Do What You Can! Simple Steps – Extraordinary Results IIA District Conference March 10, 2015 Raleigh, NC [email protected] (970) 926-0355
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Do What You Can! Simple Steps –
Extraordinary Results
IIA District Conference March 10, 2015
Raleigh, NC
[email protected] (970) 926-0355
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John J. Hall, CPA
John Hall is the founder and President of Hall Consulting, Inc. and the author of the award-winning book “Do What You Can! Simple Steps–Extraordinary Results”. He is also the developer and author of The Anti-Fraud Toolkit – a self-paced system for leading a Anti-Fraud Campaign in any size organization. Through live and recorded programs, performance coaching, and business consulting engagements, John helps program participants and client team members: ! Improve organizational and personal performance
! Enhance the effectiveness of business processes and individual behavior
! Improve interpersonal and communications skills
! Identify and improve areas of exposure to business
risk, wrongdoing, and fraud
Speaking, training, coaching and consulting areas include:
! Personal and work group effectiveness, team building and motivation
! Communication and interpersonal behavior skills enhancement, including:
" Establishing rapport and trust " Interviewing and listening " Speaking and presenting " Selling ideas and influencing others to take action " Audit and management leadership " Collaboration and consulting skills for professionals
! Fraud prevention, early detection and incident response
In January 2014, John published The Anti-Fraud Toolkit – a self-guided system for business fraud prevention and prompt detection. In 9 learning modules and 5 hours of video-recorded lectures, users can strengthen anti-fraud defenses and learn exactly ‘how-to’ reduce losses, find incidents more quickly, and handle them efficiently. The Anti-Fraud Toolkit uses the action steps John developed over 20 years in his client consulting and training engagements. In total, Mr. Hall has 35 years of experience as a professional speaker, consultant, corporate executive, and business owner. In addition to operating his own businesses since 1990, he has worked in senior leadership positions in large corporations and international public accounting firms. John is a Certified Board Advisor, and a member of the National Speakers Association, the American Institute of CPAs, and the Institute of Internal Auditors.
Meet John at www.JohnHallSpeaker.com
Email John at [email protected]
1"
JOHNJ.HALL
“Do what you can, with what you’ve got,
where you are”
- Theodore Roosevelt
JOHNJ.HALL
6 STEPS 1. Stop what you’re doing! 2. Create the Horizon View 3. Fill in the Details 4. Written Action Plans 5. Consistent Daily Action 6. Measure, Adjust, Re-Act
! “P” of Success"
JOHNJ.HALL
6"Simple"Steps"to"
! “P” of"
Extraordinary"Results"
JOHNJ.HALL
STEP 1 Stop what you’re doing!
STOP LOOK THINK!
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JOHNJ.HALL
STEP 1
Stop what you’re doing, long enough to
THINK JOHNJ.HALL
STEP 1
“Thinking is the hardest work
we do.”
- Henry Ford
2"
JOHNJ.HALL
STEP 1
“Do what you can, with what you’ve got,
where you are”
- Theodore Roosevelt JOHNJ.HALL
STEP 1 IDENTIFY
Skills and Opportunities you have right now Habits and limiting
beliefs to leave behind
JOHNJ.HALL
STEP 2
Create the Horizon View
JOHNJ.HALL
STEP 3
Fill in the Details
JOHNJ.HALL
STEP 4
Written Action Plans
John Hall Action Plan
www.hallconsulting.biz
Page 1
DO WHAT YOU CAN!
ACTION PLAN
JOHN J. HALL
Each day, managers review and approve thousands of invoices, contractor statements,
time sheets, expense reimbursements, purchasing card details, and other documents
that cause cash to be disbursed. All too often, that approval becomes a “rubber stamp”
with little active thought about what the approval step really means. “Signatures without
thought” make it easy for those who are trying to fool us. Approval of transactions that
turn out to be fraudulent can be embarrassing at best and career limiting at worst!
Managers are encouraged to answer these basic questions before approving invoices
and other payment documents. All address the general question of:
1. How well do I know this vendor or contractor? Do I have first hand knowledge that
they even exist!
2. Do I know that they actually provided the goods or services identified in the invoice
or other billing statement?
3. Do I know that they are using the correct amounts for price (including unit prices
used), sales tax, freight, and other variables that make up the amount invoiced?
4. On what basis do I know that the prices are reasonable in the first place? What
standard have I used in determining that the price charged is fair?
5. How do I know that the quantities make sense? On what basis have we agreed to
purchase the stated quantities?
