Is your firm set up to hire, onboard and keep good people?
The audit I run when a firm can't seem to hire well or hang on to good people. Give it an hour and you'll have a score for each of the seven areas, plus the three gaps to fix first.
Get the spreadsheet, it's freeWhat lands in your inbox.
- Seven areas, from the org chart to offboarding
- What good looks like for each item
- Five standards to test each item against
- A business score that updates as you go
- A rating for each area: Strong, Developing or Priority gap
- A summary tab for your top three priorities
Run the audit with your team this week
Make a copy, block out an hour, and leave with a score and three things to fix first.
Who this is for
Yes This is for you if…
- You run an Australian advice firm and you're about to hire.
- You've just lost someone you didn't want to lose.
- The people side of the business lives in your head and on a few laptops.
- You'd like a baseline to re-run at six and twelve months.
No Skip it if…
- You're a solo practice with no plans to hire.
- You want someone to do it for you. It's a self-audit.
Why this works
I ran the Talent function behind an advice firm that went from 9 people to 50 inside two years, and have recruited for firms right across Australia.
FAQ
Is it free?
Yes. One email address and the link lands in your inbox. No card, no newsletter ambush.
What format does it come in?
It's a Google Sheet. The link makes your own copy, so your answers stay private.
How long does it take?
About an hour, with the Founder or MD and whoever runs the team day to day.
What counts as done?
I only mark a Y once I've seen the evidence. If it only exists in someone's head, it's an N.
What do I do with the score?
Start with the three priorities on the summary tab, then re-run it at six and twelve months.