Business Insights
You must know your business intimately if you want to grow it. Analyzing all aspects of a practice leads to optimizing its performance and increases long-term viability.
Introduction
Business Insights solicits each team member’s perception of both the efficiency and effectiveness of the business. Included are two 360 degree feedback tools: The Team and Business Performance Assessments.
The Team Performance Assessment allows each team member to rate the overall team dynamics based on four areas:
- Interpersonal examines the effectiveness of relationships among teams members
- Structure examines the effectiveness of how the team operates
- Management Approach examines the effectiveness of how strategies and tasks are determined, managed and executed
- Leadership examines the effectiveness of how the team is led
The Business Performance Assessment allows each team member to rate the core functions of the practice based on the Find • Grind • Mind™ model:
- Find examines the effectiveness of the Marketing and Sales functions
- Grind examines the effectiveness of the Financial Solutions, Administration & Operations and Ongoing Performance Analysis & Reporting functions
- Mind examines the effectiveness of the Client Management and Practice Management functions
All of the assessments are administered online and take approximately 30 minutes to complete. Upon collection of each team member’s insight, we deliver two executive summary reports. See Deliverables tab.
Deliverables
Team Performance Assessment
- Summary Analysis
- Hierarchy of Team Strengths
- Individual Team Member Comments
- Detailed Report of Responses
- Suggestions for Continued Improvement
Business Performance Assessment
- Team Member Profile
- Find • Grind • Mind™ Functional Analysis
- Time Resource Analysis
- Strengths and Challenges
- Action Items
- Action Plan
- Detailed Response Report
Telephone Consultation by Certified Team Consultants
We offer professional consultations to help interpret team assessments and get the most out of the data collected in addition to developing a strategy for the team structure. Discussions include business optimization, identification of roles and responsibilities for team members, and uncovering any practice management issues that may be holding the business back from achieving greater success.
Fees
The fee for Business Insights is $500 for up to 10 team members and includes all data collection and email delivery of executive summary reports. The fee for teams of 11 or more members is $750.
We also offer a 2-call consulting package on Business Insights to first build awareness, then define action. Calls generally last 60-90 minutes and the fee is $500 additional.
(Ongoing hourly telephone coaching is available at $400 or ask about our coaching engagement packages.)
