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Strategic Business and Vision Planning

Use these resources to develop a strategic plan, business plan, or vision for your association.

Strategic Plans

NAR’s Strategic Plan
Succession Planning Resources

Simplify: Real Estate Trends in a Time of Uncertainty (Video)
NAR commissioned this study to determine today's real estate industry trends and found eight that are vital for setting strategic direction for agents, brokers, and associations alike.

Shared Services

Examples of Shared Services
Shared Services Initiative

Field Guides

Association Mergers and Partnerships
Association Shared Services
Strategic Planning for Associations

In-Depth Resources

Organization Assessment Checklist

This comprehensive tool aims to cover all areas of REALTOR® association management. It can be used to document current procedures as well as to guide future planning.

Strategic Planning Resources Toolkit

This toolkit familiarizes you with the strategic planning process, provides resources for you to pursue strategic planning at your association, and helps you decide whether you'd like to complete the process on your own or with the guidance of a facilitator.

The Association Models Planning Tool

The Models Planning tools can help align staff and leadership expectations, guide your association in developing a strategic plan, and help you and your volunteer leaders get on the same page. We also offer a facilitator guide for the planning tool.

The Answer Book: Planning and Visioning

Tap resources that explain the basics of strategic planning for association, including resources to assemble a business plan, the components of a needs assessment, information on audits, and more.

The Answer Book: Association Management and Association Structure

An introduction to shared services and collaboration; mergers and consolidations; and more.