Transitioning to Partner

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Becoming a partner requires more than technical expertise and strong management skills. This course takes you through the transition to partner, from building your partnership case to preparing for the final panel interview.

NZ$345 +VAT

4 CPD hours

365 days’ access

Use ACPD101 for 10% off any purchase.

Transitioning to Partner

NZ$345 +VAT

4 CPD Course

365 days’ access

Use ACPD101 for 10% off any purchase.

Transitioning to Partner

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Confidently embrace the process of transitioning to partner
  • Employ techniques to raise your profile and boost your visibility, internally and externally
  • Produce an elevator pitch to highlight your worth
  • Follow the DELEGATE model to empower your team and free up your time
  • Prepare for a final partnership panel interview
  • Develop an owner mindset so you can become a successful partner

About the course

There’s more to becoming a partner than being technically strong or leading a team well. Partnership brings broader responsibility, greater visibility and, in some firms, financial risk, while also requiring you to think beyond your own workload and consider the success of the business as a whole. Making the transition means developing a clear case for why you are ready, building the right profile and relationships, and showing that you can operate with a genuine owner mindset.This course takes you through the key stages of that transition. You’ll explore what firms typically look for in future partners, how to define your leadership style, strengthen your internal and external visibility, and build a compelling business and personal case. You’ll also develop your client-facing skills, create an effective elevator pitch, learn how to delegate more strategically using the DELEGATE model, and consider how to influence, build consensus and contribute to wider partnership decisions.You’ll come away better prepared for the practical and personal demands of partnership, with a clearer understanding of how to lead at a more strategic level, create value for your firm and present your case with confidence. The course also prepares you for the final promotion panel, helping you communicate your impact, handle challenging questions and show that you are ready to make the step up.

Contents

Laying the foundations

The road to partner
The right skill set
Boosting visibility
Give yourself a gold STAR
Raise your self-awareness
What’s your leadership style?
Time to reflect
Set an intention

Building market presence

Understanding your business case
Creating your elevator pitch
Boosting your external visibility
The basics of building relationships
Having better client conversations
Cross-team leadership

Learning to let go

The importance of delegation
The delegation mindset
The DELEGATE model
The coaching approach
Coaching conversations

Being a member of a partnership

The secrets of senior leadership
Understanding your roles
Making strategic decisions
Improving your influencing skills
Fine tune your comms

Nailing the promotion panel

Preparing for a promotion panel
Presenting yourself with confidence
Typical questions
Dealing with nerves
Building rapport
Turn the tables

Author


Helen Tuddenham

Helen coaches professionals at all levels on leadership, career progression, influence and confidence. With 25 years’ experience in Big 4 consulting, she understands complex organisations. A chartered accountant and ICF-credentialed coach, Helen creates a reflective, supportive space that helps leaders gain insight, grow and thrive.