Identifying Team Issues and Making Strategic Changes for Success

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

In this solo episode, Alyssa Lang answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode.

In this episode you’ll hear:

• How to identify when things are not working out with a team member
• How to help set up your team for success and measure their KPIs to ensure they are on track
• How to identify what areas your team needs improvement to succeed
• How to hire the best fit team member and let go of the ones that do not support the company

Resources mentioned in this episode:

⚙️ Notion

💻 Breakthrough for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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章

1. Introduction (00:00:00)

2. Overview (00:02:19)

3. Identifying the Problem (00:03:57)

4. Creating an Internal Training Program (00:09:22)

5. Performance Reviews and KPIs (00:13:16)

6. Letting Go of Team Members (00:21:41)

7. Finding the Next Best Person (00:23:37)

8. Conclusion (00:26:46)