{"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":"2024-09-19t03:51:37","modified_gmt":"2024-09-19t07:51:37","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":"
links to download your pdf will appear on the order confirmation screen after purchase and in your email receipt from auto-confirm@www.g005e.com.
\n<\/b>*<\/b> rosenberg pdfs are read-only \u2013 no printing, markup, reproduction, or further distribution. downloadable to five personal devices.<\/span><\/h6>\n

marc rosenberg, cpa, has helped hundreds of cpa firms create powerful strategic plans and set actionable goals that move them forward. this monograph guides you through the issues, steps and techniques of effective strategic planning. the monograph will help cpa firms plan for and achieve growth and success.<\/p>\n

topics include<\/h3>\n
    \n
  • the three main phases of strategic planning<\/li>\n
  • the overall management philosophy of a cpa firm<\/li>\n
  • steps to creating the strategic plan<\/li>\n
  • why mission statements are a waste of time<\/li>\n
  • the vision statement<\/li>\n
  • stimulating productive brainstorming sessions<\/li>\n
  • best practices for goal-setting programs<\/li>\n
  • core values<\/li>\n
  • sample partner goals<\/li>\n
  • keys to implementing & pitfalls of strategic planning<\/li>\n
  • partner accountability<\/li>\n<\/ul>\n

    from the introduction<\/h3>\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 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 website. however, most importantly, strategic planning does not drive how cpa firms operate.<\/p>\n

    why is this? there are three main explanations:<\/p>\n

      \n
    1. firms aren\u2019t convinced they are better off with strategic planning than without it. for strategic planning to work, the key people must feel, in their hearts, that a fastidious devotion to a master plan will pay off.<\/li>\n
    2. not enough time. cpa firms are managed in an inherently dysfunctional manner. partners are asked to be in charge of sales, marketing, production, training, internal accounting and firm management. it\u2019s no wonder that the partners are stretched thin. they have little time for anything other than caring for their clients. strategic planning rarely sees the light of day.
      \nas i discuss later in this monograph, the most important and time-consuming part of strategic planning is monitoring progress and coaching others to achieve their goals. without the time for these critically important activities, the plan will fail.<\/li>\n
    3. affluence. when the average partner at a mid-size cpa firm earns $350,000, who can argue that they are doing anything wrong? partners consciously or subconsciously reason that if they can earn $350,000 without strategic planning, why bother with strategic planning?<\/li>\n<\/ol>\n

      in my experience, only 20-40% of all cpa firms make it to the second generation. the main reason 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

      table of contents<\/h3>\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

      about the author<\/h3>\n

      marc rosenberg, cpa<\/strong><\/h4>\n

      卡塔尔世界杯常规比赛时间 commentator marc rosenberg is a nationally known consultant, author, and speaker on cpa firm management, strategy and partner issues.<\/p>\n

      president of his own chicago-based consulting firm,\u00a0the rosenberg associates, he is\u00a0also the founder of the most authoritative annual survey of mid-sized cpa firm performance statistics in the country,\u00a0the rosenberg survey<\/em>,\u00a0which is also available here from 卡塔尔世界杯常规比赛时间. throughout his 20+ year consulting career, he has consulted with more than 700 firms<\/span>.<\/p>\n

      accounting today<\/em> magazine annually acknowledges marc rosenberg as one of the 100 most influential people in the cpa profession, and\u00a0inside public accounting<\/em> has repeatedly recognized him as one of the ten most recommended cpa firm consultants in the country<\/p>\n","protected":false},"excerpt":{"rendered":"

      the complete partners’ workbook for unifying vision, strategy, goals, and implementation<\/span><\/b><\/h4>\n

      by marc rosenberg cpa<\/i><\/p>\n

      this monograph is the essential guide to strategic planning and partner goal-setting for cpa firms. it\u2019s patterned after marc’s proprietary approach to consulting with cpa firms on strategic planning and goal setting, as he has developed it over the last 20 years. the author’s approach has two major goals: think big and keep it simple, and get results.<\/p>\n

      free u.s. shipping by usps priority mail<\/i><\/span><\/h6>\n","protected":false},"featured_media":90942,"template":"","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":""},"product_cat":[2904,2859,2844,2837,2833,2841,2839,3019,2840],"product_tag":[],"class_list":{"0":"post-54796","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-checklists-worksheets","7":"product_cat-digital-option","8":"product_cat-digital-product","9":"product_cat-growth-profitability","10":"product_cat-leadership-strategy","11":"product_cat-marc-rosenberg","12":"product_cat-mergers-succession","13":"product_cat-pay-compensation","14":"product_cat-recommended","15":"member-discount","16":"discount-restricted","18":"first","19":"instock","20":"taxable","21":"shipping-taxable","22":"purchasable","23":"product-type-variable","24":"has-default-attributes"},"acf":[],"yoast_head":"\nstrategic planning and goal setting for results - 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