Strategic Planning For Small and Medium-Sized Businesses: Moving from Ideas to Action

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4.0 Credits

The fast-paced, global economy in which we operate demands timely strategic execution from all participants.  Effective and efficient performance is the key to success in this environment of rapid change.  Cutting-edge firms not only monitor their operations through the use of Performance Based Measurement, they also link it to their strategies and their Financial Plans.  


*Discover how to generate an effective Strategic Plan (SP) in your business

*Learn the basics of Performance Measurement (PM)

*Create strategically driven Critical Success Factors (CSF’s)

*Discover how to integrate SP and PM with the Balanced Scorecard (BSC)

*Gain insight on how to build a strategically-correct Financial Plan ($P)

Major Topics

*A simple but effective approach to Strategic Planning

*Current approaches to performance measurement

*Linking strategic planning with performance measurement

*Using critical success factors to align strategy with action

*Exercise: creation and critique of CSF’s

*Linking CSF’s with the Balanced Scorecard

*Tying the Financial Plan to the Strategic Plan

*Integrated performance metrics success stories: real progress in the real world

*Exercise: Putting it all together-building an integrated balanced scorecard

Designed For

CPAs in practice and Members in Industry


Prior experience in some aspect of business planning

Advanced Preparation