Embed Size (px)
Citation preview
Digging for Digging for ““GoldGold””
How the Annual Report How the Annual Report relates to your own Personal relates to your own Personal
Business.Business.
O.T.J.T. O.T.J.T.
On The Job Training!On The Job Training!
1 year of experience = Make a life 1 year of experience = Make a life time of changetime of change
3 Purposes of The Annual Report3 Purposes of The Annual Report
Form should be used as template/worksheet for creating Form should be used as template/worksheet for creating your 2011 Chapter Business Plan. Usually done by your 2011 Chapter Business Plan. Usually done by President-Elect and her Team in the fall preceding her term. President-Elect and her Team in the fall preceding her term. Do not submit this workDo not submit this work; it is for your planning reference ; it is for your planning reference only.only.
This form also serves as the This form also serves as the mandatory Annual Report that mandatory Annual Report that all chapters are required to complete and submit, with all chapters are required to complete and submit, with supporting documentations as indicated by Feb 2, 2012.supporting documentations as indicated by Feb 2, 2012. Here you are documenting actual versus planned results. Here you are documenting actual versus planned results. Failure to submit the completed report will result in Failure to submit the completed report will result in dissolution of the chapter.dissolution of the chapter.
Upon receipt of the completed report and documentation, Upon receipt of the completed report and documentation, National WCR determines the chapterNational WCR determines the chapter’’s eligibility for s eligibility for recognition in the Chapter Excellence Awards Program.recognition in the Chapter Excellence Awards Program.
Submission Rules:Submission Rules: The Annual Report form must be used as provided. Please The Annual Report form must be used as provided. Please
do not separate entry pages with other sheets of paper or do not separate entry pages with other sheets of paper or documentation.documentation.
The Annual Report and required documentation should be The Annual Report and required documentation should be bound in a small folder or by binder clip.bound in a small folder or by binder clip.
Keep documentation concise. Provide only what is Keep documentation concise. Provide only what is requested. Do not include any excess material requested. Do not include any excess material (photos,videos,etc) If you are unclear on documentation (photos,videos,etc) If you are unclear on documentation requirements, please contact the national office before requirements, please contact the national office before submitting the Annual Report.submitting the Annual Report.
Clearly label each piece of documentation with the Clearly label each piece of documentation with the question number it supports.question number it supports.
The Annual Report and documentation must be complete The Annual Report and documentation must be complete and submitted together. No modifications, corrections, or and submitted together. No modifications, corrections, or alterations will be allowed, once the report is submitted. If alterations will be allowed, once the report is submitted. If you are unclear on documentation requirements, please you are unclear on documentation requirements, please contact the national office.contact the national office.
1.) Chapter Charter Year1.) Chapter Charter Year
2009 or later (1 pt)2009 or later (1 pt)
1981-2007 (2pts)1981-2007 (2pts)
1961-1980 (3pts)1961-1980 (3pts)
1960 or earlier(4 pts)1960 or earlier(4 pts)
This let you add This let you add points for longevity points for longevity
Up KeepUp Keep
Enter the Enter the chapterchapter’’s Total s Total Members on Members on March 31, 2011March 31, 2011
If this number is If this number is greater than 2 or greater than 2 or equal to equal to
50 Add 5pts50 Add 5pts100 Add additional 5100 Add additional 5Max pts possible: 15Max pts possible: 15
Keeping up with yourKeeping up with yourteam as they come & team as they come &
go.go.
Renewing Members = Renewing ClientsRenewing Members = Renewing Clients
Entering the Entering the chapterchapter’’s Renewal s Renewal Rate on March 31, Rate on March 31, 2011-here____2011-here____
70% add (2pts)70% add (2pts) 75% add additional 75% add additional
(3pts)(3pts) 80% or better add 80% or better add
another (4pts)another (4pts)
How do YOU keep How do YOU keep your past clients your past clients coming back?coming back?
How do YOU keep How do YOU keep your past clients your past clients from forgetting from forgetting YOU?YOU?
Chapter Newsletter = Your follow-upChapter Newsletter = Your follow-up
The chapter has a The chapter has a paper or electronic paper or electronic newsletter that is newsletter that is produced and produced and distributed at least distributed at least quarterly.quarterly.
Do you have one Do you have one for your clients?for your clients?
Several Options are Several Options are available for you to available for you to use and some are use and some are even even FREE!FREE!
Important People to KnowImportant People to Know
The local REALTOR The local REALTOR Association Association Executive (or other Executive (or other staff person) is a staff person) is a national WCR national WCR member in your member in your chapter.chapter.
Your WCR Board- Your WCR Board- DonDon’’t you think t you think knowing this knowing this person is a good person is a good thing?thing?
SharingSharing
In 2011, anyone In 2011, anyone from the Chapter from the Chapter has posted a has posted a Program Idea on Program Idea on the WCR Speakers the WCR Speakers & Programs & Programs Message Board in Message Board in the Member Center the Member Center at wcr.org (1pt) per at wcr.org (1pt) per posting.posting.
