEAM WORKSHOP

AGENCY ATTRIBUTE	CURRENT STATUS	ULTIMATE VISION
RESIDENTIAL SALES SAVE
Number of Agents
Average Gross Commission Income Each
Total Agency Gross Commission Income

Sales Team Structure

AGENCY ATTRIBUTE	CURRENT STATUS	ULTIMATE VISION
RESIDENTIAL PROPERTY MANAGEMENT (Agency Designer will calculate the number of properties required and the growth trajectory) SAVE
Property management objectives (Portfolio management control, Service offerings and Delivery to contract)
TEAM, TRAINING AND CULTURE SAVE
No of team members
Training structure
Description of the culture of the team and business ( Describe the “Vibe”/ personality of the business)
FINANCIAL AND REPORTING SAVE
Financial department / processing / elements
Average number of sales per year (Total Agency)
BRANDING AND MARKETING SAVE
Branding and marketing objectives (Marketing Planning, Presentation materials, social media etc)

AGENCY ATTRIBUTE	CURRENT STATUS	ULTIMATE VISION
ADMINISTRATION, SYSTEMS AND TECHNOLOGY SAVE
Administration (Reception, Support Teams and functions)
Business Systems (Procedures, analysis, planning , strategy )
Technology(Software, structure ie cloud/server)
PRINCIPAL LIFESTYLE SAVE
No of weeks break per year
Weekly work structure (Days, Total Hours, Key Tasks)
Exit Strategy (if required)