The single greatest challenge in leading and managing people is to ensure that everyone is focusing on the 3–5 things that only they can and should do that will have the greatest impact on the practice, their clientele and their team. The larger and more complex your practice is, the more challenging this becomes. Size breeds complexity and complexity diffuses focus. The ultimate goal for any team is to have each member spending 60%–70% of their week on the 3–5 things that only they can and should do.
Step 1: Have each member of your team list what they believe to be their 3–5 Critical Objectives.
Step 2: Have them list any obstacles standing in their way and possible solutions.
Step 3: Meet with them to review their 3–5 things and make modifications where appropriate.
Step 4: Work together to finalize an individual action plan.
The Create Capacity worksheet can be leveraged for these evaluations.
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