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!
Course ID: PLOD
Why Planning is Important -The Leaders Obligation & Duty
Learning Objectives
- Recognize the importance of having a plan
- Describe how to develop a planning process internally and for external use
Major Topics
- Why planning is important
- The importance of having a firm vision
- Resources and tools you can use to help in your planning process
- How to hold your team accountable
Advanced Preparations
None
Who Should Attend
Anyone working in a Management Role in a firm
Fields of Study
Business Management & OrganizationPrerequisites
Management experience