Everything you need to get to partner – and when you get there, stay there


In ‘How to make partner and still have a life‘ and ‘Poised for partnership‘ we promised you more 40+ resources to take your learning from the page into the real world.

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Do you realise how much information we are giving away? The kitbag is packed with information to help you create a fulfilling career in the professions. See below for full details of everything in the Career Kitbag. Remember it really all is free (in return for you agreeing to subscribe to our email tips on how to progress your career to partner.)




Career Action Plan

There are plenty of partners in the professional services who have devoted their lives to their careers, and who find, as they approach retirement, that they don’t have anything else in their lives. Your career action plan helps you decide what you need to do to achieve the goals for the coming year – for all areas of your life

Wheel of Life

The Wheel Of Life is a simple but powerful exercise to see how ‘balanced’ your life is currently, and what areas need work on.

Milestone Planner

This will help you create your career action plan. The milestone planner shows you how to take each of your long-term goals and break them into manageable chunks.

Partnership Potential Self Assessment

For most of us, the route to partnership is a hard slog. For a few, it’s much easier because they are tagged early on as “partnership potential”. They are given extra help, formally or otherwise, along the partnership path. With this self-assessment tool, you can find out if you are likely to be seen as a potential partner in your firm. It also helps you identify the areas you need to improve or strengthen to increase your chances of being noticed.

13 Tips to help you progress your career at a Big 4 Firm

Only the best of the best makes it through to partner in a Big 4 firm. Many talented professionals get spat out along the way. If you are serious about making partner in a Big 4 firm – and the financial and status rewards which go with it – then you need to know the 13 tips contained in this guide.

13 tips to help you progress your career at a Magic Circle Firm

Only the brightest of the brightest makes it through to partner in a Magic Circle firm. Many talented professionals get spat out along the way. If you are serious about making partner in a Magic Circle firm –and the financial and status rewards which go with it – then you need to know the 13 tips contained in this guide.

Do you have a career plan guiding you to do the right things at the right time?  Find out how ready you really are to make partner.


Guide for mentors

Many firms routinely expect their senior professionals to mentor the more junior members of the rm. Whether or not this is an optional role for you, it can impose considerable time demands on you, the mentor, e.g. 1-2 hours per month. This is non-chargeable time, for which you may not always receive credit. Before you say ‘yes’ to the request to be a mentor, read our guide and tips for mentors to make sure that both you and the mentee benefit from your relationship

Guide for mentees

All throughout your career, you will need influential partners in your firm who will look after your interests in partnership reviews regarding your perceived potential and current performance. Almost always, these advocates foryou and your career will already be supporting you in a formal or informal mentoring capacity. Having someone in your firm, i.e. a mentor, who is more experienced and can act as a sounding board, and provide objective guidance and feedback is essential if you are going to make partner.

Roles and achievements planner

This will help you create your career action plan. The roles and achievements planner helps you build a life outside of work. It does this by helping you think through all the roles and achievements you want in your life. Both for your roles inside and outside of work.

How to get your firm to pay for coaching for you

It is possible to get your firm to pay for coaching for you. It may be as simple as asking to work with a coach, or you may need to write a war and peace style business case for the spend on a coach. In this guide, we take you through a process to help you build a compelling argument, including templates you can use, for your firm to pay for coaching to help you with your development.

Achieving your career goals planner

Anyone can fast track their careers to where they want them to be. All that’s needed is better direction, increased motivation, more influence, and bags of commitment! Easy! Coaching can help. This is an ideal self-coaching tool for achieving your career goals. Use it at least weekly for the best results.

Finding the right coach for you

It doesn?t matter how keen you are to move forward in your career, you can sometimes feel that you have hit a brick wall and all your best intentionsgo out of the window. Sometimes you don?t even know where to start. So, wouldn?t it be great if you could make sure that doesn?t happen? Well you can …if you get yourself a coach. But coaches come in all different flavours. One coach may work for one person, but not another. Use our guide to help you find the right coach for you



Niche Worksheet

The tighter your niche the easier it is to become The Go-To Expert. And the more you are seen as The Go-To Expert, the easier it becomes to win your ideal clients. In fact, they tend to come to you rather than the other way around. This worksheet helps you think through what would be the best niche for you to adopt.

Guide to content planning

Getting noticed consistently by the right people takes an investment in content. This guide is for anyone who wants to use content effectively in his or her firm

Guide to creating a marketing plan

This marketing plan template will take you step-by-step how to create your own marketing plan, to help you build your own client portfolio.

Guide to building your networking plan

Using your network is seen to be tried and tested route for professionals to win business. Unfortunately networking can often be a huge waste of time. The key to networking effectively is to start with a networking strategy. This strategy is designed to help you achieve your personal and professional goals. This guide will take you step up by step to craft your networking strategy and then implement it.

Guide to creating your LinkedIn Profile

You could spend a large amount of time in crafting the LinkedIn profile. In this guide, we will help you with the basics. Just enough to get you a LinkedIn profile which will help you achieve what you want to achieve.

