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01 Practice Benchmarking

Time to complete: 30 minutes  |  Due date: Friday 20th May


Please complete the Practice Benchmarking information by completing all sections below.

 

Completion of this Benchmarking information will ensure the conference discussions are relevant and impactful. All information will be private and confidential.

Important - Please make sure you have all the information ready to input; this must be completed during the same session. Click here to review a sample document. Note: One per practice.

What are the 3 biggest issues currently in your practice?

Practice Performance as at 30th June 2021

Financials (Effective 30 June 2021)

Team (Effective 30 June 2021)

Personnel

Charge out rates (Effective 30 June 2021)

Hourly charge rates (ex GST)

Clients (Effective 30 June 2021)

Communication/Collaboration

Are you still using Teams/Zoom, etc in your practice?

Practice management

Do you run weekly WIP meetings?
Do you run weekly Management meetings?
Did you recruit new staff in the last 12 months?
Did any staff resign from your practice in the last 12 months?

Services

List core services provided by firm and percentage of revenue:

Technology

List key software packages/applications used in the firm:

Top 3 business clients

1.

2.

3.

** Private and confidential **

Thanks for completing!

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