The Models Planning Tool helps REALTOR® associations assess where they are now—and where they aspire to be—across five essential areas:

  1. Governance, Planning, and Organizational Operations
  2. Staff Competencies
  3. Member Services
  4. Internal and External Relations
  5. Public Policy and Advocacy

Based on your answers, you'll receive a snapshot of your association’s current and future alignment with three models of association management: Administrative, Management, and Leadership.

How to Use the Tool

Complete the Questionnaire

For each category, select one option that best describes your current operations and another that reflects your future aspirations. You must answer every question in all five sections.

Read Ahead First

Reviewing all questions beforehand will help you better understand what’s being asked and how much time you’ll need.

Collaborate for Insight

The tool can be completed by the AE alone or in collaboration with staff and volunteer leaders. Comparing multiple responses from your association can uncover alignment gaps and spark planning conversations.

Use It Often

Ideal for annual strategic planning, leadership alignment, AE searches, or audits of your structure and services.