““Helping others get Helping others get what they want, what they want, gets you what you gets you what you need.need.”” – Zig Ziglar – Zig Ziglar
Websites/BlogsWebsites/Blogs
If the chapter has If the chapter has a Web site or a Web site or Facebook Fan Page Facebook Fan Page displaying the displaying the current WCR current WCR Mission Statement- Mission Statement-
Please provide and Please provide and counts as 2 pts.counts as 2 pts.
Your web site you Your web site you will learn and will learn and blogs.blogs.
Back LinkingBack Linking
Add 2 (pts) for a Add 2 (pts) for a working link to at working link to at least two of the least two of the following: wcr.org, following: wcr.org, realtor.org, State realtor.org, State REALTOR REALTOR Association and/or Association and/or Local REALTOR Local REALTOR AssociationAssociation
Back linking ranks Back linking ranks your higher!your higher!
Free PRFree PR
In 2011, the In 2011, the Chapter was Chapter was
featured in a featured in a non-WCR published non-WCR published
article.article.
Learning to do this Learning to do this is HUGE!is HUGE!
Networking Networking
Add 1(pt) for each Add 1(pt) for each WCR local chapter WCR local chapter elected officer who elected officer who is a director of their is a director of their local association of local association of REALTORS or MLS.REALTORS or MLS.
Knowing these Knowing these people could be people could be key to your own key to your own success!success!
Effectiveness & ValueEffectiveness & Value
The chapter held The chapter held eight (8) eight (8) membership membership meetings with meetings with programs in the programs in the calendar year.calendar year.
Regrouping and Regrouping and Focus on Education Focus on Education and Fellowship!and Fellowship!
Staying FocusedStaying Focused
Provide dated Provide dated documentation documentation that all chapter that all chapter meetings and meetings and
programs for the programs for the year were year were
scheduled (no scheduled (no TBAs) and TBAs) and
announced to your announced to your members.members.
Subject to change Subject to change but with no but with no you lack a map to you lack a map to gold!gold!
Celebrating Celebrating
Chapter Submitted Chapter Submitted 2011 Entrepreneur 2011 Entrepreneur of the Year Award of the Year Award Recipient.Recipient.
Celebrating those Celebrating those who have achieved who have achieved letters from the letters from the business have to business have to thank for the thank for the successsuccess
How to build up!How to build up!
The chapter builds The chapter builds itit’’s WCR identity as s WCR identity as a REALTOR a REALTOR resource by resource by delivering delivering programs that programs that enhance enhance performance.performance.
Where are you Where are you needing help? needing help? Knowledge, Knowledge, Support, & Support, & Motivation about Motivation about your market!your market!
Expend time on Expend time on Programs & less on Programs & less on Hoopla!Hoopla!
6 Performance Management Areas6 Performance Management Areas
TechnologyTechnology Diverse MarketsDiverse Markets Leadership SkillsLeadership Skills Economy and DemographicsEconomy and Demographics Civic EnvironmentCivic Environment Business DevelopmentBusiness Development
Who-How-Where-&How Much?Who-How-Where-&How Much?
The prepared a The prepared a balanced budget for balanced budget for the year of 2011.the year of 2011.
The chapter governing The chapter governing board met six times in board met six times in 2011. 2011.
Who will be on your team; Who will be on your team; Title Co, Mortgage Co, Title Co, Mortgage Co, Warranty Co, Insurance Warranty Co, Insurance Co?Co?
Do you need to prepare a Do you need to prepare a budget?budget?
Refocus, Regroup, & Refocus, Regroup, & direction with outside direction with outside Resources from your team.Resources from your team.
Leadership Development Leadership Development The Chapter held at least The Chapter held at least
two new member out of two new member out of four orientations during four orientations during 2011.2011.
Program must include:Program must include:
*WCR*WCR’’s Mission Statement, s Mission Statement, Vision and Long-Term Vision and Long-Term GoalsGoals
*The value of getting involved*The value of getting involved
*Member benefits*Member benefits
Expose what you offer Expose what you offer to new people.to new people.
What is your values- What is your values- Offer to Speak, Fix, & Offer to Speak, Fix, & ShareShare
Get others to evaluate Get others to evaluate Ask why you didnAsk why you didn’’t get t get
the jobthe job
EducationEducation
Chapter Officers Chapter Officers registered and registered and attended important attended important 2011 WCR 2011 WCR organizational organizational events.events.
High Level of High Level of education for you education for you and your team!and your team!
Workshops are a Workshops are a simple but simple but affective way of affective way of learning new learning new things!things!
Performance Management Network Performance Management Network DesignationDesignation
Being professional is about looking Being professional is about looking the part and acting the part.the part and acting the part.
Why not put initials behind your Why not put initials behind your signature (m.d. , c.p.a., or p.c.)signature (m.d. , c.p.a., or p.c.)
Want to be paid like a professional Want to be paid like a professional but you donbut you don’’t look or sound like one?t look or sound like one?
Sign off with your designations!Sign off with your designations!
Thank you for coming!Thank you for coming!
Interested in further Interested in further information, contact me at:information, contact me at:
[email protected]@gmail.com
