Peer evaluation is a valuable measurement tool that managers use to develop and empower their employees. Not only does it provide useful data and feedback, but also the process itself is great for ...

When you hear the term audit, you may immediately think of a team of IRS officers rummaging through your files looking for discrepancies and errors in your business's tax returns. However, financial ...

Climate change affects your clients, your practice and your professional duties. Use these examples and checklists to understand how climate risks might impact your legal practice.

The World Health Organization encourages organizations to adapt the WHO Surgical Safety Checklist to their own needs (subject to certain requirements). To help organizations come up with their ideas ...

Create a self-updating Excel checklist with checkboxes, IFS due-date priority, and a progress data bar for faster tracking.

As an advisor, you deal with complexity on a day-to-day basis. You’re managing investments, financial plans, client emotions, team dynamics, administrative paperwork, compliance and more. You can’t ...

We all should use checklists more. That’s true even if you’re one of the many people who think checklists are too rigid, too confining. You won’t feel confined. Knowing you’ll remember everything will ...