Tony and Suzanne Marriott's Phoenix Arizona Real Estate Blog

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How to get where you are going! Part 1 of 2

 Planet Earth from Space

Haven Express at Keller Williams Realty Professional Partners


Strategic Plan - Part 1

  

The importance of having a well thought out Strategic Plan for your business cannot be overstated.  It documents the destination you are striving for, and without knowing "where you want to go" it's impossible to draw a map get there!

Airplane

This two part blog post documents our Strategic Plan, with links to a glossary of terms as well as other blog posts worth reviewing on the topic.

I hope all of you reading these posts will find something, if only one thing, that sparks a thought and contributes to your success!

 

 

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VISION

We believe that our success in real estate is a direct result of valuing people first.  We will continue to grow in Arizona, nationally and internationally and in that process will invite those who share our belief of extraordinary service to join us.  We strive to add value in every real estate transaction, to develop and maintain relationships, which create the maximum level of value for our customers through our services and performance.

 

Question Mark

PURPOSE

Our vision is to be the exception rather than the norm in the real estate industry - a company that is service oriented rather than transaction oriented with agents who are client focused, rather than deal focused.

 

ValuesVALUES

In our individual conduct and in our personal relationships, we value: 

  • Integrity and ethical behavior at all times
  • Acceptance of full responsibility and accountability for our actions
  • Direct communication that permits and encourages healthy disagreement
  • Resolving differences in a mutually supportive and positive way
  • Equal treatment of all employees, contractors and clients

In our professional responsibilities, we value:

  • Individual and team effectiveness in solving problems
  • Exceptional responsiveness to client needs
  • Quality training and commitment to personal and professional growth
  • Flexibility in adapting to change
  • Innovation, creativity, and reasoned risk taking
  • A methodical approach to problem solving
  • Responsible and creative management of all our resources
  • Excellence and continued improvement in all we do

Virtual Reality

OBJECTIVES

Growth

Achieve $30 million in annual GCI with $15 million in profits

Achieve total team of 600 members, with appropriate levels of support staff

Maintain a net profit rate equal to or better than the best world class teams in our industry

Have a comprehensive business development plan

Develop an International presence in the UK

Crystal Ball

Management

Have a management team capable of meeting our strategic objectives

Build the team based on the MREA model

Safety & Security

Have a safety and security conscious, injury free team

Administrative

Have web based, paper-free standardized cost management and financial systems

Have web based, paper-free standard operating procedures

Employees

Have a comprehensive career development program

Achieve an employee turnover rate less than 5%

Define and communicate organizational roles, responsibilities, and expectations for all employees

Fortune Teller

Human resources

Partner with a Professional Employer Organization (PEO) such as Automatic Data Processing, Inc. (ADP) to serve as our Human Resources Department

Technology


Have state of the art computers and peripheral equipment and use leading edge web based applications

Have a formal written technology development and implementation plan

Quality

Maintain zero errors and omissions claims

Maintain compliance with federal, state, local and company regulations

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ASSUMPTIONS

 

We rely on information collected and provided by RL Brown and Elliot Pollack, as well as industry sources and mainstream media.

 

Economy

Being based in Phoenix we rely on the forecasts of continued job and population growth to continue to drive the number of residential real estate transactions

Industry

Demand for professional, high quality, real estate services will remain strong, particularly in the market niches of luxury homes, second homes and resort properties and corporate relocation / referral relocation.

Market

That the market will at least remain stable at or near current levels, with continued growth increasing in 2008 and beyond

Competition

The competition will continue to embrace, or fail to embrace, the growth and integration of technology in the real estate industry.  Those that embrace and integrate it will survive and prosper; those that don't will eventually become extinct.  A significant number of people currently in the industry have been for many years, and will be departing over the next 5-10 years.  They are being replaced by some tech savvy new agents, but for the most part by agents who exit the business within a year.

Click here to go to The Marriott Group Keller Williams Realty Professional Partners Strategic Plan - Part 2

 

All images courtesy of "Free Google Clip Art"

About the Authors - Updated 2018

If you are considering a Traditional or Short Sale of your home in Phoenix, Scottsdale or any location in Maricopa County Arizona, you owe it to yourself to talk with Haven Express @ Keller Williams Arizona Realty to determine whether Tony and Suzanne Marriott are the best real estate Brokers in the Phoenix and Scottsdale metropolitan area to help you with the Successful Sale of your home.

