Change Management and Strategy
Change Management and Strategy sub-category of our CPA Practice Management Knowledge Center
A Strategic Response To Tight Labor Markets Position Paper
124.21 KBThe Dilemma People are the key ingredient to an organization’s success. At the same time, people and personnel issues are some of the biggest concerns of many organizations today.The continued economic...
Change Management Fundamentals – Part 1
121.09 KBChange Management is a hot topic today. That is probably partially true because “change” isn’t something you are expected to do once in a while anymore, but rather, “change” is something we are...
Change Management Fundamentals – Part 2
0.00 KBWe pick up in this column with how firms need to alter their thinking as to what best practices might look like near term to better position themselves for the future that is almost here NOW. First of...
Change Management Fundamentals – Part 3
229.73 KBWe pick up in Part 3 of this column series with some additional changes in best practices which will help you better focus your talent on what is truly important to the firm’s future. As well, we will...
Growth Strategy And Profitability Position Paper
79.89 KBMany organizations have strategies focused on growth. But some of these firms may be missing the mark. Growth for growth’s sake can result in disaster. Too often businesses, especially those in the small...
Leadership for Our Changing Times Part 1: Strategy and Change Management Handout.PDF
691.19 KBLeadership for Our Changing Times Part 1: Strategy and Change Management Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/1-strategy-change-management/ <Handout...
Metrics-Their Value is in Creating More Questions - Part 1
73.77 KBWhen it comes to metrics, we don’t spend a lot of time with them. Don’t get me wrong, we look at them, but they are simply a view of the firm at a point in time, not a solution. Metrics just help...
Metrics-Their Value is in Creating More Questions - Part 2
84.12 KBWe discussed several metrics in the first column: Realization, Leverage, Net Income per Partner, and Business Generated. We will pick up this article with more metrics for your consideration. The theme...
Metrics-Their Value is in Creating More Questions - Part 3
0.00 KBIn our two previous columns, we have discussed Realization, Leverage, Net Income per Partner, Business Generated and Capacity Budgeting™. We will pick up this column working through a tool we use to...
Overcoming Barriers To Change Position Paper
101.14 KBRecently, the chair of a nonprofit board told me that he was looking forward to a planning session that would result in real change at his organization—not just some “feel‐good” activities. Strategic...
We help organizations implement their unique strategies by:
• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.