411 - Productivity Tool
- urbanprohomes
- Apr 26, 2023
- 2 min read
Updated: Nov 9, 2023

The 411 tool helps you to stay focused on your goals. It breaks down your annual goals into monthly and weekly goals because the sum of your daily activities ultimately determine your results. Setting goals is just 1 small part in actually achieving them. But breaking them down into small chunks, weekly and daily activities, that you review regularly and are accountable to is crucial to the success of your business.
Annual Goals
You should set aside 1-3 days each year to think about and crystalize these one-year goals. Get clear on your “Big Rocks”, those 5-7 key goals that you must achieve in order to say the year was successful. These are written in terms of gauges. Gauges are those goals that act as measures of your intended results (i.e., “I want to double my last year’s production.”). Accomplishing this type of goal is the desired end in itself.
Annual goals should reflect each of the key areas of your life. There can be many categories, but we have found the following 4 areas to be most useful:
Job – What will you do?
Business – What will your business or team do?
Personal – What do you desire to have happen personally (health, family, spiritual, educational, etc.)?
Personal Financial – What improvements do you desire in your net worth (reduced liabilities, increased investments, increased assets, etc.)?
Monthly Goals
You should set aside 1-3 hours each month to rethink and further refine your monthly goals. Focus on your methods of achievement: how will you position yourself in pursuit of your annual goals? Begin by breaking your annual goals down into their monthly increments. In addition, write down the key activity goals that will lead to those monthly results. When deciding your monthly goals, remember to put first things first. Any goals that other goals hinge on would have higher priority. You should have no more than 5-7 monthly goals. And do not plan any more than one month ahead.
Weekly Goals
You should set aside ½-1 hour each week to form goals for the coming week. Weekly goals are all levers — actions or activities. Levers are those goals that are the mechanisms or how-to’s of achievement (i.e., “I will contact 10 people each day.”). These weekly goals are the steps you will take toward your monthly and annual goals. Levers are the means to the ends. Again, your weekly goals are not a to-do list, but rather a must-do list. Decide what you need to do that week to achieve your monthly goals, again remembering to put first things first. And limit your number of weekly goals to 6-8 key, measurable activities.
Download your free template below:
As your dedicated business coach, I am here to empower you with the knowledge, strategies, and motivation needed to elevate your success in the ever-evolving real estate industry. Together, let's unlock your full potential and take your business to new heights! Contact me for any questions at 720-594-3738
Conrad Smith, MAPS Coach
REALTOR®, BOLD, EcoBroker, CNE, CHRE, ILHM, KW Luxury
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