The Tools
Practice Excellence Monitor
TM
Gain knowledge, insights and benchmarking on the health of your practice so you can strategically and confidently optimize it for success.
The Practice Excellence Monitor
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Provides deep insight into the strengths and weaknesses of your practice enabling you to make informed decisions around improvements
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Benchmarks your practice against thousands of other advisory practices showing you how the performance of your practice stacks up against the competition.
Our report covers 32 areas across Five Key Business Elements:
1
Client
your clients and how you work with them
2
Business Management
process, planning and structure
3
Positioning/Communication
perception and reality
4
Culture
your team and technology
5
Performance Indicators
the numbers of your business
Assessments
To provide a comprehensive perspective we incorporate assessments as part of our engagement. Designed for individuals, teams or organizations.
DISC/Motivators
This assessment is foundational to optimizing performance, helping you capitalize on your strengths and leveraging the strengths of those around you. The DISC model defines and interprets our behavioral styles, which can influence how others see and react to us. Having awareness and being mindful of our behavioral style can help us consciously evolve to allow for more successful outcomes.
Motivators depict our personal beliefs around what matters most, what we value versus judge, and drive our decision making. By going deeper to understand our individual definitions of success we can improve how we interact and understand others.
Position Profile
Completing this profile assessment enhances productive communication and alignment of expectations between employee and leader, and helps leaders clarify qualifications for newly created or defined roles.
Enneagram
The Enneagram assessment is designed to provide a deeper level of self-awareness through a comprehensive report that helps you better understand your unique patterns of thinking, feeling and doing. It also helps you identify your blind spots, worldview, gifts and challenges. By revealing these aspects of our personality and motivations for our behavior, we are able to better understand ourselves as well as those around us.
Working Genius
Working Genius helps people discover their natural gifts to thrive in their work and life. Being able to identify which of the 6 types of Working Genius bring you greater energy and fulfillment, you can leverage these insights to improve your engagement and productivity.
Communication/Presentation Skills
Elevate your engagement with your team and your clients through the power of communication.
Personal & Leadership Development
Increase your self-awareness and improve interpersonal relationships and influence.