Every time you implement a little system in your office, you have just eliminated a little chaos. I have found the best way is to implement systems through the use of check sheets.
I would create three files for these check sheets. I want a folder on your computer with a shortcut to the desktop that says check sheets. Just put a shortcut on your desktop, if you put the whole file up there then you canít back up. If itís on your desktop youíve got to save them individually. If youíve got it in My Documents you can save the whole thing. Then, print out hard copies. That youíre going to use. Stick them in a folder so you can pull them out. Why run to your computer and print them off every time if youíre in action? Put all your check sheets inside one folder. I would have a master file, two-ring or three-ring master file sitting on your desk someplace. Fill it with your check sheets. This way you can quickly grab it, if need be.
There is always need for a check sheet. A lot of people are running a multi-million dollar real estate business and they donít have any. They will never get out of the quagmire they are in. You arenít going to be able to replicate yourself until you take it up to a level where you have check sheets for what you do. You should do periodic training and reviews with your staff. Maybe emphasize that they canít miss a certain item on the check sheet.
Thereís going to be different ways you handle the check sheets in your real estate company. But you set the systems up so that people donít become complacent. Maybe itís a situation where once a quarter you sit down with your employee and you pull out all the check sheets and go through them. Make sure theyíre still doing them in order. Look at the sheets that are just signed off. Those are the sheets you want to look at. Donít worry about the sheets that have not been used yet. Any time my staff makes a change on the check sheet; they always give it to me to see before I start using it. They email it to me and give me a hard copy. They are held accountable for whatís on it. They definitely want to make sure itís ok when they are held accountable
We do so much on check sheets that we actually keep a check sheet of all the check sheets. It might sound crazy, but it keeps things from becoming chaotic around the office. We have a file folder with all the check sheets in it and theyíre all in digital form as well.
Some check sheets have three pages. That is because there is a lot involved in that process. When we do a presentation with ZZZ, one of my companies, we have to be prepared for a lot of work. They take a lot of preparation. So we have to make sure that we have a thorough check sheet that we follow. It might be three pages. So be it. Sometimes we have to create a separate check sheet. This is because we want to make sure that the check sheets don't become too large. It might be intimidating to have a check sheet that looks like War and Peace. Everybody in the office needs to see how it's done. When someone starts with your company, get them on the check sheets.
Then we need to have them trained to know to have it signed off. This way you can hold your staff accountable. And their work is documented for them.