Strategic Planning Virtual Facilitator
| Features | This Means | You Benefit Because |
| A video overview for each step of the strategic planning process | You will have a context for your planning efforts | There is a roadmap to guide you from start to finish |
| Successful processes we use every day to guide our large firms through the planning process | You have a proven process to guide you in planning for your firm | This is a thorough process, battlefield tested, grounded in sound theory and practical application |
| Video Instructions for each step of the way | This process takes the guessing out of the details of each step | You are using a methodology that works |
| Downloadable worksheets to stimulate your thinking as to what is important to you | You may easily and quickly immerse yourself into the creative process | We’ve provided you with detailed coaching to maximize the effectiveness of your time |
| Both plan development and implementation tools | This process helps you overcome implementation barriers—since many planning efforts fall short on implementation success | You receive a meaningful plan to implement that can quickly result in real change at your firm |
| Pricing ($495) | You pay pennies on the dollar for what this level of guidance typically costs in the marketplace | This is a unique, cost-effective offering built to help the small CPA firm accomplish this powerful process |
Download
| File |
|---|
| SPFV 2021.pdf |
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.