How to Review Performance and Improve Your Mindset
Regularly reflecting on performance is one way to ensure we continue to out-service our competition while keeping our mindset sharp.
Our Team at ClearMark Title meets in a series of huddle calls daily and weekly. This takes discipline, but the benefits of our structured communication across teams and office locations include regular improvements to our workflow and communication and a constant focus on doing business in accordance with our core values. When we first started structured huddle meetings, we realized we needed a simple, effective way to track our progress and performance that was an overlay to our brief agendas.
We created this printable In Review one-sheet to help us reflect on our goals and compare our performance. We initially created this as a resource for our internal teams but quickly realized how powerful this simple tool is for our real estate professional partners.
Reviewing what we do well and being honest about areas where we can improve keeps us transparent and accountable to you, our valued clients. This also enhances our mindset and keeps us focused on what matters.
Here's how you can review performance and improve your mindset.
Download our In Review productivity printable.
Mark the timeframe you'd like to review at the top.
Follow the prompts like "What didn't work," "Accomplishments," and "What to do differently moving forward."
File this in a binder or electronically with your goals for that same time frame.
“You do not rise to the level of your goals, you fall to the level of your systems.”
One book we recommend to everyone we work with is Atomic Habits, which reminds us that "You do not rise to the level of your goals, you fall to the level of your systems." Printables like this "In Review" are part of a more extensive accountability system indicative of our culture here at ClearMark.
ClearMark Title prides itself on doing business as a collaborative team who follows a carefully crafted set of core values: Consistency. Clarity. Technology. Passion.
If you enjoy what you do and could use a title partner who works like an extension of your business, reach out to us. For a copy of this printable, download it here or reach out to your favorite ClearMark team member.