Thursday, August 11th, 2022

Talking Points

“One isn’t necessarily born with courage, but one is born with potential. Without courage, we cannot practice any other virtue with consistency. We can’t be kind, true, merciful, generous, or honest.” – Maya Angelou

  • The partners have just returned from their retreat. Everyone is wondering what significant decisions were made if any. What new initiatives were agreed upon? Has the strategic plan been updated?
  • A new performance evaluation system has been researched, studied, modified, and will soon be unveiled to the staff.
  • Betty, a long-time manager with the firm, has decided to take a position with a competing firm across town.
  • Some new software has been selected. Everyone in the firm will need to know about it and will be expected to use it. What training will be offered? When will it go into effect?

When something happens or changes are made at the firm and the partners and other leaders have been involved in the decision or activity, and it has now been announced to the team, there will be questions. Certain people will go to certain partners and want to know all about it and what is “really” going on.

That is the time to have your talking points ready and distributed to all partners (and other leaders if they are involved). You want everyone to get the same message.

Often, in firms, Joe Tax Partner, Diane Audit Partner, Frank Long Time Partner, and Terry the Managing Partner will have different ways of communicating with team members individually when they are asked probing questions. A brief list of talking points will take a lot of pressure off the partners and help spread the message in a positive, consistent, and informative way.

  • "Consistency is always the best teacher."
  • Stephon Marbury

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