Leadership And Team Survey Part 4 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.

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.