It's Time to Review Your Annual Checklist!

Goal setting is an incredible tool for mapping out your future and committing to new initiatives for the coming year to ensure you’re doing the right things and are in the right places. You can use the below or create your own checklist.

  • Update your professional profile (the one you would include in proposals or give to new contacts). Add awards, recognitions, appointments to new boards, etc.
  • pdate your LinkedIn profile and any other web presence
  • Review charitable/civic organizations: drop them or add some
  • Clean up your database: delete waste-of-time prospects & update missing data fields.
  • List three new marketing initiatives you want to achieve in the coming year (market via Twitter/LinkedIn, use online listing platform, hand-write personal notes, create a postcard mailer, etc.)
  • Discuss your plan/goals with a mentor and listen to their feedback
  • Check next year’s education opportunities: CCIM courses?
  • Check industry conference schedules to consider attending (CCIM, SIOR, CoreNet, ISCS)
  • How will you improve your health in the coming year?
  • What will you commit to do for your family in the coming year?
  • What are your plans to follow up with past clients?
  • What will you do to stay accountable to your initiatives and goals?
  • Are you strategic about prospecting small, medium and large deals?
  • What tools/resources are available for you to use with your clients?
  • Name three NEW sources or geographical areas to prospect
  • Name three areas you want to be more proficient
  • What hobbies/personal interest activities do you need to add in the coming year?
  • How can you leverage the expertise of your office staff, management and in-house resources?
  • What is your worst business habit and what will you do to minimize/eliminate it?
  • Make plans to be on an expert-panel or speak in front of groups (chambers, clubs)
  • Be able to describe the top 2-3 things that give you a competitive advantage over your competitors (write them down).

Goals and initiatives should create a balance-of-life. In my particular case, my five “buckets” include self, faith, family, work and community. Create goals and initiatives for each of your buckets to ensure you grow personally and professionally.

David Morris, CCIM is the former Managing Director of the Grubb & Ellis office in St. Louis. Connect with him on LinkedIn: DavidMorrisCCIM.

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