Time Assessment Sheet – Broker/Manager
Time Assessment Sheet – Broker/Manager
A broker or manager can spend a full week responding to urgent requests and still lose sight of the work that makes the business stronger. A time assessment turns that feeling into a dated record you can review. The accompanying worksheet is organized around five workload sections: Recruiting; Administrative; Agent Coaching, Training/Development; Professional Development; and Culture Building & Retention. Each section can be considered across weekly, monthly and annual work.
Start with the work you actually carry
Begin with the workweek you expect to lead. List recurring commitments under the section where they belong, then add the irregular tasks that repeatedly interrupt your calendar. Include operational details such as reporting, CRM maintenance and scheduling alongside conversations with agents and time spent developing your own leadership practice. If a task serves more than one section, record the reason for placing it where it has the greatest effect.
Make the worksheet useful
- Write down the time you expect to have available before estimating individual activities.
- Record recurring work in the period where it occurs, then translate the totals into a common weekly view.
- Compare the distribution with your stated priorities. A large administrative block may be necessary, but it should be visible when you decide how much time remains for recruiting, coaching or culture.
- Select one change that can be observed, such as a protected coaching block or a delegated report, and give it an owner and review date.
- Repeat the assessment after a meaningful operating cycle and compare the notes as well as the totals.
The sheet is a planning conversation, not a scorecard for judging a person. Its value is the detail it brings to decisions about capacity, delegation and leadership attention. Use the categories to name the tradeoffs before they become surprises.
Request a complimentary one-hour conversation with a senior advisor who is an experienced operator. Talk through your next move.