策略及规划
In today’s changing business climate, it’s more important than ever to underst和 why your firm exists 和 where it’s headed in the future. Strategic planning is the foundation for growth 和 sustainability 和 often takes a back seat to client workload. Save time 和 money as you plot your firm’s direction with these tools. Also consider joining a community where you can easily network with peers 和 share creative strategies 和 solutions for practice management success.
加入 the pcp Firm Practice Management Section today!
按设计分发 is a program about remote work. It equips firms with the knowledge 和 resources to conduct proper planning 和 decision making to ensure remote work, 作品!
Find your way through the latest trends on the horizon while embracing generational differences 和 continuing to meet client needs 和 expectations.
Succession 规划 Resource Center 和 Emerging Partner Resources
Ready to build or wind down your career? The emerging partner resources will help you make the most of new opportunities. And the most recent succession survey will help to determine how your future relates to your peers while the succession guide 和 tools will help you get ahead.
Use this simple process 和 related tools to construct a one-page strategic plan.
客户评估工具 和 Client Disengagement Letter
Evaluate your existing clients 和 rank them based on set criteria. After conducting this evaluation, terminating a few clients may be necessary.
按公司规模划分的, networking group meetings provide a forum for in-depth practice management discussions 和 an exchange of best practices with firms throughout the country.