8 Steps for a Successful Change Process

Gold pyramid etched with symbolsPlus 4 common attacks to anticipate.

By Bill Reeb

We pick up in Part 3 of this column series with some additional changes in best practices that will help you better focus your talent on what is truly important to the firm’s future.

Parts 1 and 2: Change Happens: How to Master It. | Building Competency on Every Level
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As well, we will review a few simple change management strategies and approaches to propel the successful changes and transformations you and your organization desire to make. So, let’s get started.

Building Competency on Every Level

Work is passed down to the next level once the saturation point has been reached.

Including 3 key initiatives in most strategic plans.

By Bill Reeb

Let’s discuss how firms need to alter their thinking as to what best practices might look like near term to better position themselves for the future that is almost here NOW.

MORE: Change Happens: How to Master It.
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First of all, which I have covered numerous times before, we have to truly address from a workload perspective the prevalence of the Upside-Down Pyramid™ in firms.

Change Happens: How to Master It.

What’s next: “Smart” helmets powered by AI and AR.

By Bill Reeb

“Change” isn’t something you are expected to do once in a while anymore, but rather, “change” is something we are asked to do constantly.

MORE ON PERFORMANCE MANAGEMENT: What Happens When You DON’T Push Work Down | Why You Must Constantly Push Work Down
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Even while one change is in process, we often are asked to start another change.


Change Overload: 5 Simple Coping Strategies

Master the change around you with some healthy new habits. 

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

This busy season brought with it massive changes in tax laws, form layouts, technology, and client confusion. If all this change seems to be a bit much, you’re not alone.

More from Sandi Leyva: 39 Advisory Services for Accountants  |  Mix and Match Marketing Channels  |  Marketing Materials 201: Some Advanced Tips  |  Testimonials: Why and How  |  10 Marketing Materials You Need  |  Make Direct Mail Work for You  |  How to Use ‘Warmed-Up’ Telemarketing  |  Content Marketing Types and Tips  |  Write Your Way to Expert Status    |  71 Places to Find New Clients  |  Awards Can Boost Your Reputation  |  Are You Newsworthy?  |  Step-by-Step: How to Make Newsletters Work for You  |

GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Handling change requires extra energy and resources that our brains would rather not use, causing a struggle within ourselves.

As you move from the April 15th deadline to working on your pile of extensions, here are some tips to reduce the feeling of overwhelm and better manage your energy and productivity.

Everyone is different when it comes to the amount of change they can tolerate. Use these five tips to help you master the change around you.