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.
D. Team Management & Practice Development
The team is set up to maximize strengths not weaknesses.
I’m a straight shooter, very real and honest with others.
I focus on people and results; not just results.
We get along well and respect our individual needs.
Team members use the buddy system.
Staff lives to support each other and they go out of their way to make each other’s jobs easier – even effortless.
Each employee is in the job which uses his/her strengths; there is no suffering or mismatches.
Consequences are imposed for non-performance.
Staff wants to come to work and are well-taken care of at work.
When I feel scared, I reach out to get support/confidence.
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.
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