Tony and Suzanne have personally Listed, Sold and Closed more than a hundred Short Sales with the highest list to close rate in the Phoenix Metro Area!

Tony Marriott - Chief Executive Officer - Haven Express @ Keller Williams Arizona Realty

Suzanne Marriott - Chief Learning Officer - Haven Express @ Keller Williams Arizona Realty

Associate Brokers, REALTORS
Haven Express
Keller Williams Arizona Realty

Comments

Now I know what you've been up to for these past few hours - looks great to me - but then again - I suppose I might be a little biased!

Posted by Suzanne Marriott, Associate Broker, CLHMS, e-PRO (Keller Williams Arizona Realty) over 12 years ago

Well I'll be darned.  It looks like a real Strategic Plan.  You must have had a little experience in the corporate world.  I like it a lot and I'm proud to be a part of it and to commit to it all.

Ken Spencer

Posted by Ken Spencer, for Verrado, Buckeye, Sundance (Serendra Realty Group ) over 12 years ago
That looks extremely well thought out and aggressive.  I like your purpose; it is one of the best I have ever read.  Good Luck on having a super 2007!
Posted by Randy Prothero, Hawaii REALTOR, (808) 384-5645 (eXp Realty) over 12 years ago
Ken - Thanks for the comment - I'm glad you like it - since you are a key part of making it happen!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
Randy - A life without purpose is a life without.....
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
Tony, I have to say (and you already know) your posts are beyond phenomenal.  It so entirely refreshing to see people handing over actual details on their businesses (and I'm not talking about the marketing strategies or how to get clients, but the actual 'how to build a business details').  It's great.  Thank you for sharing and I will be reading with interest.  It is my hope that I can share in the same way you have.
Posted by Christina Ethridge (The North Idaho Dream Team powered by SKE Realty Group) over 12 years ago
Christina - Thanks for the very kind compliment.  I am more than happy to share with others - I think together we can build business and achieve more than we can individually.
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
To build a team of over 600.  That would make you by far the largest in our state.  I admire aggressive goals.
Posted by Randy Prothero, Hawaii REALTOR, (808) 384-5645 (eXp Realty) over 12 years ago
Agressive they may be - however - I won't be the first to have done so!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
Wishing you all the best in 2007, Tony - Looks like continued success is just around the corner.  I look forward to reading about you in the updated version of "The Millionaire Real Estate Agent".
Posted by Calie Waterhouse, Community Builder over 12 years ago
Calie - me too!  Let's keep fingers and toes firmly crossed that all goes according to plan!  Nice to hear from you!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
Love it....still looks good to me.  Creates an excellent piece for our team discussion this coming Tuesday.
Posted by Ken Spencer, for Verrado, Buckeye, Sundance (Serendra Realty Group ) over 12 years ago

Tony - It sounds like a wonderful plan to me! I'm proud to be a part of the core team, and look forward to taking part in making it all happen!

Posted by Nicole McGrath, Your Real Estate Assistant over 12 years ago
Nicole - Make sure you are logged in when you leave comments in order to get points!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago

Tony,

 This is a great plan and certainly should be emulated by others. I know a lot of time and thought went into this, and it shows. I am certainly excited to be a part of this.

Posted by Rich over 12 years ago
Rich - Make sure you are logged in when you leave comments in order to get points!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
I am so glad this group was created.  Great post Tony.  I am printing your blog and handing out copies to everyone in my office.  Purpose is so important and I find so often forgotten. 
Posted by Heather Saul (Weichert Realtors Hoey Group) over 12 years ago
Heather - Thanks for the comment and glad you found this useful!  Tony
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago

Tony,

That's put together very well.  I like the aggressiveness!  I like the purpose as well.  You've got to be able to see where you are going and have a detailed plan to get you there.

