{"id":13286,"date":"2018-08-13T08:00:59","date_gmt":"2018-08-13T13:00:59","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=13286"},"modified":"2019-03-05T17:47:36","modified_gmt":"2019-03-05T23:47:36","slug":"10-secrets-to-strong-team-collaboration","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/10-secrets-to-strong-team-collaboration\/","title":{"rendered":"10 Secrets to Strong Team Collaboration"},"content":{"rendered":"

Your staff does not collaborate enough. At least that\u2019s the finding of a Harvard Business Review<\/em> study<\/a> that found 75 percent of teams working cross-functionally are dysfunctional.<\/p>\n

Today, with more tax and accounting firm teams working remotely, an increased focus on communication, and a drop in the cost of many technologies, firms are still struggling to eliminate silos and increase their focus on what\u2019s best for the client. When the best solution for your client is a mix of tax, assurance and consulting services, you want to set yourself up for success.<\/p>\n

A number of firms have found ways to increase their collaboration; here are their secrets to success:<\/p>\n

#1: Think of internal teams as clients. <\/b>A client calls and you jump. You\u2019ve been trained to go above and beyond to serve your clients. In doing so, responding to and helping fellow team members often gets pushed to the back burner. Change your perception and think of co-workers as clients who need your advice and counsel.<\/p>\n

\u201cNot only should you think of internal team members as clients, but consider yourself an advisor to that person,\u201d says Susan Miller, marketing manager at PBMares<\/a>. \u201cIt\u2019s not about responding to what that person is asking, but having a dialogue back a forth. Better discussion leads to real collaboration.<\/p>\n

#2: Utilize technology.<\/b> According to the Marketing Technology Landscape Supergraphic<\/a>, in 2018, there are nearly 7,000 marketing technologies on the market. At Jones & Roth<\/a>, technology is used to foster collaboration: Basecamp<\/a> for project management, Gather Content<\/a> for content management and ActiveCampaign<\/a> for email marketing, to name a few.<\/p>\n

\u201cThe key is to pick the right tool for the right team and ensure it\u2019s easy to use,\u201d says Robert Adrian, practice growth leader at Jones & Roth. He explains that Gather Content allows the marketing team to develop content and share with niche leaders for additions, edits and approval. With due dates assigned to each step and friendly reminders, subject matter experts are an integral part of the process. Twenty minutes of training is all it took to get users up-to-speed on usage, too.<\/p>\n

#3: Standardize processes.<\/b> \u201cHaving standardized processes in place allows work to move seamlessly from one staff member to another, or even from one office to another, while consistently meeting the expectations of the reviewer,\u201d says Chris Liebtag, LSSBB, PMP, president of consulting services at LeanCPA<\/a>.<\/p>\n

Standardization helps firms scale for increased work volume and allows leadership to focus on other things, including maximizing the client experience, pursuing new business opportunities and driving firm growth.<\/p>\n

\u201cWhen a firm adopts standardized processes, their leaders no longer have to spend time sorting through the weeds,\u201d said Liebtag.<\/p>\n

#4: Planning matters.<\/b> To ensure your team stays focused on the goals at hand and the tasks needed to reach them, put plans in place.<\/p>\n

\u201cWe approach this hierarchically starting with annual firm-wide goals, followed by office plans and niche focuses,\u201d says Adrian. \u201cThis process is further enhanced with quarterly strategic planning sessions and check-ins to ensure progress is being made.\u201d<\/p>\n

#5: Make the most of your meetings.<\/b> How many times have you gone into a meeting, not really knowing what you\u2019re there to accomplish? Unfortunately, this is a common occurrence in businesses everywhere. Instead, you can run productive meetings by planning in advance. Before each meeting you should have shared two things: a goal for the meeting, and an agenda of what will be covered and who will cover it. Then, be sure to follow the agenda. Throughout the meeting, develop a list of action items. This should include a list of the item to be completed, who will complete it and when it will be done by. Share this after the meeting to make sure everyone is on the same page and can be held accountable for their activity.<\/p>\n

