Coach Tip of the Week: Hiring a Director of Operations
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Tag: Operations
Change Planning Worksheet
Use this resource as a guide when planning firm changes in order to improve communication and ensure everyone is on the same page. Download
Sample Process – Implementation Meeting (Editable)
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Editable document. Download
Sample Process – Implementation Meeting
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Download
Sample Process – Proposal Meeting (Editable)
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Editable document. Download
Sample Process – Proposal Meeting
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Download
Sample Process – Discovery Meeting (Editable)
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…
Sample Process – Discovery Meeting
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…