Agency Vision Tool - Ultimate Agency

Introduction

Agency vision is the pinnacle of the planning pyramid.
It will set the ethos, the characteristic spirit of what you are endeavouring to build with your Ultimate Agency

In a few steps you will clarify your scattered perceptions of what your Agency will stand for, do and how it will achieve value and results for all those involved.
It will set the standards for stakeholders whether they are customers, team or principals and others.

PLEASE WRITE YOUR ANSWERS IN SENTENCES

From here the planning process will flow to:

Establishing where you business is positioned at the current time.
Designing the detail and structure of your defined Ultimate Agency.
Setting a Strategic Plan for the journey to become your Ultimate Agency.
Refining more detailed goals for the next year.

Then the mission towards the vision can begin.

Next Save and Exit

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.

Continue as team Next Save and Exit

AGENCY ATTRIBUTE	CURRENT STATUS	ULTIMATE VISION
BUSINESS OVERVIEW
Business Market Value	$	$
Annual Profit	$	$
Business Components	Residential Sales Residential Rent Roll Re-Leasing Rent Roll Growth Residential New Leasing Commercial Sales Commercial Leasing Commercial Property management Holiday Lettings Off The Plan Sales Strata Management Rural Sales Lifestyle Blocks	Residential Sales Residential Rent Roll Re-Leasing Rent Roll Growth Residential New Leasing Commercial Sales Commercial Leasing Commercial Property management Holiday Lettings Off The Plan Sales Strata Management Rural Sales Lifestyle Blocks
Location / Premises
Key structural objectives (Business structure, outsourcing etc)
Acquisitions and Mergers

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

Sales Team Structure

Please Update before continuing > Update

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AGENCY ATTRIBUTE	CURRENT STATUS	ULTIMATE VISION
RESIDENTIAL PROPERTY MANAGEMENT (Agency Designer will calculate the number of properties required and the growth trajectory)
Property management objectives (Portfolio management control, Service offerings and Delivery to contract)
TEAM, TRAINING AND CULTURE
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
Financial department / processing / elements
Average number of sales per year (Total Agency)
BRANDING AND MARKETING
Branding and marketing objectives (Marketing Planning, Presentation materials, social media etc)

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

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INSTRUCTIONS Some people relate well to stories so if you are one this section is provided so you can write a narrative of how you would like your Agency to be when it has reached the status of being your Ultimate Agency.

It is best to write these vision narratives in the present tense so they feel like they are a reality so the most logical way to start is:

It is now 20XX. (3 years from now). The agency is ��
We did this �. , We tried that �. We now look like this and operate this way �.

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AGENCY VISION INSTRUCTIONS

Introduction

As the Business Owner or the Team

AGENCY VISION
INSTRUCTIONS