R&R Day in San Francisco, California

R&R Day (Review and Reflect Day) in San Francisco, California

We're now well into July (in fact, the end of the month is quickly arriving) and it's time for me to stop and review my business plan for 2010. With six months of the year behind me I want to know:

  • where do I stand? am I on track professionally? personally?
  • what adjustments do I need to make?
  • what is working well and should be continued? or ramped up?
  • what isn't working?
  • what have I overlooked?
  • have I served my clients well? could I do better? how?
  • what new idea should I implement into my business plan? my life plan?

Today was what I call my R&R Day -- review and reflect day. Mid-morning I packed up my computer and headed off-site, where I find I do this type of thinking the best.


Now back at my office and wrapping up the day, I feel refreshed and re-focused, with some new ideas to try, and some basics I realized I had drifted away from that I'll re-integrate into my days. I'm excited about ramping things up and becoming a better Realtor by implementing some of today's breakthrough ideas.

Wishing you the same nice buzz!

--- Come for a visit; Stay for a lifetime!

Lottie Kendall, Realtor®

Pacific Union International

CA DRE#10215160; 650-465-4547

Lottie@LottieKendall.com

www.LottieKendall.com

Peninsula Living Business Page

www.SFCondosForMe.com

 

 

Comment balloon 29 commentsLottie Kendall • July 23 2010 12:01AM

Comments

Always wise to reflect and evaluate.  I'll bet you're feeling refreshed by the cold, wind, and fog rolling through the city this time of year too. :-)  I lived in San Francisco for 18 years, this was always the worst time of the year (weather wise) in the city. Especially out where I lived, the Richmond District.  Good post and best of luck to you Lottie.

Posted by Jerry Murphy, CRS, SRES, Anthem, Phoenix, and Scottsdale AZ Real Estate (Long Realty West Valley) about 8 years ago

San Fran sounds like a great day to reflect on your business, but I think I would enjoy the City more than working!    Hope you got alot done today!

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (Metro Brokers - House to Home, Inc. - Denver Real Estate - 720-231-6373) about 8 years ago

Hello Lottie,

I love San Francisco. I got engaged there and the city will always have the most special place in my heart.

And yes, reflect on your business to make sure you are on track towards your goals is extremely important.

Posted by Patty Da Silva, Davie, Southwest Ranches Cooper City, Plantation, Weston, REALTOR, Top Listing Broker (BROKER of Green Realty Properties® - 954-667-7253) about 8 years ago

Lottie - I sure miss SF, especially my SF 49'er games!

Posted by Nevin Williams, Raleigh Mortgage Pro (Fairway Independent Mortgage) about 8 years ago

Lottie - I just yesterday flew out of SFO  - out there visiting my son.    Great city, and good idea to spend the day reflecting....

Posted by Dagny Eason, Fairfield County CT, CDPE Homes For Sale and Condo (Dagny's Real Estate) about 8 years ago

Hi Jerry -- nice to meet you here. At the Civic Center the skies were blue and the temps mild--mid 70's perhaps; BUT, I could see the fog hanging over the Richmond, Sunset, etc. Isn't that fascinating?

Joan, I know what you mean. It could be easy to be sidetracked, so I stayed away from my favorite City hiking areas. The library made a wonderful place to do my business planning--very comfortable, quiet, and conducive to thought.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Hi Patty -- no wonder why you like San Francisco! It's a special place to many people. Come back for a visit sometime.

And Nevin -- you, too. It's a short flight/long drive for you to take in a 49er game. When you need a break from the heat -----

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Dagny, let me know next time you're out this way for a visit!

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Lottie, sounds like a great idea to incorporate into everyone's business plan!  Great advice!

Posted by Tony & Darcy Cannon, The C Team (Aubrey and Associates Realty) about 8 years ago

Lottie, I agree with you. This has been a great 6 months and now that we are at the half way point, it is also a great time to plant the seeds for the coming year. This business is built on reaping what we sow. I  have been meeting with my team of professionals mortgage reps, title company, assistants, inspectors, etc.... to evaluate our business plan and keep the things that work and focus on new ideas for the future. I wish you a great second half.

Posted by John Kelly, County - Trend Mls - 609-790-6079 Gloucester - Bur (RE/MAX Connection) about 8 years ago

Lottie, your approach to you business plan, including your Reflect and Review Days, is to be admired.  I need to take your lead and go back to some of these basics. Thanks.

