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Get in the Game Use New World Tools and Broaden Your Playbook to Win More Business in the Accounting Profession
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About Doug Sleeter
@dougsleeter
CPA Practice Advisor Columnist, Successful Small Business Consulting
Top 25 Thought Leaders, 2011-‐2014
The Sleeter Group 800-‐member Accounting Consulting Group Author – Textbooks and Reference Guides
Consultant to Software Developers
Accounting Today Top 100 Most Influential People in
Accounting for 2008-‐2013
Small Business Influencer Small Business Influencer Champion 2013
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Do You Have What It Takes?
Leading Change
Do You A. Serve Your Clients? B. Lead Your Clients?
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Coaching the Team
Leading Change
� Start with Your Own Firm
� First – Learn, Then Learn Some More and Keep Learning
� Then Teach
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Successful Change Leadership The Coach’s Playbook
1. Set the stage, collaboratively.
2. Plan and communicate.
3. Implement.
4. Follow through.
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Step 1: Set the Stage, Collaboratively
� Motivation and Urgency � Openly discuss reasons:
� Changes in marketplace � Opportunities, Threats � Increased efficiencies
� Threats � Fewer Manufacturing Jobs, More Service Jobs
� Automation, Zero-‐Entry
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The Cheese is Moving Accountants are 94% likely to Lose Jobs to Automation … within 20 years
Source: The Economist Jan 2014
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Step 1: Set the Stage, Collaboratively
� Form a Change Team � Get buy-‐in � Find Strong leaders � Involve Front-‐line employees
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Create a Clear Vision � Be Succinct � Why Change is Necessary
� What Pain You’re Solving?
Reinforce the Vision � Specific Workflow Changes
� Envision Success
Step 2: Plan and Communicate
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Step 3: Get Going
Remove Obstacles � Address fears � Online security
� “We’ve always done it this way”
� Embrace Learning Curve
Create Short-‐Term Wins � Small, Clearly-‐Defined Initiatives
� Recognize Progress
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Step 4: Follow Through
� Measure � BEFORE � DURING � AFTER
� Anchor Change � Share/reward success
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Summary
Successful Transformational Change
� Think Change Leadership, not management
� Set clear, aspirational targets � Create a clear structure � Maintain energy and involvement throughout the process
� Involve all stakeholders � Measure before and after � Reward success