{"id":84057,"date":"2021-06-02t00:00:04","date_gmt":"2021-06-02t04:00:04","guid":{"rendered":"\/\/www.g005e.com\/?p=84057"},"modified":"2022-12-22t00:43:00","modified_gmt":"2022-12-22t05:43:00","slug":"3-steps-to-a-retreat-that-will-boost-your-stats","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/06\/02\/3-steps-to-a-retreat-that-will-boost-your-stats\/","title":{"rendered":"make your plans count: 1-2-3"},"content":{"rendered":"<p><strong><a href=\"https:\/\/rosenbergassoc.com\/wp-content\/uploads\/2021\/05\/stats.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-7083 \" src=\"https:\/\/rosenbergassoc.com\/wp-content\/uploads\/2021\/05\/stats-300x157.png\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" srcset=\"https:\/\/rosenbergassoc.com\/wp-content\/uploads\/2021\/05\/stats-300x157.png 300w, https:\/\/rosenbergassoc.com\/wp-content\/uploads\/2021\/05\/stats-1024x536.png 1024w, https:\/\/rosenbergassoc.com\/wp-content\/uploads\/2021\/05\/stats-768x402.png 768w, https:\/\/rosenbergassoc.com\/wp-content\/uploads\/2021\/05\/stats-600x314.png 600w, https:\/\/rosenbergassoc.com\/wp-content\/uploads\/2021\/05\/stats.png 1200w\" alt=\"graph with arrow going up\" width=\"384\" height=\"201\" \/><\/a><\/strong><strong>what do you want to have happened six months afterward?<\/strong><\/p>\n<p><em>by kristen rampe<\/em><\/p>\n<div class=\"fl-col-group fl-node-5e34a620f106a fl-col-group-equal-height fl-col-group-align-top\" data-node=\"5e34a620f106a\">\n<div class=\"fl-col fl-node-5e34a620f106e\" data-node=\"5e34a620f106e\">\n<div class=\"fl-col-content fl-node-content\">\n<div class=\"fl-module fl-module-fl-post-content fl-node-5e34a620f106f\" data-node=\"5e34a620f106f\">\n<div class=\"fl-module-content fl-node-content\">\n<p>a well-planned retreat can have a real impact on your firm\u2019s performance.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2021\/02\/18\/team-expectations-a-checklist-for-busy-season\/\">team expectations: a checklist for busy season<\/a> | <a href=\"\/\/www.g005e.com\/2019\/12\/03\/tax-season-savvy-good-boundaries-make-good-offices\/\">tax season savvy: five ways to stay sane<\/a> | <a href=\"\/\/www.g005e.com\/2018\/04\/10\/host-partner-retreat\/\">why host a partner retreat?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/11\/04\/effective-stay-interviews-cpa-firms\/\">effective stay interviews for cpa firms<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/26\/16-popular-delegation-failures\/\">the 16 biggest #fails in delegation <\/a>\u00a0| <a href=\"\/\/www.g005e.com\/2016\/10\/19\/work-life-balance-according\/\">work-life balance: according to whom? <\/a>\u00a0| <a href=\"\/\/www.g005e.com\/2016\/10\/04\/rampe-1-two-ways-strategic-plan-can-reduce-turnover\/\">new survey results: two ways your strategic plan can reduce turnover<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/06\/02\/3-steps-to-a-retreat-that-will-boost-your-stats\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>a $2.4 million client of ours who holds annual management retreats (sole practitioner, coo, and key managers) wrote with this news when reflecting on their year-over-year improvements:<\/p>\n<p style=\"padding-left: 40px;\"><em>you would love our stats&#8230;<\/em><\/p>\n<p><!--more--><\/p>\n<p style=\"padding-left: 40px;\"><em>&#8230;in comparison to the prior fiscal year:<\/em><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><em>we shrunk our client count by 15%.<\/em><\/li>\n<li><em>our total collections grew by 12%.<\/em><\/li>\n<li><em>we worked and billed almost the exact same total # of hours.<\/em><\/li>\n<li><em>our average hourly rate billed (after adjustments) increased by $34, a 25% increase.<\/em><\/li>\n<li><em>our average billings per client increased by just over $1,000.<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>there are three overarching steps in executing a retreat that can give your firm results like these:<\/p>\n<ol>\n<li><strong>plan well. <\/strong>what does good retreat planning look like? try these steps.<\/li>\n<\/ol>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>clarify what topics are most critical to be covered during the retreat<\/li>\n<li>define the specific outcomes you wish to see as a result of your time together<\/li>\n<li>allow issues that can be reviewed, decided, or moved forward without discussion of the whole group to progress without taking up time on your retreat agenda<\/li>\n<li>make sure you know how you make decisions and take action as a group<\/li>\n<li>allow your partner group to focus on the highest and best use of your time when meeting in person together<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ol start=\"2\">\n<li><strong>stay on track.<\/strong> are there decisions to be made? during your retreat, stick to your thoughtful agenda.<\/li>\n<\/ol>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>be clear about what decision needs to be made on a given topic. is there a strategy you\u2019re trying to form? a decision on how to compensate new partners? whether or not to acquire another firm this year?<\/li>\n<li>utilize the best facilitator you have available to stay on topic, on time with your agenda, and get to those key decision points.<\/li>\n<li>if it\u2019s not possible to finalize a decision, because of a lack of information or new information, determine the next steps before you leave the retreat.<br \/>\n<strong><br \/>\nbut not everything in a retreat is a decision.<\/strong> other critical partner-group functions include brainstorming ideas for a separate committee to work through after the retreat, and good old-fashioned team-building. don\u2019t ignore the agenda items focused on partner relations \u2013 they are just as important, if not more, as getting to decisions.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ol start=\"3\">\n<li><strong>execute.<\/strong> who will be responsible for taking action after the retreat? this is the biggest challenge to post-retreat success. the stats cited by our client above didn\u2019t happen without a concerted effort by the partners and managers to make it happen.<\/li>\n<\/ol>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>who will be ultimately accountable to hold other partners accountable for action items and goals arising from the retreat? typically, this is the managing partner, but could be a coo or another partner.<\/li>\n<li>which individual partners, committees or other personnel will do the heavy lifting on whatever directives or decisions were made?<\/li>\n<li>how frequently will the partner group be given updates on progress? a dashboard-style presentation of initiatives and progress can make this easy to review without taking up a lot of meeting time.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>if you\u2019re planning a retreat this year, what kind of stats do you want to see on the other side?<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p><a href=\"\/\/www.g005e.com\/2021\/05\/18\/3-steps-to-a-retreat-that-will-boost-your-stats\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-84152\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm-849x270.png\" alt=\"\/\/www.g005e.com\/2021\/05\/18\/3-steps-to-a-retreat-that-will-boost-your-stats\/\" width=\"250\" height=\"80\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm-849x270.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm-300x96.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm-600x191.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm-424x135.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm-768x245.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm-1536x489.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/05\/screen-shot-2021-05-18-at-10.30.51-pm.png 1538w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><br \/>\n<strong>six months from now, what will your firm&#8217;s stats look like?<\/strong><br \/>\n<em>by kristen rampe<\/em><\/p>\n","protected":false},"author":1906,"featured_media":81744,"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":[1363,3120,3002,2266],"tags":[],"class_list":["post-84057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-partner"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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