Monday, June 5th, 2017

Good Intentions…. No Implementation

“Do or do not. There is no try.” – Yoda

I write about implementation often, it is one of my favorite, and sometimes frustrating, topics.

Summer conference season is upon us. You (a CPA firm leader), will go to a conference to gather new ideas and learn about current trends in the CPA profession. While at the conference, you begin to actually get excited about some of the ideas and begin to visualize how the ideas could work in your firm.

You gather more ideas, make numerous notes, meet some very interesting people and begin to really get a sense of renewal, optimism, and think: “We can do this at our firm!”

What happens when you return to your office? Many leaders immediately get BUSY with the day-to-day fire-fighting and soon the notes you took and the excitement you felt begin to fade. You think to yourself, “I’ll bring it up at our next partner/management meeting.”

Don’t allow yourself to become demotivated. Try some of these practical steps….. Wait! Don’t “try.” DO THESE THINGS:

  • Summarize your notes, identify the best and most critical ideas that your firm could use.
  • Meet with the key management leaders and explain the ideas verbally to them.
  • Send the summary to every parter and other internal management leaders and specifically ask them to read the summary. Let them know you will be talking to them individually about the points.
  • Give them one week and then begin making brief visits to each partner.
  • Share your excitement and stress the points that you believe are critical to the firm.
  • After this is done, ask that the points be put on the next partner meeting agenda and push for at least one or two to be approved.
  • Make an Action Plan (specific steps) that needs to happen and assign the steps to specific individuals.
  • Then take action! You can’t do it alone, enlist others to help you.
  • "Have you got a problem? Do what you can where you are with what you've got."
  • Theodore Roosevelt

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