It's clear that, if you want to grow your accountancy firm, you need to master the art (or indeed science) of marketing and communications. On this Humanise the Numbers podcast discussion with Hayley Plimley, Marketing and Communications Director at DGH, Hayley's been party to a journey from one office with a team of 60 people to 10 offices with a team of 568 people, in just four years. You can imagine the communication and marketing challenges associated with that! In our discussion, we unpick what's helped Hayley do a cracking job of marketing and communications in such a high-functioning, high-performing, high-growth business. |
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During the podcast, Paul and Robert discuss the value of KPIs for both the team and the clients. Robert talks about the typical KPIs for a hospitality business and their importance to management and to the wider team. He feels that when the team have KPIs they are more invested and better connected to the KPIs of their manager, as well as to the business as a whole.
From his team’s point of view, Robert thinks that quarterly goals are too broad, so they have introduced monthly meetings with each team member to ensure that their current KPIs and goals are still correct and achievable.
Rob's main KPI is team happiness – if they are happy, the clients are happy.
Most accountancy firm owners and managing partners measure what they think is right rather than measure what matters most.
We know accountants love to track and measure – let’s make sure you track and measure the right things in your firm. Click here to read this Business Breakthrough report – Healthy Heartfelt KPIs – and discover how to use them as key PREDICTIVE indicators.
Towards the end of the podcast, Robert and Paul discuss leading and managing change and how there is just never enough time to get eveything done. Rob talks about the discipline he attaches to his running and admits that he does not always get the work/life balance right.
He mentions a book called Atomic Habits, by James Clear, that outlines how small changes can make a big difference. Here is a link to the book.