Your People Diagnostic
A Brief Guide to Scoring the Questions
Score each statement based on whether you currently implement these in your firm.
Don’t spend too long on any question. Go with your initial assessment.
Only one diagnostic is required per firm.
Please check any of the below that apply to your firm
All team members have clearly defined and attainable S.M.A.R.T. goals. These goals align with your firm’s overall business objectives and are specific to their role
Your team members know what they need to achieve for professional progression through documented Career Maps and/or Developmental Plans
Each role within the business has documented KPIs covering areas of client service, financial performance, systems and processes, and learning and growth. You have dashboards and/or other reporting systems to track and measure KPI performance
You regularly provide performance feedback to team members through formal performance reviews and informally through mentoring and addressing performance issues
You have a rewards/bonus incentive scheme in place that is transparent,objective and equitable in its means of rewarding team members
You undertake independent surveys, to collect team feedback on team engagement, values alignment, workplace culture, job satisfaction and suggestions on how you can improve
You regularly share and celebrate your business goals, wins and outcomes with your team
Your business has documented values and behaviours that underpin your culture. These values/behaviours are referred to when hiring and are part of performance feedback
Your recruitment practices focus not only on technical skills but alignment with your firm’s values and overall cultural fit. You strive for the right people in the right seats on the bus
You take a strategic approach to HR management, aligning it with your business objectives. You utilise specialised services and systems to find, manage and keep your team great
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Jon
Michael Burnett
Michael Spinks
Paul
Phil
Rod
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