Strategic Objective
1. Implement an Integrated
Financial Reporting system
2. Implement a Document
Management System
3. Develop and maintain a
learning/training culture
4. Participate in a Boomer
Circle for coaching, best peer
practices and the resources
on the Boomer Circle
Extranet
5. Utilize Outsourcing as a
strategic advantage
Measurement Strategy/Initiative Due Date Assigned To
% of clients converted to the 1.1 Educated partners and managers on Boomer Integration Model September 30, 20xx Technology Partner
integrated system 1.2 Improve Workflow and Efficiency October 31, 20xx
% reduction in hours on client jobs. Document financial reporting workflow/policies IFR Task Force
Increase in revenue per FTE Document tax return preparation workflow/policies Tax Task Force
Turn around time on Financial Document time reporting, billing & collection workflow/policies Administrative Task Force
Reporting engagements 1.3 Select software vendor October 31, 20xx Technology Committee
CaseWare/CaseView CEO Approval
CCH ProSystem Engagement fx
CSI Engagement Soltuion
1.4 Develop a training/learning plan for integrated financial reporting. November 30, 20xx Train/Learn Task Force
Reduction of external storage costs. 2.1 Name a document management task force September 30, 20xx CEO
Ability to access documents via the 2.2 Determine firm document management objectives October 31, 20xx Doc Mgmt. Task Force
Internet (Firm Portal). Tax
Reduction of supplies, paper and Accounting & Auditing
copying expenditures Administrative
Implement Doc Management Outsourcing
Surcharge Client/Other requirements
Dynamic – Static requirements
2.3 Select software & hardware vendors October 31, 20xx Tech. Committee-CEO
2.4 Develop standards, policies & procedures October 31, 20xx S,P&P Task Force
Backup
Dynamic - Static
Document Retention
Document Destruction
2.4 Develop a training/learning plan for document management November 15, 20xx Train/Learn Task Force
2.5 Implement December 31, 20xx Entire Firm
Evaluation of personal training 3.1 Hire a Learning/Training Director September 30, 20xx CEO – HR
requirements for each employee as Professional educator
a benchmark. Reports directly to CEO
Report on number of courses 3.2 Complete a learning/training assessment June 30, 20xx Learning Director
completed 3.3 Develop a training curriculum December 31, 20xx Task Force
Surveys of personnel 3.4 Schedule and conduct training sessions October 15, 20xx Learning Director/Key
Increase in revenue per FTE 3.5 Acquire and implement a Learning Management System September 30, 20xx Personnel
3.6 Implement a centralized help desk and Intranet December 31, 20xx IT Director
Attendance at Circle meetings 4.1 Join a Boomer Circle ASAP CEO
Complete annual Firm Summit CEO or Technology Partner
Utilization of Boomer Extranet IT Director
Implementation of best practices 4.2 Attend 3 meetings per year Per Circle Schedule Tech Partner/IT Director
Increase in revenue per FTE 4.3 Schedule an Annual Firm Summit September 30, 20xx CEO
4.4 Sign-up and utilize the Boomer Circle Extranet ASAP Tech Partner/IT Director
4.5 Network with peer firms our size and larger ASAP Tech Partner/IT Director
# of tax returns outsourced 5.1 Review Boomer Guide to Outsourcing September 30, 20xx CEO-Tech Partner-IT Dir.
Other services outsourced Firm Questionnaire
Increase in revenue per FTE FAQ’s
Economic Model
Sample Policy & Procedures
5.2 Select an Outsourcing Vendor October 15, 20xx Outsourcing Task Force
5.3 Implement Outsourcer’s Workflow & Document Management System January 31, 20xx Outsourcing Task Force
Outsourced returns
Internally prepared returns
5.3 Explore other Outsourcing opportunities June 30, 20xx Outsourcing Task Force
Other returns
Conversion of IFR client files
Write-up
Pension/Profit Sharing Accounting
 Jones & Company, LLP
Technology Plan

Vision Mission Statement

Jones & Company, LLP is dedicated to implementing strategies that

Jones & Company, LLP will be the major firm in the Kansas City region
offering quality service to small and medium businesses and their
owners. We intend to accomplish this vision by:
Creating value for our clients through leadership, relationships
and creativity.
Providing learning and training experiences for all employees.
Dealing only with clients we respect.
enhance the well being of our people and the clients we serve. This is
our philosophy:
To provide quality service in a timely manner.
To offer services to growth oriented clients of integrity.
To assist clients in reaching their maximum potential by open
communications and teamwork
To be a firm that requires a training/learning environment for all
employees to achieve and maintain the highest competence.
Encourage involvement in civic, community and professional
organizations by partners and staff.
To grow, but never to lose our local identity and our personal
relationship with the clients that are the foundation of our
practice.

Core Values Strategic Objectives

Client relationships 1. Implement an integrated financial reporting system.

Integrity and honesty 2. Implement a document management system.
Preparedness 3. Develop and maintain a learning/training culture.
Personal development 4. Participate in a Boomer Circle for coaching, best peer practices
Respect and teamwork and the resources on the Boomer Circle Extranet.
Accountability/Responsibility 5. Utilize Outsourcing as a strategic advantage.

Presented by Boomer Consulting Inc., 610 Humboldt, Manhattan, KS 66502, www.boomer.com