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Four points to consider.

By Matt Rampe

A common stumbling block for partner groups is poor execution or complete avoidance of hard conversations. We can have all the best goals and systems in place, but if constructive candor is absent, we will likely go off course.

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What Is a “Difficult” Conversation?

While you may not look forward to talking with your dentist about a cavity or listening to the endless terms and conditions when you sign up for a mortgage, those are not what we mean by “difficult” conversations.

A difficult conversation has these elements:
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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.
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