Keep Your Strategic Plan Moving

Businesswoman sitting on table while talking with four coworkers

What’s your mindset for implementation?

By Matt Rampe

Now that your strategic planning event is completed, it’s time to roll up your sleeves. With almost two-thirds of CPA firms reporting that execution fails after their planning event, implementation becomes a critical factor in your success.

FORTUNA ACCOUNTING CHECK-IN

As Bill sat in his office, the typical hum at Fortuna Accounting had resumed. The partners had made a splashy announcement about the new vision and their strategic priorities at the All Hands meeting last week, but now things seemed quiet. As Bill stared at his growing inbox of urgent requests, he began to wonder if anything new really could get done before this time next year rolled around. The thought was immediately pushed from his mind as the phone rang loudly and his biggest client showed up on his caller ID.

 

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Core Question of the Implement Stage (Post-Event)

The Implement stage continues, and is perhaps most important, after your strategic planning event concludes. This article will cover the post-event part of this stage.