Contents

Foreword

Preface

Acknowledgments

About the Author

Chapter 1—Why Leadership Matters

Leading the Brightest of the Bright

Leading the Organization

The Leader’s Role—Influencing Mission, Vision, and Values

Losing Focus

A Sad Tale (Tail!)

Leading Versus Managing

You Need Both

New Skills

Are Leaders Born or Are They Built?

Types of Leaders

Effective Leaders Must Be Humble

Challenges of Leadership

The Measure of a Leader

Conclusion

Section 1—Leading Self

Chapter 2—Self-Knowledge: The Inner Accelerator

Your Leadership Style

The Value of Self-Knowledge

Characteristics of Good Leaders

The Crisis of Success

Building Leadership Ability for Better Effectiveness

Commit to the Process

Opening Up for Growth

Build on Strengths or Improve Your Weaknesses?

Experience Matters

Building Self-Knowledge

Self-Knowledge Through Interaction With Others

The Undeniable Link: Lifelong Self-Learning and Leadership

Self-Knowledge for a Fulfilled Life

Conclusion

Chapter 3—Trust: The Leadership Imperative

Trust Is a Competitive Advantage Inside and Out

Dimensions of Trustworthiness

Consulting Experiences

Delegation

A Healthy Meeting Among Toxic Ones

Integrity

Group Dynamics

Intent

Invested in Trust

Rebuilding Trust Takes Time

Lessons From Consulting Experiences

Levels of Trust Development

Building Trust

Building Organizational Trust

When Trust Is Broken

Rebuilding Trust

Conclusion

Chapter 4—Critical Thinking: Creating Your Future

What Is Critical Thinking?

Thinking Standards

Critical Thinking Applied: Phil Holthouse

Depth and Breadth

Logic

Significance

Fairness

Applying Critical Thinking

Myths About Thinking

Learning to Think Critically—Like a Leader

Purpose

Question

Information

Concepts

Inference

Assumption

Point of View

Implications

Relationship of the Elements

Conclusion

Chapter 5—Preparation: Ready for Seizing Opportunity

Preparation, Preparation, Preparation

Developing Your Leadership Skills

Laying the Groundwork by Seeking Input From Others

Preparing to Lead Strategic Initiatives

Step 1—Prepare a High-Resolution Picture of the End Game

Step 2—Clarify Each Staff Member’s Role

Step 3—Assessing Potential Opportunities

Step 4—Understanding Possible Threats

Step 5—Gather and Review Relevant Research

Step 6—Budgeting Time, People, and Money

Step 7—Develop the Initiative Game Plan

Step 8—Launch the Initiative With Overwhelming Power

Preparation Is for Action

Getting Started

Conclusion

Chapter 6—Self-Discipline: Be the Master, Not the Victim

Leadership Demands Sacrifice

Self-Discipline Makes You the Best You Can Be

Your Inner Circle Values

Delay of Gratification

Five Qualities of Self-Discipline

Self-Knowledge

Strong Relationships

Commitment

Living Your Values

Self-Coaching

What Are We Leading Toward?

Focused Growth Is a Priority

Using Self-Discipline to Focus

Building Habits of Self-Discipline

Invest Five Minutes Each Morning to Meditate on the Major Areas of Your Life

Make Self-Discipline a Part of Your Daily Ritual

Dedicate Yourself to Lifelong Learning

Accept Responsibility

Face Your Fear to Develop Courage

The Truth About Self-Discipline

Conclusion

Section 2—Leading Staff

Chapter 7—Teaching, Coaching, and Mentoring: Multiplying Your Leadership

Developing Skills Over a Career

Training Begins One on One

Teaching

Training Programs Demonstrate Your Commitment to People

A Plan for Adult Learners

Creating Purposeful Training

Coaching

Working One-on-One Raises Your Commitment and Retention

On-the-Job Training Helps Coaches and Mentors

The Leap From Coaching to Mentoring

Great Leaders Mentor

Mentoring: Benefits for the Firm

Conclusion: The Impact of Training

Chapter 8—Accountability: Trust but Verify

Why Is Accountability So Important in Business?

Accountability Is the Opposite of Permissiveness

Increasing Accountability

Measuring Accountability

How Does Individual Responsibility Factor Into a Group Setting?

What Should Partners Know About Performance Measurement?

Positive Results of Performance Measurement

Implementing Accountability for Positive Results

Accountability Through Measurement: Scorecards and Performance Pay

Ways to Establish Staff Member Accountability

Establish Accountability Through Communication—Set Expectations and Reinforce Success

Accountability Through Measurement

An Introduction to Measuring Performance

After Measuring, Now What?

Setting Goals

Frequent Feedback

Coaching

Performance Scorecard

Performance Pay

Keeping a Well-Rounded Perspective

Conclusion

Chapter 9—Challenging Personal Growth: Leading the Whole Person

A Path to a Better Person

Personal Growth, Firm Growth

Growing Pains

Intentional Success

Barriers to Personal Growth

Dealing With Change

Overcoming Barriers

Rule 1: Believe in the Meaning of Your Work

Rule 2: Communicate Regularly and Honestly With Team Members

Rule 3: Leaders Must Always Be Moving Toward the Larger Goals

Rule 4: Recognize Your Team Members

Finding Balance

Tips for Achieving Personal Growth

Conclusion

Chapter 10—Empowerment: The Secret to Exponential Growth

What Is Empowerment Really?

