16 questions to ask.
By Marc Rosenberg
CPA Firm Retreats
Strategic planning is the process of examining where you are now, where you want to be and most importantly, what you need to do to get there. It’s that simple.
MORE ON RETREATS: How to Identify Partner Potential in Staffers | 13 Steps in Succession Planning | Staff Best Practices … for the Firm | 25 Ways to Turn Good Firms into Great Firms | Make More Money | How to Address Partner Compensation at a Retreat | How to Decide Who Decides What | How Marketing for CPA Firms Is Different | How to Take Action After a Retreat
The word “process” is very important. Many people view strategic planning as an event, fixed in time, the results of which are bound in an immaculately prepared document and cast in stone. Actually, strategic planning is a never-ending process. It goes through phases; it is continually monitored, changed and tweaked as circumstances warrant.
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