is a compendium of lessons on leadership, management, finance, and more.
Deep Dive
It starts with a deep dive into your practice. In this deep-dive:
Questionnaire: You will fill out an assessment of your goals, value proposition, finances, people, production systems, and financial systems. Don’t worry; it’s not as daunting as it sounds. Click to see the
FirmFoundation Assessment: You and your team will each take the FirmFoundationAssessment. By answering questions across seven key categories, we will gain insights into your strengths and weaknesses, allowing us to prioritize improvement efforts and allocate resources more effectively.
Team Predictive Index: You and your team will take The Predictive Index. This will give us a great indicator of individual and team work styles. See
Individual Sessions: I will meet with your entire staff to get to know them better – their role, what is going well, and what they need help with.
Finances: Using the Visionary Numbers framework I created from Entreprenumbers, The 7 Minute Conversation, and Simple Numbers, Straight Talk, Big Profits!, we will analyze your financial drivers and trends. For more information about my methodology, visit the Initial Analysis page at
Based on the Deep Dive, we will determine the first quarter’s priorities. This will generally involve starting team meetings, determining and tracking Level 2 and 3 KPIs, completing a big project, staff training, etc.
Quarterly Sprints
Each quarter, we will review the prior quarter’s projects, metrics, and finances and then determine the 2-3 priorities we want to accomplish that quarter. Additionally, you and your team will take the FirmFoundation Assessment, to track progress and guide ongoing enhancement efforts.
Standing items:
The FirmFoundation Assessment
Prior quarter operational and financial review
Choose one staff development topic
Choose 2 - 3 priorities to accomplish that quarter