Strategic and Business Planning

Strategic Planning for MLSs and Associations

Clareity has facilitated planning sessions and provided strategic consulting for dozens of real estate organizations.  In recent years, Clareity has provided such services to MLSs such as:

  • Mid Florida Regional MLS
  • CLAW
  • North Star MLS
  • Hawaii Information Systems
  • Carolina MLS
  • Maine Listings
  • Realcomp II
  • Texas Association of Realtors
  • Florida Association of Realtors
  • Tucson Association of Realtors and MLS

Clareity’s experience working with associations, MLSs, large brokers, and real estate technology leaders enables us to bring a unique perspective to your leadership team and planning session.

Clareity provides strategic planning meetings ranging from a three-quarter-day planning session to a two-day planning session, and can tailor the agenda for your organization’s needs, ensuring that your key issues are discussed. Depending on how you want to structure the meeting and its length, it can have a structured agenda including presentations and exercises moving the group from mission and strategy through tactics and action plans – or it can be more of a facilitated think-tank.

Strategic Planning for Technology Businesses

Clareity can provide a range of planning exercises as described above, covering all aspects of business planning, from product evaluation and planning to sales and marketing strategies – all the way through exit strategy. Clareity brings deep business and technical acumen to these engagements, as well as its extensive industry knowledge and relationships.

Usually, in this type of business planning, prior to the planning meeting, Clareity evaluates products, surveys customers, holds discussions, or gathers other information.


“I can’t thank you enough for the wonderful job you both did in facilitating our business planning session. I have some pretty excited Directors – lots of emails back and forth saying how great it was and they can’t wait to get started on the next step!”

Cathy Libby, Operations Manager, Maine Real Estate Information System, Inc.

“Excellent – Gregg and Matt’s perspective and big picture view was invaluable!”
“You guys do a great job.”
“Thank you for not forcing a stupid ‘team building’ or ice-breaker game.”

Realcomp II Various Board of Governors

"[Matt Cohen] did an absolutely fantastic job. Everyone in the group commented on what a great choice we made bringing you in to facilitate strategic planning."

John Kurlich, Chief Executive Officer, CRIS Regional MLS