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.
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