Your Office Procedural Manual: Non-Disclosure Agreement

  The New Year is a time of renewed energy and focus on dreams and goals.  But how do we take the all good intentions and positive affirmations and put them into action?

The space between intent and goal needs to be filled with organizational planning. 


This year we are going to help you get organized by building your own Office Procedural Manual.  Consider this your bible of office procedures.  This manual will detail how your office functions and will be used as a training and reference tool for everyone in your office.  If the words "organizational planning" and "systems management" normally fill you with a sense of dread or boredom, fear not!  ProREA Staffing will to break these topics down for you into manageable pieces over the next several months to help get you to your optimal operative level, step by small, painless step.   Whether you are a real estate assistant, or Realtor working with an assistant or team, being clear on office procedures will ensure better communication, a reduction in confusion and conflict, and an atmosphere of professionalism.

This month we begin with page one of your Office Procedural Manual - the Non-Disclosure Agreement.

The first matter of business when becoming part of a team, or expanding your team with potential hires, is confidentiality.  As Realtors, we have a fiduciary responsibility to keep our clients' best interests in the forefront of all that we do.  This responsibility, especially in the form of client confidentiality, must be a basic tenant for every member of a team.  Below is a simple, yet thorough, example of our Employment non-Disclosure Agreement.  Feel free to use it to kick-start your higher standards of professionalism for the New Year.   Next month, page two of your Office Procedural Manual - Hours of Operation and Important Contacts.    When you have an "Office Bible" to refer to that clearly states the procedures and standards of conduct, those expectations become second nature to you and your entire team.  We look forward to helping you raise the bar, and prosperously reach your 2011 goals, and beyond.

Employee Non-Disclosure Agreement

FOR GOOD CONSIDERATION, and in consideration of being employed by __________________________ (Company), the undersigned employee hereby agrees and acknowledges:

1. That during the course of my employ there may be disclosed to me certain trade secrets of the Company; said trade secrets consisting but not necessarily limited to:   (a) Technical information: Methods, processes, formulae, compositions, systems, techniques, inventions, machines, computer programs and research projects.   (b) Business information: Customer list, pricing data, sources of supply, financial data and marketing, production, or merchandising systems or plans.

2. I agree that I shall not during, or at any time after the termination of my employment with the Company, use for myself or others, or disclose or divulge to others including future employees, any trade secrets, confidential information, ideas, or any other proprietary data of the Company violation of this agreement.

3. That upon the termination of my employment from the company:   (a) I shall return to the Company all documents and property of the Company, including but not necessarily limited to: forms, checklists, templates, reports, manuals, correspondence, customer lists, computer programs, and all other materials and all copies thereof relating in any way to the Company's business, or in any way obtained by me during the course of employ. I further agree that I shall not retain copies, notes or abstracts of the foregoing.   (b) The Company may notify any future or prospective employer or third party of the existence of this agreement, and shall be entitled to full injunctive relief for any breach.   (c) This agreement shall be binding upon me and my personal representatives and successors in interest, and shall inure to the benefit of the Company, its successors and assigns.

Signed this ______ day of _____, 20____.

____________________________ Company

____________________________ Employee

The sample agreement above is provided as an illustration only and should not be construed as legal advice.  Legal inquiries should always be directed to your legal counsel.