Creating a One Page Strategic Plan
Because strategic planning is an essential practice for growth and sustainability, PCPS teamed with Boomer Consulting, Inc. to provide CPA firms with a simple process and related tools to construct a one page strategic plan. This one page plan should act as the basis for all firm objectives, including the process of deriving recruiting and performance management goals.
Guide to Strategic Planning
The Guide is provided in three different formats. You can read the Guide with or without videos presented by the staff of Boomer Consulting, Inc. providing background as you progress through the process or you can use a PowerPoint that is designed to be used by a facilitator during the actual strategic planning session.
- PDF with video (To access this file you will be redirected to a webpage not hosted by AICPA. This file is large and may take time to download. It’s recommended that you save the PDF to your desktop for faster use)
- PDF without video (This file is much smaller than the above and is probably more suited to distribute to planning session participants.)
- PowerPoint with video (To access this file you will be redirected to a webpage not hosted by AICPA. This file is large and may take time to download. It’s recommended that you save the PowerPoint to your desktop for faster use.)
Related Tools
Use these tools to complete the exercises included in the above Guide to Strategic Planning.
- Exercises (This is a fillable PDF of all exercises and it is recommended that it be distributed to participants electronically so they have it available during the planning session.)
- Upside Down Budget Tool (This is an Excel spreadsheet and it is recommended that it be distributed to participants electronically so they have it available during the planning session.)
