Using the leadership area
The
Leadership area contains resources for your firm's leadership team to use internally to help you implement best practice in your firm.
The Leadership area
Navigate
to
Main menu
>
>
Leadership to access the leadership content.
- Best Practice contains tools to help your firm deliver the five essential meetings and monitor performance
- Gap Champion Resources contains resources to help you implement advisory services and fast-track your ROI from The Gap
- Your BD Plan contains helpful setup guides and the Business Development Activity Plan
- Modern Firm Organisational Structures contains Excel templates to create your firm's 10 hats organisation structure
- Modern Firm Job Descriptions contains job description templates and examples for roles within your firm
- Performance contains resources to use with your team for weekly reporting, performance reviews, and reflections
- Lucid Leadership Webinars contains recordings of specialist webinars
- Industry Polls and Surveys contains reports of polls and surveys undertaken by The Gap
- Covid-19 Resources contains content to assist firms and their clients in response to Covid-19
Important info
The contents in this
area are displayed in
tile
view by default. You can switch
between tile
and
list
views by hovering over the
Leadership
header and selecting the icon.
Making the most of the Leadership area
- Determine your firm's Gap Champion and utilise the Gap Champion content to introduce the team to The Gap.
- Develop your firm's Business Development Activity Plan then review and update quarterly.
- Create your firm's ideal organisation structure using the Organisation Chart templates, review this at least annually.
- Create a job description for every role in your firm, clearly identifying key responsibilities, tasks and KPIs.
- Send the Team Member Weekly Report template to all team members, requesting they complete and send it to their manager each week.
- Use the Performance Review Pre-work and Summary templates to conduct six-monthly or annual performance reviews.
- Send the Team Member Reflection Questionnaire at the end of each year then hold a team reflection session to review the highs and lows of the year.
Be the leader you wish you had. - Simon Sinek
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