Strategic Plan – Implementation Update Donal Watkin Deputy Executive Director.
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Transcript of Strategic Plan – Implementation Update Donal Watkin Deputy Executive Director.
![Page 1: Strategic Plan – Implementation Update Donal Watkin Deputy Executive Director.](https://reader035.fdocuments.in/reader035/viewer/2022062314/56649ebf5503460f94bca196/html5/thumbnails/1.jpg)
Strategic Plan – Implementation Update
Donal Watkin
Deputy Executive Director
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Consists of:
• Mission Statement.
• Vision Statement.
• 7 Strategic Objectives.
• 49 Tasks.
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Coming Soon
• Increased Marketing Committee Output:– Mobile Application.– Re-designed Web Site.
• Cross Border Data Base.• People Development Team
– Launch of Global Secondment Programme• Tax Director
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International Marketing Committee: Current projects
• Nexia website re-design
• Nexia directory – mobile application
• Client facing e-newsletter
• P.R. activity
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Website
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Nexia Directory – Mobile Application
• Multi-function Directory app
• Available via iTunes/Blackberry App World / Android Marketplace
• Formal launch w/c 11 April
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Search facility
• Firm• Location• Partner Name• Partner expertise• Default to Contact
Partner
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Search Results
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Thought Leadership
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P.R. Activity
• P.R. resource provided by Thirdperson
• Corporate brochure
• Market/technical reports
• Technical articles
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Corporate Brochure
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Market Reports
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Member Contribution
• Marketing contacts
• Marketing output:Press releasesTechnical articles
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Strategic Objective: 6
Encourage referral business flows across the network and support collaboration between members
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Cross Border Data Base
• Working Group Members:Ian Stone ( Nexia Court Australia).Chris Appleton ( Smith &Williamson UK)Dan Vanderberg (Rehmann USA).
• Purpose: To identify potential subsidiary clients.
• Protocol developed.• Asia Pacific pilot trial.
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Strategic Objective : 7
Encourage greater knowledge sharing opportunities amongst Members through the continued development of international technical committees, specialist interest groups and technical training initiatives.
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Tasks
• Create an International Education, Training and Secondment Committee in order to develop and coordinate the ‘softer’ benefits of membership
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People Development Team
• Committee Composition:Chairman - Mike Bishop (Smith & Williamson, UK).Anita Aloisio (Nexia BT, Malta)Daniel Abelovich (Polano & Assoc, Argentina)Claire Davis (Smith & Williamson, UK)Vickie Fan, Fan, Chan & Co, Hong Kong)Phil Grant (Nexia ASR, Australia)LaChel Hird (LarsonAllen, USA)Nick Kelsey (Saffery Champness, UK)Julia Paulding (Saffery Champness, UK)
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People Development Team
• Purpose: To provide access to high quality training
support and secondments.
• First meeting held in London 30th and 31st March.
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People Development Team - Output
• People Development Framework• New Manager & Senior Manager Courses• New Partner Course• Secondments-Publicise and Evaluate• People Development Brochure
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Tasks
Ensure that there is a rigorous set of procedures and guidelines governing Nexia’s internal operations and its interaction with Members
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Nexia Operating Procedures
• Role of the Contact Partner
• Criteria for Membership
• Obligations of Membership
• Non-Budgeted Expenditure
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Role and Duties of the Contact Partner
The Role• Point of contact for International/regional/umbrella group
secretariats and for other members• Promoting Nexia within their firm – ensuring
staff/employees are kept informed regarding Nexia activity• Ensuring their firm meets its Obligations of Membership
(see respective Operating Procedure)
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Role and Duties of the Contact Partner
Duties• Ensure incoming communications from member firms
firms are acknowledged promptly (at least within 2 working days)
• Be aware of significant communications between their firm and other members
• Advise the International Secretariat of changes in personnel/contact/address details
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Role and Duties of the Contact Partner
Duties continued
• Ensure administrative requirements from Nexia are met
• Ensure Nexia information/publications are circulated as appropriate
• Provide feedback/issues to the Secretariat regarding communication/collaboration with other members
• Appoint a deputy to perform this role when they are out of the office/on leave etc.
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Organisational & Financial Growth 2010
• 2010 Fee Income: US$2.08bn - 0.5%
• 580 Offices -1.7%
• 2,280 Partners +1.7%
• 20,000+ Total Staff -3%