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By Kristen Rampe
Talent Retention & Development
Your strategic plan is a great visionary document. First of all, because you have one, and have formulated where you want to steer your firm over the next few years. And secondly, because every owner of your firm knows what the plan is. They probably even nodded in agreement during the planning session (we’ll leave the topic of buy-in for another day).
With every living set of ideas like a strategic plan, there are undoubtedly changes, updates, progress, regress, adherence, and abhorrence. Overall, though, it’s meeting your expectations and serving as a solid drop in the ‘planning is everything’ bucket.
But is your strategic plan doing as much for you as it can? We have been surveying CPA firm team members and asking them what characteristics of their firm they felt were being done well or well communicated, and which weren’t. The strategic plan is a topic that came up with some strong data.
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