Think, Plan, Grow!™ Sandra Wiley COO and Shareholder Boomer Consulting, Inc.

Think, Plan, Grow! ™ Partner Manager C-Suite Staff Accountant Administration

Think, Plan, Grow! ™ Setting expectations in your firm Developing a process of accountability Correcting today and protecting tomorrow Pulling it all together – TRUST! Your action plan

Think, Plan, Grow!™

F i r m C u l t u r e PerformancePerformance Low High 1 Easy Decision – Terminate 4 Leader - Star 3 Tough Decision Resist change Arrogant Abuse authority Treat staff poorly Do not develop others 2 Give 2 nd Chance Training Learning Teamwork Focus Culture

Think, Plan, Grow! ™

Yes No

Think, Plan, Grow! ™

DESTROY TRUST

Think, Plan, Grow! ™

Mark Twain

Think, Plan, Grow! ™

1.Define it 2.Commit 3.Prepare 4.Share 5.Listen 6.Recommit and Consequences 7.Collaborate 8.Document

Think, Plan, Grow! ™ Yes No I am not sure

Think, Plan, Grow!™

1 - poor 2 - weak 3 - neutral 4 - good 5 – excellent

Think, Plan, Grow!™

Maintain Confidence

Think, Plan, Grow! ™ Self Relationship Organizational Market Societal

Think, Plan, Grow! ™ Dividend Tax From The Speed of Trust by Stephen M. R. Covey

Think, Plan, Grow! ™ = From The Speed of Trust by Stephen M. R. Covey Low Trust =

Think, Plan, Grow! ™ High Trust = = From The Speed of Trust by Stephen M. R. Covey

Think, Plan, Grow! ™ Efficient Effective Improving Cutting Copying Different Impossible Management Leadership The 7 Levels of Change

Think, Plan, Grow! ™ 1 - Efficient 2 - Effective 3 – Improving 4 - Cutting 5 - Copying 6 - Different 7 - Impossible

Think, Plan, Grow! ™

1.Review Your Partner Agreements 2.Look at Your Accountability Process for the partners. 3.Review your governance 4.Make an appointment with someone that is under performing 5.Schedule a meeting to discuss this information as a group

Think, Plan, Grow! ™ com/ Tim McNamara and Nancy Rousch

Think, Plan, Grow! ™ Sandra Wiley, Shareholder and Senior Consultant at Boomer Consulting. Expertise in Human Capital, Practice Management, Core Skills, Growth Initiatives Creator of CEO Advantage Program and P3 Leadership Academy Accounting Today Top 100 – 2009, 2010 Professional Speaker, Author, Consultant My Passion – Helping You Succeed!