Mark Powers led our call
on your year-end wrap up and planning for the coming year.
List out your goals or
tolerations for the office. At the very least, choose one team goal that
can be accomplished in the first 90 days of the new year. 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.
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. 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.
