Schedule time with yourself to check your progress against your action plan.



To review the activity plan, habits, and engagement goals you created for yourself; check progress and redirect your path if your plan needs updating; get started on a thought-out strategic business plan. 


Complete the Check Yourself Worksheet, answering questions related to this step. 

Helpful Resources


  • Write a Business Plan resource from NAR
  • Business Planning educational opportunities from NAR
  • Your office's official policies - review and discuss with your Designated Managing Broker, if needed, your office's policies and procedures

To Complete This Step

Send the completed Check Yourself Worksheet as an attachment to with the subject line Check Yourself Complete.


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Questions About the Pathway?

Ramona Ruskuls, AHWD, C2EX, e-PRO, SRES

Director of Specialty Divisions