LinkedIn: 10 point profile checklist

Your LinkedIn profile is your chance to tell your story and give the right first impression to people who look at your profile. Unfortunately, many professionals leave their first impressions to chance by leaving many parts of their LinkedIn profile blank. This checklist will help you construct the right profile to help you attract the right kind of people to you.

Checklist: Prospect Qualification

Winning and keeping clients takes time – very often time you don?t have when you are building a partner- sized client portfolio. One of the big ways in which professionals waste time in business development is chasing after prospects who are never going to sign up. Or the wrong type of client in the first place. To help you make sure that you are identifying and following up with the right prospects, use our prospect qualification checklist, or DUFF for short. This checklist will help you sign up the right type of clients and spend less time doing it.



Guide to creating a cast-iron business case for partnership

A business case for partnership is something you need whether you are a lawyer, accountant, architect, consulting engineer, or surveyor. You need to show that there is a strong commercial reason to admit you to the partnership. Evidence of your ability to manage and grow existing clients, as well as winning new ones, is a key document in the partnership nomination pack. We’ll show youwhat must be included, and how to make your business case for partnership so compelling that they just have to have you!

Due Diligence Checklist

On the day, you are admitted to the partnership you will:
1)Resign and become self-employed (and lose all the benefits you were entitled to as an employee
2)Lose your employment rights
3)Pay a large capital sum to your firm in return for a small share of equity
In short – you have a lot to lose if your firm goes bust or you decide to leave the firm. Use our checklist to make sure you are asking the right questions before you accept the offer of partnership

A Guide To Undertaking Your Own Due Diligence

It’s flattering to be asked to put yourself forward for partnership, but don’t lose sight of the fact that they need you. Partnership admissions needs to be a two-way process: you are auditioning the firm for its suitability for you just ask much as they are assessing you. We’ll take you through what you need to ask the firm so that you can take an informed decision about whether partnership is right for you at this firm.

Short and sweet business plan

At some point in your career you will be asked to put together a business plan for your practice. This could be as part of your firm?s partnership admissions process or as a partner in a firm. Use this process to put together a one page business plan for your practice

Guide to creating your own PR campaign

It can take only one person to veto your admission to the partnership. If this happens your partnership prospects could be over at your firm. Use this guide to help you plan your internal PR campaign to make sure that when it comes to that all-important vote, you make sure that you are the one that every partner is backing.



Guide to surviving your firm’s politics

Politics is just part of the day job for anyone working in a professional services firm. The people who progress their career to partner all share one thing in common. They have become politically savvy and know how to play the game. This guide gives you the insider track on how to survive your firm?s politics.

Self Assessment: Assertiveness

Assertiveness is an often misunderstood word, and confused with aggressiveness. But assertiveness is essential in your life and work as you communicate with others; being non-assertive typically means you don?t get what you want and decisions are the worse for it. This guide will help you consider your style and what to do about it.

Self Assessment: Checking Yourself For Burnout

Burnout happens when people sustain too high stress levels for too long, or don?t prioritise recharging their batteries over work or other responsibilities. This tool can help you to check yourself for burnout. It helps you to look at the way you feel about your job and your experiences at work, so that you can get a feel for whether you are at risk of burnout.

Do you have a career plan guiding you to do the right things at the right time?  Find out how ready you really are to make partner.


Blank Weekly Planner

This weekly planner enables you to achieve what you have to achieve in your working week. By writing down your critical tasks, as well as the parts of your career action plan you want to achieve, you can maintain a focus on both your short-term tasks and your long-term career objectives. Use it daily and weekly for the best results.

Template: Power Hour

Power hours are where you allocate an hour into your diary to ?power? through your to do list. You need to turn off all distractions and make sure you are not interrupted during the hour. Power hours are a great time to focus on clearing down your e-mails or doing client follow up calls. Use this template to record what you will do in your power hour

3/3/3/3/3 time management system

Most time management planners and templates either get youto focus on the short term orlong term. This is a great time management planner because it encourages you to focus on both the daily, weekly and monthly things you need to do to achieve your goals. Use it daily or weekly for the best results.

Developing Yourself: Analysing your development needs tool

This tool can be used to help you think through the development you need, and how you will get that development to progress inyour career

Guide to being more assertive in specific situations

Dealing with difficult, angry or rude clients is something you will need to master if you are going to progress your career in professional services. This guide will reveal the secrets on how to confidently stand your ground – even with someone more senior than you, or deal with difficult or rude clients effectively. You?ll thank you for this guide!



Checklist: Running a performance review

As you get more senior in your career you will be expected to have people management responsibilities. In particular doing performance views with staff. This checklist will help you plan for the performance review and agreement meeting(s) with your team. You can also use it as the basis of an agenda for the meeting.

Factsheet: Running a performance review

This factsheet can be used as a practical framework when conducting a performance review meeting. It also includes guidance for evaluating development at this meeting.