Live Webinar (if a future date is listed) with Q&A
The Recording of the Event
Supporting Materials
Objectives
This webinar is a guide to strategic planning and partner goal setting for accountancy firms. It’s patterned after Gordon’s approach to consulting with accountancy firms on strategic planning and goal setting, over the last 30 years. His approach is;
Think BIG, think LONG TERM, think “start with the end in mind” always ensuring;
The goals are clear,
We keep a score,
We understand what needs to be done and
We are all held accountable.
Key Topics
The main phases of strategic planning
Overall management philosophy of an accountancy firm
Steps to creating the strategic plan
What are the most important goals
Best practices for goal setting
Core values
Partner aspirations & goals
Keys to implementing & pitfalls of strategic planning
Partner accountability
Who should attend
Managing partner, partners, practice manager, and aspirational fee earners
