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Best Practices for Realtor Associations 2009

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JWL Associates
JWL Associates

An updated version of an earlier presentation, based on the NAR Best Practices publication from several years ago. The slide presentation is intended as a basis for a free-flowing discussion of ideas for achieving maximum customer service in five management areas. Prepared for the Coastal Association of Realtors Annual Leadership Conference.

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Best Practices for REALTOR Associations Presented by Judith Lindenau, CAE, RCE JWL Consulting October 2009 JWL Associates
BEST PRACTICES ,[object Object],JWL Associates
Report Addresses the Following Critical Association Issues: ,[object Object],[object Object],[object Object],JWL Associates
Explores Five Key Aspects of Associations ,[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
REALTOR ASSOCIATION INNOVATION ,[object Object],JWL Associates
Lemons to Lemonade ,[object Object],JWL Associates
Current Real Estate Trends ULI – Price Waterhouse Swanepoel Report JWL Associates
Housing Trends ,[object Object],[object Object],[object Object],[object Object],JWL Associates
Brokerages ,[object Object],[object Object],[object Object],JWL Associates
International Real Estate ,[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
MLS ,[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
Other Trends ,[object Object],[object Object],JWL Associates
Effect on the Realtor Associations #1 ,[object Object],[object Object],[object Object],[object Object],JWL Associates
Effect on the Realtor Associations #2 ,[object Object],[object Object],[object Object],JWL Associates
Part One: MEMBER SERVICES ,[object Object],JWL Associates
In Member Services: One Size Doesn’t Fit All ,[object Object],[object Object],JWL Associates
If You Want to Provide and Maintain the Best Possible Member Services, You Must: ,[object Object],[object Object],[object Object],JWL Associates
Watch the Member … ,[object Object],[object Object],[object Object],JWL Associates
Utilize Member Service Programs … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
Member Services -- ,[object Object],[object Object],[object Object],[object Object],JWL Associates
Part Two: PUBLIC POLICY ,[object Object],JWL Associates                                                               
“ The Stakes are High and Getting Higher” ,[object Object],[object Object],JWL Associates
[object Object],The Advocacy Goal: Do Important Things with your Organizational Resources! JWL Associates
Key Components of an Advocacy Program: ,[object Object],[object Object],[object Object],JWL Associates
[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
Keys to Involving Members in Advocacy: ,[object Object],[object Object],[object Object],JWL Associates
Part Four: HUMAN RESOURCES MANAGEMENT ,[object Object],JWL Associates
Successful REALTOR Associations Attract, Train and Retain Great People ,[object Object],[object Object],JWL Associates
Everything Starts with People: ,[object Object],[object Object],JWL Associates
Avoid Sources of Conflict: ,[object Object],[object Object],[object Object],JWL Associates
Consider Outsourcing or Shared Service Alternatives: ,[object Object],[object Object],JWL Associates
Part Five: FINANCIAL MANAGEMENT ,[object Object],[object Object],JWL Associates
The Issue: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
If You Can’t Measure It, You Can’t Manage It: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
Financial Management: Fundamentals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
Financial Management: Fundamentals ,[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
Financial Management: Budgeting ,[object Object],[object Object],[object Object],[object Object],JWL Associates
Suggestion … ,[object Object],JWL Associates
Financial Management: Generating Revenue ,[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
Financial Management: Internal Controls and Audits ,[object Object],[object Object],JWL Associates
FINANCIAL MANAGEMENT CHECKLIST ,[object Object],JWL Associates
Graph of Association Income JWL Associates
Financial Management: Reporting to Members ,[object Object],[object Object],[object Object],JWL Associates
HOW TO BEGIN INNOVATION JEFF DE CAGNA ,[object Object],JWL Associates
FOCUS on “WHO” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates
FOCUS on “WHAT” ,[object Object],[object Object],[object Object],• JWL Associates
FOCUS on “HOW” ,[object Object],[object Object],JWL Associates
Case Study: West Volusia Association of Realtors ,[object Object],[object Object],JWL Associates
Case Study: North Dakota Association of Realtors ,[object Object],JWL Associates
Case Study: Sarasota Association of Realtors ,[object Object],[object Object],[object Object],[object Object],JWL Associates
Thanks for the opportunity! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],JWL Associates

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Best Practices for Realtor Associations 2009

  • 1. Best Practices for REALTOR Associations Presented by Judith Lindenau, CAE, RCE JWL Consulting October 2009 JWL Associates
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  • 7. Current Real Estate Trends ULI – Price Waterhouse Swanepoel Report JWL Associates
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  • 42. Graph of Association Income JWL Associates
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Notes de l'éditeur

  1. People being pushed out of housing, and some people “can’t afford to be home owners, and shouldn’t be”
  2. Review important issues Discuss Communications/Social Media Discuss input techniques
  3. Every staff member to Real Estate office. Hire an outreach person (two way communication). Assign every board member 3-4 calls a month and a reporting time at the Board of Directors meeting)
  4. Stop here to review planning sheets
  5. Social Media portion here?
  6. Your goal: to have gov’t and special interest groups ASK for your position.
  7. Build your identity as a legislative force