Leadership And Team Survey Part 1 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.

A. Empowered Leadership

 CEO has a strong vision and others have bought in.

 Firm has a simple mission statement.

 The firm’s culture is cooperative vs. adversarial.

 The firm has very large goals and everyone is excited about reaching these goals.

 The CEO frequently interacts with employees at all levels.

 CEO initiates huge requirements.

 CEO is developing leaders, not just managers.

 Staff is proud of the high quality work they do.

 Firm is customer-sensitive and customer-driven.

 Staff is proud of their role in the success of the firm.

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.