Leading Advisor has identified the key factors for business success and profitability. The Leading Advisor Business and Practice Planning Survey has 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.
B. Empowered Planning, Strategies & Communication
Quarterly planning sessions conducted with managers and staff.
I have outlined each person’s job and how often they report to me. (Reporting form done, too.)
I know how much I am going to do and how much I am going to delegate
I am unconditionally constructive whenever I speak.
I remain criticism-free even when I correct others.
I have tremendous amounts of compassion for others.
I don’t gossip. Period.
I always come from a positive place, solution-oriented.
I am direct, yet not obnoxious, in my speaking style.
Respect: I honor people, their unique contribution, I include them in decisions. My staff are my customers.
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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