This is a continuation from our previous blog post, The Marriage of Financial and Organizational Excellence. Read the introduction, here. Below is one of the three most impactful ways this union will move your agency forward. How an agency approaches strategic plan sessions dictates how likely it is to achieve their goals. Typically, an agency… Continue Reading
Rehumanizing the Strategic Plan Process It’s that time of year. Holiday decorations are going up and presents are being purchased. Business budgets and plans are being made for the new year. 2020! Let’s look at it as if were 20/20 – as in perfect vision. What does the future hold for your agency? Many of… Continue Reading
Don’t take a hands-off approach to year end planning As we head into the fourth quarter and year-end, many agencies will be preparing to work with their CPAs to produce year-end financial statements and tax returns. This time of year is usually filled with more dread than excitement as agency owners face up to the… Continue Reading
Trajectory:The Forgotten Key Performance Indicator Imagine being a passenger on a flight to the moon… The command center is busy collecting and monitoring hundreds of dials, gauges and metrics. The pilots are reviewing the results to ensure all systems are “go.” Every last detail is scrutinized for potential dangers. As a passenger, we’re really unaware… Continue Reading
Does this sound familiar: Year after year New Year’s Eve comes and so do the resolutions. Big ideas, goals and plans are the way to get off to a fresh start, right? Past failures won’t deter you! This will be the year you get them done. Then again, you might be on the other end… Continue Reading
