1. Navigating the Year| an annual strategy day with ROI
A new year is a great opportunity for new - or reviewed - strategic planning. Benefit from a clear head and an energised team before the reality of the year 'stuffs' you up.
Our flexible Strategy Day Agenda is designed to set the scene for the coming year, and provide a clear strategic roadmap that your team are on board with. These strategic priorities will ensure genuine growth towards your overall business vision - ensuring this year is better than just 'more of the same'.
Whether it's more time, more money, or a more cohesive team that you want; whether this is the year you Start-up, Scale-up, Step-up or Sell-up; it all starts here and the opportunity is now.
This is the #RealReach Annual Strategy Day template agenda.
For more information, or to join #RealReach and learn from our real estate industry experts, visit

2. Navigating the Year| an annual strategy day with a return on investment
Confirm Agenda and Expectations for the Day
Create 'Brainstorm' Board for capturing ideas
Agree Documentation and Actions process
[ welcome ]
Review our Commercial Vision for the business – Sales and Property Management
What are your annual targets? (eg, Revenue, GCI, Profit, PUM)
Review our Culture – is it accelerating our outcomes, or does it need review?
[ vision ]
Review Growth Planning – are we building a bigger engine this year (Recruitment, Brand etc), or focusing on powering up our existing team?
Review Sales Hourglass Management – Are we generating enough activity and converting successfully to achieve our targets?
[ strategy ]
EXPERT TIP: This Agenda can be run over a half day, full day, or 2-day offsite. Add your own times to the sessions accordingly.
Operational Structure – What needs to change in regards to Skills; Responsibilities; Technology; Location; Suppliers
Training Needs Analysis (if required) or confirmation of our ongoig Training Plan
[ resources ]
Agree Strategic Priorities / 90 Day Plan
Clear Follow-up actions to Deliver
Are we celebrating somewhere afterwards?
[ execution ]

3. Dive Deeper| With Access to our Expert Courses 24/7
Not sure where to start? Crafting your Commercial Vision and Strategy
Lost your Mojo? Struggling to Recruit? How to Design an Attraction Culture
Need a Plan? You’re covered from 1 Page to 90 Days to the Whole Business
Training MUST be a priority: Designing a Training Program Course
Brand not Cutting Through? Brand Archetypes & Marketing a Real Estate Business
Not sure where to start with your Financials? Basic Accounting Principles for Principals
Maybe you just need a hand? Meet our Experts (or contact #RealReach directly)
Each of these Courses is a Deeper Dive into a specific topic on our Workshop Agenda Templates. These are useful as preparation for those who are facilitating your Strategy Day, or for advancing from inspiration to strategy as a result of your time away from the office.
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