Strategic and Operational Planning

Presentation Category

Leadership and Management

General Session Description

Many offices have a vision to modernize their mass appraisal practice, but do not have a concrete, detailed plan that addresses all of the required elements to bring their vision to fruition. This workshop walks participants through the steps of building an Operational Plan that includes many of necessary elements, starting with Current State Analysis and working through Controlling the Story; Organizational Structures; Managing Expectations; developing a Phased Approach and Timetable and finally building an outline for a plan for their office. Participants use interactive exercises to work through the steps and elements of building a plan, with lots of opportunities to network with colleagues and share ideas.

Start Date

3-30-2026 8:00 AM

End Date

3-30-2026 5:00 PM

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Mar 30th, 8:00 AM Mar 30th, 5:00 PM

Strategic and Operational Planning

Many offices have a vision to modernize their mass appraisal practice, but do not have a concrete, detailed plan that addresses all of the required elements to bring their vision to fruition. This workshop walks participants through the steps of building an Operational Plan that includes many of necessary elements, starting with Current State Analysis and working through Controlling the Story; Organizational Structures; Managing Expectations; developing a Phased Approach and Timetable and finally building an outline for a plan for their office. Participants use interactive exercises to work through the steps and elements of building a plan, with lots of opportunities to network with colleagues and share ideas.