We just mapped out our new Finance Director seat on the Accountability Chart, but our current bookkeeper, who wants the seat, has a Kolbe profile that shows high Quick Start and very low Fact-Finder and Follow Thru. How do we evaluate if this person can actually GWC the new seat?

Question

Tyler Smith · Accepted Answer

To evaluate if your bookkeeper can step into the Finance Director seat, you must look beyond their desire for the job and test if they GWC the new role. This means evaluating if they Get it, Want it, and have the Capacity to do it.

A Kolbe profile is an excellent tool for assessing natural capacity. A Finance Director seat requires high Fact-Finder and high Follow Thru to build financial systems, analyze variances, and maintain complex cash flow projections.

If your current bookkeeper has a low Fact-Finder and low Follow Thru, they may struggle with the systematic, detailed analytical work required of a director. They might excel at quick-start projects, but a leadership-level finance seat demands disciplined order and deep investigation.

Be honest about this gap. If they lack the innate striving instincts for the seat, they do not have the capacity, and putting them in it will lead to frustration and burnout. Keep them in a seat that matches their strengths, and look for an external candidate who possesses the exact Kolbe profile required for systematic financial leadership.