Tuesday, February 10th, 2015

Planning Your 2015 Partner Retreat – What’s Really Important?

About this time of year, many CPA firm leaders make some decisions about when to have your annual retreat, where to have your annual retreat and who should facilitate your annual retreat. That’s all well and good – do that.

Here’s my advice:

  • Keep it simple
  • Focus on fewer initiatives and shorter timeframes.

It is better to identify one important item and get it done in 6 months than to make a list of 6 or 8 important items and not do any of them well.

All partners have “pet” projects, things they would like to see accomplished or implemented. Most of them are important. But, as firm leaders, it is your job to pick the most important and then get it done!

As Michael Porter has said, “The essence of strategy is choosing what not to do.”

  • "Take time to deliverate, but when the time for action comes, stop thinking and go in."
  • Napoleon Bonaparte

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