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2019 Business Planning Documents

General planning, money planning, task planning, time planning, rule planning and more!

Median Price Appreciation Calculator

A quick tool for calculating how much the market is changing over time, year to year. Simply enter the year and median sales price, the rest of the worksheet will do the calculations for you.

Client Communication Tracker

Use this Microsoft Excel worksheet to measure and track how well you are keeping in touch with your past/potential clients and your sphere.

Pro Forma Template

This Pro Forma template will provide you with the groundwork to do some information-gathering when working with an investor who intends to use the property as a rental. Be sure that all required disclaimers are included for your office, license, and area. You should add and delete pages as appropriate for your project. You don't need to include all pages for each project.

Excel Stats Tracking

Tracking MLS stats doesn't have to be intimidating! This form is set up to track median sales price, inventory, and solds. It includes graphs as well. Check out Shauna's "Learning to Graph" webinar which shows exactly how to manipulate this data.

Investment Cash Flow Worksheet

Project not only rise in rent over time, but also expenses and also show change in equity with this handy worksheet!
**Added Cap Rate and Gross Rent Multiplier Feature 6/3/15

Testimonial:
"Love this worksheet, used it already...Very easy to use and understand.
Thank you Shauna!"
-Aranka Fruehauf

Quality of Life Wheel

First, use the questionnaire to answer the questions and get a score per category. Then, print out the Wheel in color (both pages). Cut the wheel down by category until it represents your score per category. Then glue the color wheel onto the gray placement wheel. We suggest putting it up somewhere where it can serve as a visual reminder of what is important to you.

Quality of Life Values Exercise

There is sometimes a disconnect between what we say we value as individuals and the things we choose to spend our energy on. This exercise is not for the faint of heart! We suggest devoting about two hours to this exercise. Dig deep and you will be richer from the result.

Business Personal Income Chart

This worksheet doesn't include the monthly detail that say, Denise's Money In Money Out sheet does, but if you want to track where you have been and where you want to go, this worksheet will do just that. And it includes automated graphs to boot!

Rules for Your Business

Rules allow you to have a road map to follow which is critical for all agents today. The following rules are ones that cause agents the most challenges with all other areas of their business if they do not follow them. List the rules you currently have in your business and then list the rules you want to implement.

Vision for Your Business Questionnaire

There are key questions that every agent must ask themselves when creating their business plan. As agents become busier with their business and as the daily demands of selling real estate increase, it is easy to forget why you are an agent and what is important to you. Answer the questions below to help determine was your vision for your business is.

Appreciation Worksheet

This is the most accurate way to calculate appreciation in an area but finding individual appreciation rates can be a pain! However, take some of the pain of calculation out of the equation with this worksheet. One thing to note - if you are figuring appreciation over a period of time, try to look at solds that have sold recently to get the most accurate recent number.

Agent GCI and Activity

Use this Excel spreadsheet to record your activity. Automatically graphs!

Net Worth Chart

What is your current net worth? You may be surprised!

Future Value Calculator

Get the picture of how your assets will stack up 5, 10, 20, even 30 years from now! With the Future Value Calculator, see how your mortgage balance, assets, (even assets that you are adding to each month) changes over time and how some planning now can result in big payoffs later.

NOTE: This worksheet is for illustrative purposes only and should not be used to predict future earnings or advise the user that such earnings are imminent. This tool is not meant to replace a financial planner. Mortgage amortization is for estimation purposes only and may not be reflective of user's actual mortgage or payback. The Lones Group is not responsible for decisions or assumptions made based on this document.

Record of Calls

This customizeable Word Document is perfect for tracking your client communication. Add and delete columns as needed.

Denise's Money In Money Out worksheet

Tracking your money doesn't have to be boring! In this new and improved Money In Money Out sheet, you have the ability to set budgets for a variety of expense items. When you are overbudget the worksheet will automatically see that and indicate that you are overbudget. You can also track your income, and see where you truly wind up at the end of the month. You can create a new document for every month, or create one sheet per year and navigate through your months through tabs at the bottom.

Big Vision Big Results Goal Setter

If you are having trouble articulating your goals or determining how you should structure your business, this document may be just what you need to determine what you need to do daily, weekly, monthly, or annually in your business for lead generation, follow-up, or quality of life.

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