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Professionals Banking - Resources for Professionals

Starting a Practice


Make Your Goals Clear and Quantifiable

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Before setting up your practice, you must set professional and personal goals. Be sure to regularly revisit and adjust your goals, as they will surely change as you become more experienced and your interests develop in other areas.

Use the following worksheet to help you set your goals.

Professional Goals

  • My desired remuneration is: a) $_____ in the first year b) $_____ in the second year c) $_____ in subsequent years.
  • The number of total hours I want to work in a week are: a) _____ in the office b) _____ outside the office.
  • I want to keep up-to-date with continuing professional training. (When and how?).
  • I want to enjoy coming into work each day. (How can I achieve this?).
  • I want to develop strong client/professional relationships. (What does the client want from me as a professional and how can I meet or exceed his/her expectations?).
  • I want to hire and keep excellent staff and to develop and maintain great professional-staff rapport. (How can I do this?).
  • I would like to retire at age ______. (What is reasonable and what finances will I need to do this?).
  • I would like to be able to score a minimum of 8 out of 10 each day for both administrative and professional job satisfaction.
  • What compromise must I make in my professional goals to meet my personal ones in the short-term and long-term?

Personal Goals

  • I want to be able to spend _____ hours a day/week with my family.
  • I want to be able to spend _____ hours a day/week on my own hobbies or interests.
  • I want to be able to take _____ weeks of vacation time each year. (How much is adequate and how much do I want?)
  • What compromise must I make in my personal goals to meet my professional ones? short-term? long-term?
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Make Your Goals Clear and Quantifiable
Business Plans
Finding a Practice
Equipment & Furnishings
Hiring Staff
Hiring Professionals
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10/15/2007 13:06:14