30+ Years in Real Estate
100K+ Professionals Trained
1,500+ Sessions Per Year
Nationwide Reach
Leadership

Real Estate Agent Performance Improvement Plan

A performance improvement plan for a real estate agent works when it targets a specific behavior, a short time frame and a clear measure. Plans that set only a production number tend to add pressure without changing what the agent does.

A performance improvement plan for a real estate agent works when it targets a specific behavior, a short time frame and a clear measure. Plans that set only a production number tend to add pressure without changing what the agent does.

Before you write the plan

  1. Separate a knowledge gap from an execution gap. See knowledge problem vs execution problem.
  2. Hold a diagnostic conversation. Which conversation is being avoided? The agent assessment can help.
  3. Check for burnout or an outside cause. See agent burnout.

What the plan should contain

What to avoid

A note on process

Follow your brokerage's policies and applicable law. This page describes coaching practice and is not legal or HR advice.

Frequently asked questions

How long should a plan last?

Long enough to see behavior change, commonly 30 to 90 days.

What if the agent does not improve?

Review whether the pattern was diagnosed correctly before moving on.

Should it include a production number?

It can, but behaviors give the agent something to act on.

Related reading: Coaching agents who will not prospect · Real estate agent accountability · Real estate leadership training

Dr. Jeffrey Scott Stanton, DCH is the former EVP of Learning & Development at Douglas Elliman Real Estate and the founder and Chief Learning Officer of R2R Diagnostic Group, where he helps real estate organizations and agents diagnose and fix the behavioral patterns behind inconsistent performance.

Name the pattern, then change it.

The R2R Assessment identifies which pattern is actually running and what to do about it. Take a look at the assessment, or book a conversation.