PracticeGuru Learnings · Course
Leading Your Team
You became a partner for your skill, not for managing people. Learn to hire better, hand over work properly, give feedback and keep your good people.
- 13 short lessons
- about 2.4 hours in all
- Job description, scorecard, delegation brief and appraisal form (Word)
- for owners and senior staff
7-day money-back guarantee: 100% refund if you ask within 7 days of paying.
What you will do
Each lesson ends with a "Do this today" box. By the last lesson you have a job description, an interview scorecard, a delegation brief, a one-to-one routine and a plan for your second line.
- Free From doing the work to leading the teamWhy the partner's job changes as the firm grows, and a one-week time check. · 10 min
- 01 Staff or articled assistants?Two different relationships: employees and CA students in training. · 12 min 🔒 Paid
- 02 Writing a job descriptionKnow exactly who you want before you start looking. · 10 min 🔒 Paid
- 03 Interviews and simple testsSame questions for everyone, a short practical test, and a scorecard. · 12 min 🔒 Paid
- 04 Delegating properlyWhat to delegate, what the CA keeps, and how to brief. · 12 min 🔒 Paid
- 05 Checking without micromanagingCheck points agreed in advance, not surprise checks. · 10 min 🔒 Paid
- 06 Feedback and weekly one-to-onesShort, specific feedback, and fifteen minutes a week with each person. · 12 min 🔒 Paid
- 07 Goals, appraisals and incrementsClear goals, a fair yearly review, and increments explained without surprises. · 12 min 🔒 Paid
- 08 Training plans and recognising good workA simple training plan and everyday ways to say well done. · 10 min 🔒 Paid
- 09 Handling poor performance fairlyFind the cause, agree an improvement plan, and keep a fair record. · 12 min 🔒 Paid
- 10 Why people leave, and how to keep themThe real reasons staff and articles leave, and what a small firm can do. · 12 min 🔒 Paid
- 11 Handling conflict in the teamDeal with friction early, listen to each side, and know what is not ordinary conflict. · 10 min 🔒 Paid
- 12 Building a second lineGrow one person into a manager over 90 days, and win back the partner's time. · 12 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Practical, respectful people management for small CA offices, with "check the law for your state" wherever employment rules apply.