In the past week I have presented 3 team training days for 3 separate accounting firms – and a client seminar for one of them also. There were all on-site and they all bought me at a charity auction. They paid a fee and I donated the fee to my favourite charity – stepUP.

We had the entire teams from the firms – 11-25 people at a time and all were encouraged to offer ideas for the improvement of the firm. Here are the comments from each of the 3 firms:

“Thanks for spending yesterday with our team. It was an awesome day for all of our team. They enjoyed the interactive was you worked with them on client service and working as a team. They’re buzzing and keen to get our action plan updated and prioritised for us to improve our rate of implementation. The senior team found the session excellent and it allowed us to clarify what we need to do to move forward from today. An excellent investment and we look forward to having you back again.” Leah Peacock, Sudbury’s, Whangerei NZ

“We had Rob work with our team for a day and as I see it, the most valuable part of the day were the ideas that came from the team and the goals set by the team. I was impressed by the way our team members contributed and boldness of their ideas in some cases. Those ideas would not have come forward the way they did in a regular team meeting. We are really looking forward to implementing team ideas rather than management ideas – the great part is that the commitment is already there! My only regret is that we didn’t have our supercharge day a long time ago!” David Hunt, Partner, Peter H Hunt & Associates, Sydney NSW

“The morning session on Tuesday provoked serious thinking within the team. In broad terms the outcomes were;

Clarity for one team member who was sitting in 4 different seats on the bus to move into 1 she likes – permanently,

The permission for one team member to feel Ok to want to move into a seat closer to the back of the bus,

Created a new seat on the bus to be filled,

The value of Marketing & Sales to an Accountancy Business,

Challenged their thinking regarding the ‘roles’ in our business – your new Organisational Chart,

Concentrate on delivering ‘Results / Outputs’, not ‘Activities / Inputs’,

Ask 6 questions and get to the root of the problem, not just the clients initial request for assistance,

Value of compliance and what our Client Managers (Snr Accountants) must be considering for the client at completion of each assignment,

Plus much more.

The afternoon session (7 Keys presentation) provided us with 11 prospects to meet with and provoked thought from 3-4 clients who want to chat further.” Ashley McGuirk, Core Business Management, Maroochydore, QLD.

The morning session on Tuesday provoked serious thinking within the team. In broad terms the outcomes were;
Clarity for one team member who was sitting in 4 different seats on the bus to move into 1 she likes – permanently,
The permission for one team member to feel Ok to want to move into a seat closer to the back of the bus,
Created a new seat on the bus to be filled,
The value of Marketing & Sales to an Accountancy Business,
Challenged their thinking regarding the ‘roles’ in our business – your new Organisational Chart,
Concentrate on delivering ‘Results / Outputs’, not ‘Activities / Inputs’,
Ask 6 questions and get to the root of the problem, not just the clients initial request for assistance,
Value of compliance and what our Client Managers (Snr Accountants) must be considering for the client at completion of each assignment,
Plus much more.
The afternoon session (7 Keys presentation) provided us with 11 prospects to meet with and provoked thought from 3-4 clients who want to chat further.