#6: Share progress reports.<\/b> At monthly meetings, Jones & Roth shares reports that show where everyone is at on their projects. With technology, these reports are easy to export and share.<\/p>\n

\u201cWe have a plan, and I bring in the analytics and data along with ideas on what we should do next,\u201d says Adrian. \u201cAdditional input is solicited, and we discuss any objections. Putting data in everyone\u2019s hands makes it easier to do what is needed.\u201d<\/p>\n

#7: Beef up your communications.<\/b> While most employees want more feedback from firm leadership, you also want to increase communications as a way to increase productivity. A McKinsey analysis<\/a> shows that improved communications and collaboration could raise productivity by 20 to 25 percent. This can be accomplished through social technologies.<\/p>\n

\u201cWe developed an internal website for our team that allows for firm-wide communications,\u201d says Adrian. \u201cIt\u2019s built on WordPress, but blocked from search engines so you have to have the link to access it. Items posted are then shared via an RSS email feed directly to team members.\u201d<\/p>\n

#8: Clearly define roles.<\/b> Most people don\u2019t aim to do a poor job; rather, they don\u2019t understand what they are tasked with doing. This lack of clarity leads to wasted efforts and sometimes a lack of action. To drive client service, PBMares developed the role of client services coordinator to ensure billers in the firm change their mindset to put the client first \u2013 moving from this is \u201cmy client\u201d to a \u201cfirm client I serve.\u201d<\/p>\n

\u201cThe client service coordinator is responsible for bringing in all the necessary service line and industry leaders to ensure we\u2019re meeting all the needs of our clients,\u201d says Miller. \u201cThe idea is to increase cross communication by using a named individual with a clearly defined role.\u201d<\/p>\n

#9: Facilitate decision making.<\/b> Many decisions made in companies are made in meetings, but do the people involved in the decision have the information needed to make it? Are they empowered to provide their opinions, and do others actively listen to them? In a tax and accounting firm, especially where there are meetings involving partners and staff, the staff often defer to the partners or even one partner for the decision. Inevitably, someone is left out.<\/p>\n

The meeting leader should be clear about how decisions will be made, and go out of their way to ask everyone for their insights and opinions. Listen for true support, as well as those people who appear to be saying what they think the leader wants to hear. When there is consensus or agreement on the decision, you will more likely have all team members working together to implement it.<\/p>\n

#10: Culture matters.<\/b> Renowned management consultant Peter Drucker is famously attributed with saying, \u201cCulture eats strategy for breakfast.\u201d That couldn\u2019t be truer when it comes to collaboration. If your firm\u2019s beliefs and values already encourage participation, then a strategy to improve collaboration will be easier to implement.<\/p>\n

\u201cYou have to have a culture that wants to include everyone and gives credit for participating,\u201d says Adrian. \u201cWhen you give others visibility to the process, they can see what you\u2019re aiming to do, communicate it to others and know they are making an impact.\u201d<\/p>\n

Bottom line? The best collaboration will come when you include those involved with delivery, no matter which \u201cdepartment\u201d they may sit in. Without this much needed buy-in, your silos will continue to exist as people focus on what they need to get done instead of what\u2019s in the best interest of the firm or clients.<\/p>\n

As Henry Ford said, \u201cIf everyone is moving forward together, success will take care of itself.\u201d Improve collaboration among your teams, and take a giant step toward progress.<\/p>\n","protected":false},"excerpt":{"rendered":"

Collaborating in teams isn’t complicated, but does require a planned effort, insight into human behavior and more. Get 10 tips on strong team collaboration from accounting marketing pro Katie Tolin.<\/p>\n","protected":false},"author":107319070,"featured_media":10659,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474233],"class_list":["post-13286","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"\n10 Secrets to Strong Team Collaboration - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/10-secrets-to-strong-team-collaboration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 Secrets to Strong Team Collaboration - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Collaborating in teams isn't complicated, but does require a planned effort, insight into human behavior and more. 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