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Transcript
TAGI

Benefits:
Efficiency
Addressing weaknesses
Employees loyalty
Improved employee performance

Ongoing training on CASEWARE

Ongoing training on the International
standards (IAS and IFRS).

Employees’ Competencies to be linked with
their appraisal.

Training is essential to keep us listed within
the international bodies (UNDP/ World Bank/
USAID)
 Client
Growth
Sell additional existing services to current clients
 Market
Development
Sell existing services to new clients

Product Development
 Develop new products (services) and offer them to
existing clients

Many employees want to get involved in
practice growth activities, they simply do not
understand how. To jump-start this, define
your expectations for them. Build a “business
development expectations guide” by level








Read the firm’s Web site and collateral to learn about the
firm, the services it provides, and the types of clients it
serves
Attend the firm’s new employee orientation
Learn about the firm’s brand and how to bring it to life in
your daily routine
Attend your firm’s client service training classes
Develop a good working relationship with clients
Provide good service to clients—be responsive to their
needs
Meet with the firm’s marketing director to learn how to get
involved in marketing the firm
Develop new business relationships with former
classmates who have entered the business world as
bankers and attorneys









Get more involved in the business community by joining a civic
group, industry association, or trade group
Read industry publications to broaden knowledge and skills
Attend the firm’s introduction to marketing training sessions
Work with the firm’s marketing director to develop a personal
marketing and business development plan that aligns with your
interests
Seek out a mentor to help strengthen your marketing and business
development initiatives and contacts
Learn how to identify potential cross-selling opportunities for
clients—seek opportunities to participate in client calls with partners
Actively seek the opportunity to participate on sales calls with
seasoned rainmakers
Build relationships with referral sources through more frequent
contact
Write an article for a firm publication or an outside trade publication






Develop an annual personal marketing and
business development plan
Seek a more active role in civic organizations,
industry associations, or trade groups
Actively work to identify opportunities to provide
additional services to clients
Expand your referral network and strengthen
referral relationships through more focused
regular activity
Actively work to retain new clients
Write regular articles for your firm’s newsletter or
speak regularly at client seminars and industry
sponsored conferences







Develop an annual personal marketing and
business development plan
Serve in leadership roles for community
organizations and industry associations
Take an active role in uncovering additional
needs for clients
Actively pursue new business development
opportunities
Continue to build your referral network
Work to mentor younger professionals just
getting started in marketing and sales
Communicate and praise marketing and sales
success of others regularly in the firm



Quality on services
Cross office clients(Branches, pricing and
proposal structure)
Internal audit service