Managed Portfolio Academy
Module 5 – Seven simple steps for implementing managed portfolios
Step 7: Manage, measure and monitor your progress
- Do you have the right management systems in place to measure success?
- Have you set up regular check-in meetings with staff and service suppliers?
- Do you have a feedback loop in place to share learnings?
- Are staff and service providers able to identify and resolve any unexpected issues?
- What shorter and longer term milestones do you have in place?
- How will you celebrate success along the way?
- Are you continually articulating and reinforcing your future vision for the business, service model and the benefits to clients, staff and your business?