Strategic Objective 1. Enhance the success of the firm and its employees.

Measurement % growth in annual revenue Growth in annual profitability % of staff achieving professional certifications. Staff retention rates. Comparison to peer firm statistics in Boomer Circles

2. Improve the firm’s succession and retirement plans.

Completion of a written plan Successful retirement of one or more owners % Funding of plans

3. Develop and maintain the firm’s technology in order to provide a strategic competitive advantage.

% of net revenue invested annually Amount invested per FTE Increase in revenue per FTE

4. Implement a firm learning/training program in order to hire and retain quality personnel.

Evaluation of personal training requirements for each employee as a benchmark. Report on number of courses completed Surveys of personnel Focus group feedback Compliance with firm policies and procedures Success of firm sabbatical program

5. Enhance the one-firm (Shared Vision) concept and develop a firm culture based upon teamwork.

Strategy/Initiative 1.1 Develop and implement a firm growth plan for the next five years. Complete and maintain the upside down budget Project internal growth – requires consensus Project growth through acquisition – requires consensus 1.2 Develop a policy and related procedures for capital and debt requirements/limits. Operating capital Admittance of owners Funding of acquisitions 1.3 Manage head count to revenue per FTE in all departments Establish prior year benchmarks Establish goals for the coming year Utilize outsourcing as appropriate 1.4 Develop a firm marketing and sales plan 1.5 Develop a training/learning plan. 2.1 Review and update all employment agreements 2.2 Develop the policy and procedures associated with the election and success of the CEO position. Term of office Re-election policy and procedures Job description Evaluation procedures 2.3 Review and update all stock redemption plans. 2.4 Each employee over age 50 must complete a one-page succession plan 2.5 Review all insurance policies and evaluate requirements. 2.6 Implement and fund a 401k plan. 3.1 Develop, approve and implement a comprehensive technology plan and three year budget that integrates with the firm’s strategic plan. 3.2 Hire a Learning Director to coordinate Continuing Professional Education and technology training. Professional educator with leadership skills Excellent communication skills 3.3 Join the Boomer Circles for coaching, best peer practices and the Extranet. 3.4 Implement a document management system. 3.5 Implement secure client portals with multiple advisor access 3.6 Implement an integrated financial reporting system. 4.1 Hire a Learning Director. Professional educator Reports directly to CEO 4.2 Complete a training needs assessment. 4.3 Develop a training curriculum. 4.4 Schedule and conduction training sessions. 4.5 Acquire and implement a Learning Management System. 4.6 Implement a centralized help desk and Intranet 5.1 Review, document and update firm policies and procedures. Internal tax return preparation Sourcing policy and procedures Financial statement preparation Time entry and billing 5.2 Develop a firm sabbatical program. Owners – One month every other year. Principals & managers with over five years – one month every three years 5.3 Implement a balance scorecard plan. Client satisfaction Compliance with firm polices and procedures Financial Training and learning 5.4 Review and update partner compensation plan.

Due Date September 30, 20xx

Assigned To CEO - Partners

December 30, 20xx

CEO – Executive Committee

March 31, 20xx

CEO – PICs

June 30, 20xx See objective # 4. December 31, 20xx December 31, 20xx

Marketing Director CEO – Legal Counsel CEO – Firm Adm. Task Force

March 31, 20xx October 31, 20xx June 30, 20xx June 30, 20xx September 30, 20xx October 15, 20xx

Task Force Owner Firm Adm. Firm Adm. CEO – Firm Leaders CEO-HR

ASAP June 30, 20xx September 31, 20xx December 31, 20xx September 30, 20xx

Partner & IT Leader Task Force Task Force Task Force CEO – HR

June 30, 20xx December 31, 20xx October 15, 20xx September 30, 20xx December 31, 20xx September 30, 20xx

Learning Director Task Force Learning Director/Key Personnel IT Director Task Forces

June 30, 20xx

Task Force

December 31, 20xx

Task Force

December 31, 20xx

CEO – Exec. Committee

Jones & Company, LLP Strategic Game Plan

Vision Jones & Company, LLP will be the major firm in the Kansas City region offering quality service to small and medium businesses and their owners.

Mission Statement Jones & Company, LLP is dedicated to implementing strategies that enhance the well being of our people and the clients we serve.

Core Values Client relationships Integrity and honesty Preparedness Personal development Respect and teamwork Accountability/Responsibility Rapid adoption of new processes & technologies

Strategic Objectives Enhance the success of the firm and its employees. Improve the firm’s succession and retirement plans. Develop and maintain the firm’s technology in order to provide a strategic competitive advantage. Implement a firm learning/training program in order to hire and retain quality personnel. Enhance the one-firm concept and develop a firm culture based upon teamwork.

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