Business Planning
Year ending 31 March 2027
Prepared for:
Our values
Vision
Bower sets the standard in real estate by attracting and developing the best people, transforming the property journey into a rewarding experience for all.
Purpose
To empower our people to elevate their potential, deliver an exceptional client experience, and create a lasting positive impact. Unwavering
Reflection
The answers should reflect honestly where you feel you sit based on the current point in time or actions over the last 12 months.
What were your biggest 3 achievements in the last 12 months
What were your 3 biggest disappointments in the last 12 months?
What were the main contributors to these disappointments?
What holiday break did you take over the last 12 months?
Do you feel that these were well planned?
Were the holidays/break you took too many/just right/not enough?
Who do you consider part of your team (directly has impact on the quality or delivery/ performance of your business)
Potential areas to consider
• Marketing
• Lead Generation
• Compliance
• Admin/Support
• Productive
• Digital/Social
• Financial
• Tech/Systems
• Accountability
What do you want your business to generate in GCI in 2027 year?
What would that change for you?
Past performance
Your digital & social media audit
Bower wheel for success
B - Online / Digital (rate all of 10)
My social media profiles clearly state who I serve and what property type or area I specialise in / 10 My profile imagery is professional, current and aligned with Bower brand standards / 10
My bio communicates a clear value proposition rather than generic statements / 10 My visual content reflects consistent use of approved colours and typography / 10
C - Business Development Area (BDA)
Where is it?
How many homes?
How many sold in total in 2025?
How many did you sell in your BDA in 2025?
Your Market Share %
Your Average Sale Price
Your Average Comms Per Transaction (Average Commissions Per Transaction)
Total Available GCI (Gross Commission Income) = Total volume of sales in area x your avg. commission per sale.
Total area (Days On Market)?
Who is your biggest competition?
What is their biggest strength?
What is their weakness?
Total contacts in your database from BDA with name, address, email & phone?
Do you know which homes are owned by investors?
If so how many?
How much would you rate your Business Development Area Management? / 10
D - Friends / Family
Your family/private/personal connections are the constant base to keep us grounded valued & happy. Without these being nurtured & fool proofed. We can lose what is the most important and the primary reason for wanting success in the first place.
E - Fitness (Mind/Body)
Your body is your primary business asset. High-energy showings and stressful negotiations require physical stamina and mental clarity. Consistent fitness ensures you show up sharp, confident, resilient and assists in maintaining mental fitness and well-being.
F - Fun
You need a life outside of work. Fun prevents burnout and keeps your personality vibrant, making you someone people actually want to work with.
G - Food / Fuel
Irregular schedules often lead to poor diet choices. Proper nutrition stabilizes your blood sugar, preventing the mid-afternoon energy crashes that can ruin a listing presentation negotiation or impact business generating activities.
H - Financial
You are a business owner. Financial discipline ensures you can weather the "feast or famine" cycles of the market, allowing you to give objective advice to clients without being pressured by your own bills. This area also should reflect your current situation relating to wealth creation and passive income streams.
Notes
/ 10
The Bower wheel
The "now" is already in the future
People
Connection/Skills/ Standards
(what clients will pay for)
Systems/Administration/ Business Development
(what we need to do to enable us to deliver the service but what clients don’t want to pay for).
Admin (emails), Lead gen, CMAs, vendor reports, prospecting, compliance, prof development, etc
Systems/ processes used
Engage
Realhub
Valocity
Property Files
ActivePipe
External Lead Gen (Who)
Homebase
Adobe Pro (e-signature)
ChatGPT
Outlook Email Calendar
Alternative system/process you could use
REX dashboard
KPI's for 2027
GCI
Average GCI per sale
Breakdown by Month
GCI
Sales
Personal Promotions
2026/2027
Opportunities
What are the opportunities that you have identified that would contributed to your ambitions being achieved?
What are the four opportunities that if you implemented would make the biggest contribution?
1st April - 30th June 2026 (1st Quarter)