Planning for Profits — How to Develop and EXECUTE an Effective Business Plan (17W697-13)
Description
How many organizations would be far more successful if they simply
planned their future* Business Planning is a process by which an
organization envisions its future and develops the required plans and
procedures to accomplish that vision. Developing this unified sense of
direction is essential for success, yet it is frequently overlooked.
This seminar strongly focuses on both the development and EXECUTION of
the plan — too many plans are never achieved. Envisioning is more than
anticipating the future; it is a process through which the organization
can “change” its future.
Learning Objectives
To obtain a working knowledge of Strategic Thinking, Strategic
Planning, Operations Planning, and Financial Planning. Using Business
Process Management to properly link these four planning segments.
To
learn how to identify "key results areas" and analyze "critical issues."
To help the CPA/Financial Leader effectively lead the Business Planning
Process. Step-by-step procedure.
How to use Project Management as a
tool for proper EXECUTION of the plan.
Major Topics
Financial Leadership - how the CPA/Financial Leader effectively leads
the Business Planning process. This critical leadership skill is the
ability to coordinate this unified sense of direction, yet for many
organizations it is frequently overlooked.
Strategic Thinking - this
first step is a determining the direction the organization has decided
to pursue. It is highly intuitive in nature and addresses the
organization's Vision, Values, and Mission.
Strategic Planning - a
dynamic process of deciding what products and/or services to provide,
what markets to pursue, and what processes to improve.
Operations
Planning - essentially the EXECUTION and implementation of the Strategic
Plan. Identifying specific results to be achieved within a given period,
and the actions and resources necessary to achieve these results. Using
Project Management as a tool for successful EXECUTION.
Financial
Planning - describing in financial terms the organization's projected
performance. The tactics developed during the development of the
Operations Plan will drive the development of the Financial Plan ---
these two segments are solidly linked.
