Interesting Checklists for Management
Source: Possibilities for CPA Firm Leaders, the Blog of Rita Keller
Following are excerpts from blog entries of September 15 and 16, 2008, reprinted with permission.
Serious Leadership Mistakes
- Not having a vision for your business, or for yourself.
- Putting up with mediocrity.
- Failing to see delegation as a critical element of successful leadership.
- Not having a succession plan or exit strategy - and not knowing the difference.
- Assuming that because you are good at some skill, you are automatically qualified to run the firm.
Click here to read the entire blog entry of Monday, September 15, 2008, “Mistakes That Can Hurt You and Your Firm,”
Click here to visit the Craig Jennings' Website and learn more.
Staff Retention:
Following is a list of questions to ask of your staff. Sales people use such question lists to know their clients better than their competition:
- Name
- Hire date
- Where they live
- Where they grewup
- Spouse name
- Children's names
- Firm anniversary date
- High school - year graduated
- College - year graduated
- Sports participated in at college
- College fraternity or other activities
- Military service
- Spouse's occupation
- Spouse's interests
- Previous employer
- What community/charitable organizations interest them
- Favorite place for lunch
- Favorite place for dinner
- Hobbies or recreational activities
- Favorite place to vacation
- Favorite professional/college sports teams
- What kind of car do they drive
- Do other firms, trying to hire this person away from you, have better information than you do? And so on.......
Use this information to ask them about their family, comment on their sports team winning or losing, ask them to lunch and go to their favorite place, this list and your behavior could make your firm THE best place to work. To read the entire blog entry of September 16, 2008, “Want to Win the Talent Wars?,” click here.
From Possibilities for CPA Firm Leaders, August 2008 entries from the Blog of Rita Keller, shareholder of Brady Ware, a nationally known regional CPA firm. Rita is also a nationally known consultant, speaker and author on CPA firm management. Visit http://cpamanagement.blogspot.com/.
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