Who's Really the BOSS? | Building Resilient Teams: Planning for Extended Leave

Building Resilient Teams: Planning for Extended Leave

November 18, 2024 / 51:38/S3:E25

Rachel and Marcus are joined by DBA team member Lezlie Reeves to share how their firm successfully managed concurrent extended leaves. They share their detailed approach to documentation, training support staff, and maintaining client service standards during extended leave periods. Their experience demonstrates how small firms can create sustainable coverage plans while ensuring team members fully disconnect during parental leave, ultimately leading to improved processes and team growth.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - Welcome to Who's Really the BOSS?
(03:23) - Maternity Leave Experiences
(07:21) - Team Structure and Documentation
(12:09) - Training and Preparation for Leave
(17:33) - Implementation and Support During Leave
(25:12) - April's Client Management Training
(28:17) - Roles and Responsibilities Breakdown
(32:17) - Client Communication Strategies
(33:57) - Concerns and Apprehensions
(36:47) - Successful Outcomes and Benefits
(45:44) - Areas for Improvement
(50:38) - Final Thoughts and Acknowledgements

Marcus Dillon, CPA

Rachel Dillon

Fractional CFO at Dillon Business Advisors, PLLC