Wednesday, December 13th, 2017

We Just Can’t….

“Great vision without great people is irrelevant.” – Jim Collins, author Good to Great

Read the above quotation again.

I have coached and consulted with lots of CPA firms. I have done presentations for thousands of CPAs. I often hear the same lament about a poor performer: “We can’t let her go, she’s been with us 20 years.” I have heard that statement applied to poor performers over and over again throughout my career.

Is she meeting the firm’s expectations for her specific job at the firm? “No, but…” I hear too many “No, buts…” when I ask questions about this person. “We just can’t let her go.”

I use the term “she” because it is usually a she (just from my experience). “She” is someone hired by the former managing partner. She is stuck in status quo. She hasn’t kept up with technology changes. She demotivates all those around her. She dodges difficult tasks. Sometimes it is an admin person. Sometimes it is a paraprofessional. Sometimes it is a very technical tax person. AND yes, sometimes it is a partner!

Take action:

  • Clearly communicate to this person that they are not meeting expectations.
  • Clearly define those expectations.
  • Work with them to outline a development plan and assure them of the firm’s support in the improvement process.
  • Set a target date for some improvement to occur.

They just might change, improve and succeed. Usually, they remain a poor performer or a mediocre performer, at best.

If your people are mediocre, the firm will remain mediocre.

Again, “Great vision without great people is irrelevant.” – Jim Collins, author Good to Great.

  • "Bad decisions made with good intentions, are still bad decisions."
  • Jim Collins

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