| About
Partner Bootcamp
This
is a six week program with each session lasting about
two hours on a wednesday afternoon in the GTA. Each
delegate will be given a small presentation to do every
week. Part of their 'homework' - oh yes, there will
be homework - will be to prepare their 1 minute presentation
for the next week's session, the topic of which will
change each time.
Program
Contents.
Session
1 - From Caterpillar to Butterfly – Changing from
Staff to Partner.
·
From Friday 5pm to Monday 9am (or employee to self-employed).
· An announcement to clients & staff.
· A change in these relationships.
· A change in attitude.
· Avoiding the errors of previous partners –
and replicating their best habits.
· Managing the ego.
· Giving presentaions to bankers, lawyers, clients
et al.
Session
2 - So you’ve made it, what now? The real work
begins.
·
How your day-to-day work will change.
· Things to stop doing.
· Things to start doing.
· Creating a fun place to work.
· The client year-end review meeting –
what will set you apart from the crowd?
· Understanding what clients want from you.
Session
3 – Behind the scenes.
·
Dealing with staff - an introduction to the fine art
of delegating.
· Earning respect from former peers and bosses.
· Workflow management.
· Setting priorities.
· Dealing with clients.
· Why all clients are not equal.
Session
4 – Growing into the role
·
Self assessment - SWOT
· Building confidence.
· Dressing for success.
· What do clients really want from you?
· Becoming a ‘trusted advisor’.
· An introduction to selling skills for partners.
Session
5 - Building your network
·
Building from ground zero - how to market effectively.
· Learning to talk to strangers.
· Who to focus on.
· Spoiling your best clients.
· Creating interesting new projects from existing
clients.
· Firing your worst.
Session
6 - Building a dashboard for success
·
Managing your practice by KPIs.
· Building your practice by design, not default.
· Setting goals - Firm goals -vs- personal goals,
getting them in sync.
· Achieving work/life balance while getting results.
· Building a vision for the future.
· The vital role of a supporting family.
· The secrets of the most successful practitioners.
· The financial rewards you can expect - if you
work at it.
|
