A Checklist for Running Your Retreat

Source: RedZone, Play of the Month

Excerpts below are reprinted with permission from Accountants Advisory Group.

Following are highlights of Joe Tarasco's suggested retreat topics:

• Succession Plan. Does the firm have the proper mix of partners, leaders, and staff to be an independent firm of the future? If not, plan for alternative strategies such as recruiting or mergers.
• Partner accountability for achieving the firm's strategic goals.
• Marketing strategy. Take into account competition, the marketing abilities of your partners and key staff, and the needs of the marketplace. Develop services to assist current clients and prospective clients to implement business solutions during tough times.
• Increasing profitability through the proper mix of client services, maximizing efficiencies in delivery of services, and utilizing the firm's talent to the greatest extent possible.
• Career development training that will be necessary to produce the firm's future partners and leaders.
• Technology plan in relation to profitability and the firm's strategic plan, including software, hardware, networking, client portals, security, help desk, training, and technology personnel and/or consultants.

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From RedZone, Play of the Month, Accountants Advisory Group LLC, www.accountantsadvisory.com, June 2010.