ShareAbout the Checklist
The Organization Assessment Checklist is a resource designed to help an association assess all REALTOR® association management functions and operational practices to ensure that its processes and procedures are in order.
This comprehensive checklist aims to cover all areas of REALTOR® association management and serves as a self-audit to identify the association’s key documents, policies, and resources.
The Association Executive (AE) should complete this checklist and note items that may be missing or need updating to help the association have a complete and accurate repository of important information.
It is recommended that the AE establish a central location for hard copies of any documents outlined below, as well as digital copies saved in one central location on the association’s server.
Instructions
This checklist is in alphabetical order. Complete this checklist by answering the questions and locating the proper documentation associated with the prompt.
Keep a copy of this checklist as the table of contents for your hard copy repository and your digital files.