Posted by Mary Kay Hopkins, e-PRO,GRI,CRS (Mary Kay Hopkins, LLC e-PRO, GRI, CRS, CRB) about 8 years ago

Hi Tony and Darcy, sometimes I have to yank myself away from the busyness of the day/week, but focusing on the business is essential. I love it!

Hello John, - what a great idea to include your team of associates in your business planning. I'm sure you'll have a fabulous year!

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Hi Mary Kay -- I came home really refreshed and energized. I'm re-focused on an important part of my plan (my "leads" binder) that I had let slip over the past months -- don't know why!

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Lottie, I hope you are refreshed and ready to tackle the world again!

Posted by Carla Dimond, (Silicon Valley) (CATARRA) about 8 years ago

Hi Carla, Thanks; I had a great day; it was sorely needed and I feel much more organized and better focused now.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Lottie....that's a great idea for R and R....it is time to regroup for the last stretch of the year....

Posted by Barbara Todaro, "Franklin MA Homes" (RE/MAX Executive Realty ) about 8 years ago

We just had a mid-year market review today at our marketing meeting, and it's really smart to follow that up with a look at our business plans too.  What to keep?  What to abandon.  Good prompt there Lottie!

Posted by Karen Crowson, Your Agent for Change (Coldwell Banker Residential Brokerage) about 8 years ago

Lottie, I really do like your take on the new R&R!  We could all use some of that!

Posted by Patricia Kennedy, Home in the Capital (RLAH Real Estate) about 8 years ago

Good morning, Barbara -- I find those R&R days to be very motivating and focusing. Hard to believe we're focusing on the last half of the year already.

Karen, glad you found this useful. Enjoy your review!

Hi Pat, I should do this quarterly, but 3 months slip by so fast that it often gets overlooked.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

So true!  I was in SF a week or so ago, and parked there at Civic Center right next to that statue! 

Posted by Chris Alston, Silicon Valley, California (Chris Alston (Keller Williams Realty, Silicon Valley, California)) about 8 years ago

Hi Chris -- we're lucky to have such a great city where we can escape -- either the heat or to work. Check out the library next time you're there--it's fabulous.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago
Lottie - not the type of R&R I had in mind but both have a way of paying dividends
Posted by Kathy Clulow, Trusted For Experience - Respected For Results (RE/MAX All-Stars Realty Inc. Brokerage) about 8 years ago

Ha, Kathy! You're not easy to fool! I like both types of R&R

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

I just grabbed the paper and went back to bed for an "after-breakfast nap." It was easier than hopping into my car and driving somewhere. :)

Posted by Elizabeth Weintraub Sacramento Real Estate Agent, Top 1% of Lyon Agents, Put 40 years of experience to work for you (Lyon Real Estate) about 8 years ago

And that doesn't sound like a bad thing, either!

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Hi Lottie, Thanks for commenting on my post. I though I'd return the favor. I love how you incorporated the video into your blog post. It gave a sense of your community as well as what you were doing. I LOVE SF b=too of course. My uncle did his sabbatical at SFU.

 I do hope to get more involved with AR and I appreciate your support.

Posted by Karen Barbour, Cary, NC ePro (Access Homes NC) about 8 years ago

Hey, Lottie - If you have an R&R day at least once a week, you'll have better success in determining when things start to fail rather than waiting for six months until they have actually failed. You'll also find that you won't need an R&R day to do all that, just an R&R hour once a week.

Posted by Russel Ray, San Diego Business & Marketing Consultant & Photographer (Russel Ray) about 8 years ago

Karen, thanks for stopping by. I'm enjoying my videos, and find they can capture the feel better than words or still pictures alone.

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

Hi Russel - thanks for your comments. Every week I spend about 1-1/2 hours on Sunday to review the past week, set my outline for the week to come and see how my time was spent. I also set a quarterly plan at the beginning of Jan, Apr, July, Oct. Ideally I would take an off-site day each quarter for more in-depth planning -- hmmmm --- I think this is a blog post on its own --- thanks for getting me to think along those lines!

Posted by Lottie Kendall, Serving San Francisco and the Silicon Valley (Pacific Union International) about 8 years ago

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