Keys to Effective Empowerment

Existing Leadership Philosophies

Mistakes: Both Risky and Rewarding

Empowering Members of a Team

Principles of Empowerment

Develop a Rational Shared Vision

Provide Training and Information for Good Decisions

Raise the Level of Conflict

Allocate Proper Resources

Reward Staff Members for Empowered Behavior

Trust People

Working With Teams

Shared Mission

Mutual Respect and Trust

Frequent Substantive Communication

Shared Processes

Different Talents

Adaptability and Flexibility

Continuous Improvement

Building Highly Empowered Teams and Firms

The Seven Elements of Empowerment for Teams

Communication

Conflict Engagement

Contribution

Connections

Cooperation

Change Initiators

Commitment

Conclusion

Section 3—Leading Strategy

Vision (Chapter 11)

Mission (Chapter 13)

Values (Chapter 12)

Next Steps: Goals and Objectives

Goals

Objectives

The Role of Strategies and Initiatives

Example Plan

Vision

Mission

Strategy

Goal

Objective

Action Plan

Chapter 11—Vision: Reality in the Future

Vision: What It Is and Why You Need One

Making the Vision Real for Your Staff Members

Our Vision Shapes Our Future

The First Vision

The Value of a Vision

Building Your Vision

Get a Mental Start

Developing a Vision Statement

Things to Keep in Mind as You Begin

Bake In the Buy-In

Communicating Your Vision

Don’t Limit Your Vision

Common Stumbling Blocks

Strategies for Success

Conclusion

Chapter 12—Values: The Character, Actions, and Outcomes

The Purpose of Core Values

Core Values as Standards or Aspirations

Core Values Are Worthless Unless They Govern

Finding Your Values

The Elements of Core Values

Our Principles of Service and Communication

Go Deep

Be Responsible

Understand First

Deliver Excellence

Never Assume

Make Their Day

Invest in Myself

Are Strong Values Realistic?

Leading by Example

Core Values Help Frame Our Behavior

Sustaining Core Values

Conclusion

Chapter 13—Mission: Making a Difference

The Benefits of a Mission

Clarifying Your Mission

What Do We Do?

How Do We Do It?

For Whom Do We Do It?

More Than One Mission? Maybe So

Six Steps to Developing a Mission Statement

Exercise 13-1: Client Statement

Exercise 13-2: Problem Statement

Exercise 13-3: Statement of Purpose

Exercise 13-4: Business Statement

Exercise 13-5: Value Statement

Exercise 13-6: Writing a Mission Statement

Problems to Keep in Mind

Developing a Personal Mission Statement

Exercise 13-7: Personal Mission Statement

Sample Personal Mission Statement Development

Past Successes

Core Values

Identify Contributions

Identify Goals

Mission Statement

Final Thoughts

Conclusion

Section 4—Leading Systems

Chapter 14—Managing Processes for Your Future Firm

Setting up Business Processes

Advantages to Structured Procedures

More Consistent Results

Measurable Outcomes

Training for Team Members Improves

Benefits of Creating the Process

Establish Standards, Policies, and Procedures

Improve the Consistency of the Client Experience

Standardizing Work-Flow Management

Process Should Follow Strategy

Manage to a Written Strategic Plan

Management for the Future

The Balanced Scorecard Framework

Selecting the Right KPIs

Standardizing KPIs

Business Process Management Overview

BPM Activities

Design

Modeling

Execution

Measuring

Optimization

Issues to Look Out For

Conclusion

Chapter 15—Building the Future Firm Continuously

Commit to Continuous Improvement

Critical Success Factors for Change and Growth

Building a System to Manage Change and Improve Processes

Six Sigma

Lean Processes

Kaizen

Flowcharts for Seeing and Improving Processes

The Benefits of Continuous Improvement

Conclusion

Section 5—Leading Synergy

Strategic Alignment

Objectives Alignment

Internal Alignment

Chapter 16—Synergy and Alignment: One Plus One Equals Three

Building a Shared Purpose

Leadership in Tough Times

Crisis: Realities and Constructions

Understanding

Decision Making and Coordinating

Terminating

Accounting

Learning

Teamwork

Leading Teams for Synergy

Team Development

Forming

Storming

Norming

Performing

Conclusion

Chapter 17—Sustaining Leadership: The Ultimate Succession Plan

Developing Your Leaders From Within

Approaches to Succession Planning

Top Down

Bottom Up

Futuring

Targeting Approach

Succession Planning Versus the Traditional Replacement Method

Potential Labor Crisis

Challenges of Implementation

Why Succession Plans Fail

Your Leadership Development Program

Overall Approach

Define the Leadership Competencies for Each Level

Assess Potential Candidates

Measure Leadership Styles

Refer to Your Developmental Process

Build the Next Generation of Leaders

Prepare a Nomination and Application Process for the Program

Selecting Partner Leaders

Rename Your Next CEO as the Leading Partner

Choosing the Lead Partner

More of Choosing a Leader

Can a Leader Serve Clients?

Conclusion

Appendix A:

Appendix B:

Appendix C:

Appendix D:

Appendix E:

Appendix F:

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