2019 San Antonio Board of REALTORS® Business Plan

Mission Statement: The purpose of the San Antonio Board of REALTORS® is to

provide products, programs and services to be a business and information

resource to the member; enhance the REALTOR® image and involvement in the

community; and be the voice for REALTORS® in the political arena.

About the Business Plan: What follows is the 2018 Business Plan for the San

Antonio Board of REALTORS®. The intent of the plan is to provide a framework for

the Association that will take it to the next level of success. This business plan is

intended to coincide and effectuate the long term Strategic Plan. SABOR will

continue to grow its services and programs to create strong benefits and

resources to its membership. The Business Plan is intended to raise the profile of

SABOR within the REALTOR® community and the local community.

The association’s Business Plan has been structured to reflect the five pillars of

the Strategic Plan: Advocate, Collaborate, Innovate, Lead and Succeed.

Advocate

With inclusivity and intent, San Antonio REALTORS® will ADVOCATE for: private property rights

and property ownership; REALTORS®, the REALTOR® Party and Affiliates; the community and

communities; professionalism; and electing REALTORS® to public offices.

Collaborate

With trust and respect, San Antonio REALTORS® will COLLABORATE by: reaching, connecting

and empowering REALTOR® members; engaging community(ies) and community leaders;

synergizing with other associations, including expansion, shared services and chapters; working

with charities to create resources and provide volunteers; being inclusive, proactive and

creative; and building coalitions.

Innovate

With imagination and purpose, San Antonio REALTORS® will INNOVATE by: identifying,

researching/reviewing, and delivering new technology; pioneering applied technology for

REALTORS® and for the association; providing creative, effective educational/professional

programming; incubating creativity; providing valuable member services consistently – without

compromising quality due to distance; measuring outcomes and REALTOR® satisfaction; and

developing new sources of non-dues income.

Lead

With inclusion and transparency, San Antonio REALTORS® will LEAD by: meeting REALTOR®

members where they are; advancing professionalism; being the knowledgeable resource;

identifying and cultivating future leaders; leading through messaging – with members and with

consumers; being an association leader among associations; building a culture of leadership;

and building the future of San Antonio.

Succeed

With focus and effort, San Antonio REALTORS® will SUCCEED by: committing to the success of

REALTOR® members; providing the best tools so REALTORS® can achieve life balance, financial

independence, freedom and happiness; professional development with skills, competencies

and knowledge; supporting the success of REALTOR® brokers; enhancing the ethical behavior of

REALTORS®; and enabling REALTORS® to deliver a superior customer experience.

ADVOCATE

Goal: Grow member engagement in Government Affairs activities and TREPAC

Objectives:

Attend the 2019 Hill Visit in Austin (Government Affairs Committee)

Increase response rates for calls for action

Promote that TREPAC and Government Affairs activities are bipartisan and support candidates

that support REALTOR® issues (TREPAC Committee, Government Affairs Committee)

Target outreach to offices with low TREPAC participation (TREPAC Committee)

Incorporate a TREPAC minute at SABOR committee meetings (all committees)

Host an Annual Mayor Chat (Government Affairs Committee)

Strengthen relationships with TAR and NAR to support local government affairs initiatives,

including committee participation

Continue a liaison program to empower REALTORS® to be advocates for private property rights

in their own sphere

Continue to position TREPAC major investors as industry leaders within SABOR’s membership

Demonstrate to REALTORS® the connection between advocacy involvement and a successful

business

Continue to seek ways to increase participation in the Broker Involvement Program

Goal: Strengthen the reach and reputation of the REALTOR® Party locally to best represent the interests

of members and the industry

Objectives:

Continue holding candidate interviews to identify candidates who champion REALTOR® issues

(Government Affairs Committee)

Facilitate Voter Registration Drives around elections and host Parade to the Polls events to

mobilize members to vote (Government Affairs)

Provide support to get members appointed or selected to various boards and commissions in

the community (Government Affairs Committee)

Explore SAHA initiatives (Government Affairs Committee)

Recruit REALTORS® to run for public office and provide training opportunities to expose more

REALTORS® to the idea

Represent the counties within SABOR’s jurisdiction by informing and involving members in

advocacy efforts in these areas

Identify REALTORS® with significant connections to elected officials to leverage their influence

to advance the REALTOR® Party mission

Utilize all available NAR REALTOR® Party grants to enhance advocacy efforts

Goal: Reach SABOR’s TREPAC goal of $392,315.

