Business and Team Performance Assessments
Best practices are committed to excellence and continued improvement. You must KNOW your business intimately if you want to GROW your business. Analyzing all aspects of a practice leads to optimizing its performance and increases long-term viability. Business Insights solicits each team member’s perception of both the efficiency and effectiveness of the business. Included are two 360 degree feedback tools: Team and Business Performance Assessments. The Team Performance Assessment allows each team member to rate the overall team dynamics based on four areas:- Interpersonal examines the effectiveness of relationships among teams members
- Structure examines the effectiveness of how the team operates
- Management Approach examines the effectiveness of how strategies and tasks are determined, managed and executed
- Leadership examines the effectiveness of how the team is led
- FIND examines the effectiveness of the Marketing and Sales functions
- GRIND examines the effectiveness of the Investment/Wealth Management, Administration & Operations and Ongoing Performance Analysis & Reporting functions
- MIND examines the effectiveness of the Client Management and Practice Management functions
- Summary Analysis
- Hierarchy of Team Strengths
- Individual Team Member Comments
- Detailed Report of Responses
- Suggestions for Continued Improvement
- Team Member Profile
- FIND • GRIND • MIND™ Functional Analysis
- Time Resource Analysis
- Strengths and Challenges
- Action Items
- Action Plan
- Detailed Response Report