2026 Planning Session: Building Next Year's Business Plan This Month
Nov 12, 2025
2026 starts in 7 weeks.
Plan it now, not January 1.
The Planning Advantage
November planning beats January planning:
Clear head before holiday chaos Time to think strategically Ability to start January executing No lost weeks figuring things out
Plan now, execute January 1.
The 2026 Vision
Start with the big picture:
What income do you want? How many transactions? What type of business? What lifestyle balance?
Write it down.
The Income Goal
Set specific 2026 target:
Desired GCI: $______ Required transactions: ______ Average commission: $______ Monthly income target: $______
Make it measurable.
The Transaction Breakdown
Work backwards from annual goal:
48 transactions = 4 per month 36 transactions = 3 per month 24 transactions = 2 per month
What's your target?
The Monthly Rhythm
Distribute transactions:
Q1: 25% of annual goal Q2: 30% of annual goal Q3: 20% of annual goal Q4: 25% of annual goal
Plan for seasonal fluctuation.
The Activity Calculation
Transactions require activity:
2 closings need 3-4 contracts 3-4 contracts need 8-12 appointments 8-12 appointments need 40-60 conversations 40-60 conversations need 150-200 calls
Build your daily activity plan.
The Lead Source Strategy
Where will business come from?
Database: ___% Online leads: ___% Past clients: ___% Expired/FSBO: ___% Sphere/Referrals: ___%
Diversify sources.
The Database Goal
Plan database growth:
Current size: _____ contacts 2026 goal: _____ contacts Monthly additions: _____ Source of new contacts: _____
Growing database grows business.
The Marketing Budget
Allocate 2026 marketing spend:
Online advertising: $_____ Direct mail: $_____ Social media: $_____ Technology: $_____ Events/networking: $_____
Total budget: $_____
The Technology Investment
What tools for 2026:
CRM upgrade? New website? Marketing automation? Video equipment? AI tools?
Technology enables growth.
The Skill Development
What to improve in 2026:
Negotiation skills Listing presentation Buyer consultation Social media presence Video marketing
Invest in learning.
The Team Decision
Will you hire in 2026?
Transaction coordinator? Inside sales agent? Buyer's agent? Marketing assistant?
At what production level?
The Time Blocking
Plan your 2026 schedule:
Prospecting time: Daily 8-10am Appointments: 10am-5pm Admin time: 5-6pm Planning time: Friday 4-5pm
Design your ideal week.
The Personal Goals
Balance business and life:
Vacation weeks: _____ Family time blocks: _____ Health commitments: _____ Personal development: _____
Business serves life, not vice versa.
The First Quarter Focus
Q1 2026 specific plan:
January target: ___ closings February target: ___ closings March target: ___ closings Q1 marketing campaign: _____
Detailed quarterly planning.
The Accountability Structure
Who keeps you on track?
Broker check-ins: How often? Mastermind group: Who? Coach: Need one? Accountability partner: Who?
External accountability works.
The Metrics to Track
What to measure weekly:
Prospecting calls made Conversations had Appointments set Contracts signed Closings completed
Define your dashboard.
The Quarterly Reviews
Schedule 2026 reviews:
Q1 review: April 1 Q2 review: July 1 Q3 review: October 1 Q4 review: January 1, 2027
Put them in calendar now.
The Written Plan
Document everything:
2026 goals Monthly targets Daily activities Lead sources Budget Timeline
Written plans get executed.
The December Bridge
Use December to:
Finalize 2026 plan Prepare marketing materials Set up systems Rest and recharge
Bridge from planning to execution.
The January 1 Start
With November planning done:
No figuring out what to do Clear daily activities Immediate execution Strong start to year
Planning creates momentum.
Your Next Week
Block 4 hours for 2026 planning.
Answer all the questions in this post.
Write your complete 2026 plan.
Share with accountability partner.
Put it somewhere you'll see daily.
2026 success starts with November planning.
Tiffany Hampton is a seasoned real estate leader and MAPS Coach with over two decades of experience helping agents succeed through leadership, coaching, and innovative strategy. As the founder of AgentGrowth365.com, Tiffany delivers proven systems, tools, and training that empower agents and market center leaders to grow with clarity and purpose. Whether you're looking to hit 24 transactions, streamline your coaching systems, or lead your business with impact, AgentGrowth365 offers a full suite of solutions designed to meet today's challenges and scale tomorrow's success.
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