{"id":54796,"date":"2018-06-07t16:58:15","date_gmt":"2018-06-07t20:58:15","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&p=54796"},"modified":"2024-03-04t06:01:34","modified_gmt":"2024-03-04t11:01:34","slug":"strategic-planning-and-goal-setting-for-results","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/strategic-planning-and-goal-setting-for-results\/","title":{"rendered":"strategic planning and goal setting for results"},"content":{"rendered":"
marc rosenberg, cpa, has helped hundreds of cpa firms create powerful strategic plans and set actionable goals that move firms forward. this monograph guides you through all of the issues, steps and techniques of effective strategic planning. the goal of the monograph is to help cpa firms plan for and achieve growth and success.<\/p>\n
all organizations, including cpa firms, benefit from strategic planning. if there is one takeaway from this monograph, it is this: when organizations create a vision, reduce it to goals, put both in writing, assign responsibilities and establish a means of accountability for achieving the goals, they are more likely to realize their vision than if they didn’t engage in any strategic planning.<\/p>\n
my experience in consulting with cpa firms for over 20 years is that very few firms under $15 million in annual fees engage in proper strategic planning. sure, many of these firms dedicate a partner retreat to it. some firms prepare a mission statement and put it on their web site. but for the most part, strategic planning does not drive how cpa firms operate.<\/p>\n
why is this? there are three main explanations:<\/p>\n
in my experience, only 20-40% of all cpa firms make it to the second generation. the main reason for this is a lack of succession planning, a critical part of a firm\u2019s strategic plan. this statistic alone would suggest that cpa firms are better off with than without a strategic plan.<\/p>\n
\u2013 marc rosenberg, cpa<\/em><\/p>\n chapter 1: introduction<\/p>\n chapter 2: crash course in strategic planning<\/p>\n definition of strategic planning<\/p>\n benefits of strategic planning<\/p>\n the three main phases of strategic planning<\/p>\n brainstorming<\/p>\n goal setting<\/p>\n execution<\/p>\n chapter 3: management philosophy of a cpa firm<\/p>\n cpa firm management flow chart<\/p>\n chapter 4: 35,000 foot view of the strategic planning process<\/p>\n creating your strategic plan – include only these steps<\/p>\n chapter 5: the annual strategic planning cycle of a cpa firm<\/p>\n chapter 6: why mission statements are a waste of time<\/p>\n chapter 7: the vision statement and brainstorming<\/p>\n vision statement<\/p>\n brainstorming session steps<\/p>\n sources for stimulating the brainstorming process<\/p>\n item #1: practices that move cpa firms from good to great<\/p>\n item #2: strategic issues cpa firms are facing today<\/p>\n item #3: vision statement examples from three firms<\/p>\n chapter 8: drilling down on the firm\u2019s highest priority goals<\/p>\n creating action steps<\/p>\n chapter 9: core values<\/p>\n ways that firms define core values<\/p>\n examples of core values<\/p>\n why the creation of core values is optional for many firms<\/p>\n chapter 10: how to operate a goal setting program<\/p>\n the purpose of goal setting<\/p>\n the very best practices<\/p>\n step by step goal setting procedures<\/p>\n individual partner performance plan<\/p>\n sample goals for partners<\/p>\n 6 sources for partner goals<\/p>\n chapter 11: keys to implementing a strategic plan<\/p>\n more on partner accountability<\/p>\n means of achieving partner accountability<\/p>\n chapter 12: conclusion<\/p>\n 卡塔尔世界杯常规比赛时间 commentator marc rosenberg is a nationally known consultant, author, speaker on cpa firm management, strategy and partner issues.<\/p>\n president of his own chicago-based consulting firm,\u00a0the rosenberg associates<\/a>, he is founder of the most authoritative annual survey of mid-sized cpa firm performance statistics in the country,\u00a0the rosenberg survey<\/em>,\u00a0also available here from the 卡塔尔世界杯常规比赛时间 store<\/a>. he has consulted with more than 700 firms throughout his 20+ year consulting career.<\/p>\n accounting today<\/em>\u00a0magazine annually acknowledges marc rosenberg as one of the 100 most influential people in the cpa profession and\u00a0inside public accounting<\/em>\u00a0has repeatedly recognized him as one of the ten most recommended cpa firm consultants in the country.<\/p>\ntable of contents<\/h3>\n
about the author<\/h3>\n
marc rosenberg, cpa<\/strong><\/h4>\n