Tax Talent SolutionTrainings
Programs

Leadership Development Program

A six-month engagement that prepares senior managers and directors to lead a practice: strategy, clients, people, and succession.

Level
Senior Managers & Directors
Subject
Soft Skills
Format
6-month engagement

Month by month

  1. Month 1

    Leadership baseline

    • Stakeholder input and leadership self-assessment
    • Practice performance review
    • Individual development goals

    Practice: Agree a six-month leadership scorecard with your sponsor.

  2. Month 2

    Thinking like a practice leader

    • Moving from delivery to strategy
    • Reading the practice's numbers
    • Setting priorities for the year

    Practice: Draft a one-page strategy for your practice or service line.

  3. Month 3

    Leading through managers

    • Leading leaders
    • Delegating ownership
    • Coaching conversations with managers

    Practice: Run coaching conversations with your managers and debrief them one-to-one.

  4. Month 4

    Client and commercial leadership

    • Trusted adviser relationships
    • Pricing, scope, and profitability
    • Growing existing clients

    Practice: Build an account plan for a key client.

  5. Month 5

    Talent, culture, and succession

    • Identifying future leaders
    • Retention of key people
    • Culture and quality standards

    Practice: Create a talent and succession map for your team.

  6. Month 6

    Leading the next stage

    • Progress against the scorecard
    • Leading change in the practice
    • Next-stage development plan

    Practice: Present your practice plan and results to firm leadership.

Your trainers

Portrait of Vijay Narayandas

Vijay Narayandas

Two decades training tax teams and building US tax practices

Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.

Portrait of Sarita Rochwani

Sarita Rochwani

Chartered Accountant, US CPA, PCC-certified leadership coach

Sarita Rochwani trains and coaches finance and tax teams to perform at a higher level. A Chartered Accountant, US CPA, and PCC-certified leadership coach, she has spent years developing professionals from staff to partner level.