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?
Download: A Practice Guide to Managed Portfolios