Tuesday, August 16th, 2016

Unappreciated, Low-Value Work

“Beware the barrenness of a busy life.” – Socrates

I have coached many managing partners and firm administrators, the two people usually charged with “running” the firm properly.

I have often found that they try very hard, almost desperately hard, to please others. Often they end up doing many tasks that no one really appreciates or even needs.

“I run so many month-end reports out of our practice management system and I doubt if anyone even looks at them,” a statement I have heard from multiple firm administrators over the years. Do you wonder if your partners look at the month-end, miscellaneous reports you furnish them?

Simply stop producing reports that you think no one looks at. The sad thing that usually happens is that no one even notices you stopped producing the reports!

You can also develop a one-page recap of important KPIs at the end of the month and eliminate furnishing all the detailed reports.

This also applies to all the individual tax organizers you might still be printing and mailing (I hope you aren’t still doing this but….). The organizer comes back to you, unopened, with their year-end paper documents. Consider establishing a rule that only clients that ask for (or opt-in for) a printed organizer will receiveĀ one. The default is “no organizer.”

If you want to work at a higher level and take on more important work with more responsibility, get rid of the “busy work” no one cares about.

  • "If you want to conquer fear, don't sit home and think about it. Go out and get busy."
  • Dale Carnegie.

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