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Digging for “Gold” How the Annual Report relates to your own Personal Business.

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Digging for “ Gold ”. How the Annual Report relates to your own Personal Business. O.T.J.T. On The Job Training! 1 year of experience = Make a life time of change. 3 Purposes of The Annual Report. - PowerPoint PPT Presentation

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Page 1: Digging for  “ Gold ”

Digging for “Gold”

How the Annual Report relates to your own

Personal Business.

Page 2: Digging for  “ Gold ”

O.T.J.T.

O

n The Job Training!

1

year of experience = Make a life time of change

Page 3: Digging for  “ Gold ”

3 PURPOSES OF THE ANNUAL REPORT

F

orm should be used as template/worksheet for creating your 2012 Chapter Business Plan. Usually

done by President-Elect and her Team in the fall preceding her term. Do not submit this work; it is

for your planning reference only.

T

his form also serves as the mandatory Annual Report that all chapters are required to complete and

submit, with supporting documentations as indicated by Feb 2, 2013. Here you are documenting

actual versus planned results. Failure to submit the completed report will result in dissolution of the

chapter.

U

pon receipt of the completed report and documentation, National WCR determines the chapter’s

eligibility for recognition in the Chapter Excellence Awards Program.

Page 4: Digging for  “ Gold ”

SUBMISSION RULES:

The Annual Report form must be used as provided. Please do not separate entry pages with other sheets of paper or documentation.

The Annual Report and required documentation should be bound in a small folder or by binder clip.

Keep documentation concise. Provide only what is requested. Do not include any excess material (photos,videos,etc) If you are unclear on documentation requirements, please contact the national office before submitting the Annual Report.

Clearly label each piece of documentation with the question number it supports.

The Annual Report and documentation must be complete and submitted together. No modifications, corrections, or alterations will be allowed, once the report is submitted. If you are unclear on documentation requirements, please contact the national office.

Page 5: Digging for  “ Gold ”

2

008 or later (1 pt)

1

981-2007 (2pts)

1

961-1980 (3pts)

1

960 or earlier(4 pts)

1.) CHAPTER CHARTER YEAR

T

his let you add points for

longevity

Page 6: Digging for  “ Gold ”

Enter the chapter’s Total Members on March 31, 2012

If this number is greater than 2 or equal to

50 Add 5pts100 Add additional 5

Max pts possible: 15

UP KEEP

Keeping up with your

team as they come & go.

Page 7: Digging for  “ Gold ”

Entering the chapter’s Renewal Rate on March 31, 2012-here____

70% add (2pts)

75% add additional (3pts)

80% or better add another (4pts)

RENEWING MEMBERS = RENEWING CLIENTS

How do YOU keep your past clients coming back?

How do YOU keep your past clients from forgetting YOU?

Page 8: Digging for  “ Gold ”

T

he chapter has a paper

or electronic newsletter

that is produced and

distributed at least

quarterly.

CHAPTER NEWSLETTER = YOUR FOLLOW-UP

D

o you have one for your

clients?

S

everal Options are available

for you to use and some are

even FREE!

Page 9: Digging for  “ Gold ”

T

he local REALTOR

Association Executive

(or other staff person) is

a national WCR member

in your chapter.

IMPORTANT PEOPLE TO KNOW

Y

our WCR Board- Don’t

you think knowing this

person is a good thing?

Page 10: Digging for  “ Gold ”

I

n 2012, anyone from the

Chapter has posted a

Program Idea on the WCR

Speakers & Programs

Message Board in the

Member Center at wcr.org

(1pt) per posting.

SHARING

Helping others get what

they want, gets you what

you need.” – Zig Ziglar

Page 11: Digging for  “ Gold ”

If the chapter has a Web

site or Facebook Fan Page

displaying the current WCR

Mission Statement-

P

lease provide and counts as

2 pts.

WEBSITES/BLOGS

Y

our web site you will

learn and blogs.

Page 12: Digging for  “ Gold ”

A

dd 2 (pts) for a working

link to at least two of the

following: wcr.org,

realtor.org, State

REALTOR Association

and/or Local REALTOR

Association

BACK LINKING

B

ack linking ranks your

higher!

Page 13: Digging for  “ Gold ”

I

n 2012, the Chapter was

featured in a non-WCR

published article.

FREE PR

L

earning to do this is

HUGE!

Page 14: Digging for  “ Gold ”

A

dd 1(pt) for each WCR

local chapter elected

officer who is a director

of their local association

of REALTORS or MLS.

NETWORKING

K

nowing these people

could be key to your own

success!

Page 15: Digging for  “ Gold ”

T

he chapter held eight (8)

membership meetings

with programs in the

calendar year.

EFFECTIVENESS & VALUE

R

egrouping and Focus on

Education and

Fellowship!

Page 16: Digging for  “ Gold ”

P

rovide dated

documentation that all

chapter meetings and

programs for the year

were scheduled (no

TBAs) and announced to

your members.

STAYING FOCUSED

S

ubject to change but

with no you lack a

map to gold!

Page 17: Digging for  “ Gold ”

C

hapter Submitted 2012

Entrepreneur of the Year

Award Recipient.

CELEBRATING

C

elebrating those who

have achieved letters

from the business have

to thank for the success

Page 18: Digging for  “ Gold ”

T

he chapter builds it’s

WCR identity as a

REALTOR resource by

delivering programs that

enhance performance.

HOW TO BUILD UP!

W

here are you needing help?

Knowledge, Support, &

Motivation about your

market!

E

xpend time on Programs &

less on Hoopla!

Page 19: Digging for  “ Gold ”

6 PERFORMANCE MANAGEMENT AREAS

T

echnology

D

iverse Markets

L

eadership Skills

E

conomy and Demographics

C

ivic Environment

B

usiness Development

Page 20: Digging for  “ Gold ”

T

he prepared a balanced

budget for the year of 2012.

T

he chapter governing board

met six times in 2012.

WHO-HOW-WHERE-&HOW MUCH?

W

ho will be on your team; Title Co,

Mortgage Co, Warranty Co, Insurance

Co?

D

o you need to prepare a budget?

R

efocus, Regroup, & direction with

outside Resources from your team.

Page 21: Digging for  “ Gold ”

T

he Chapter held at least two new member

orientations during 2012.

P

rogram must include:

*

WCR’s Mission Statement, Vision and

Long-Term Goals

*

The value of getting involved

*

Member benefits

LEADERSHIP DEVELOPMENT

E

xpose what you offer to new

people.

W

hat is your values- Offer to Speak,

Fix, & Share

G

et others to evaluate

A

sk why you didn’t get the job

Page 22: Digging for  “ Gold ”

C

hapter Officers

registered and attended

important 2012 WCR

organizational events.

EDUCATION

H

igh Level of education for

you and your team!

W

orkshops are a simple but

affective way of learning

new things!

Page 23: Digging for  “ Gold ”

PERFORMANCE MANAGEMENT

NETWORK DESIGNATION

B

eing professional is about looking the part and acting the part.

W

hy not put initials behind your signature (m.d. , c.p.a., or p.c.)

W

ant to be paid like a professional but you don’t look or sound like

one?

S

ign off with your designations!

Page 24: Digging for  “ Gold ”

THANK YOU FOR COMING!

Interested in further information, contact me at:

[email protected]