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Planning a tax season debrief with your team?

Hello and Congratulations on the end of tax season!

Office workers in meeting

Let your team get things off their chest

I know many of you are planning a tax season debrief with your team. The outcomes are typically two-fold:

  1. Let your team get some things off their chest.
  2. Develop an action item list.

Of course, the session needs to be constructive and do not let the team focus on the negative.  In order, to keep it positive always ask what went well with the function and ask that your team be constructive.

Here are some questions that you can ask.  This is not intended to be an all-inclusive list. It will get the conversation moving and you need to customize for your firm. Read More…