1.9 Business Plan and Goal Setting

A goal properly set is halfway reached. ~ Zig Ziglar *

It has been proven time and time again that the most effective way to achieve any goal is to have a plan. A plan means your efforts can be measured and adjusted to stay on course. Without a means to measure, your plan is nothing more than a dream. Start with a dream, but make it a plan so it can become a reality. To that end, EXIT provides you with two business plans.

Agent Business Plan – Expanded

The Expanded version of the Agent Business Plan takes into account you, the whole person. At EXIT, we believe bringing the best you to your business will enhance your chances of success. The Expanded version is a holistic approach to planning, incorporating all areas of your life. This plan is customizable to reflect the aspects of life that matter to you. Hands-on exercises help you see clearly which areas of your life need attention to create balance. The business plan then takes you through the numbers, and the challenges that may present themselves along the way.

Agent Business Plan – Abridged

The Abridged version of the Agent Business Plan focuses on the numbers. Here you can review last year’s statistics and/or create this year’s production and sponsoring goals. Exercises are included to help you consider accountability and challenges.

Agent Profitability Worksheet - Goal Setting

Use this Path to Profitability Worksheet in tandem with your Business Plan to determine the activity you need to complete to reach your profitability goals. You’ll see a sample of a completed worksheet below the blank one.