Getting things done

Communication skills and problem solving are arguably as important as our technical skills but we spend little time developing these.

What techniques do you use and what would you recommend to others? How important are soft skills for ensuring you have a successful day?

Comments
Jason Dormer's picture

Getting things done    1 thanks

Jason Dormer | | Permalink

Very important topic.

There is a balancing act between being available for client (and staff) needs and to not be constantly interupted.

To get things done:

 - Work from home at least once a fortnight, focus on the 'important but not urgent' stuff which helps you develop you and your business

 - Turn off outlook and only check your emails twice a day

 - Get your calls monitored and filtered

 - Delegate as much as you possibly can to lowest cost resource without quality compromise

 - Plan your working week in advance

 - Do a checklist each day of what you want to achieve - it will help you focus

 - Don't allow things to become urgent do them well in advance

 - Scope out to clients when you need their records and incentivise them not to be late

 - Get someone to call clients on meeting days to ensure that they will attend and on time

 - Have agendas and set times for meetings so that they do not go on longer than they should so

 - Comminicate to clients if their actions are causing issues and train them to change their ways

 As you say, communication skills and problem solving skills are equally as important as technical when running a business, any business, but far too many business owners don't try and hone these skills, focusing purely on technical skills.

I had a client this week tell me that all of his clients where exceptionally happy the service, trouble was he wasn't happy himself, is working 80 hour weeks, and not making the profit that he should be.  There's no point having happy customers if the business owner isn't happy - anyone can make clients happy at their own expense, the trick is making the engagments mutually rewarding.  This is where problem solving, communication and people management skills make the difference.

Jason

Seahorse (UK) Ltd - For Accountants and Bookkeepers

 

 

 

thanks Jason

Tosie | | Permalink

I am sure most of us reading this will be grateful for your very clear detailed advice. I am going to paste it into my diary as a daily reminder.

One other tip I think is not to get too upset when things don't go to plan. If I think I have not lived up to a client expectations I find myself dwelling on it and going over files etc when I should have moved on. 

Good point about not having urgent jobs why do they always take a 100 times longer than a job done in good time lol.

dbowleracca's picture

What a brilliant question and answer!    1 thanks

dbowleracca | | Permalink

I second everything Jason said, and would recommend to anyone that they read Eat That Frog by brian Tracy, it's like seven habits by Stephen covey but much easier to read and implement.

The truth is, if you ate highly effective in everything you do then you will earn more money and lead a happier life, because you'll accomplish the things that matter most to you.

Nobody is ever taught these soft skills, and I personally think it should be part of the curriculum because this country would be a much better place of all business owners worked in the right way.

My own experience has been that, whilst I am confident that technically I am very good, I became a director of a firm of chartered accountants just before I was 28 and had not developed these skills, and am still learning to this day. I am not even half as efficient as I would like to be which means I work harder than I need to to achieve what I want - it drives me mad!

Another skill I think is essential, and again never really taught even during your professional exams, is managing people effectively. I make mistakes in this area and that also frustrates me because I want to be better

What I would add to jason's comments is:

• get rid of time vampires. That means , if you are working, don't allow people to interrupt you unless it's urgent. This could be staff, clients or anyone else. Switching off email helps but I would also say have a do not disturb policy - if the door is closed you are only available for emergencies and everyone should know what constitutes an emergency
• only work on your most valuable and important tasks. You need to have a plan for the business and your life to know what these are, but once you do you should do these before anything else
• set timescales for each task. Make sure you allocate time for working on important areas, and when you reach the end of this allocated time spend a few minutes deciding if you should continue or move to the next thing on your list. Which brings me to a final point!
• always have a list of things to achieve, and work on these to the exclusion of all other things. If something arises that is not on the list, add it to the list at the point that is most suitable.

Communication is a great thing - if you can communicate effectively and clearly then yoj save time and effort explaining what you mean and avoid upsetting and confusing people. My golden rule for this is to use the least amount of information needed to explain a topic and use the language you would use if you were talking to the person face to face.

