Strategic Planning For Small and Medium-Sized Businesses: Moving from Ideas to Action

  • Monday, April 22, 2019

    9:00am – 1:00pm
  • 4
    Management Services

The fast-paced, global economy in which we operate demands timely strategic execution from all participants.  Effective and efficient performance is the key to success in this environment of rapid change.  Cutting-edge firms not only monitor their operations through the use of Performance Based Measurement, they also link it to their strategies and their Financial Plans.  


*Discover how to generate an effective Strategic Plan (SP) in your business

*Learn the basics of Performance Measurement (PM)

*Create strategically driven Critical Success Factors (CSF’s)

*Discover how to integrate SP and PM with the Balanced Scorecard (BSC)

*Gain insight on how to build a strategically-correct Financial Plan ($P)


*A simple but effective approach to Strategic Planning

*Current approaches to performance measurement

*Linking strategic planning with performance measurement

*Using critical success factors to align strategy with action

*Exercise: creation and critique of CSF’s

*Linking CSF’s with the Balanced Scorecard

*Tying the Financial Plan to the Strategic Plan

*Integrated performance metrics success stories: real progress in the real world

*Exercise: Putting it all together-building an integrated balanced scorecard

Additional Information

Designed For

CPAs in practice and Members in Industry



Advanced Preparation



Prior experience in some aspect of business planning

Field of Study

Management Services

Course Number


Level of Knowledge


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