REALTOR® Magazine Online: Action Plan Worksheet

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SAFETY MEETING TOOL KIT: SAFETY

Component 1: Safety talking points overview

Component 2: Safety Agenda handouts overview

Component 3: Action Plan Worksheet

Component 4: Action Plan Worksheet (blank)

Component 5: Safety In The News: Safety First

Component 6: Activity List

Component 7: Activity 2a, 2b and 2c Worksheet

Component 8: Activity 2a, 2b and 2c Answers

Component 9: 10-Second Rule for Personal Safety

Component 10: 10-Second Rule Reminder Card

Component 11: Safety Scenario

Component 12: Facilitator Notes for Safety Scenario

Component 13:
Defending Yourself

Component 14: Other Resources

Component 3: Action Plan Worksheet
Use the table below to help improve your associates’ safety on the job. The left-hand column lists safety items and policies that you can buy or implement. The "suggestions" column lists ways to supply or implement the items and policies. Use the remaining columns to identify who’ll provide the safety measure. For example, if you intend to offer company-sponsored safety training for the associates, place a check mark in the “company” column in the self-defense course row. If training is a component of company policy, place an additional check mark in the “policy” column. If a self-defense class is recommended, but will be the associates’ responsibility, check the “associate” column.

Use the completed worksheet during the sales meeting to update your associates about your company’s safety policy. Or customize your own version with the blank worksheet.

Safety item/policy	Provided By:
	Associate	Company PolicySuggestions

Whistle		Can be provided by broker at reasonable cost.
Self-defense course		Can be reimbursed by the broker or hire a consultant to provide in-house training.
Mace/pepper spray		Can be provided by broker. Review local and state laws regarding the legality of these items.
Call-in policy		Ask associates to call office at specific times. If the office is closed on weekends, arrange for salespeople to call each other.
Open-house policy		Have associates partner at open houses or have a male salesperson substitute for a female. Make periodic checks of open houses.
New-client ID policy		Create procedures, policies, or forms to verify prospects’ identification. Require all prospects to meet associates in the office on a first visit; request a piece of identification.
Property ownership verification		Establish procedures, such as checking county property records, so associates verify that people who claim to own property are in fact owners. Avoid a situation where a caller claims to be a seller, but intends to lure a salesperson to a vacant house or remote location.
Review salespeople’s collateral materials		Create guidelines to encourage associates to eliminate personal information (phone numbers, addresses) from their business cards and collateral materials and to eliminate descriptions, such as "quiet, secluded street; vacant property” from ads.
10-second rule handout		Encourage associates to post the 10-second rule in a prominent place and on the back side of their business cards.
Itinerary policy		Associates should leave a daily itinerary with the receptionist or in a pre-determined place. Minimally, this should include contact information and destinations.

Action Plan Worksheet (blank), next page >

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