Hope this helps - writing the post has certainly helped me!

productivity = £££    1 thanks

Lancsboy2 | | Permalink

great Q & As ... 

 

being genuinely productive is what makes us money.  THE most important time-saving tactic that has worked for me is to delegate.  i used to ... 

 

- print off all Engagement Letter packs, bills, accounts etc

- set up all clients on CCH (our software)

- request all SA, CT, PE, VT codes

- send out client reminder emails

 

etc (umpteen admin tasks)

 

now, i delegate all this.  result = loads more time. 

 

also, i clear emails and return phone calls daily from 830-1000, and from 1700-1730.  i dont answer emails during the day.  if a client sends me an urgent email, when they should have phoned ... tough.  i return the email / call at the end of the day & tell them not to do that again!  reason - "i was in client meetings" ... "i was out of the office" ... if clients think you are checking email all day, you will never get anything done. 

 

also, i take calls that are urgent, otherwise a message is taken.  calls come through to my assistant, who knows to ask the nature of the call, and if it is urgent.

 

this gives me most days from 10-1230 ... lunch ... 1pm-5pm to crack on with work.  i top and tail the day with emails/calls. 

 

fridays are meetings/calls generally.  i dont do any tech work/review on fridays.  

 

one thing i do retain is the post opening - but distribute the cheques for banking, HMRC docs for scanning/action, letters, client info & ID, to the team. 

 

it all takes getting used to, but interruptions kill my productivity, and that kills profitability, and that;s just not acceptable!

Jason Dormer's picture

Productivity

Jason Dormer | | Permalink

Some really good additional points from dbowleracca and Lancsboy2, agree with them all.

Tosie - It's easy to dwell on things when they go wrong, especially if you are conscientious and pride yourself on good service, which most accountants rightly do.  The thing is that dwelling on it and beating yourself up is a waste of energy - we all make mistakes the key is to learn from them.

Next time you find yourself in that postion try analysing what went wrong, why it went wrong, and how you can put plans in place to make sure that it won't and can't happen again.  Be honest with the client and explain what happened, the implication and what you are doing about it - you can then turn the negative into a positive.  This will always have a better effect than going over and over what went wrong and going in circles.  Of course sometimes this is easier said than done but no one ever said that running an accountancy business is easy!

One other thing to bear in mind re productivity is annuall culling your client list to get rid of that small minority who will always cause you problems no matter how much you charge them.  Even better weed them out at the consultation stage.  I am not a fan of the 'price it high' answer as these type of clients can sap a lot of energy as well as time.

 

Jason

Seahorse (UK) Ltd - For Accountants and Bookkeepers

 

MarionMorrison's picture

A dying art

MarionMorrison | | Permalink

I'm afraid that increasingly people are losing their ability to communicate directly in favour of emails, texts, memos etc.  It's a regular grumble of mine that this section of AWeb is full of people with uncertainties that could be cleared up by just picking up the phone and having a two-way conversation.  I think this is a society-wide problem.  

People are wary of the unpredictability of a phone conversation, so they insulate the process by putting technology in the way.  They'd rather an exchange of 10 texts or 5 emails than a 5 minute conversation.  Talking to people also gives you the capacity to uncover unmentioned things or nuances in people's feelings that you just can't convey in writing.  

As purveyors of fairly low-rent, compliance-driven trash, the technical requirements of what we do are fairly limited, although our clients are bears of little brain so they respect what we do (more than we do anyway).  But what they respect most is an ability to communicate stuff and concepts in a way that seems beyond large tranches of the profession.  Where you get an ability to communicate from is just practice.  Do more of it and you'll get better at it and all the lectures in the world are no substitute.  

As EM Forster says - Only Connect.

FirstTab's picture

Guilty as charged

FirstTab | | Permalink

Marion I fit the description you outline. I find it so much easier to explain things in writing rather than a call. In addition, I also have a record of what was communicated. I am also finding a large number of clients prefer written communication, since they are busy too.

It is only the elderly clients in the main who prefer a call.

Though there are times when a call would be better than am email. I still email. I should not do this.