Leadership And Team Survey Part 3 of 4

Leading Advisor has identified the key factors for business success and profitability. The Leading Advisor Business and Practice Planning Survey have been developed for business owners and/or the professional practitioner. By focusing on specific areas within your business it will enable you to create and maintain a thriving business or practice.

C. Manager Management

 I empower my manager to manage me well.

 I keep my manager fully informed, especially bad news.

 I have weekly meetings with my manager to report/learn.

 I relate to my manager as more of a great coach.

 I state absolute requirements of my manager so I produce well.

 I don’t compete or react to my manager. We’re “equals.”

 I immediately give my manager problems I cannot solve.

 I brief my manager well: data, options, recommendations.

 I put myself in my manager’s shoes & manage from there.

 Regardless, I always stay in full communication with my manager.

SURVEY INSTRUCTIONS

There are 4 steps to completing the Leading Advisor Business and Practice Planning Survey.

Step 1

Answer each question. If the statement is true, check the square. If not, leave it blank until you’ve done what it takes for it to be checked. Be a hard grader.

Step 2

Summarize each section. Add up the number of squares for each of the sections and write those amounts where indicated.

Where are the Opportunities for Improvement?

Step 3

Identify key issues or opportunities that influenced your assessment.

Step 4

Brainstorm actions that can be taken to improve low ratings or maintain high ratings.