Vision & Strategic Planning Retreats
Is your firm ready to spark innovation, anticipate the future and drive toward a new vision for your future? Or are you uncertain about the right initiatives to focus on in the next year or more? Does your partner team need to gain clarity, unity and accountability? Or maybe you’re at a turning point in your practice and you want to redefine your 5-year vision to re-energize your people and prepare for the changes ahead.
Whatever your objectives are, we facilitate retreats for firm leadership teams to address a variety of needs, including:
- Vision planning – anticipating the future and creating a differentiating 5-year vision plan to guide your firm’s decisions and annual goals
- Strategic planning – identifying your firm’s immediate and long-term priorities and creating specific strategies for the next year
- Unity and accountability – helping leadership teams gain unity, build trust and create transparency within their relationships so they can drive change to improve the firm
- Partner issues – understanding the firm’s current compensation, deferred compensation, governance and/or succession processes and facilitating a meeting to redesign your model to one that is attractive to both new and existing shareholders alike
What’s different about a ConvergenceCoaching-led retreat?
Our unique Mapping Your Success™ strategic planning process enables us to quickly gain an in-depth understanding of your organization and its leaders, involves various stakeholders and identifies the most important success factors to drive toward your goals. Whatever your focus, our process will uncover the areas of upside facing your firm and identify specific strategies to achieve your objectives.
Depending on the focus of your firm’s retreat, we typically deliver our findings and recommendations during an interactive on-site meeting or retreat with your leadership team where we’ll help you make important decisions, commit to necessary change and develop a strategic action plan for the future. We ensure that your firm has clear direction about what steps are happening next, and who is leading them, so that you can maintain your momentum long after the retreat has finished.
Ready to discuss your firm's goals? Contact us to schedule an exploratory call!
Remote Strategic Planning Summit (SPS)
Price: $3,495 per firm
Program Capacity: Maximum of 8 firms with up to 10 participants from each firm
Who Should Participate: CPA and Consulting firms or CPA or Consulting service lines or industry groups with $3M - $10M in annual revenue
Date: We are currently taking registerations for two upcoming summits being held on June 17th and July 27th (the summit will be held in three sessions with breaks in between)
The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives?
Firms must evaluate their strategies to determine where to shift and where to hold steady in these extraordinary market conditions. Our Remote Strategic Planning Summit (SPS) will help your firm, service line or industry group identify short-term strategies and changes to preserve your profitability and better serve your clients while progressing towards your longer-range vision.
The SPS is a unique and completely remote strategic planning format where firms or practice groups survey team members and then engage in small group discussions with key leaders within their firm or group as well as with other leaders from other participating firms or groups. The outcome is that you leave with specific strategies to focus on that are unique to your firm’s or group’s needs, goals, and vision.
Prior to the event, pre-work in the form of a survey of your team members is conducted. The survey helps you and us uncover the collective opinion of your firm’s top strengths, opportunities, challenges, threats and more. This allows us to apply the conditions in today’s market and help you evaluate where your plans may need to shift to ensure sustained success. That way, you can help your clients do the same. The summary results for your firm or group and some pre-reading material will be provided to you for review ahead of the summit.
During the SPS, we’ll encourage the use of webcams for each participant so that the participating firms may get to know one another better in large group sessions and work together in breakout rooms for small group discussion with your firm or group members only. Our facilitators will work with each firm or group throughout the summit to provide guidance and insights, leading the group as a whole to craft short- (immediate) and long-term (12 months) strategic objectives that account for impacts and opportunities arising from COVID-19 and an uncertain economy. We will also explore the need for flexibility, nimbleness, and contingency plans to address the continuous change and disruption happening in our world and marketplace.
The SPS is perfect for firms or practice groups whose current budgets cannot support a dedicated retreat facilitator and offers a cost-sharing model for those who participate. The fee to participate in the summit is $3,495 per firm or practice group for up to 10 of your team members.
For questions or more information, contact us for a copy of the SPS FAQ’s or to schedule a call with one of our team members.