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the monday message
Your Reviews: Tone and Spirit
Twice a year, at midyear and year-end, our coaching calls with partners and managers inevitably drift to their upcoming employee reviews. And just as inevitably, they admit they don't care for or have time for those meetings. Their sentiments are so common that it...
Taking Time To Assess
Since the inception of PartnersCoach, our fundamental belief is that professionals contribute incredibly important and necessary documentation, analysis and strategic thinking that support their clients’ growth and goals. Serving as your clients’ trusted advisor, you...
Step Into Courageous Leadership
Inaction Why do you suppose that firms struggle with the same issues year after year? It’s like there is a “carry forward” rule to firm life. Whatever challenges that don’t get resolved simply move to next year. While it is true that large problems take several years...
Reviews That Make A Difference
Reviews It's that magical time again: midyear or year-end reviews. Partners and managers get to sit down with their direct reports to share observations, feedback, and guidance. This practice has been in place for decades because everyone knows that these reviews make...
A Fractured Partner Group
Stressed A professional administrator from a CPA firm visited our sponsor table last week at the CPAFMA Connections 2024 conference in Savannah, Georgia. Her discouragement was evident from her slumped shoulders and shuffling walk. She immediately shared her...
Equipping Managers To Perform
The Transition We learn so much from our coaching clients, like what they really want, what concerns them and what holds them back. Over the years, our experience has revealed a common theme—that transitioning from staff performer to project manager is one of the most...
Be A Strong Supervisor
Yes One of the most difficult situations we can encounter in life is wanting to do well but it’s not coming together. We struggle because there is a gap between our capabilities and what is required to succeed. We encounter this situation in sports, academics, music...
Acknowledge Your Good Fortune
The Practice Last week I had a great call with a senior staff member of a firm. It was a follow up call to a course we presented entitled Be An ACE: Manage Your Attitude, Credibility & Excellence. The call inspired me because not only did he implement one of his...
Account For Your Yeses
The Cost of Yes We've heard a lot about learning to say no, and rightly so, because we often say yes too much and take on too many responsibilities. It is no fun. However, that said, the real issue just might be that we've never learned to say yes effectively....
You Have To Tell Them
In a recent call with an aspiring senior manager, I asked him how he was doing. He said he felt good about his performance the last couple of years and was looking forward to being promoted. As usual, I asked him if he had spoken to his supervisor about his interest....
