The key to a powerful action plan is relevance. Your client must be able to discern a clear link between the items on the action plan and the achievement of the goals and objectives that they have articulated. Short and concise beats long and waffly every day of the week.
As you consider the validity of an item proposed for your action plan, you should once again start with why. Why are we considering this particular action item? To what greater gain does its implementation contribute? To which specific objective does the action item pertain?
In our coaching work with Accounting firms, we allow just three projects to be entered onto the 90-day action plan. We have found that implementation is higher and much more focused with a small number of items on the action plan. It is important that the client come up with the action plan, rather than you – but you must challenge the projects the client proposes to run with.
About the Author
Colin DunnDirector & Co-founder at PANALITIX
Colin is a Chartered Accountant who, having spent almost 10 years with one of the fastest growing and most innovative firms in the UK, has spent the last 19 years working exclusively with the Accounting profession with a focus on helping them implement business advisory services with their clients. He is passionate about helping turn Accounting practices into Accounting businesses and holds a Bachelor of Arts (Hons) and is a qualified ACA. Colin is relentless in the pursuit of improving the performance of every firm he coaches.
Colin is the brains behind ENGAGER (previously the PANALITIX app), TRUST and Proactive Success System, PANALITIX’s three cloud applications for Accountants.
He is also a prodigious author and generator of content, primarily in the form of ‘how to’ material to enable Accountants to respond to client needs with value-based services. He is the author of the bestselling book “Accountants: The Natural Trusted Advisors.”