In this engagement, we help your agency achieve Best Practices For Fiscal Performance, based on commonly accepted industry standards.
Fiscal Practices Questionnaire
We start with a Fiscal Practices Questionnaire that helps me understand your agency’s fiscal performance, and how close or far you are to achieving “Best Practices” over the past year and 18 months. We also see where you’re heading around key Fiscal Best Practices over the next six months.
Fiscal Best Practices Recommendations
Fiscal Best Practices Recommendations Next, using a variety of tools, we’ll home in on the gaps between your current status and recommend the actions you’d need to take to achieve Fiscal Best Practices. Our recommendations will help you fill the gap, while still delivering the highest-quality client service.
In addition to a Recommendations Memo, we’ll hold a Zoom session to walk you through our recommendations and answer any questions you may have.
Fiscal Best Practices Coaching
Fiscal Best Practices Coaching: We then have a phone or Zoom session every other week, preferably for six months, to determine what Fiscal Best Practices are working (and you’ll do more of them), what’s not currently working (let’s keep an eye on them and fine-tune or modify) and what’s clearly not working, despite modification, (so let’s find another way to meet those standards)
- "Ken's sage guidance helped us develop our business development plan and execute every element over a six-month period of regular coaching activities. The data says that the time we spent with Ken more than paid for itself!"Melanie Wilt, APROwner of Shift•ology Communication & Clark County Commissioner
"Ken Jacobs is the best! I worked with Ken for the past year – and it was our best year yet. My company’s income grew by 22% As a PR expert, I was never trained on how to be a business leader. Ken gave me very substantive tips, feedback and advice. He helped me develop a business plan with financial goals, encouraged me to focus on our firm’s strengths, lead my team and grow my business. Due to Ken's coaching, I now feel more like a business leader rather than a PR person. I’m forever grateful to Ken."Laura GrossPresident, Scott Circle Communications
“By using the Energy Leadership coaching system and working with Ken, I was able to figure out what really motivates me and how that helps me do my job better - he empowered me to lead my business with courage and strength. Due to Ken's coaching, I now feel more like a business leader rather than a PR person. I’m forever grateful to Ken."Laura GrossPresident, Scott Circle Communications