Tools and Downloads
Our Time Assessment Sheet is one of our annual review tools we use with leadership. We believe in measuring progress and stepping back from time to time and evaluating how to improve. The Time Assessment Sheet is an Excel file with all the hard work done for you.
Philosophy and Methodology
We are really intentional in our own lives and encourage our clients to live in the same. With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error. Everything we do has a reason behind it.
This tool is designed to allow you to see where your time is going, where you can cut back and be more effective and efficient. It will focus you on your strengths and helps you see where to be spending the time and effort to increase profitability through the core brokerage business.
We are happy to walk you through it if you have any questions. Feel free to contact us anytime.
If you haven’t already, download the B&P Font Files and install them on your computer(s). Since this is an active Excel file (which can be converted to Google Sheets or Apple’s Numbers but we don’t recommend that), you will need to have the fonts installed in order for everything to print properly. We have included a PDF of the file so you can see how it is supposed to look when printed.
Open up the file and fill in the white boxes. Don’t worry about being exact. The grey boxes are auto calculated using our internal benchmarks based on those who are the most profitable in the industry. Remember, by downloading the file you are using it on your computer which means your answers stay with you and aren’t captured in anyway by an outsider. So by all means, feel free to play with the numbers a bit.
In the lower right box, it will give you some guidelines on how much time you are spending in each area and what the ideal is based on our experience building the most profitable businesses in the real estate industry. We suggest using the following in the Expected Time benchmarks.
- 20 for leaders who are actively selling.
- 60 for leaders who’s operation is in the red.
- 50 for leaders who are in the black but not at their goal.
- 30 for leaders who are in the black and have surpassed their EBITA or profit goals.
Print out the report or print it in PDF so you can post it and measure progress.
If you haven’t already, download the zip file and start using the Time Assessment Sheet in your business.
As always, we are here to help. If you have any questions please feel free to contact us anytime.