How a Strategic Planning Template Helps Oklahoma CPAs (SlideShare)

Courtesy of Emsco Solutions

http://www.ITGuideforOKCCPAs.com

How a Strategic Planning Template

Helps Oklahoma CPAs

http://www.itguideforokccpas.com/

Sponsored by http://www.ITGuideforOKCCPAs.com

The strategic plan is the

roadmap for successfully

growing your Oklahoma

CPA firmKenny KellerCTO



What Does a

Strategic Plan Do?Kenny Keller

CTO



Strategic planning involves

answering a few fundamental

questionsKenny Keller

CTO



• Who and where are you

as a company? Kenny Keller

CTO



What end goal is your

business trying to achieve

(besides making money)? Kenny Keller

CTO



Where are you as far as

meeting that goal? Kenny Keller

CTO



What do you have in place

already that is driving you

towards your objective?Kenny Keller

CTO



• Where do you want to be?

Kenny KellerCTO



What are your long-term

and short-term goals?Kenny Keller

CTO



• What will it take to achieve

these objectives?Kenny Keller

CTO



What are the exact steps

that need to be made

regarding financial, staff,

client, and equipment

issues to get to where

you want to be?

Kenny KellerCTO



Answer these questions

and you will have an idea

of where you are and

where you need to beKenny KellerCTO



What are the Parts of the

Strategic Planning Template?Kenny Keller

CTO



Start by creating an outline

or template of what you

need to put your plan

togetherKenny KellerCTO



1. Mission Statement

Kenny KellerCTO



2. SWOT

Kenny KellerCTO



3. Long-Term and

Short-Term GoalsKenny Keller

CTO



4. Wants and Needs of

Customers and Industry

TrendsKenny Keller

CTO



5. Actions

Kenny KellerCTO



6. Financial Plans

Kenny KellerCTO



Bottom Line

Kenny KellerCTO



When companies create

a plan, with clear objectives

and actions to achieve them, Kenny Keller

CTO



they will not get sidetracked

or lost along the wayKenny Keller

CTO



Do you have a template

to help you with strategic

planning?Kenny Keller

CTO



Let us know your thoughts

in the Comments box belowKenny Keller

CTO


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How a Strategic Planning Template Helps Oklahoma CPAs (SlideShare)

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Transcript of How a Strategic Planning Template Helps Oklahoma CPAs (SlideShare)