1. Effective PPMS: Implementing the Process for Success

2. ACA International’s 18 Elements of PPMS
ACA’s Professional Practices Management System (PPMS) is a management system based upon 18 elements for developing, implementing and adhering to professional practices and policies.
1. Providing Leadership
Element #1: Management Responsibility—Reviewing vision, mission goals and expectations to ensure leadership within the company.
2. Creating a System
Element #2: Management System—Writing company policies, procedures and work instructions to create consistency and provide a baseline for improvement.
3. Defining the Clients’ Needs
Element #3: Review of Client Issues—Determining the company’s ability to meet clients’ needs and expectations to ensure they will be met before a client places an account.
4. Controlling Internal Data
Element #4: Document & Data Control—Maintaining both electronic and paper formats of policies, procedures, work instructions, etc. and keeping all information concise, up-to-date and accessible.
5. Purchasing
Element #5: Purchasing—Managing the purchasing process of all products and services to ensure that vendors meet the needs of your company and your client. 

3. ACA International’s 18 Elements of PPMS
6. Controlling Client Data
Element #6: Control of Client & Customer-Supplied Data—Securing and controlling all data flowing into the office to protect privacy and help prevent fraud.
7. Tracking Data
Element #7: Data Identification & Traceability—Understanding company information and where it belongs to avoid errors.
8. Creating Consistent Performance
Element #8: Process Control—Maintaining procedures or instructions for consistent performance to provide clients with evidence of and confidence in your performance.
9. Reviewing Processes
Element #9: Inspection & Testing—Testing, reviewing and verifying planned work processes to ensure consistency and to correct or improve processes as necessary.

4. ACA International’s 18 Elements of PPMS
10. Reviewing Sequence of Processes
Element #10: Inspection & Test Status—Verifying that company processes occur in sequence to ensure that cross-departmental processes work properly.
11. Identifying Mistakes and Problems
Element #11: Identification of Nonconformity—Identifying and recording errors or problems to prevent further damage and improve service.
12. Continuously Improving
Element #12: Corrective Action, Preventive Action & Continuous Improvement—Correcting and preventing problems by finding a better, faster or more reliable way to accomplish work.
13. Planning for Disaster
Element #13: Handling, Storage, Preservation & Delivery—Disaster planning and delivery of information to protect client-provided data and integrity of service.

5. ACA International’s 18 Elements of PPMS
14. Managing Data
Element #14: Management of Records/Data—Handling, storing, retrieving and depositing of information to ensure efficient access to necessary data and proper disposal of outdated data.
15. Reviewing Management Systems
Element #15: Internal Management Audits—Ensuring procedures and policies are followed and the management system is working by having all departments inspected on a regular basis.
16. Training
Element #16: Training—Continuously training all staff to ensure employees are qualified to do their jobs effectively and avoid mistakes that affect the company’s quality of service.
17. Measuring Results
Element #17: Process & Client Satisfaction Measurements—Measuring results internally and externally to confirm that processes are performing well and to provide targets for improvement.
18. Information Management Systems & Technical Infrastructure Administration
Element #18: Ensuring availability of systems; integrity of applications and data; and confidentiality of information.

6. PPMS- A Rewarding Experience
(ABC Company) is proud to be PPMS certified since 20xx (insert year)!

7. What is PPMS Certification?
Certification is the final step in the PPMS process that requires:
Developing and documenting a PPMS
Implementing the PPMS elements to create an efficient, streamlined process that is consistently maintained, resulting in high-level business practices to optimize the services offered to you
Rigorous inspection by a local CPA firm

8. PPMS Maintenance Equals Success
PPMS streamlines work loads
PPMS makes job functions more rewarding
PPMS helps to identify issues in order to create a beneficial solution
PPMS improves internal communication
Gaining positive participation is good; maintaining positive participation is KEY

9. Success Equals Growth All employees should:
Be familiar with the 18 elements of PPMS
Understand the goals of PPMS
Alert supervisors of non-conformities
in order to contribute to company and
personal success and growth!