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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:

The BLI strategic planning methodology helps your people achieve greater results for your organization.

To get there, we use a proprietary strategic thinking system called i2a: Insights to Action. i2a fosters collaboration, interaction, and commitment as we clarify the strategic plan for your organization.

We use graphical tools and diagrams to connect ideas, articulate strategy, and develop a practical plan for turning this insight into action.

Most of BLI’s strategic planning sessions are two-day events. Day one is a “design phase” to identify key outcomes and deliverables with senior staff. Day two brings the i2a process to your team.

To customize BLI Strategic Planning for your organization, contact us today. 888-481-3500
THE I2A FRAMEWORK IS BASED ON FIVE BUILDING BLOCKS

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Testimonials

 
  • The biggest payoff of the Strategic Planning process for us is focus. The process, as much as the plan that comes out of it, pays the dividends and helps our people reach consensus.

    L. Gary Boomer, CPA, CITP, CEO / Boomer Consulting, Inc. /

  • The BLI’s Strategic Planning service has brought so many wonderful ideas and programs to our firm. It’s not a static process, which is why we have found such value in repeating it annually, for over ten years.

    Kimberly J. Wines, SPHR, AAAPM / Smith Elliott Kearns & Company, LLC /

  • BLI’s expertise was key in deciding how to present our material in order to elicit the kinds of discussions we wanted to have. Participants were able to fully engage, think outside of the box, and connect.

    Ilaya Hopkins, VP of Public Affairs / Montgomery County Chamber of Commerce /

  • The strategic plan-on-a-page was instrumental in communicating and engaging our people all across the firm.

    Managing Partner / A Top-20 CPA Firm /

  • The Strategic Planning process caused us to take stock of ourselves, both individually and as a firm. We found that our goals for the company’s future were far more aligned than we would have imagined, had we not been having the conversations the process facilitated.

    Patrice Squillante, CPA, Shareholder / Melanson Heath /

Case Studies

 

Melanson Heath

MELANSON HEATH TACKLES TRANSITION WITH STRATEGY

Melanson Heath is a CPA firm that has been in business over 35 years. Their leadership recognized the need to set a strategic plan for moving the firm into the future, and came to BLI for help realizing that plan. Tom Hood–BLI’s Strategic Planning lead facilitator–was brought in to speak with the partners in place of their typical annual meeting in May of 2013, and they found the process to be of immense value.

The Strategic Planning process aided partners in taking stock of both their own careers and their goals for the firm and then communicating those findings to the group. What they found was that their individual answers to the hard questions were far more aligned than they had imagined. Through the methodology of the session, shared goals – growth, development, and building the staff – came to light.

Patrice Squillante, CPA and Shareholder at Melanson Heath, said of the experience, “Without the Strategic Planning process, we wouldn’t have been having those kinds of conversations. These revelations were more than any of us had anticipated, and gave people a real energy.”

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BOOMER CONSULTING, INC. FOCUSES ON THE BIG PICTURE WITH STRATEGIC PLANNING

L. Gary Boomer, CPA, CITP, is the CEO of Boomer Consulting, Inc. He has served on council and several committees through the AICPA with Tom Hood. The two had worked together on strategic planning for firms around the country, and had the opportunity to witness the development of each other’s processes. When it came time for Boomer Consulting to do their own internal strategic planning, they asked Tom to facilitate.

Tom Hood has facilitated an annual Strategic Planning session at Boomer for the last seven years. Each year, the group begins by discussing areas of progress and major priorities of the company over the previous year, and comparing those observations to what subjects had been addressed at the last session. This look back is followed by an investigation of market trends, both in and outside of the industry, and members of the group share which trends they think will be most impactful to the company in the coming year.

Mr. Boomer attests that the biggest payoff of having BLI and Tom back annually is the focus it brings to his company. The process, as much as the plan that comes out of it, is credited with paying the dividends and helping people reach consensus.

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SMITH ELLIOTT KEARNS & COMPANY, LLC SETS THEIR COURSE FOR THE FUTURE

Smith Elliott Kearns & Company, LLC is a broad base accounting firm that for the past 10 years has had a Business Learning Institute thought leader lead their annual partners’ retreat. They have found that bringing an outsider in to facilitate keeps their company moving forward each year.

“BLI’s Strategic Planning service has brought so many wonderful ideas and programs to our firm over the years. It’s not a static process, which is why we have found such value in repeating it annually,” says Kimberly J. Wines, SPHR, AAAPM, Firm Administrator at SEK.

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