Review: The GC Index® – a Leadership and Board Assessment tool (organimetric)

Posted on: February 15, 2021 Review: The GC Index® - a Leadership and Board Assessment tool (organimetric)

This is a review of a new assessment tool for those who, like me, use them in coaching, leadership development, change management, Board room facilitation and succession planning. It explores The GC Index® – a Leadership and Board Assessment tool. An overview of other frequently-used assessment tools appears as an introduction for context and comparison. […]

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Managing and growing your private client practice (January 2021)

Posted on: January 13, 2021 Managing and growing your private client practice (January 2021)

In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates had just one partner in […]

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Change management basics (Video)

Posted on: December 4, 2020

Todays’ video explores change management basics – both from individual (psychology) and organisational (business) perspectives. (Video script) I’m Kim Tasso. Today we are going to look at some core ideas around change management. We all experienced massive change during Covid – because we had to. But without a major crisis change can be more tricky. […]

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Strategy basics – Mission and vision statements with hedgehogs and helicopters (Video)

Posted on: August 28, 2020

I have prepared a short (8 minute) video on Strategy basics – Mission and vision statements with hedgehogs and helicopters. (Script) Hi, I’m Kim Tasso Today we are going to delve into mission and vision statements with helicopters and hedgehogs. We are going to think about why we are in business and how those ideas […]

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Be more strategic – Strategy in a post-Covid19 world

Posted on: July 21, 2020 Be more strategic – Strategy in a post-Covid19 world

I recently ran the popular “Be more strategic” session with PM Forum in a modified digital session. It seemed to go well and there was a good level of interaction with delegates who were mostly from law firms but with representatives from the accountancy and actuarial sectors. Not surprisingly, everyone was keen to know about […]

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