think, plan, grow!™. why collaboration will rule our world in professional services? what does...

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Think, Plan, Grow!™ Collaboration 101 Collaboration, Communication and Accountability

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Think, Plan, Grow! ™

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Page 1: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow!™

Collaboration 101

Collaboration, Communication and Accountability

Page 2: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Outcomes• Why collaboration will rule our world in

professional services?

• What does true collaboration look and feel like?

• Is your organization ready for the change?

• What are the actions you must be taking today?

Page 3: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Your Expectations?

Page 4: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

What Is Collaboration?

Page 5: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

The Three Pillars of Collaboration?

• Internal• Peer Organizations• Vendors

Page 6: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Organization Culture • Creative• Collaborative• Competitive• Controlled

YOU MAKE THE DECISION

Page 7: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Poll #1What word most describes your firm culture?

1. Creative2. Collaborative3. Competitive4. Controlled

Page 8: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Embrace the Change

Page 9: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Keys to Success

• Trust• Accountability• Visioning• Communication

Page 10: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Understand Your Team

• Strengths• Unique Ability• Communication • Understanding• Accountability

Page 11: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Start Your Engine

• Leadership must commit• From the inside out• Progress – not perfection• Get the Team Excited

Page 12: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Poll #2Where do you believe your firm should focus

their collaboration strategies in the next year?

1. Internal/Team2. External/Peer Firms3. External/Vendors

Page 13: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

This is only the beginning!

• Performance• Clients• Vendor Partners• Compensation• Technology

Page 14: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Collaboration Action Steps

1. Leverage your best resources2. Encourage group thinking3. Embrace diversity4. Consider new ways to assess

value5. Replace the ladder with a lattice6. Set up a future leader initiative7. Determine a time line

Page 15: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Call to action“Don’t tell me that you had a great meeting or a great conference.

Tell me what will you do on a Monday morning going back to your desk that will be different”

– Peter Drucker

Page 16: Think, Plan, Grow!™. Why collaboration will rule our world in professional services? What does true collaboration look and feel like? Is your organization

Think, Plan, Grow! ™

Boomer Consulting, Inc.Sandra Wiley

• Shareholder and Senior Consultant at Boomer Consulting.

• Expertise in Human Capital, Practice Management, Core Skills, Growth Initiatives

• Creator of CEO Advantage Program and P3 Leadership Academy

• Accounting Today Top 100 – 2009 through 2012

• LEA Innovation Edge Award 2012

• Most Powerful Women in Accounting Award 2012

• Professional Speaker, Author, Consultant

• My Passion – Helping You Succeed!

[email protected]