SI Competency Framework™
The Succession Institute Competency Framework™ provides competency definitions for eight levels of positions within a typical CPA firm, from entry level staff to equity owner. This is used with the Performance Assessment™ (SIPA™), a unique 360° assessment adapted from the standard QuadLead instrument, that clearly identifies the attributes that will help an individual become a […]
Building a Better, Faster & Stronger Bench-Part 1 Preview
This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.
Managing for Accountability Preview
In this webcast, we talk about setting clear expectations, including such pragmatic matters as scope, deliverables, duration, budget, resources available, etc. This focus is aimed at helping you do a better job of holding people accountable for fulfilling their roles, and for completing tasks, activities and projects. This webcast will help you identify typical causes […]
Managing Your Firm by the Numbers Preview
This video shows you how to institute or improve your budgeting and performance metrics in a pragmatic manner that is both easy to do and based on real world experience and application. To position your firm for the future, you need to operate it effectively and efficiently. This means setting goals, creating budgets to fund […]
Getting Everyone on the Same Page
This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.
Competency Frameworks and Expectations
This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.
Q. Prospective Partner Not Ready
This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.
Q. Developing a Following
This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.
Q. Should All Partners be Rainmakers?
This video is an excerpt from a webcast that will discuss why your firm needs a competency framework, how to use a competency framework to improve your people and your firm, and setting expectations to develop your people and hold them accountable.
False Narratives-You Are Not the Hero
This video is an excerpt from a webcast that will discuss why the most common reporting model short-changes your people, some managers are better at people development than others, and how to create the infrastructure needed to more effectively develop your people.
We help organizations implement their unique strategies by:
• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.