The Team

There may be no greater asset to a firm than its team for without whom delivery of services would come to a screeching halt.  This volume focuses on building and sustaining a viable and successful team. In order to build a successful team that team must see themselves as an integral part of the Client Experience. 

The team that works with you
Is focused on your client's satisfaction

  1. Mission, Vision, and Philosophy
  2. The Employee Handbook—Samples
  3. Ethics and the Support Team
  4. Organization Chart
  5. Job Descriptions/What’s in a Title
  6. The Interview and Hiring Process
  7. Testing Your Applicants
  8. Training for Your Team
  9. Delegation that Works
  10. Resolving Conflicts
  11. Employee Reviews/Incentives
  12. Associates
  13. Keeping your Stars
  14. Benefit Packages
  15. The Owner’s Role

The Team Volume includes a CD library of forms, letters, tools and checklists that support the processes provided.

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