The 15-Item Checklist for Your Next Partner Strategy Meeting

How to focus on the big issues.

by Marc Rosenberg, CPA
Guide to Planning the Firm Retreat

Most firms spend their time at retreats planning for the future, forming goals and addressing pressing issues and problem areas. The problem areas aren’t 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.

Here are some specific examples: