|
The end of the year brings an
opportunity to gather your team together, pull out the year's goals for review,
and establish next year's goals. It's also a good time to review personal and
office "tolerations," and to take care of some office clean up before
the end of the year.
Before listening to the
recording, list out goals or tolerations for the office. At the very least,
choose one team goal that can be accomplished in the first 90 days of 2012.
Below are some suggestions.
- One goal that will increase
productivity or profit for the firm.
- One goal that will allow the
office or your team to incorporate a new piece of technology. Let your team
decide on what technology they will incorporate, but have the discussion.
- One goal that will add GREAT
value to the clients.
For now, just list out your
goals and tolerations. Remember, tolerations can be those things that are inconsistent
with the firm's vision for client care, staff care, efficient production, or
profitability. We discuss this on the call, but in the meantime here are a few
examples:
- Piles of files around the
office.
- Pulling appropriate files for
long-term storage.
- Year-end evaluations.
- Outstanding collections.
On a personal basis, remember
tolerations can include your health, exercise, auto or home environments,
finance, debt reduction, or savings.
Listen in
on the conversation.....
|