Monthly Snapshot Worksheet
REFLECT. PRIORITIZE. TAKE ACTION.
Your Snapshot is the key to making every day count. Fill out each section to assess your property’s marketing, leasing, and retention performance and create an actionable plan.
The Monthly Snapshot is a focused planning tool designed to help you reflect, prioritize, and move forward with clarity. Whether you complete it monthly or quarterly, it serves as a baseline check to help you evaluate what’s working, identify what’s not, and align your team around your biggest goals.
Doing this monthly provides great perspective—but even a quarterly review is valuable.
It offers a baseline check: Where are you now? What’s working? What needs to shift?
Helps you identify your true priorities—so even when interruptions happen, you can quickly refocus.
Keeps your top priorities front and center for better time management and fewer distractions.
Supports team alignment by clearly showing where focus and effort are needed.
Recommended workflow:
Start by filling it out solo during quiet time.
Assign sections to team members if they oversee specific areas (like social media).
Bring the team together to review, brainstorm, and assign next steps.
Why It Matters
When you have clarity, you create momentum. The Monthly Snapshot gives you that clear picture so you and your team can spend less time reacting and more time moving forward with intention. It’s not just a planning tool—it’s your reset button.