Real Estate Agent Goal Setting Worksheet with Examples
Also known as the Keller Williams Gps Plan (Goal, Priority, Strategy)
Most real estate agents set goals for themselves. Few actually know the strategies needed to achieve their goals.
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Setting the goal is the easy part. In fact, studies show that just setting the goal releases dopamine that makes the goal setter feel like they have accomplished the target before starting. This “feel-good” hormone is tied to anticipation and can actually be damaging to goal setting. That is because people love the anticipation of achieving the goal, but they don’t know the strategies required to reach the target.
Don’t get trapped in just the allure of goal setting. Enjoy setting the target. Then get to work on the priorities and strategies.
Stop only setting goals and start building systems
Let’s Find Out How
The Keller Williams 1-3-5 Goal Setting Framework is the perfect framework for defining your goal, then building priorities and strategies. This structure is also known as Keller Wiliams GPS (Goal, Priorities, Strategy)
This can work in tandem with your business plan. You may also want to strengthen your habits in order to succeed with your goals.
The 1-3-5 Keller Williams Goal Setting Plan has you distill your real estate goals down to one main target for the year. I recommend focusing on a net income goal (ideal) or gross commission income goal.
This uses the Keller Williams framework, however it has been adjusted to add additional goal-setting concepts.
Your Goal and Strategies need to be measurable (quantifiable). Your Priorities are not necessarily measurable. You can think of them as large tasks
Let’s dive in!
One of the best pieces of advice comes from James Clear.
“You do not rise to the level of your goals. You fall to the level of your systems.” – James Clear
Reason For Success
To kick off your plan, you need to start with a reason for wanting to succeed. This can be a challenging question but this will serve you well when you are having “one of those days”.
Tip: Be honest. If you want to succeed for financial reasons, own it! A common mistake is just writing something that sounds good.
Examples: To reach financial freedom. To provide for my family. To fund my hobbies. To go travelling next winter. To care for my parents.
Your Reason’s For Sucess: ________________________
Now that you have your reason(s) for wanting to succeed. It’s time to set a big picture production goal. The 1-3-5 framework has you starting with a goal then breaking that goal into 3 priorities, and 5 strategies for each priority.
The goal and priorities should be measurable targets; while the strategies are your plans to achieve each priority. If all 3 priorities are met, then your goal should be attained.
Download the Worksheet Here
It’s best to look at this as a net income goal. The calculation for the net income takes the following into account.
If you would like a quick tool to calculate. Use the Agent Business Plan: Target Generator – It will be sent to your email with instructions.