Posted by Ray Nellum, Fort Smith Real Estate (Envision Real Estate Group, LLC.) over 12 years ago

"The competition will continue to embrace, or fail to embrace, the growth and integration of technology in the real estate industry.  Those that embrace and integrate it will survive and prosper; those that don't will eventually become extinct.  A significant number of people currently in the industry have been for many years, and will be departing over the next 5-10 years.  They are being replaced by some tech savvy new agents, but for the most part by agents who exit the business within a year."

Well, said.  I believe this to be true and am acting on this premise in my own business.

Posted by Gail Robinson, CRS, GRI, e-PRO Fairfield County, CT (William Raveis Real Estate) over 12 years ago
Ray - Apologies for the tardy reply - I appreciate your comment!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago

Gail - sounds to me like you will be a survivor!

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
Excellent Tony!  You and Suzanne rock!  It's so nice to know that planning is a part of some peoples lives!  If you don't plan to win, you inadvertantly plan to fail!!!
Posted by Chris Tesch, College Station, Texas Real Estate (RE/MAX Bryan-College Station) over 12 years ago
Chris - Right on the money!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 12 years ago
It is so important individuals as well as companies have a business plan. It is critical for real estate and mortgage professionals to realize they are their own business upon themselves. Great post.
Posted by Tony Gallegos (Cognicorp Mortgage Banking Advisory) about 12 years ago

Brian Brady's post brought me here, since I missed it the months ago that you posted it.

Most of your posting didn't surprise me, but you goal of 600 agents did. Guess I've always thought of you on the front lines rather than as a broker.

To your "Industry" section, I'd add international (which you must be thinking of with your reference to the UK). I think the intersection of luxury, resort and international is the hot spot.

I thought RL Brown and Elliot Pollack might be sources I was missing, but learned from your links that they concentrate on AZ.  Oh, well.

Were you in Vail? I had hoped to see you there. 

Posted by Sharon Simms, St. Petersburg FL - CRS CIPS CLHMS RSPS (Coastal Properties Group International - Christie's International) about 12 years ago
Tony - And to be nimble enough to update the plan if circumstances change.
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) about 12 years ago
Sharon - These days finds me on the front lines, in the "boardroom", pretty much anywhere there is a need!  I agree with the International focus - CIPS in progress!
Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) about 12 years ago

Tony, 

Peter Druker said "If You Cannot Measure It, You Cannot Manage It."  I think the steps you have displayed are great, but are you tracking the results of your labor ... not just transactions, but how many activities you do to get an appointment and how many new business appointments you must do to get a sale ... information like this is what drives the best business decisions I use CreateAPlan

Posted by Allen C. Wright, NS, AHS, REPS (RealtyU) about 12 years ago

Allen C. Wright I was remiss in the early days - just now catching up with comments from blog posts since day 1 - thanks for the comment - hope you are still in the 'Rain!  

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) almost 4 years ago

Enjoyed this post and want to read more - try this one - Peacocks and Pickles for Christmas 2015!  Wishing you a prosperous and Happy New Year!

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 3 years ago

Enjoyed this post and want to read more - visit our website  - HavenExpress.com - where all your questions about buying and selling residential real estate in Arizona are addressed!

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 3 years ago

Enjoyed this post and want to read more - visit our website  - HavenExpress.com - where all your questions about buying and selling residential real estate in Arizona are addressed!

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 3 years ago

Planning to sell your home in Scottsdale, Arizona?  Give us a call for a free, no obligation, consultation!  Haven Express

Listed, Sold and Closed 100% of listings taken (dozens of them) since June 2011!

Real Estate.  It's What We Do. Best!

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 3 years ago

Planning to sell your home in Scottsdale, Arizona?  Give us a call for a free, no obligation, consultation!  Haven Express

Listed, Sold and Closed 100% of listings taken (dozens of them) since June 2011!

Real Estate.  It's What We Do. Best!

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 3 years ago

Planning to sell your home in Scottsdale, Arizona?  Give us a call for a free, no obligation, consultation!  Haven Express

Listed, Sold and Closed 100% of listings taken (dozens of them) since June 2011!

Real Estate.  It's What We Do. Best!

Posted by Tony and Suzanne Marriott, Associate Brokers, Serving Scottsdale, Phoenix and Maricopa County AZ (Haven Express @ Keller Williams Arizona Realty) over 3 years ago

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