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Guide to Planning the Firm Retreat by Marc Rosenberg Pdf
The complete guide for planning a successful management retreat. Marc has facilitated 10-15 retreats a year for over 20 years. This monograph walks you through his proprietary process of planning, selecting agenda topics & running the meeting itself, all geared to enable the firm to take action on retreat ideas. Topics include reasons for convening a retreat, how a retreat differs from a partner meeting, alternative formats, potential agenda topics, ground rules for participants, logistical issues, retreat facilitators and speakers, and suggestions for ensuring implementation of ideas.
Retreats That Work by Merianne Liteman,Sheila Campbell,Jeffrey Liteman Pdf
Based on the best-selling first edition, this greatly expanded and updated version contains forty-seven new activities, more information about how to design and lead retreats, and additional suggestions for how to recover when things go wrong. A CD-ROM allows you to print out chapters for distribution to key leaders, duplicate templates, and produce handouts for specific exercises. Whether you're planning to lead an offsite retreat for the first time or the ninety-ninth time, this easy-to-use, one-stop resource provides: Step-by-step instructions for leading a wide variety of tested exercises. Insight into establishing effective working relationships with clients. Information on what to include in your retreat designs. Suggestions for encouraging participants to speak up and play an active role. Tools for managing conflict. Guidance on making decisions during a retreat and changing course when necessary. