• Attract more clients
• Attract bigger and more prestigious clients
• Add more value and charge higher fees
• Build deeper relationships with their best clients
• Keep the competition out

Creating a compelling, executable business plan is the single most important thing that any organization can do. The problem is that most small and medium sized organizations don't do any business planning at all because they don't have a trusted advisor with the skills to guide them through a proven process. As a CPA , you are perfectly positioned to help your clients create and maintain a strategic and operational plan that will dramatically improve their results.

• Understand the importance of ongoing professional development
• Have an intimate knowledge of your clients' operation
• Have a relationship of trust with clients
• Posses the skills and education to learn an important and tightly complimentary new skill set
• Have a desire to be seen as a trusted business advisor that really makes a difference to your clients' success

I have taken the most important components of successful business planning processes and created a program that is specifically tailored to your needs, and the needs of your clients.

This is not business planning for dummies! This is a comprehensive, leading edge business planning program for serious financial professionals.

This comprehensive business planning process is broken down into 12 easy-to-learn key concepts that you will employ with clients in a step-by-step professional fashion. To help you master the program quickly, the key concepts in the package are presented in 3 different ways:

• Written documentation in 12 chapters.
• PowerPoint slides divided into 12 presentations.
• Audio CD's of me delivering the key concepts in Boot Camp training sessions.

The Integrated Planning Model

The Integrated Planning Model is the basis for understanding how a successful business planning process fits together. The lack of this overarching model is the reason why most business plans fail. The Integrated Planning Model will help you understand the overall process that you will take your clients through to create a business plan that works. The model will also help you explain the process to your clients in a concise and professional manner. In Concept #1 you will learn: How the main components of business planning fit together in a successful business planning process. The basics of putting the Integrated Planning Model into practice with clients.

The CPA 's Role in Business Planning

Concept #2 will give you an overview of your role in the business planning process, and when to employ the various tactics and techniques at your disposal. In Concept #2 you will learn: An overview of the role of meetings, facilitation, and the various business planning documents. How to ensure your clients' participation in the process, and their ownership and commitment to the plan.

The Practical Vision Statement

Vision Statements are one of the most important components of a really good business plan. They are also the most overused, abused, and poorly written part of almost all the business plans you will ever see. In Concept #3 you will learn: The principles of creating a practical, useful and compelling vision with your clients. The components of a great vision statement. Examples of the best and worst vision statements. A step by step process to create a Practical Vision Statement with clients.

Strategic Imperatives

Strategic Imperatives are the single most important aspect of the Integrated Planning Model. This is a new concept for most CPA 's, and it's essential that you understand it, and learn how to put Strategic Imperatives into practice. In Concept #4 you will learn: What Strategic Imperatives are, and why they are so important to a successful business plan. The principles of creating Strategic Imperatives with real world examples. A step by step methodology to create Strategic Imperatives with your clients.

Operational Planning

Operational Planning, its concepts and implementation are a large focus of the Business Planning Boot Camp, and must be an important focus for your work with clients. The mistake that most organizations and planning consultants make is to skip over operational planning, the result is usually a good strategy that is never executed. In Concept #5 you will learn: What Operational Planning is, and how it fits into the broader Integrated Planning context. How successful companies use operational plans to bridge the gap between strategy and execution. How to create an operational plan with your clients.

The Planning/Execution Gap

This is a unique view on why so many business plans fail, and how to help your clients create a plan that works. In Concept #6 you will learn: How to identify the planning gap in your clients' planning process. The components of the gap, and how to address each component with a step by step approach. How to improve the strategic and operational foundations to shrink the planning/execution gap.

The Seven Deadly Mistakes of Business Planning

Reinforcing the concepts learned in the first 6 concepts, The Seven Deadly Mistakes of Business Planning will give you more real world examples to master the overall business planning process. In Concept #7 you will learn: At least seven mistakes that are being made by all but the most forward thinking companies. How to use the concepts learned in The Business Planning Boot Camp to help your clients avoid making these mistakes.

Lessons Learned from Canada's Biggest Companies

Many important lessons have been learned along the way that CPA 's can use to help their clients navigate through their own planning process. In Concept #8 you will learn: The big advances in business planning in the past decade, and the important lessons learned as theory was put into practice. How you can apply lessons from Canada's biggest companies in your work.

Dynamic Business Planning

By the end of Concept #8, you should have a good understanding of The Integrated Planning Model, all of its parts, and how to apply it. Dynamic Business Planning will help you take business planning to the next level, to help your clients create a planning process that is truly leading edge. In Concept #9 you will learn: The fundamentals of planning frequency and planning horizon. The principle of diminishing detail in business planning. How to make January 1st (or fiscal year end) just another day. How to help your clients establish a system of rolling business and financial plans.

Understanding Value Proposition

Without a clearly articulated, well understood, statement of value proposition, it's impossible for a company to describe a compelling vision and strategy. In Concept #10 you will learn: What a statement of Value Proposition is and why it is important to your clients' business plan. How to help your clients understand and articulate their Value Proposition. How the Value Proposition fits into the broader context of the business plan.

Project and Action Planning

This is the area of Planning where "the rubber hits the road." In Concept #11 you will learn: How to ensure that action plans are tightly integrated with your clients' overall business plan. An easy to use model for understanding and assigning responsibility and accountability in action plans. How to help client's staff create and integrate personal 90 Day Plans into the overall planning process.

Financial Planning

You understand your clients' finances better than anyone, and you can add tremendous value by helping to ensure that the financial plan is tightly integrated with the rest of the business plan. In Concept #12 you will learn: The key principles of Financial Planning integration How to ensure the business plan you help clients create isn't just "all about the numbers"

• Business Plan Templates and Samples
• Strategic Imperative template
• Integrated Initiative list spreadsheet
• Sample process explanation presentation for clients
• Integrated Planning Model diagrams
• Template for learning the Integrated Planning Model
• Special report on the benefits of using the Integrated Planning Model
• Sample engagement Kick-Off letters
• PowerPoint to introduce clients to The Practical Vision Statement
• PowerPoint to introduce clients to Strategic Imperatives
• Diagram of the Planning/Execution Gap for use with clients
• Business Planning Assessment Tool
• Sample agendas for planning group meetings
• Special report on helping clients break down operational silos
• Accountability Model
• Law of diminishing detail diagram
• My Rolodex of Planning References

• Be blown away by the amount and quality of information you receive when you open the package
• Tell other CPA 's about the value you received compared to the investment you made
• Make the investment and start putting the Boot Camp into practice in your own work to get immediate payback.

• Get one new client
• Keep potential competitors out of one client
• Retain one client
• Edge out a competitor to get a prestigious client
• Add more value, and charge higher fees

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