How a Strategic Planning Template Helps Oklahoma CPAs (SlideShare)
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Transcript of How a Strategic Planning Template Helps Oklahoma CPAs (SlideShare)
Courtesy of Emsco Solutions
http://www.ITGuideforOKCCPAs.com
How a Strategic Planning Template
Helps Oklahoma CPAs
Sponsored by http://www.ITGuideforOKCCPAs.com
The strategic plan is the
roadmap for successfully
growing your Oklahoma
CPA firmKenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
What Does a
Strategic Plan Do?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Strategic planning involves
answering a few fundamental
questionsKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
• Who and where are you
as a company? Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
What end goal is your
business trying to achieve
(besides making money)? Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Where are you as far as
meeting that goal? Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
What do you have in place
already that is driving you
towards your objective?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
• Where do you want to be?
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
What are your long-term
and short-term goals?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
• What will it take to achieve
these objectives?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
What are the exact steps
that need to be made
regarding financial, staff,
client, and equipment
issues to get to where
you want to be?
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Answer these questions
and you will have an idea
of where you are and
where you need to beKenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
What are the Parts of the
Strategic Planning Template?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Start by creating an outline
or template of what you
need to put your plan
togetherKenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
1. Mission Statement
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
2. SWOT
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
3. Long-Term and
Short-Term GoalsKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
4. Wants and Needs of
Customers and Industry
TrendsKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
5. Actions
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
6. Financial Plans
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Bottom Line
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
When companies create
a plan, with clear objectives
and actions to achieve them, Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
they will not get sidetracked
or lost along the wayKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Do you have a template
to help you with strategic
planning?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Let us know your thoughts
in the Comments box belowKenny Keller
CTO
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