INFORMATION STRATEGIC & ANNUAL PLANNING: GROWTH THROUGH SHARING E-LEARNING CPA LEADERSHIP FORUM CHAD COOK KATHERINE BURIK 1 © Cook Consulting LLC 2013

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INFORMATION STRATEGIC & ANNUAL PLANNING: GROWTH THROUGH SHARING E-LEARNING

CPA LEADERSHIP FORUM

CHAD COOK

KATHERINE BURIK

Goals

Plans

Measures

Accountability

4 M Resources

Review

© Cook Consulting LLC 2013 All Rights Reserved www.cookconsulting.biz 330-329-3137

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STRATEGIC PLANNING

Strategic Plan

Analysis

Mission

Vision

Strategies

Values

Action &

Growth

High level view

Provides direction

Supports execution


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What is important?

How will we measure?

What are trends?

How do we stack up?

ANALYSIS


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MISSION

Why does this organization exist?

What makes it special?

Why do we care?


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What to be want to be in 5 years?

What will we look like?

Who will we serve?

VISION


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How will we accomplish the vision?

STRATEGIES


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How will people behave?

VALUES


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ANNUAL PLANNING

A PROCESS

Built on strategic plan

Guides annual actionSimple, clear, actionable, understood


Goals

Plans

Measures

Accountability

4 M Resources

Review

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Goals

Plans

Measures

Accountability

4 M Resources

Review

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

E V E RYO N E H A S A R O L E


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Fewer interruptions

Initial session 1 to 3 days

Renewal ½ day or full day

OFFSITE IS BEST


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CRITICAL FACTORS:

Team building

Coming to agreement

Number of people

Pre-work


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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……………………………...

Strategic plan = in depth analysis

Annual plan = continuous improvement


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Identify options that result in sustainable outcomes

Commit to options

Take time

Be accountable for agreed upon results

OBJECTIVES


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PLANNING STRATEGIES

Assign

• Assign individuals to facilitate one aspect of agenda

Design

• Design discussion topics into every topic on agenda

Create

• Create subgroups to draft plans to present to entire group

Agree

• Agree to norms linked to outcomes

Ask

• Ask the 4 questions after each presentation

Delegate

• Delegate high level goals to small groups

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TEAMSExecute plans & achieve results

SO

Include team building exercises to get the most out

of your planning

TEAM BUILDING STRATEGIES


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Critical to share strategic and annual plansGet input and feedback

Answer questions

Understand roles

Build engagement

CASCADING THE PLAN


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TOWN HALL MEETING

1. Welcome2. Purpose, goals3. Share strategic plan

components4. Small group break out5. Debrief with full group6. Capture high priority

concerns, ideas, additions

7. Share next steps


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

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Leaders share feedback

Expect requests for adjustments

Make minor changes to methods, not overall targets

EXECUTION


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Everyone participates

Regular high level progress reports – short, with milestones

Manage project plans

EVERYONE NEEDS A GOAL


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Check for progress

Post charts and graphs

Plusses and minuses

Coach and remove barriers

Talk to people

Celebrate results!

SUSTAINING THE PLAN


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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

KEY TAKE-AWAYS


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QUESTIONS?

Katherine Burik, Partner, The Interview Doctor, Inc.®

www.InterviewDoc.com 330-495-2337

Chad Cook, Chief Catalyst, Cook Consulting Group, LLC

www.cookconsulting.biz (330) 329-3137

Goals

Plans

Measures

Accountability

4 M Resources

Review


http://www.interviewdoc.com/

http://www.cookconsulting.biz/

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INFORMATION STRATEGIC & ANNUAL PLANNING:

GROWTH THROUGH SHARING

CPA LEADERSHIP FORUM

Katherine Burik The Interview Doctor, Inc. [email protected] with Katherine on LinkedIn

Chad Cook Cook Consulting [email protected] Link with Chad on LinkedIn

Goals

Plans

Measures

Accountability

4 M Resources

Review


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Documents

INFORMATION STRATEGIC & ANNUAL PLANNING: GROWTH THROUGH SHARING E-LEARNING CPA LEADERSHIP FORUM CHAD COOK KATHERINE BURIK 1 © Cook Consulting LLC 2013