Team Development | Client Services

Services:

• Training Beyond Accounting (leadership, communications, practice management)
• Performance Development and Review Process
• Client Account Manager Skills Training
• Practice Manager Skills Training
• Sale Training Program
• Practice Development program
• Practice Mentor

Elements

1. Performance development and review		Job descriptions Performance review process Salary policies and incentive programs Co-ordination with training program
2. Learning environment		Training program Development and facilitation of non-technical training
3. Team development		Understanding individuals roles, responsibilities Leadership and mentoring Encouraging proactivity Conflict resolution strategies
4. Time management		Improving internal productivity Effective delegation skills Internal practice systems

Selection of Projects completed

1. We have implemented formal performance development and review programs with practices from 5-50 staff. This incorporated feedback from each staff member on their specific day-to-day roles and responsibilities, development of job descriptions where appropriate, implementation of a formal ongoing program of review linked to specific individual objectives and measures.

2. Implementation of a formal training program is essential for any firm serious about developing its staff. We have assisted practices in developing and implementing programs incorporating both technical and non-technical training. This has involved both internal and external training sessions. These training programs are usually linked directly to specific objectives outlined in practice and individual development plans.

3. Principals and partners often struggle with the delegation process. It is difficult to let go of clients, and staff are sometimes lacking in skills required to efficiently process work and communicate with clients. Business Aptitude has developmented and implemented formal programs of training and support for both principals and accounting staff. This is often the only way to effectively manage the delegation process without adversely affecting the client relationship.