Objectives:

Provide opportunities for potential new investors to learn more about TREPAC and invest

(TREPAC Committee)

Create a campaign to encourage members to go to the next level of TREPAC investment

(TREPAC Committee)

Investigate the implementation of auto-pay to schedule regular TREPAC investments

Secure 75 Major Investors for TREPAC

Establish a competition among brokerages to encourage TREPAC investment

Provide TREPAC education with dues billing

Encourage a competition among the SABOR committees for 100% TREPAC participation

Identify ways to recognize investors throughout the year

Maintain the “personal ask” campaign

Provide various outlets for members to contribute to TREPAC, such as phone banks and major

investor focused events (TREPAC Committee)

Partner with other committees to host events targeted at different specialties within the

practice of real estate

Goal: Create a connection between the REALTOR® Party and the public at the local level.

Objectives:

Empower the public with information about public policy efforts in local media outlets.

Work to form partnerships with other advocacy organizations in the business and real estate

communities (e.g. Chambers of Commerce, Apartment Association, NARPM, NAHREP, et. al.).

Promote member participation in local community organizations.

Create voting guides that includes issues and candidates, even those SABOR does not engage in

as an organization.

Create a brand identity around SABOR’s advocacy efforts to the public.

Develop forms and educational materials related to the REALTOR® Party for SABOR members to

include in their marketing materials.

Goal: Engage SABOR in public education

Objectives:

Develop comprehensive school district information for member consumption.

Work with school districts to make their information easily accessible to REALTORS®.

Continue to examine getting involved in school board races and school bond initiatives.

COLLABORATE

Goal: Encourage REALTOR® participation with Charities of Choice and other philanthropic endeavors

Objectives:

Educate members about the Charities of Choice, what they do, and how members can be

involved throughout the year

Encourage broker involvement to engage them and their offices in activities with SABOR’s

Charities of Choice

Inform members of monies raised throughout the year to support the Charities of Choice

Use testimonials from SABOR members as well as videos from events to promote involvement

with the Charities of Choice

Engage members in submitting their personal photos and videos from charitable events

Utilize the REALTOR® Image and Community Outreach Committee to recruit other members to

participate in charitable events with SABOR

Incorporate in member communications throughout the year and at SABOR events and

programs messages about participating with the Charities of Choice

Engage members to share how they give back through their personal charitable efforts

throughout the year

Develop local roots in the community by identifying community, civic, chamber and other

appropriate organizations with which to partner

Consider highlighting a different charity that members serve with each month through SABOR’s

communication channels (REALTOR® Image & Community Outreach Committee)

In order to expose members to different charities, allow them to participate with charities of

choice in numerous ways such as through donations, hands-on events, or raising awareness of

an issue (REALTOR® Image & Community Outreach Committee)

Continue hosting donation drives and service projects with SAMMinistries (REALTOR® Image &

Community Outreach Committee)

Host an annual Food Bank Drive (REALTOR® Image & Community Outreach Committee)

Explore holding a t-shirt contest as part of our committee activities (REALTOR® Image &

Community Outreach Committee; Military Advisory Group)

Review the charities of choice and if necessary make recommendation for adding or changing

existing charities in order to maximize REALTOR® involvement (REALTOR® Image & Community

Outreach Committee)

Goal: Work in partnership with other associations and organizations to bring dynamic events and

programs to members

Objectives:

Bring in speakers from programs and organizations that serve veterans in an effort to help the

committee find opportunities to volunteer with these organizations on their events or

collaborate on events (Military Advisory Group)

Explore hosting a joint event with YPN chapters from around the state that would be promoted

as networking between the cities (YPN)

Investigate partnering with VAREP for veteran and REALTOR® education event (Military Advisory

Group)

Partner with local Chambers of Commerce on their veterans affairs programs (Military Advisory

Group)

Collaborate with the Affinity Group members to create an additional, smaller Bus Tour focused

on affordable housing (REALTOR® Builder Committee)

Host guest speakers from various city organizations involved in international trade and business

(Global Business Council)

Promote SABOR to the allied institutes, societies and councils.

Develop local roots in the community by identifying community, civic, chamber and other

appropriate organizations with which to partner

Continue to build relationship with GSABA and collaborate in various GSABA events. Partner

with GSABA’s YPLC for a Bowling event (YPN)

Market the Partners in Education program to other boards.

Explore NAR grants and consider partnering with allied organizations to provide education.

Additionally, educate members on resources available by partnering with cities to promote

incentives available for affordable housing

Partner with the various Chambers of Commerce or SAEDF, SAGE (Growth on the Eastside) or

other appropriate civic organizations to develop programs

Explore the potential of future growth opportunities that may be available to provide for

potential mergers with other associations.

Build alliances, involvement and business relationships within the community by utilizing

members serving on other boards/chambers/organizations to educate the SABOR members and

the Leadership

Investigate courses available through various governmental agencies (local, state or federal)

Goal: Encourage collaboration among SABOR committees

Objectives:

Find ways to collaborate amongst committees on reaching common goals to maximize

attendance (All)

Collaborate with SABOR committees and affiliates to educate their members on the importance

of TREPAC and its impact on the industry (TREPAC Committee)

Promote partnership among committees for joint events (all)

Encourage YPN members to get involved in SABOR committees outside YPN (YPN)

INNOVATE

Goal: The Association will continue to research and identify new technology to enhance the value of

membership.

