Consulting: I need systems but don’t know where to start!

Project Implementation Planning sounds overwhelming, but it doesn’t have to be.

Our Consultant Services monitor the everyday business functions that take place in your business. Often, those functions are divided amongst sub-categories of Practice Management, Operations and Financials.

To create maintainable systems, we break down the Responsibilities, Duties and Tasks (RDT). For example, with Practice Management, we  focus on Marketing Activities. From there, we pin point what Primary Sales Activities are and what the Secondary Sales Activities are.

The same concept is applied to Client Servicing (Reactive Tasks) and Relationship Management (Proactive Tasks).

From the RDT review, a system is created for every task. When a new team member joins, responsibilities can be re-arranged and everyone can rest assured that nothing is being missed = ACCOUNTABILITY!

Click here for a Responsibilities, Duties and Tasks checklist, that was created for clients in the Financial Services industry.