TaxAssist Growth Academy Resources
Session 3
6th June 2024
It was great to spend time together on Wednesday evening and Thursday and, despite the “Fawlty Towers” nature of the surroundings, we had a really productive day!In the accountability session, covering what you committed to doing last time, it was great to hear of the success stories, achievements and progress you’re making. These stories bring the programme to life and remind us all that significant steps are being taken – well done all!
We covered three main subject areas, as follows:-
Gallup Q12
Team engagement is one of the five key levers of growth – what if most of your team were fully engaged? Actively pushing the business forward? Teams where more of the people are fully engaged are faster, more productive and happier, so getting this key area right is vital for your firm’s growth. The slides in the resources cover the Gallup survey questions and are a good aide-memoire in directing your team interactions.
Workflow
The firms that get workflow right have greater profitability, capacity and capital value growth. Thinking of our firm as a production line with a weekly focus and cadence means we’re more likely to take the necessary steps to ensure our focus is on getting jobs out the door, without interruption. The best way to achieve that is via pre-job chats, where we’re providing clear direction to those doing the job; introducing accountability for the output and anticipating the issues that stop a job from being completed, as opposed to a mentality of working “on” jobs.
Moments of Truth
One of the five levers of growth is around price/value delivery. When we focus on moments of truth, we can influence the perception of value in the eyes of the client.
Your homework was to identify what the moments of truth could be in your firm, and then come up with some possibilities about how you can improve them. This is a great exercise to do with the whole team. If anyone needs more input/help, please drop me a line or call me.
Below are the resources from our day together - just click any of them to view or download.
- the slides from the day, with the Gallup survey questions on
- the flip chart pages with the previous actions and learning points
- flip chart pages on pre-job chats
- flip chart pages on improving team engagement
3 Business Breakthrough reports on team engagement, moments of truth and what to stop doing to succeed
Great to work with you all!
Doug
Douglas Aitken - Leader
Kate Shrimpling - Facilitator