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Sage V2W Vision to Strategy Workshop


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Sage's Jennifer Warawa commissioned these workshops for CPAs and accountants in 2013 using BLI's i2a: Insight to Action Strategic Thinking Process. These interactive workshops allow CPAs and Accountants to create a compelling vision for the future and an action plan to get there.

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Sage V2W Vision to Strategy Workshop

  1. Tom Hood, CPA, CITP, CGMA CEO
  2. “Sage’s  vision  is  to  help  CPAs  &  accountants   change  and  deal  with  a  rapidly  changing   future,  so  that  small  businesses  can  thrive.   Even  if  it  is  one  person  at  a  Ame.”                       –  Jennifer  Warawa   VP Partner Programs and Channel Sales Sage North America
  3. Say  what?  V2S  –  i2a  –  8-­‐S  Model   Strategy Staff Skills Structure Style Systems Shared Vision Shared Beliefs Direc'on  
  5. What  do  you  think  of   when  you  hear     Vision    Strategy                  
  6.                   i2a:  Insights  to  AcAon  –     A  Strategic  Thinking  System  
  7. Triple  Insights   Foresight  Hindsight   Insight  
  8. #MBSN   Make  Your  Thinking  Visible   Make  Your  Ideas  Portable   Link  &  Leverage  Ideas                
  9. Collabora'on  Rules   •  Be present or absent but don’t be both. •  Individual, Small Group, Large Group •  One idea per sticky •  Write large and clearly using Sharpie
  10. When creating your HISTORY, identify the most important: •  People •  Places •  Events •  Successes •  Challenges A  Look  Back...  History   What  are  the  VALUES  &   PRINCIPLES  that  have   guided  your  decisions?  
  11.                   Hindsight  -­‐  History   Worked part time School Married Kids Left firm Merger Started XYZ Firm Met Mentor Honesty Collaboration Innovation We are transparent in our work We work closely with partners ABC Firm Moved to Vancouver
  12. 12 Foresight  –  External  Trends  
  13. Wisdom  o  the  crowd!   13
  14. SCOT:  Strengths  –  Challenges  –   OpportuniAes  -­‐  Threats  
  15. High  Leverage  OpportuniAes     15 Value      Passion   Leverage   Possible  
  16. Triple  Insights   Insight   Foresight  Hindsight  
  17. Please  log  on  to  MACPA.CNF.IO     What  is  one  HARD  TREND  and   OPPORTUNITY  you  have  idenAfied  today?                  
  18.  CreaAng  Your  Bold  Future  
  19.                   5  Bold  Steps  
  20.                   AcAon  Plan  
  21. Upcoming  Events   21hHp://'on-­‐program  
  22. 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 CPA Practice Adviser Accounting Hall of Fame Named the Second Most Influential in Accounting by Accounting Today Magazine 2015 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) Business Learning Institute (BLI)