How important are checklists?

There are so many things you have to accomplish in your business every day that you can’t possibly remember them all, especially when things get really busy. In today’s Coaching Tip I’ll show you the importance of running your business as a system and just how simple it is to do that.

First, I want you to realize that a good system isn’t complex or difficult. Systems are checklists — that’s all. And systems are scalable, expanding and evolving as tasks change. A system assures that everyone on your team always knows what needs to be done, in detail. Your business system will be a checklist of checklists, and you create them before events occur.

Having a checklist for each task removes the stress of trying to remember everything under pressure. Details like pens, forms, displays and name badges, table decor and complimentary water, what time to show up, what time to leave, and having the right key for the right address are all handled.

Being prepared and presenting well are all about the small things. Checklists help you remember every single detail for every meeting or event without fail. They standardise operations and are especially effective when onboarding new hires. Giving your team access to your business systems minimises risk, improves performance, and relieves anxiety.

You can use a shared system like ASANA (click here to check it out) so everyone has access from their phones, or even a printed booklet for each task, but systems must be centralised and standardised.

Here are just a few areas of your business that will benefit from checklisting:
• Open for inspections
• Listings
• Appraisals
• Going to market
• Sold at auction
• Settlement

Even a checklist of recurring tasks for each day of the week will keep everyone on track and getting things done, right down to making coffee and tea.

Systems and checklists make operations and expectations clear for everyone, and assure that performance goals are met consistently. This is how the best agents stay focused and keep their teams coordinated. This is how you’ll become a top-level agent as well.

I hope you’ve enjoyed today’s Coaching Tip, and I look forward to seeing you here again next week.

Leave a comment

Your email address will not be published. Required fields are marked *