Property Management

Process Improvement Toolkit

This toolkit is for Property Management companies that want to consistently deliver stellar results by systematizing their operations


  • Scale your business
  • Improve employee morale and pride
  • Earn the trust of your tenants and investors
  • Make a great first impression on your prospective customers


What Can You Do With the Process Improvement Toolkit?

  • Identify strengths and weaknesses in your processes
  • Prioritize the areas to focus on
  • Create an action plan
  • Hold yourself accountable to following up
  • Build a foundation for your Standard Operating Procedures

What’s Included in the Toolkit?

  1. Process Catalog
  2. Cost of Quality Calculator Workbook
  3. Property Management Metrics List
  4. Improvement Roadmap Workbook
  5. Two Hours of Phone Coaching


1. Property Management Process Catalog

Get a pre-built framework of property management processes. Tailor our list of 60+ activities for your property management business. This will become the foundation for:

  • Continuous Improvement Projects
  • Key Performance Indicators
  • Standard Operation Procedures


The Process Improvement Toolkit

The Process Improvement Toolkit contains customizable diagrams and templates. Use it to model your processes, identify process weaknesses, select metrics to concentrate on and more.

Download the toolkit brochure for more details.

2.    The Process Quality Calculator

Use this workbook to identify the various incidents that can “cost” you and what improvements to focus on. The toolkit comes with at least 75 incident types.


3.    Property Management Metrics Workbook

Use the Metrics Workbook to decide what metrics to measure. Decide on the few metrics that will be most meaningful to monitor.


4.    Improvement Roadmap

Use the Roadmap to plan for improvements and communicate the plan with your team. Focus on “massive action” in one problem area at a time, measure the improvements and learn from the experience.

5.    Coaching

The toolkit includes two hours of coaching. This will be spread out in four weekly 30-minute web meetings. Like a fitness coach, we will help you decide on improvement areas, create an action plan and an accountability plan.