Think, Plan, Grow! Sandra Wiley COO and Shareholder Boomer Consulting, Inc. Think, Plan, Grow! Partner Manager C-Suite Staff Accountant Administration Think, Plan, Grow! Setting expectations in your firm Developing a process of accountability Correcting today and protecting tomorrow Pulling it all together TRUST! Your action plan Think, Plan, Grow! F i r m C u l t u r e PerformancePerformance Low High 1 Easy Decision Terminate 4 Leader - Star 3 Tough Decision Resist change Arrogant Abuse authority Treat staff poorly Do not develop others 2 Give 2 nd Chance Training Learning Teamwork Focus Culture Think, Plan, Grow! Yes No Think, Plan, Grow! DESTROY TRUST Think, Plan, Grow! Mark Twain Think, Plan, Grow! 1.Define it 2.Commit 3.Prepare 4.Share 5.Listen 6.Recommit and Consequences 7.Collaborate 8.Document Think, Plan, Grow! Yes No I am not sure Think, Plan, Grow! 1 - poor 2 - weak 3 - neutral 4 - good 5 excellent Think, Plan, Grow! Maintain Confidence Think, Plan, Grow! Self Relationship Organizational Market Societal Think, Plan, Grow! Dividend Tax From The Speed of Trust by Stephen M. R. Covey Think, Plan, Grow! = From The Speed of Trust by Stephen M. R. Covey Low Trust = Think, Plan, Grow! High Trust = = From The Speed of Trust by Stephen M. R. Covey Think, Plan, Grow! Efficient Effective Improving Cutting Copying Different Impossible Management Leadership The 7 Levels of Change Think, Plan, Grow! 1 - Efficient 2 - Effective 3 Improving 4 - Cutting 5 - Copying 6 - Different 7 - Impossible Think, Plan, Grow! 1.Review Your Partner Agreements 2.Look at Your Accountability Process for the partners. 3.Review your governance 4.Make an appointment with someone that is under performing 5.Schedule a meeting to discuss this information as a group Think, Plan, Grow! com/ Tim McNamara and Nancy Rousch Think, Plan, Grow! Sandra Wiley, Shareholder and Senior Consultant at Boomer Consulting. Expertise in Human Capital, Practice Management, Core Skills, Growth Initiatives Creator of CEO Advantage Program and P3 Leadership Academy Accounting Today Top 100 2009, 2010 Professional Speaker, Author, Consultant My Passion Helping You Succeed!