Coaching and mentoring

The key to ensuring continued return on investment for your firm is ongoing coaching and mentoring to support your Partners/Directors and Senior Advisors to deliver greater value to your clients in business advisory services. 

We have developed a coaching framework that is proven to deliver long term sustainable results. OPERA has been developed and refined based on our experience working with professional service firms that demand a structured coaching and mentoring program that delivers results for the person coached and the accounting firm. 

O: Objectives are clearly defined and documented.

P: Planning includes projects, tasks and timelines.

E: Execution is performed according to timelines supported by the coach.

R: Response includes communication with stakeholders and/or with clients based on results of the execution phase.

A: Adapt is determining whether modifications are needed in any part of the process as well as adapting our work based on the response phase.

There are some key components in our coaching engagement.

Every client has a secure online collaboration portal for sharing ideas, experiences, learning and files.

All coaching meetings and communications are documented.

The coaching process includes tasks and timelines. We use a tool to capture and track these elements or use one already in use at your accounting firm.

We build meaningful measurement into the program so we can track results. 

Communication with the coach has both structured and ad-hoc components. Our coaches and mentors are available to respond to email and phone calls to ensure momentum is maintained and results achieved. 

The OPERA coaching program helps to eliminate the risks of investing resources to develop Partners/Directors and Senior Advisors in your firm.  It ensures achieving results that increase the value of your firm.

Contact us today to get started.