Overcoming Clients' Barriers
to Execution
Client Performance
From Plan to Action: Overcoming Clients' Barriers to Execution
What this workshop is about
As small business advisors we help clients make plans to move their businesses forward.
It can be a challenge that even good plans don’t get carried out.
However the real problem might be that we see a missed action as a lack of commitment – when clients don’t execute because they don’t own the plan, the plan isn’t realistic, or nobody keeps them accountable.
The truth is that people don’t resist action, they resist what makes action hard.
That’s why we need to remove the barriers: understand them, offer stepping stones, and follow up without judgment.
What you will learn
In this workshop you will discuss with other advisors why clients don’t execute the plans you make together, and how to help them turn plans into results.
The takeaway from this workshop is:
How to recognize the barriers that keep clients from executing – ownership, realism and accountability among them
How to offer stepping stones that remove those barriers
How to make action plans clients can execute: decisions and actions, timelines, bite-size steps
How to follow up on missed actions in a way that builds trust
How to track progress and results with clients over time
Get access to Business Advisor Tools that will take your advising skills to the next level!
Each workshop contains a series of visual one-page tools and infographics to help you master the advising process.
