The Haworth Way

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THE HAWORTH WAY

Transcript of The Haworth Way

THE

HAWORTHWAY

PURPOSE

The Haworth Way is a list ofkey actions that reflect ourfirm's values and culture.We should hold ourselvesaccountable to theseactions and practice themeach day.

Excellence is TheHaworth Way

Build Client Relationships Produce Quality Deliverables Respond To Clients Timely Smile & Maintain A Positive Attitude Honor Commitments Do What's Best For The Client Embrace Change Mind Your Manners Practice Blameless Problem Solving Have A Conversation Communicate Clearly Be Kind & Assume The Best Intentions Follow Up On Everything Maintain A Sense Of Urgency Keep It Simple Keep Your Ego Out Of It Learn From Your Mistakes Maintain A Growth Mindset Do The Right Thing Be Curious Take Ownership Establish Clear Expectations Have Fun Support Your Colleagues Be Respectful To All

1.2.3.4.5.6.7.8.9.

10.11.12.13.14.15.16.17.18.19.20.21.22.23.24.25.

Table of Contents

Relationships are built throughin-person meetings and phonecalls, not through email.Constant proactive consulting iswhat small businesses need andwe deliver. We truly are adifferent type of firm, and itstarts here.

Build ClientRelationships

1

We deliver for our clients. Thatmeans prioritizing their work toprovide an accurate finishedproduct in advance of deadlines.Perform critical self-reviews ofyour work to maintain quality.

Produce QualityDeliverables

2

When our clients need us, we'rethere. Responding in a timelymanner establishes trust andresolves any issues as soon asthey arise. Always respondwithin 24 hours. Let them knowyou're working on it if you don'thave the answer.

Respond to ClientsTimely

3

Smiling is contagious andimproves your attitude as well asthe attitude of others. When yousmile on the phone the personon the other end can tell. Smilemore and make your world abetter place.

Smile & Maintain APositive Attitude

4

Do what you say you’re going todo by the time you say you’lldo it. Show up prepared andready to go prior to scheduledcalls and meetings. Ultimately,complete and deliver projectsbefore the promised deadline.

HonorCommitments

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When dealing with a client issueor conflict, be smart by puttingthe client first. Doing what’s bestfor the client will always be theright answer and will paydividends in the long run.

Do What’s BestFor The Client

6

The one constant is change.Let’s control our destiny bywanting to be part of thatchange. We want to thrive andseek ways to be innovative andimprove our processes.

EmbraceChange

7

Say ‘please’ and ‘thank you’.Have you ever heard anyonecomplain about someone beingpolite?

Mind YourManners

8

If there is a problem, pointingfingers will not solve it.  Put yourheads together and figure out away to make it better.

Practice BlamelessProblem Solving

9

Before sending or replying to anemail or text, ask yourself:“Would I prefer to receive thismessage via a conversation dueto the information or tonerequired? Is it easier to talkthrough this because there willbe questions for clarification?” Ifthe answer is yes, pick up thephone or schedule a face toface meeting.

Have AConversation

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Use language that youraudience understands and stayaway from technical terms andjargon. People fill in the blankswhen there is a lack ofcommunication. 

CommunicateClearly

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You’re more likely to achieveyour goal being nice rather thanmad or rude.  Find a way to saysomething nice. Always givepeople the benefit of the doubt,and assume they are good andthe motivation for their actionsis positive.

Be Kind & AssumeThe Best Intentions

12

People like to know whenthings are done.  Make sure youtell them. Provide statusupdates on bigger projects oritems of urgency. Reach out ifyou haven’t received theinformation that you’ve beenpromised.

Follow Up OnEverything

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Don't procrastinate. Always stayahead of the curve and you'lllook like a superstar. Handlethings (especially tax notices)like they’re a hot potato. Beproactive in reaching the client.It may take more than oneattempt.

Maintain A Sense OfUrgency

14

Simplify processes as much aspossible. Reduce steps ratherthan create additional ones.Eliminate friction pointswhenever possible.

Keep ItSimple

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It’s not all about you. Practicinghumility goes a long way toachieving the best results.Remember the bigger pictureand work towards the goal whileeliminating your self-interests.

Keep Your Ego Out Of It

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Mistakes happen. Admit themistake and provide aresolution. View the experienceas a lesson. Use the lesson tomake improvements.

Learn From YourMistakes

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Be hungry to seek newopportunities for personal,professional and firm growth.Get out of your comfort zone toexperience true growth. If you’renot growing, you're dying.

Maintain A GrowthMindset

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Always tell the truth. Commit todoing the right thing with everyaction you take and decision youmake. Always maintain highethics.

Do TheRight Thing

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Question what you don'tunderstand. Encourage andexpect healthy debate. Positiveconflict is essential.  Always askwhy.

BeCurious

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If it’s assigned to you, it’s yours.Own it and see it through tocompletion. Do not makeexcuses.

TakeOwnership

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Set yourself up for success byoutlining what is expectedupfront. Use clear objectives andestablish deadlines.

Establish ClearExpectations

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Life is a trip, enjoy the ride!Laugh. Don’t take yourself tooseriously.

HaveFun

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We're all on the same team andwe support each other, bothpersonally and professionally.Listen to your colleagues andencourage questions to helpeveryone be the best they canbe.

Support YourColleagues

24

Be respectful to all people, nomatter their race, nationality,sex, gender, religion, politicalparty, or other characteristic. Allare equal and worthy of respect.

Be RespectfulTo All

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Haworth &Company, Ltd.Certified Public Accountants

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