Strategic planning | Client Services

 Services:

• Strategic Audit
• Practice Development Program
• Practice Mentor

Elements

1. Practice Health Review		Development of practice philosophy, values, positioning Comprehensive diagnostic and action plan Internal staff reviews and recommendations
2. Practice structure		Defining the long-term goals for the firm Developing the practice model - Capacity vs growth Authority and responsibility Organisational structure Succession planning
3. Services and clients		Potential work with current services Strategies for developing new services Strategies for identifying new clients

Selection of Projects completed

1. Comprehensive audit of firm’s operations, involving all staff. Subsequent development of written action plan with agreement on priorities, responsibilities and timeframes for implementation.
2. Strategic planning days for partners and firm’s accounting and administrative team. Scope involved preparation of agenda, facilitation of the planning day, development of written plan of action and followup with key staff.
3. Review of firm’s management structure, with subsequent implementation of team approach to client management directed by client account managers (senior accountants). Establishment of individual and team production targets and weekly review in production meetings.