People are THE most important asset of any business; it is people who make or break success. If you don’t have the right people on the team who have the right skill sets, attitude, and chemistry, you will find yourself on the proverbial hamster wheel. All strategies and tactics within your vision, mission, and plan become completely irrelevant if you can’t find the right people to execute the workload. Having a system to align the right team members with the right responsibilities is fundamental. This module focuses on creating and implementing a role alignment process that works regardless of your value proposition or the phase of the team lifecycle. Whether you are a sole practitioner looking to create a team for the first time or a multi-advisor, multi-support member experienced team, this module will prove invaluable!
Expected Results:
Participants will leave the workshop with…
Inclusions/Activities:
Participants will:
Audience:
This module is well suited for:
(Follow-up Coaching: each team will be eligible for a 45-minute personal consultation with one of the experienced coaches to answer their specific questions and help them begin to define and/or realign roles and responsibilities within their practice.)