1. What's Important About Measuring Success?

According to Frank Lloyd Wright, the price of success is dedication, hard work, and a devotion to the things you want to see happen. This blog post is a brief overview into to the 7 Keys to Measuring Your Team’s Performance and the important role it plays in your success. Measuring success with each Deliverables Team Member includes:

• the need to establish clear accountability
• to create a Success Road Map® for each team member
• ways to improve the success of your relationship

TIP: Don't Stomp on Ants While The Elephants Run By
Celebrate the small gains and do not let small disagreements affect the quality of larger issues.

2. Establish Clear Accountability

As Trusted Advisor, your primary role is one of leadership. This implies one of your major responsibilities is to serve as an Accountability Coach to your Deliverables Team and to your Community of clients to help keep everyone focused on accomplishing those things which help clients actualize their road maps.

TIP: Accountability Means Different Things to Different People
Establish clear measurements of what is to be completed and by whom - with emphasis on creating a positive experience.

3. General Standards for Your Business

By establishing general standards expected from every member of your Deliverables Team (internal and external), your Deliverables Team Members will agree to follow important criterion, benchmarks and model behaviors which you all agree are necessary to project a consistency, competence and submission to regulatory compliance, confidentiality and other sensitive issues important to any business.

TIP: Review and Update Your Business's General Standards
All important quantity, quality and behavior standards should be openly discussed with every Deliverables Team Member (internal and external).

4. Regularly Update Every Success Road Map®

As much as The Financial Road Map® inspires, motivates and serves as a gift of clarity to your Ideal Clients, the Success Road Map® serves every bit as much the same purposes for your Deliverables Team Members.  The road map memorializes a team member’s values, documents their goals requiring time and money to achieve, and benchmarks their current reality.

TIP: Inspire Deliverables Team Members With The Success They Envision
Updating a Deliverables Team Member's Success Road Map® is a much more inspiring thought than the prospect of a "job performance review."

5. Measuring Intangibles

By employing a method of measuring intangibles we feel are important, a means is established to help individuals understand what's expected and a tool is gifted which will allow them to understand and accept it.

TIP: Importance Of Measuring These "Intangibles"
By employing a method of measuring intangibles we feel are important, a means is established to help individuals understand what's expected and a tool is gifted which will allow them to understand and accept it.

6. Assessing Deliverables Team Members

You should continually confirm that every member of your team is willing, able and up to the task. With this simple formulation of first determining an individual's able-ness and willingness to serve on your Best-in-Class Deliverables Team, you will never allow your organization to outgrow a team member's skills and abilities or their enthusiastic desire to serve with you.

TIP: Establishing the eagerness and zeal required
You may not be an expert at appraising an individual's current emotional state, but can pay close attention to whether your Deliverables Team Members are happy, spirited and eager to serve your Ideal Clients.

7. Assess Future Needs For Your Team

Once you have acquired Deliverables Team Members and several dozen Ideal Clients, you will seriously assess which Deliverables Team Members will be needed in the future. There are several reasons that your organization's needs might require more Deliverables Team Members, but seldom will an organization need fewer members.

TIP: Evaluating "Nice to Have" Versus "Need to Have"
Before determining whether or not to expand your Deliverables Team, ponder answers to these hypothetical questions: If we were forced to make do with a Trusted Advisor and three highly skilled, capable and enthusiastic administrative support people... what would happen?  What balls would drop?  What essential activities would fail to happen?

Each of these "7 Keys" will be expanded upon in future blog posts - stay tuned.