The Leader’s Obligation and Duty: Why Does Your Firm Need a Plan?

Description

Having a plan as an organization is important as it helps address the firm’s purpose, what they want to achieve and how they are going to get there.  There are many resources a firm can use to help them plan for the future. In this course we will break down the importance of planning and what you can do to develop a planning process not only internally but also one you can use with your clients! 

This nano learning module focuses on the need for a plan.

Learning Objectives
  • Recognize the mindset, skillset and toolset your firm needs to have a plan
  • Identify how a plan can help you internally, and also serve your clients
Major Topics
  • The importance and benefits of a plan
  • Mindsets, skillsets and toolsets to help push you forward
  • Using your planning process with external clients
  • The overall planning process
Provider
Business Learning Institute
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Business Management & Organization
0.2
Who Should Attend
  • Anyone working in a Management Role in a firm
Instructor(s)
Gary Boomer
Prerequisites
  • Management experience
Advanced Preparation
Register Now
When
Available 24/7
Location
Online
Total CPE Credits
0.2
Format
Nano-learning

NON-MEMBER


$ (% off)
$149.00

MEMBER


$ (% off)
$149.00

Register for this Event

The Leader’s Obligation and Duty: Why Does Your Firm Need a Plan?


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