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

Strategic Plans

NAR’s Strategic Framework
Succession Planning Resources

Unleashing the Power of Real Estate Data (2016)
View and download the latest AEC Strategic Issues Report, "Unleashing the Power of Real Estate Data," for assistance in your strategic planning initiatives. NAR commissioned this report to study the industry's evolution in order to help set strategic direction for agents, brokers, and associations alike.

Creating Value in a Changing World (2014)

Simplify: Real Estate Trends in a Time of Uncertainty (2012)

Shared Services

Examples of Shared Services
Shared Services Initiative


Association Mergers and Partnerships

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.