From Evaluations to Excellence
Sharing responsibility with your staff is tough.
Your ego gets in the way (“No one can do this as well as I can!”) Your budget gets in the way (“I can just do this myself and keep the money!”) And even your watch gets in the way (“It takes them twice as long to do the job!”)
You know you need to leverage your time to achieve your EHR goal. But it’s hard to keep your fingers out of the machine, isn’t it? Here’s how to guide your staff to deliver the gold standards in their role so you can work on growing your business:
Founder Phase: take your roles and tasks sheet, and apply a scale of 1 to 10 to each task. Every three months, book a staff evaluation with each person, and review the tasks on their sheet. Score them from 1 to 10, and then highlight their bright spots and opportunities for growth. Use the “sandwich method”:
Farmer Phase: Sit with each of your staff every quarter. Ask them to redo their ‘perfect day’ exercise, then review their goals using our Career Roadmap tool. Then get into the nitty gritty parts: ask them to review themselves at each task using the evaluation scale above. Compare their answers to your own. Ask them how you can help them improve.
Tinker Phase: At this stage, it’s no longer enough to have people check boxes like cogs in a machine; your process problems have been resolved, and your role now is to lead people. This means putting the right people in the right seats. You also have five reports or fewer, but someone has to measure and manage the quality of your service. Start by delivering a clear vision of your mission to your staff. Then use personality assessments to make sure your key staff are sitting in the right seats. Next, measure the effect of your service through client surveys and discussions, and deliver that feedback to your leadership team. Have them carry your mission to your staff and evaluate their progress, as above. But adding a layer of external Quality Control is absolutely essential; otherwise, you’ll walk around your business looking for problems instead of going outside and looking for opportunities.
Need a Quality Control expert to measure your excellence for you? We have that. Email dani@twobrainbusiness.com for help.
Thief Phase: Sit with your CEO and ask, “What problems do you have, and how can I help you solve them?” Your purpose is simply to build the renown of your brand (both business and personal.) The CEO should have reports created by an independent source, like a Quality Control company.
Your goals don’t change as your business grows; but your leverage does. Your ability to impact more people depends on your growth as a leader. You must share your mission with your team; you must evolve your brand strategy; and you must also evolve your evaluation process.