Objectives:

Host a Tech Summit, potentially in partnership with other committees (YPN)

Continue working to add international properties to MLS (Global Business Council)

Pursue ongoing, regular updates to MLS based on member feedback and needs (MLS

Committee)

Develop a syndication portal, and create documents for all feed agreements and pricing (MLS

Committee)

Develop an API option (MLS Committee)

Create additional analytical reports (MLS Committee)

Offer and promote MLS benefits to members.

Research products or services to enhance the MLS including 3rd party vendors (i.e. customized

data/graphical CMA products.)

Enhance the members’ experience with all related MLS vendors associated within MLS.

Conduct a full audit to identify where data is being distributed

Explore an application that provides floor plans in MLS.

Investigate the possibility of offering presentations and courses via webcam, etc.

Market courses to include video intro from instructors which could be displayed with the online

catalog.

Investigate the idea of SABOR creating, developing or acquiring its own online school.

Research the potential for increasing the use of or implementation of technologies by the

association.

Goal: Provide creative, practical and valuable professional development opportunities to members

Objectives:

Hold a Lunch & Learn series hosted by Affiliates with CE credit at least twice during the year

(Affiliate Partner Advisory Group)

Continue to liaise with the REALTOR® Academy in developing courses as needed to include

Inspecting New Home Construction and New Home Construction Class Series (REALTOR® Builder

Committee)

Provide the Certified International Property Specialist (CIPS) designation and At Home with

Diversity certification (Global Business Council)

Hold an Agent Success Panel event (YPN)

Evaluate courses offered and consider topics for course development to include: fair housing

(property management and other specialties), contract to close; First year in Real Estate,

leisure/ranch, investor 101, lead generation, How to build your SOI (sphere of influence),

Professionalism (role-play), and other specialized courses.

Offer innovative programming (fast-track sessions) at times preferred by most students. (ex:

9:00 a.m. start)

Host multiple events throughout the year rather than one large event in order to provide

members with the ability to grow their networks and resources (Military Advisory Council)

Ensure that SABOR has the best instructors and content possible for all classrooms at both

locations (including off-site.)

Reach out to Broker/Managers to show the benefit of using the school.

Ensure that SABOR has the best instructors and content possible for all classrooms at both

locations (including off-site.)

Goal: Ensure members understand and receive the resources available to them as a SABOR member

Objectives:

Train SABOR committee members on leveraging SABOR social media to promote their

committees’ events and programs

Continue to offer New Affiliate Orientation and make it the primary event that offers valuable

information on SABOR benefits for affiliates.

Promote doing business with a SABOR affiliate and the value of working with an affiliate.

Host a designated Affiliate Appreciation Day in partnership with additional committees.

Provide an affiliate packet highlighting all SABOR events, classes, and advertising opportunities.

Provide and grow a platform for affiliates to market their services, utilizing tools and resources

to increase visibility with REALTORS®.

Create YPN page on SABOR member website to include an RSS feed from national YPN Advisory

Council site (YPN)

LEAD

Goal: Be the voice for real estate by demonstrate the value of the REALTOR® brand to consumers

Objectives:

Continue to implement a strategic local media campaign, both paid and earned, to promote the

value of a REALTOR®, including education on the difference between a REALTOR® and a non-

REALTOR® as well as why to choose a REALTOR®

Incorporate into media campaign key messages to include the value of using a REALTOR®, why

to trust a REALTOR®, how REALTORS® care about the community and give back throughout the

year, that SABOR members are local experts, and that SABOR.com is the most reliable source of

housing information and the preferred REALTOR® search tool

Create materials members can personalize and use to promote their REALTOR® value to

consumers

Ensure members understand and take pride in the value of the REALTOR® trademark

o Educate members on how to implement the REALTOR® trademark in their own business

materials such as email signatures

o Ensure trademark value is communicated to public

o Incorporate incentives for REALTORS® to wear the R pin

Identify appropriate communication channels and tools to educate members on how to

leverage wearing the R pin to advance the REALTOR® brand to consumers

Highlight how REALTORS® give back through volunteerism to benefit the community (REALTOR®

Image & Community Outreach Committee)

Encourage members to wear a REALTOR® R shirt at charitable events to demonstrate

REALTORS® giving back (REALTOR® Image & Community Outreach Committee)

Goal: Elevate SABOR’s presence at the state and national levels by encouraging members to seek

leadership positions at TAR and NAR

Objectives:

Continue to work with NAR in their ambassador program.

Market available serving opportunities locally, statewide and nationally to include description of

duties that come with each position

Consider using video testimonials to relate “Why I am involved at TAR and NAR.”

