The Fundamentals course highlights the philosophical and practical concepts  behind building a "client centric" service strategy. Client Centric means putting your clients needs first and letting the services follow, rather than focusing on your list of services. Client Centric firms typically serve fewer clients but at a much higher level resulting in higher value for the firm and their clients. This higher level of service also leads to more challenging work for young professionals which results in higher staff retention rates and faster advancement toward partner-level responsibilities.

Learning Objectives:

• Introduction to $COPE concepts; five performance areas and the five analytical perspectives applied within those performance areas
  
• Why a multi-perspective approach to business management is so critical to success
  
• How to avoid a lop-sided approach to reporting and managing day-to-day decisions
  
• How to build a dashboard with strategically focused measures
  
• How to create "line of sight" ownership for every level of employee
  
• How to turn financial statements into meaningful management tools
  
• How to double your close rate with prospects using $COPE tools
  
• How to talk to clients with confidence and really make a difference in their business

Delivery Method: 2 hrs  on-line training

Who should attend? All Professional Staff

Take Away: List of key performance indicators for all five of the key performance areas:

$ Financial

C ustomers

O perations

P eople

E nd in Mind   

 Once this course is completed you'll be ready for The Next Step . . .