| BEST PRACTICE |
LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT |
DATE OF ARTICLE |
| Management/People/Culture |
Prepare a questionnaire prior to your retreat:
- What is the greatest threat to the firm? How do we change to overcome it?
- Which processes should we improve?
- How can we be a learning organization?
- How can we change our work product to improve client satisfaction?
- What are the primary concerns of senior partners? Junior partners?
|
The Purpose-Driven Retreat |
October 2009 |
| Lean Six Sigma helps firms manage the workflow in such a way that staff members can accomplish more work in less time. We are not talking about making staff members work faster. It is just the opposite. By speeding up the process we slow down the frantic work pace. |
Work Smarter, Not Harder |
October 2009 |
| Most meetings are boring because they lack conflict. Meetings should give people something to care about, and create anxiety if they don't engage. Raise these issues at the beginning of meetings, before the audience checks out. |
Conflict is Good |
October 2009 |
| Marketing and Sales |
| Many people think of value propositions as statements about their firms and what they do. Prospects don't care about your products and services, only about the results they will see. |
Stop Talking About Yourself! |
October 2009 |
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