1.Choose a goal from the list below that you would like to achieve as a Broker within your first two years of operation. We have to choose goal and proceed further

Settle $8 Million in loans

Develop three new referral sources

Win an achievement award for customer service

To be the top performing broker within an established broking firm

I have choosen from above mentioned tasks Wihin a 2 years operations i would like to achieve an award for customer services.

As this helps me in establishing good relationship and trust with my customers and also helps in publicity.

b. Now guide me about goal as a SMARTER goal, using the table below to assist you.

Chosen goal

Win an achievement award for customer service

Specific

By providing services to more customers.

Measurable

Number of customers

Achievable

Yes

Realistic

Yes

Time-based

2 years

Ethical

Yes

Reward/Re-evaluate

Yes

2.Using your chosen smarter goal in Q3, apply your personal goal to a large brokerage firm or agreement you have with an aggregator for your performance and their overall requirements and objectives. Complete the strategic, tactical and operational plans which should align with team and organisational plans. Using your SMARTER goal, explain what each of the following plans might include.

For example, if a SMARTER goal is to learn new sales skills to improve sales by 1% by the end of 2019 to meet your organisational objectives, your tactical goal may be to attend training and the Strategic Goal may be to improve sales by 10% by 2020.

Strategic plan

By involving referrals

Tactical plan

To improve my communication skills

Operational Plan

Improve customer service by taking feedback from existing customers

Please guide me to improve this answer as i am getting confused