{"id":119315,"date":"2023-11-09t11:58:17","date_gmt":"2023-11-09t16:58:17","guid":{"rendered":"\/\/www.g005e.com\/?p=119315"},"modified":"2024-08-27t17:00:42","modified_gmt":"2024-08-27t21:00:42","slug":"fifteen-big-questions-for-your-next-strategy-session","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/11\/09\/fifteen-big-questions-for-your-next-strategy-session\/","title":{"rendered":"fifteen big questions for your next strategy session"},"content":{"rendered":"

\"six<\/strong><\/p>\n

focus everyone on the big issues.<\/strong><\/p>\n

by marc rosenberg<\/i>
\nthe rosenberg practice management library<\/i><\/a><\/p>\n

most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas. the problem areas aren\u2019t day-to-day issues such as purchasing a new copy machine or revising the policy on sick days. the problem areas are more strategic: morale issues, recruiting problems, profitability, etc.<\/p>\n

more: <\/b>five steps to transition to partnership<\/a> | disturb the present to improve the future<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>
log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

here are some specific examples:
\n<\/p>\n

    \n
  1. are you happy with the direction the firm is headed in? do you have a direction? does your firm have a formal, written strategic plan?<\/li>\n
  2. are you satisfied with profitability?<\/li>\n
  3. is your firm growing at a proper rate? is your firm active enough in practice development? do you need a marketing plan?<\/li>\n
  4. is your firm’s partner compensation system performance-based? is it fair? does it motivate the partners to do what the firm needs them to do?<\/li>\n
  5. where do you stand on succession planning? do you have enough partner-potential people coming up that will provide your partners with an eventual exit strategy?<\/li>\n
  6. do you have programs in place to develop<\/strong> your staff into future leaders?<\/li>\n
  7. do you have sensible plans in place to structure new partner buy-ins and buying out existing partners? many firms these days are taking a close look at these plans and finding that they are ineffective and archaic.<\/li>\n
  8. is your firm’s management structure effective?<\/li>\n
  9. how effective are your partners and managers in supervising staff in a way that enables you to retain them and help them grow? firms are increasingly turning to upward evaluations by the staff to help them gauge this effectiveness.<\/li>\n
  10. does your firm have partner accountability? what needs to be done?<\/li>\n
  11. should you be looking for merger and\/or lateral hire candidates?<\/li>\n
  12. how do you evaluate your staff? what should you be doing to help them develop?<\/li>\n
  13. how is morale at your firm? how can it be improved?<\/li>\n
  14. are you satisfied with productivity, both of partners and non-partners?<\/li>\n
  15. do you have effective billing and collection procedures? are they working?<\/li>\n<\/ol>\n

    no list can be all-inclusive, but this might be a good start.<\/p>\n","protected":false},"excerpt":{"rendered":"

    focus everyone on the big issues.<\/strong>
    \n
    \"\"<\/a>
    \nby marc rosenberg<\/i>
    \n
    the rosenberg practice management library<\/i><\/a><\/p>\n","protected":false},"author":1339,"featured_media":49656,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,9,2266],"tags":[],"class_list":["post-119315","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-strategy","category-partner"],"acf":[],"yoast_head":"\nfifteen big questions for your next strategy session - 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