Communicate the importance and the need for members to update their profiles (TAR and NAR)

and include a photo.

Support SABOR’s candidates running for State and National association positions.

Develop clear job descriptions to provide to SABOR candidates interviewed by the SABOR State

and National Nominating Committee when they apply for TAR and NAR open positions.

Encourage YPN members to attend TAR and NAR conferences; create a buddy system to

pair a new YPN member attending with a YPN member who has been before (YPN)

Goal: Build a culture of leadership locally

Objectives:

Develop future leaders for SABOR by encouraging members to try out different

committees, particularly newer agents who are learning about the association (all)

Establish a YPN Advisory Council (YPN)

Hold mixers throughout the year in addition to six annual events to include Trivia for TREPAC,

Tech Summit, Santa at SAMM, Bowling with YPLC, Agent Success Panel, and one more event to

be determined by committee (YPN)

Develop mentor program (TRLP Alumni)

Continue to offer the Texas REALTORS® Leadership Program to cultivate new leaders

and encourage them to get involved in SABOR leadership positions after graduation

Goal: Position SABOR as a leader among associations

Objectives:

Investigate the advantages of restructuring the Multiple Listing Service as a separate business

entity versus a committee of the association.

Attend MIPIM with the Texas Association of REALTORS® (Global Business Council)

Coordinate activities such as international/cultural related educational programs and

networking opportunities that relate to the global real estate industry.

The SABOR non-profit 501 (c) 3 status for use by SABOR to provide real estate related

scholarship(s) in the community will be established and ready to launch. The Executive

Committee and Board of Directors will consider the next phase as it moves forward into the

formation phase.

Host second annual International Day event to include professional development that will

increase members’ skills, competencies and knowledge when working with international buyers

(Global Business Council)

Goal: Connect with members where they are to provide the information they need

Objectives:

Develop an initiative to engage with more communities around SABOR’s jurisdiction

(Government Affairs)

Goal: Provide the education and tools for members to be a knowledgeable resource for consumers they

serve

Objectives:

Explore new avenues to educate members about professional property management (Property

Management Committee)

Facilitate the Military Relocation Professional (MRP) certification (Military Advisory Group)

Facilitate office visits with CE credit to further educate members on TREPAC (TREPAC

Committee)

Host social events (multiple smaller events with various focuses such as family friendly event)

and auctions to raise money and create awareness for TREPAC (TREPAC Committee)

Include business information on member.sabor.com such as monthly market statistics,

economic news and other local material that will help members stay informed of the

local business climate

Continue to educate members on the tools available on the member website

Continue to seek feedback from members on the tools, resources and other information

that would enhance the members’ use of the website

SUCCEED

Goal: Commit to the success of SABOR members

Objectives:

Increase member participation in volunteering with Charities of Choice (REALTOR® Image &

Community Outreach Committee)

Boost affiliate memberships by showing value of being involved at SABOR (Affiliate Partner

Advisory Group)

Utilize community leaders to better educate REALTORS® on working with diverse populations in

San Antonio (Global Business Council)

Goal: Maintain the integrity of the MLS in order for members to provide superior service to their clients

Objectives:

Continue to update and communicate MLS rules and regulations.

Work with the Communications Department to provide a report to membership on what

violations regularly occur and what violations are being enforced. (note: not the violator.)

Review the MLS rules related to data accuracy enforcement and offer suggested changes that

will strengthen the overall value and accuracy of the MLS.

Review the MLS Rules and Regulations for new requirements and changes on ongoing basis.

Discuss any issues seen in the market today. (i.e.: uses of keys, etc.)

Offer “MLS Tips” to members.

Promote the MLS educational courses offered and encourage attendance.

Educate membership on data syndication and the dashboard options that are available.

Tighten security around the IDX, VOW, and other MLS vendor contracts.

Review and update all data agreements provided by SABOR.

Goal: Provide a public home search website that provides value to consumers and leads to the success

of the REALTORS® who serve them

Objectives:

Develop a dynamic, robust public facing consumer website

Educate the public that SABOR.com is the most reliable and accurate home search site

Continue to use paid advertising, including SEO, to promote use and value of the website

Ensure members are educated on the value of SABOR.com, the tools it provides, and provide

them with resources to share its value with their clients

Investigate tools and resources that would enhance the value of SABOR.com to the public

including how-to’s, and buyer and seller tips

Evaluate tools currently provided to consumers through the site, and identify any modifications

that would enhance its value

Goal: Enhance the ethical behavior of REALTORS®

Objectives:

Promote Professional Standards and Code of Ethics education for SABOR membership.

Incorporate NAR’s C2EX initiative into SABOR programming

Other:

Review and update criteria for awards and determine if additional awards are warranted. Consider if

volume-based awards should be offered through SABOR and review the current awards presentation

and format.