6. How do I know that the invoice and other documents are mathematically correct?
7. Do I know that this invoice has not already been paid?
www.hallconsulting.biz
(970) 926-0355
TO DO TODAY
1. __________________________________________________________________
2. __________________________________________________________________
3. __________________________________________________________________
4. __________________________________________________________________
5. __________________________________________________________________
6. __________________________________________________________________
7. __________________________________________________________________
8. __________________________________________________________________
9. __________________________________________________________________
10. __________________________________________________________________
11. __________________________________________________________________
12. __________________________________________________________________
13. __________________________________________________________________
14. __________________________________________________________________
15. __________________________________________________________________
JOHNJ.HALL
STEPS 1 to 4
1. Stop what you’re doing! 2. Create the Horizon View 3. Fill in the Details 4. Written Action Plans
3"
JOHNJ.HALL
STEP 5 Consistent Daily Action
JOHNJ.HALL
STEP 6
6.1 Measure Your Progress 6.2 Adjust Your Plan 6.3 Re – Act
JOHNJ.HALL
6 STEPS 1. Stop what you’re doing! 2. Create the Horizon View 3. Fill in the Details 4. Written Action Plans 5. Consistent Daily Action 6. Measure, Adjust, Re-Act
! “P” of Success"JOHNJ.HALL
1"Stop"what"
you’re"doing!"
6"Measure,"
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2"Create"the"
Horizon"View"
3"Fill"in"the"Details"
4"WriIen"
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5"Consistent"Daily""AcJon"
"
Stop"wha
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Fill"in"the"
Details"
WriIen"
AcJon"Pa
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Daily"AcJ
on"
Measure,"
Adjust,"R
e=Act"
JOHNJ.HALL
Stop"wha
t"
you’re"do
ing!" Create"th
e"
Horizon"
View"
Fill"in"the"
Details"
WriIen"
AcJon"Pa
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Daily"AcJ
on"
Measure,"
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Simple Steps – Extraordinary Results
JOHNJ.HALL
Audit Context
4"
JOHNJ.HALL
We Are
Experts
Audit Context Point #1
JOHNJ.HALL
Experts Teach
JOHNJ.HALL
We are CHANGE Experts
JOHNJ.HALL
Change is required for improvement
JOHNJ.HALL
Do most people resist change?
JOHNJ.HALL
Most people will fight to defend
ideas they think are their own
5"
JOHNJ.HALL
The trick is to help them listen to the little voice
in their heads JOHNJ.HALL
We Must Create
Daylight
Audit Context Point #2
JOHNJ.HALL
We Audit “Better” by Consciously Creating Daylight
between Expectations and Delivery
at Every Point in the Audit Process
JOHNJ.HALL
The Foundation of Daylight
Others are Good
You Choose to be Better
Individually"and"CollecJvely"
JOHNJ.HALL
We Must Be
Present
Audit Context Point #3
JOHNJ.HALL
Being Present: 4 Questions “The Charge”
Brendon Burchard
1. Where shall I focus my thoughts right now? 2. How shall I feel right now? 3. How are others thinking and feeling in this
moment, and how would I like to interact with or influence them?
4. How present am I right now on a scale of 1 to 10?
6"
JOHNJ.HALL
Being Present: 3 More Questions John Hall
5. Am I moving forward at the speed I wish? 6. Am I taking the necessary action to do so? 7. Am I managing my thoughts, feelings,
behaviors, and relationships in ways that help me progress, grow and contribute?
ASSUMPTION:"You"want"Be(er!"for"yourself"and"your"family""
JOHNJ.HALL
We Must Master Critical
Audit Skills
Audit Context Point #4
JOHNJ.HALL
Master Critical Skills Business and Administrative
Technical
JOHNJ.HALL
Expertise is the result of
your relationship with practice
- Bo Eason
JOHNJ.HALL
Levels of Auditor Growth
Novice / Apprentice � Advanced Technician � Expert Craftsman Master Influencer
You"Determine"Speed"JOHNJ.HALL
The role of COACHES
7"
JOHNJ.HALL
We Must Make Common Sense
Common Practice
Audit Context Point #5
JOHNJ.HALL
Daily Checklists 1. Common sense – Not Common Practice 2. We Distort, Ignore, Forget, Get Off Track 3. Build and Work Every Day 4. Create Better Habits 5. Turn by Turn Instructions 6. Specific Behavior at Decision Moments 7. Get Us Back on Track Quickly
JOHNJ.HALL
The Checklist Manifesto
Atul Gawande
JOHNJ.HALL
The Tipping Point Malcolm Gladwell
“When people are overwhelmed with information and develop
immunity to traditional forms of communication,
they turn instead for advice and information to the people
in their lives who they respect, admire and trust.”
JOHNJ.HALL
Give it Your BEST!
Don’t worry about where it leads or
how it will be perceived.
JOHNJ.HALL
John J. Hall
www.JohnHallSpeaker.com
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