Associate Business Consultant
- Advisor Coaching
- Growth Programs
- Tax Strategy & Planning
You have been looking at the big picture through the framework of your business plans and your goals for 2019. Now it’s time to get tactical. We will begin with clarifying what we mean by designing elegant systems, then give you an example of processes that help make a difference. Finally, we will invite you to identify regular routines in your practices that are currently clunky, so we can help you make them more elegant.
Elegant systems are processes and procedures that flow smoothly, are beautifully designed, seamless and easy to execute. There are many examples of what we are referring to in your daily workflow:
If the process is beautifully designed, seamless and easy to execute, you can have peaceful productivity. This is how we want to help you reach your goals for 2019. Without taking time to assure you have good systems in place, it is awkward trying to reach new heights of success.
Let’s select one relatively simple but sometimes graceless process and see if we can take it from difficult to divine.
Process: Gathering Client Data
Sample Situation: The process begins after the first meeting with the client. They come in for a second meeting and inevitably leave something out. Often the goals they share are not well thought out and lack the specificity required to create a true plan. There are even times when a plan is completed with data still missing, and we have to work around it. The process can drag out so long that there is a disconnect between what they shared in the first meeting and what they are thinking when they come in for the plan delivery. They may even doubt the number they gave you for their expenses or suggest something is missing from their net worth.
Problem: Some clients are really organized and good at getting data. They may be future-oriented and clear about what their retirement and other goals look like, but others struggle with this. Can we make it easier for them? Or us? Can we make it more fun?
Begin asking for information before they even come in for the first time. For instance, you can say, “You do not have to bring in any information, but if you would like to enhance the value of our meeting feel free to bring as much of the checklist as you are comfortable with.”
Simplify the process as much as possible, but not so that the data is not complete. Here are some possible steps:
(for example only, there are several variations of elegant systems)
DURING THE PMM INTERVIEW:
While this does not guarantee an organized, thorough, condensed or truly elegant process, it sets you up for a better chance of success. Some of you already have this type of system and might need to work on another area.
The point is that when you match elegant systems with a trained and engaged team, you can achieve extraordinary results. A natural beginning to move from clunky to elegant is to look at those things that are frustrating you in your daily routine. Particularly if they are key activities for your role, list them out and see which one will make the most significant difference, take the least time or be inexpensive to resolve. Then let us add it to your project plan. We’ll help you move from feeling jerked around all the time to feeling like the master in control in the elegant new business world you are creating to support your success.
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