The One-Page Manager Goal Sheet

by | Dec 4, 2020

Today, I’d like to highlight a best practice developed by Tracy Dunne. Tracy manages the Anderson, OH office of Comey & Shepherd Realtors.

Tracy is one of the highest performing managers I’ve coached, and she’s developed a super simple way of setting her yearly goals.

She creates a one-page document that contains these headings:

Production Goals for the Office
Recruiting Goals for the Office
Re-Recruiting/Retention Goals for the Office
Coaching Goals for the Office
Enhancements/Technology Goals for the Office
Service to the Industry Goals for Tracy
Contributions to Company Advancement Goals for Tracy
Education/Certification/Professional Development Goals for Tracy
Gratitude Goals for Tracy
Personal Goals for Tracy

Under each heading, she puts two or three bullet points with action-oriented, yet measurable goals.

Here are some examples from last year’s plan (you can guess what categories they fit under):

Attend one law class each quarter
ROPED—recognize one per every day
De-recruit at least 3 low-performing agents
Develop a proposal for the office to become paperless
Send at least five thank-you notes per week
Declutter one space each month

At this time of year, Tracy pulls out her goal sheet and checks off items she has completed.

I’m always amazed how many of the things on my list have become a reality during the year.

In some strange way, the process of writing them is like planting the seeds that grow into accomplishments later in the year.

As you guessed, the hard part is formulating and writing down the goals in the first place.

 

The Simple Psychology of Real Estate Recruiting [eBook]

Unlock the secrets of effective real estate recruiting and learn how you can build trust, foster rapport, and understand the psychology behind candidate decisions. Discover techniques for converting acquaintances to hires and retaining agents by addressing their needs and aspirations.