PartnersCoach®

Programs

Partner-Pipeline® program

– Equips your people to be high performers
– Begins at the entry level through senior managers
– Develops well-rounded CPAs

partner-ready rogram

– Prepares partners for YOUR firm
– Identifies capabilities using validated assessments
– Develops customized individual plans
– Provides coaching to fulfillment of goals

Partner-pipeline® program

Is Your Partner-Pipeline® Empty?

Leading accounting firms are facing a common daunting challenge. As their leadership continues to age, qualified partner candidates are becoming scarce. The next generation of leaders lacks the qualifications of high performing partners. Their partner pipeline is empty.

It’s easy to recognize a problem, but more difficult to implement a solution. While our profession understands the growing problem of future leadership, we have often been shortsighted in our solutions. But with a problem as big as securing the future of your firm, nothing less than a strategic, comprehensive plan for professional development will suffice. So what’s the solution? How can your firm refill your partner pipeline and secure your future in the process?

Introducing Partner-Pipeline®

The Partner-Pipeline® is designed to grow a continuous flow of leaders in your firm.

What you’ll get

  • Equipped candidates for partnership
  • Comprehensive career path
  • CPE in professional skills
  • Effective mentoring program

Process

  • Onsite instruction twice a year
  • Individual Action Plans
  • Support by trained internal mentors
  • Demonstrated skills application

Partner-Pipeline® is a systematic program that develops four frequently overlooked contributions of high performing partners, including distinctive client service, business development, effective leadership and talent development. While most training programs focus on technical competence, the Partner-Pipeline® is a comprehensive program dedicated to developing qualified, well-rounded partner candidates.

How to Get Started

The future of your firm depends on your ability to develop capable leaders. It is time to invest in a proven approach to professional development.

Simply contact Guy (Guy@PartnersCoach.com) to set up a call for more information on the program, determine if your firm is prepared for and would benefit from instituting the Partner-Pipeline®, and any next steps if needed. No obligation or expectation.

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Partner-Pipeline Program 5 areas

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Partner-pipeline® program

Partner-Ready Program

This program is different from other “partner preparation” programs in that the goal isn’t to complete a course, but to become partner-ready as a partner in YOUR firm. The Development Plan is customized to individual candidates, based on the personal style, interests, motivation and input from other firm leaders. In order to create a customized development plan, the candidate’s interest, motivation and innate capabilities are assessed and a plan is put into place that the candidate is committed to.

  • Candidate completes a “Statement of Why?”
  • Validated assessments are used to determine innate capabilities
  • Interviews are conducted with the candidate and their supervisors
  • A Development Plan draft is developed for leadership approval. It contains areas of concentration, implementation plan with milestones and metrics of success

With the Partner-Ready Development Plan in place, everyone knows what is important to demonstrate and achieve. Frequently, the implementation includes

  • 2 firm visits per year for instruction, coaching, and feedback from the candidate and others.
  • Interim coaching schedule to ensure follow through, motivation and accountability

With all this in place, it will be known to the candidate and the firm leaders when the candidate is partner-ready.

Contact me to determine if this approach is the right one for your partner-potential candidates. It may or may not be and there is no sense in going down this road if it won’t achieve the desired results.

How to Get Started

The future of your firm depends on your ability to develop capable leaders. It is time to invest in a proven approach to professional development.

Simply contact Guy (Guy@PartnersCoach.com) to set up a call for more information on the program, determine if your firm is prepared for and would benefit from instituting the Partner-Pipeline, and any next steps if needed. No obligation or expectation.

Ready to learn more?