Effectively managing your firm’s internal operations

 

Are your staff meeting expectations? Does everyone understand your firm's objectives? Are they meeting their personal goals? What issues need to be addressed urgently?

In this video, explore management best practices that will ensure you always have the answers to these critical questions. Ian outlines techniques for managing internal operating procedures, sharing what everyone is working on, and setting a process for constant improvement across your team.

You'll learn:

  • Operating mechanisms to manage your team: daily standups, weekly recaps, monthly review, quarterly meetings

  • Meeting management: schedule, data capture, and follow-up

  • Tracking performance with goal setting, scoring, and review (OKRs)

Download the presentation slides.

Ian Vacin Chief Customer Officer

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.