Episode Details

Episode 32: The First 90 Days of onboarding a new recruit

RECRUIT - team structure, recruitment, management, leadership

In this episode of The Wize Guys, Brenton Ward, Jamie Johns, and Ed Chan talk about the importance of training your new recruits and why having a proper onboarding procedure equates to investing in the balance sheet of your firm.

Learn more on this episode to get you equipped in onboarding new recruits for your accounting firms!

Timestamps:

0:35 - Understanding the context of investing in a balance sheet
3:45 - The importance of attitude for client-facing post
4:42 - Difference between client fanatical from team fanatical
5:56 - Working IN vs Working ON
7:29 -  Tips for onboarding a finder, minder, and grinder
15:43 - Hiring an experienced VS fresh graduate
20:13 - How to communicate with clients
21:34 - Best training for senior client manager and senior production manager
23:04 - Assessing the improvement through review points
24:51 - How to build the framework for the first 90 days
35:46 - Why you should involve managers in the recruitment process
36:36 - Key steps in getting offshore team members set up and trained
46:46 - The risk for the 6-month probationary period
48:41 - Why 90 days is critical
51:09 - How much training do you do in the onboarding process?
51:41 - The importance of the ‘how-to’ videos 
53:21 - Is it worthwhile to hire part-time staff?
55:22 - How to measure productivity with outputs

Quotations:

“I often talk about how your staff is your greatest asset, but it's also your greatest challenge.” - Ed Chan

“Don't fix their mistakes, let them fix their own mistakes.” - Jamie Johns

USEFUL LINKS:

• Employee Handbook Template

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Email: support@wizementoring.com

Download the full transcript here.

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