CPDStore

Struggling to get your team to “just do the thing” without chasing, correcting or re-explaining?

You’re not alone. Most accountancy practice owners I speak to are frustrated that their team doesn’t consistently follow systems and processes, even when they’re written down and clear.

This session will help you understand why that happens and what you can do about it. It’s not about hiring better people. It’s about building better systems that actually get followed and knowing how to keep them fresh and relevant as your team and practice evolve.

You’ll walk away with a straightforward process to reduce errors, increase accountability and build a practice that runs smoothly even when you’re not there.

In this session Mark Swindale will cover the following topics: 

• Why your team don’t follow your systems and why it’s not their fault
• What to do before writing any new process to make sure it actually works
• How to create clear systems your team will consistently follow
• How personality types affect process adoption and what to do about it
• How often processes should be updated and the best way to review them

By attending this session, you will:

• Understand why systems fail even when they seem “right” on paper
• Learn how to write and roll out processes that stick
• Know how often to review and update systems to keep them useful
• Gain insights into tailoring your approach based on personality types
• Walk away with practical tips to embed new habits and reduce your stress
• Know how to identify the most important process to start with so you can make immediate progress

This session will be of most interest to: 

• Practice owners
• Managing partners
• Directors of small to mid-sized accountancy practices

Especially those who are tired of fixing the same problems week after week and want to reclaim their time without lowering their standards.

Course level: Intermediate

This session is designed for practice owners who already have team members and basic systems in place but are still dealing with inconsistencies, errors or bottlenecks.