The Congruence Model - Achieving Results on Purpose - can help you find the right answers to achieve the organizational growth and results you desire. If you would like to learn more, please contact us.

Do you solicit written feedback from clients and colleagues about your firm's strengths and weaknesses annually?

Yes No

Do you have a clear, concise, written "Purpose" statement for your organization?

Yes No

Are the core values that keep your firm aligned to results communicated consistently?

Yes No

Have you defined the vision of where the firm is headed in the next 3-5 years?

Yes No

Can every person in your firm communicate your vision, purpose and core values?

Yes No

Do you have a "Scorecard" of your key Desired Results for this year?

Yes No

Do your have a written action plan of what needs to be done for each desired Result?

Yes No

Do you conduct a Review of Results monthly to track actual results to your plan?

Yes No

Do you review these results regularly with your partners, associates and advisors?

Yes No