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Guide to Strategic Planning for Small Firms Logo aicpa

  Boomer Consulting |   Free for PCPS members |   25 Sep 2015 |

Strategic Planning is an essential process for growth and sustainability. The exercise itself builds consensus, buy-in, and a culture of ownership and the resulting plan improves productivity because it creates accountability. 

This guide walks you through the Boomer Consulting process using easy-to-understand steps that will get your firm up and running with a strategy for next year and beyond. The result of the process is a one page plan that specifies initiatives, tasks, assignments, and due dates. 

Topics covered:
  • Firm practice management: Technical: Strategic planning, Foundational