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People Toolkit


Everything you need to recruit, develop and retain your people.

Welcome to Accountants Millionaires’ Club: Membership Library  

Role Descriptions


Download all our sample role descriptions to adapt to your firm’s needs.

Guide to the People Tool Kit


Read this guide first for how to use the whole contents of the people tool kit, including competency framework, self assessment tools, performance objectives and work plan.

Guide to the Recruitment Tool Kit


Read this guide first for how to use the whole contents of the recruitment toolkit, including job descriptions and interview plans.

Competency Framework


Use the competency framework to help staff understand HOW they will progress their careers in your firm. Use in conjunction with job descriptions which will show them WHAT they need to do to move their career on.

Performance objectives and work plan


Use this performance objectives and work plan to help staff members capture and stay focused on their day-to-day objectives and Growth Tasks.

Interview plans


Use this pack of interview plans to help you recruit the right new hire for your practice.

Self assessment development needs


Use this pack of self assessments to help you and your staff identify their development needs.

Formal feedback form


Use this feedback form to gather feedback formally in your practice.

3-month Development Plan


Use this 3-month development plan template with staff to help them stay focused on developing themselves.

Xebra’s Accounting’s Values


Xebra Accounting’s values for you to use as a starter for 10 to help you and your staff identify your firm’s values.

Xebra Accounting’s Client Service Standards


Xebra Accounting’s guide for staff on what delivering excellent client service means.

Xebra Accounting’s firm culture statement


Xebra Accounting’s statement of firm culture for you to use as a starter for 10 to help you and your staff articulate your firm’s culture.

Staff Development Matrix


Use this tool to help you decide how you should be developing your staff in the long term.

Factsheet: It’s your conversation


Give this factsheet to your staff to help them prepare for their performance review with their line manager.

Factsheet: Managing under performance


Give this factsheet to your people managers to help them manage low performance from their staff.

Factsheet: Performance Review – 12 topics of conversation


Give this factsheet to your staff and people managers to help them prepare for a performance and development conversation with their line manager.

Factsheet: Development Planning


Give this factsheet to your staff and people managers to get people thinking about their development and some tools to help them create a development plan.

Factsheet: Having Difficult Conversations


Give this factsheet to your staff to help them have difficult conversations and achieve their desire outcomes.

Factsheet: Giving Effective Feedback


Give this factsheet to your people managers to help them give their direct reports highly effective feedback.

Factsheet: Setting Objectives


Give this factsheet to your staff and people managers to help them set for themselves and others highly motivating objectives.

Factsheet: My performance and development conversation


Give this factsheet to your staff to help them prepare for a performance and development conversation with their line manager.