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An easy to use template to quickly get your firm on the way to putting a plan into place.
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EBITDA or the determination of company's earnings before interest payments, tax, depreciation, and amortization is subtracted for any final accounting of its income and expenses and is an indication of the current operational profitability of the business.
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There is often confusion over the difference between a strategic plan and a business plan. Business plans are typically created by start-up businesses interested in raising capital.
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The Association for Financial Professionals has issued the 2013 AFP Payments Fraud and Control Survey. While the survey indicates an overall decrease in payments fraud, it is still a very significant risk for companies.
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The following is a sample list of “Dos and Don’ts” applicable to a brainstorming session:
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Retirement plan specialists spend much of their time dealing with facts, details and numbers – all logical and analytical “left brain” functions. It is important to step out of the daily routine occasionally and engage the right brain by encouraging creativity and “out of the box” thinking.
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With the right process, firms can increase efficiency and lower staff stress levels. A good process has consistency in the method followed to get there and instills confidence in meeting expectations both internally, by staff, and externally, by your clients.
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Crafting a mission statement can be a daunting task. While there are no best practices or rules that prescribe what a mission statement must look like, it is typically consumed by both internal and external stakeholders, and should inspire a broad purpose.
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If you do not have a set of values that you use as a basis for your culture, here is a step-by-step guide for developing values statements:
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The vision statement clarifies what the organization will become once the strategic plan materializes. Some companies use such statemetns to set a BHAG (Big Hairy Audacious Goals) for the future, which sets a unifying vision for the company and its employees.
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The formation of Mission, Values and Vision statements can be very confusing. While there are a myriad of definitions for these terms, organizations adopt such statements based on their individual circumstances.
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There are many things for a management team to consider in implementing a successful strategic planning process:
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