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26Group Home » Blogs » [TA75] The Kick-start Change Implementation Plan

[TA75] The Kick-start Change Implementation Plan

April 9, 2015 By Andrew Robertson

Book a 15min Kick-start session

www.twentysixgroup.com.au

This article is part 1 of a 7 part series on kick-starting your own change implementation plan. I know just how hard it is knowing where to begin on your change journey, so I’ve written this series around the six starting points that I use to make implementation easier for my clients.

Here’s a preview of the complete series:

  1. Five ways to say ‘No’ that will free up time to do higher end work and increase your profitability
  2. Build confidence to implement by getting clear on what you really want
  3. Four ways to declutter your mind and clear your desk for maximum focus
  4. Lead with confidence by leveraging existing knowledge
  5. How to get early wins by uncovering opportunities within your existing client base
  6. Four ways to gain and build strong momentum

Why I wrote this series

I believe the underlying reason people don’t, will not or cannot change is that they lack the confidence to get through the planning stages and truly make changes happen by carrying out their implementation plans.

The typical accountant faces a host of problems:

  • they’re getting busier (and busier!),
  • they have no time to think,
  • they’re making less money,
  • their growth is stalled by other partners,
  • all this is making the good people in your team busier, and
  • your team is not taking ownership.

Why change is required

As these problems increase, the reasons to change increase:

  • keeping ahead of the market
  • moving with technology
  • move with the changing behaviours behind how people buy
  • evolve by choice not force
  • earn better profits
  • develop the business model vs. getting busier

I know first hand just how daunting it is to change the way you work, what you offer, how you offer it and what you do and who to.

To be successful, any change has to fit with your day/weeks. It must include managing people, handling clients, getting work done and be manageable by your admin system.

Any change involves stepping into the unknown and facing uncertainties. This is the basis for this series.

Follow a Real Client’s Journey to Change

Throughout the series, I’ll follow the journey one of my clients has taken through the process of change over the past twelve months. I’ll use their explanation of the benefits to show you just how practical these steps are and the real change strategies available to accounting practices.

Melbourne suburb based firm, too busy doing the work and managing the practice. No time to implement new services, and therefore can only grow through new clients. This was complicated by a team that wasn’t engaged and not taking ownership on jobs and tasks. With no-one taking control of many aspects of client management, there were constantly small things being neglected. Despite this, the firm still earns a good profit, has a good team and good clients. Over the next six weeks I’ll show how we worked together to turn around the surface problems and deliver ongoing benefits to improve multiple areas of the practice.

A Six Step Series on Implementing Your Plan for Change

This series addresses how to confidently begin implementing your change growth plan.

  1. Five ways to say ‘No’ that will free up time to do higher end work and increase your profitability
  2. Build confidence to implement by getting clear on what you really want
  3. Four ways to declutter your mind and clear your desk for maximum focus
  4. Lead with confidence by leveraging existing knowledge
  5. How to get early wins by uncovering opportunities within your existing client base
  6. Four ways to gain and build strong momentum

Next week we dive right in with “1. Five ways to say ‘No’ that will increase your profitability”.

This includes:

  • how saying ‘yes’ undervalues your expertise and caps the prices you can charge
  • How saying ‘No’ frees your mind, increases productivity and creates profits
  • Plus three practical strategies you can implement straightaway.

As always, if there is a specific barrier holding up your firm’s implementation, you’re welcome to share these articles with your colleagues and leadership teams.

Develop your Vision, plan your growth & maintain forward momentum with your own 15 min Kick-start Session

I work with Accountants to grow their practices and help them to transition to the next level and implement VAS… by applying the lessons I learned over 20 years across all levels of practice.

My specialities are in team structuring for ultimate leverage, foundations for delivering VAS and practice management that drives 50% profitability, partner development and strategic growth planning.

My initial consult gives you:

  • 15 minutes to discuss your current position, your goals & roadblocks (just discussing this with someone who has been there before can be of huge benefit & can show you the next step you need to take right now),
  • a greater understanding of whether you can benefit from my experience,
  • the next vital action step required to grow your practice or advance your career,
  • Insight into the unique challenges you and your practice are facing (note your roadblocks now so we can discuss them and you can begin planning your way through them)
  • PLUS…. it’s FREE. No charge, no obligation. Just a chance to discuss your growth and how you can achieve it.

Use the link below to view available spots in my calendar, book yourself in and submit some details on your current position so you can maximise on your session.

Book a Practice Growth Clarity session

 

Or copy and paste this link into your browser>> http://www.timetrade.com/book/6SWV1

 

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Need help? Book a chat with me

If you want to know more about how I can help you implement this strategy, or an entire growth plan in your firm, just use this link to view my diary, share your challenges and book yourself in for an obligation-free chat with an Accounting mentor.

About Andrew Robertson

After managing my own practice to become a proactive business services firm, I sold my share to pursue my calling of being a business advisor. Nowadays I coach other accountancy firms to improve profitability, strategic direction, internal efficiencies and morale.

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