Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 1

EXPERT WEBINAR SERIES (2013)

Download the PDF slide deck at

www.accountantsworld.com

Moving to the Collaborative Team Model: The New World of Productivity

Presented by: Sandra Wiley

COO, Boomer Consulting

www.boomer.com

Expert Webinar Series 2013

To register please visit www.accountantsworld.com

This Is Your Once-in-a-Decade Opportunity. Don't Miss It

•Dr. Chandra Bhansali •May 15

Tax Practice Ethics & Quality Control

•E. Lynn Nichols, CPA •June 5

The Rise of the Digital CPA

•Erik Asgeirsson, CPA2Biz •June 27 (THU)

How to Attract New Clients - 50 Tips in 50 Minutes

•Rick Telberg, CPA •July 10

Technology Update 2013

•Randy Johnston •July 31

10 Strategies to Improve Client Accounting Services

•L. Gary Boomer, CPA.CITP •August 21

How to Drop the Struggle & Thrive

•Rick Solomon, CPA •September 18

Moving to the Collaborative Team Model: The New World of Productivity

•Sandra Wiley •October 9

Profitable Payroll? It's NOT an Oxymoron Anymore!

•Bob Torella, MBA •October 23

Marketing Means More Than You Think

•Divya Bhansali MBA •November 13

ONE FREE CPE OFFERED

FOR EACH EVENT

(And a More Rewarding

Practice!)

Top 100

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Top 10! Top 100

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10/9/2013

2

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 2

Think, Plan, Grow!™

Think, Plan, Grow! ™

• 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?

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 3

Think, Plan, Grow! ™

“Alone we can do so little; together we

can do so much."

- Helen Keller

Think, Plan, Grow! ™

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 4

Think, Plan, Grow! ™

• Internal

• Peer Organizations

• Vendors

Think, Plan, Grow! ™

• Creative

• Collaborative

• Competitive

• Controlled

YOU MAKE THE DECISION

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 5

Think, Plan, Grow! ™

• 74% of US workers over the age of 18

are not engaged in their work. (Gallup)

• 30% of projects never come to a

successful conclusion (Gartner Group)

Think, Plan, Grow! ™

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 6

Think, Plan, Grow! ™

“Individually, we are one drop. Together, we are an ocean.”

- Ryunosuke Satoro

Think, Plan, Grow! ™

1. Recognition of the challenge

2. Entire team

3. Form the Collaborative Team

4. Create a Plan for change

5. Design and facilitate Collaborative

meetings

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 7

Think, Plan, Grow! ™

Decision to Change

Define Core Values

Firm Agreements

Strategic Plan

Performance Plans

Accountability 10/9/2013

15

Think, Plan, Grow! ™

• Trust

• Accountability

• Visioning

• Communication

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 8

Think, Plan, Grow! ™

• Strengths

• Unique Ability

• Communication

• Understanding

• Accountability

Think, Plan, Grow! ™

• Leadership must commit

• From the inside out

• Progress – not perfection

• Get the Team Excited

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 9

Think, Plan, Grow! ™

“If there are no common values, there

can be no image of the future."

- Unknown

Think, Plan, Grow! ™

• Win Win Attitude

• Strengths Based

• Firm Success and Personal Success

• Alignment of goals

• Accountability

• Open Communications

• Honesty and Trust

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 10

Think, Plan, Grow! ™

• Performance

• Clients

• Vendor Partners

• Compensation

• Technology

Think, Plan, Grow! ™

1. Leverage your best resources

2. Encourage group thinking

3. Embrace diversity

4. Consider new ways to assess value

5. Replace the ladder with a lattice

6. Set up a future leader initiative

7. Determine a time line

Moving To The Collaborative Team Model - Sandra Wiley

10/9/2013

AccountantsWorld Expert Webinar Series 11

Think, Plan, Grow! ™

“If you don't know where you are going, you will wind up somewhere else.”

- Yogi Berra

Think, Plan, Grow! ™

• 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 2013

• LEA Innovation Edge Award 2012

• Most Powerful Women in Accounting Award 2012

• Professional Speaker, Author, Consultant

• My Passion – Helping You Succeed!