Originally posted September ’09 on the Future of Planning site .
These days, your practice is searching for more efficiency. One of the first places to look is better training for your staff on the existing technology in your office — having people learn how to use little-noticed time-saving features not only of your planning / CRM / performance reporting programs, but also ways to get more out of the standard word processing, spreadsheet and e-mail programs.
But this raises two problems. When you send your staff members to training classes, at a cost, how do you know they’re paying close enough attention to find ways to make a difference in productivity? And second: Do you have to send your whole staff to each training program in order to get gain a system-wide boost in productivity? Greg Friedman, of Salient Friedman Wealth Management in Novato, CA, has found an elegant practice management solution to these challenges. He will send an appropriate staff member to software training classes. Then, when the employee returns, he/she is required to do a group presentation to the rest of the staff, showing them three things he/she learned that can make the normal business routines more efficient.
This forces the person taking the course to pay close attention not only to the material, but also in light of the office procedures — and, at the same time, enhances everybody else’s training for the same cost.
Bob Veres
Owner
Inside Information
Asheville, NC
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