1. INFORMATION STRATEGIC & ANNUAL PLANNING: GROWTH THROUGH SHARING E-LEARNING CPA LEADERSHIP FORUM CHAD COOK KATHERINE BURIK 1 © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

2. STRATEGIC PLANNING Strategic Plan Analysis Mission Vision Strategies Values Action & Growth High level view Provides direction Supports execution 2 © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

3. What is important? How will we measure? What are trends? How do we stack up? 3 ANALYSIS © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

4. MISSION 4 Why does this organization exist? What makes it special? Why do we care? © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

5. What to be want to be in 5 years? What will we look like? Who will we serve? 5 VISION © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

6. How will we accomplish the vision? 6 STRATEGIES © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

7. How will people behave? 7 VALUES © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

8. ANNUAL PLANNING A PROCESS Built on strategic plan Guides annual action Simple, clear, actionable, understood 8 © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

9. Who? Does what (accountability) What? Is the plan (plans) When? Is it due (measures) Where? Will it happen (plans) Why? What is the strategic advantage (goal) How? Will we make this happen (resources) ASSIGN AND ALLOCATE 9 EVERYONE HAS A ROLE © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

10. Fewer interruptions Initial session 1 to 3 days Renewal ½ day or full day OFFSITE IS BEST 10 © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

11. CRITICAL FACTORS: 11 Team building Coming to agreement Number of people Pre-work © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

12. TYPICAL AGENDA STRATEGIC PLAN 5 to 15 min 10 to 15 min 4 to 6 hours 2 hours 1 to 6 hours 1 to 4 hours 1 to 2 hours ½ to 1 hour 15 min ANNUAL PLAN 5 to 15 min 10 to 15 min 2 to 4 hours 2 hours 1 to 6 hours 1 to 4 hours 1 to 2 hours ½ to 1 hour 15 min Welcome……………………………. 1: Overview………………………… 2: Trends and factors…………….. 3: Review previous plan…………. 4: Draft mission or share drafts... 5: Develop plan components…… 6: Validate………………………….. 7: Next steps………………………. 8: Close……………………………... 12 Strategic plan = in depth analysis Annual plan = continuous improvement © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

13. Identify options that result in sustainable outcomes Commit to options Take time Be accountable for agreed upon results OBJECTIVES 13 © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

14. PLANNING STRATEGIES 14

15. TEAMS Execute plans & achieve results SO Include team building exercises to get the most out of your planning 15 TEAM BUILDING STRATEGIES © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

16. Critical to share strategic and annual plans Get input and feedback Answer questions Understand roles Build engagement 16 CASCADING THE PLAN © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

17. 17 TOWN HALL MEETING 1.Welcome 2.Purpose, goals 3.Share strategic plan components 4.Small group break out 5.Debrief with full group 6.Capture high priority concerns, ideas, additions 7.Share next steps © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137 No tables – only chairs Flip charts for every 5 to 7 people Small group breakouts to process the 4 questions  What do you like?  What concerns you?  What questions?  What to add? Follow up with work groups or departments

18. Leaders share feedback Expect requests for adjustments Make minor changes to methods, not overall targets 18 EXECUTION © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

19. Everyone participates Regular high level progress reports – short, with milestones Manage project plans 19 EVERYONE NEEDS A GOAL © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

20. Check for progress Post charts and graphs Plusses and minuses Coach and remove barriers Talk to people Celebrate results! 20 SUSTAINING THE PLAN © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

21. Plan in advance so you don’t waste time Pick methods that work for your leadership team Communicate… often Consider options Hold each other accountable 21 KEY TAKE-AWAYS © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

22. Katherine Burik, Partner, The Interview Doctor, Inc.® www.InterviewDoc.comwww.InterviewDoc.com 330-495-2337 Chad Cook, Chief Catalyst, Cook Consulting Group, LLC www.cookconsulting.bizwww.cookconsulting.biz (330) 329-3137 22 © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

23. INFORMATION STRATEGIC & ANNUAL PLANNING: GROWTH THROUGH SHARING CPA LEADERSHIP FORUM Katherine Burik The Interview Doctor, Inc. Katherine@InterviewDoc.com www.InterviewDoc.com Link with Katherine on LinkedIn Chad Cook Cook Consulting LLC Chad.Cook00@gmail.com www.cookconsulting.biz Link with Chad on LinkedIn 23 © Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

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