The REALTOR® Association Models Planning Tool helps associations evaluate their current structure and plan strategically for growth and improved service delivery. By examining three operational models, Administrative, Management, and Leadership, associations can align their resources, leadership approach, and services with their goals and member expectations.
How to Use the Tool
Complete the Self-Evaluation Questionnaire
- Begin by thoughtfully answering each item in the self-evaluation questionnaire.
- For each question, select the option that best represents your association's current state, as well as your aspirational future state.
Review the Results Report
- Once completed, your responses will generate a report identifying where your association aligns with each model.
- This report highlights gaps between your current state and future goals and suggests specific areas for development.
Use the Planning Resources
- Based on your report, use the accompanying planning tools to:
- Prioritize areas for organizational development
- Align leadership and staff expectations
- Guide strategic planning
- Inform AE job descriptions or hiring efforts
- Assess internal structures or plan for reorganization
When to Use the Tool
Associations can use the Models Planning Tool for a variety of strategic purposes, including:
- Assessing the current operating philosophy of the association
- Clarifying a desired future state for the association
- Aligning board, staff, and volunteer leadership expectations
- Supporting professional career and succession planning
- Conducting annual or multi-year strategic planning
- Evaluating specific programs or functional areas
- Conducting a structural audit or reorganization
- Creating or updating an AE job description
- Supporting AE search committees during hiring
This tool is intended to be used regularly as your association evolves and grows.
