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How we used our Office Move to Transform our Organization

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It started with a question from our Board of Directors - How will we be more nimble, agile to support a culture of innovation and continuous improvement? Recognizing the big shift in businesses since the great recession of 2008, we decided to use the workplace and technology to supercharge our strategic plan, co-created wit our Board and staff. That plan included three major objectives: 1) Mobile-first all cloud infrastructure; 2) Collaborative work environment to support the new world of work; 3) Innovation in e-learning and learning to support our rapidly changing Profession.

On September 19, 2014, we moved into our new offices and our transformation journey began! I will be forever grateful to our team who helped create this environment and culture and learn together how to ride these big waves of change!

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How we used our Office Move to Transform our Organization

  1. MACPA/BLI Office Move
  2. It started with a question… How can MACPA/BLI be more nimble and agile?
  3. Work is not just a place anymore, Work is what you do.Anywhere. Anytime.And it is social and mobile when supported by the cloud. And… What you do while working is fundamentally different.
  4. The Shift Change 1. Leadership 2. Learning 3. Technology 4. Generations 5. Workplace
  5. Command & Control Connect & Collaborate Episodic & Passive JIT & Participative Systems of Record Systems of Engagement On-Premise - Customized SMAC – Social Mobile Analytics Cloud A place you go What you do Open, Collaborative, Flexible Rigid, Cube farms Hierarchy Network Generation GapGeneration Lap Transactional Transformational The Shift Change sets the context around the workplace – How can we be nimble and innovative?
  6. Command & Control Connect & Collaborate Episodic & Passive JIT & Participative Systems of Record Systems of Engagement On-Premise - Customized SMAC – Social Mobile Analytics Cloud A place you go What you do Open, Collaborative, Flexible Rigid, Cube farms Hierarchy Network Generation GapGeneration Lap Transactional Transformational Incumbent practices, resources and institutions are in decline New business models, practices and technologies are emerging The challenge & opportunity is to make the shift from the first curve to the second curve at the right time and with the right strategy
  7. MACPA/BLI would make the “shift” and create an open collaborative environment to increase collaboration, learning, and our ability to move faster.
  8. Our Three Goals Goal 1. Help employees identify and address the challenges and opportunities that have the greatest impact on the business. Goal 2. Help employees strengthen high-impact connections by enabling them to collaborate easily with others inside and outside the organization. Goal 3. Amplify the impact of those efforts by building an infrastructure that allows small improvements to scale easily across the organization.
  9. Photo by Gwenaël Piaser - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/22841923@N02 Created with Haiku
  10. MACPA’s Digital Transformation (Cloud/Mobile) Strategy 1. Digitization & workflow –shifting resources and systems to growth areas 2. Virtualization – Moving IT infrastructure to cloud 3. Transformation to cloud – Increase use of existing systems of engagement (collaboration and communication tools) 4. Transformation to cloud – New cloud based systems – accounting 5. Transformation to cloud – Move AMS and MACPA website
  11. On September 19th we talked about the idea of an open space with our management team…
  12. On September 19th we talked about the idea of an open space with our management team…
  13. Cheryl Duvall, Avance’ lead our move change process. It fit our culture, which meant it would involve our entire team in deciding on our future workplace.
  14. We started with our Strategic Plan – all staff and our Board. Our team refined the plan and then determined what we needed to “Build, Enhance, and Dismantle” to accomplish it.
  15. What do you want the new offices to feel like? On 10-15-13 We invited all staff to participate in an exercise to imagine what is possible and create a vision for a new space with Cheryl and Dudley
  16. Best Place to Work Top Photos Picked
  17. Best Place to Work Top Photos Picked
  18. Then they led an exercise to see How is work changing? It was clear that work was shifting…
  19. We moved in on 9-19-14 Our New/Young Professionals group visited us…
  20. This is the CEOs office
  21. 100% Firms meet with AICPA Chair, Tommye Barie In our Café’ area
  22. Halloween Open House at MACPA
  23. Women to Watch Reception
  24. Women to Watch Reception
  25. We surveyed our team after two weeks…
  26. “We shape our buildings; thereafter they shape us.” - Winston Churchill
  27. The leaders are the ones who take the first steps “Tom Hood and his colleagues at the Maryland Association of CPAs never fail to amaze and impress. Sometimes you can find them orchestrating a flash mob of accountants or putting down stakes in the virtual world of Second Life, but most recently the association has gotten serious about XBRL and has undertaken a project to demonstrate XBRL's scope and versatility by tagging its own financial statements and showing how non-profits can, well, profit from the experience. “What message can you learn from the MACPA's XBRL project? First, you can start examining your own client base to see who can benefit from the experiences of MACPA. But the bigger message is, stop waiting for other people to tell you what works and what doesn't. Be proactive and experiment. That's what new technology is all about. Whether it's cloud technology, IFRS and XBRL, social media, or choreographing a dance – the leaders are the ones who take the first steps.” -- Gail Perry, editor, AccountingWEB Now with CPA Practice Advisor
  28. The leaders are the ones who take the first steps "If there is a conversation about the future of the profession, you're bound to hear Hood mentioned as one of the people leading the way. From his Innovation Summit to his many speaking engagements, from his prolific tweets to his range of alliances with vendors, other organizations, and thought leaders at all levels, Hood is doing as much as anyone - and more than most - to lead public accounting forward.” –Dan Hood, Editor Accounting Today, 2013 Tom and Bill named first and second most influential in the world by Savvy SME. CPA Success blog named top 10 in nation for accounting. Tom named second most influential in accounting by Accounting Today. Tom one of inaugural LinkedIn Influencers.
  29. If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way. – Accounting Today Tom Hood, CPA, CITP, CGMA Named the Second Most Influential in Accounting by Accounting Today Magazine 2013 Top 150 Influencer by Linked-In Top 25 Influencers in Learning & HR by HR Examiner Top 25 Public Accounting Thought Leaders by CPA Practice Adviser Working on Learning Management with AICPA/CPA2Biz, Cloud Curriculum, Performance Management /XBRL, Leadership & Generations CEO Maryland Association of CPAs (MACPA) www.macpa.org Business Learning Institute (BLI) www.blionline.org http://www.linkedin.com/in/tomhood/

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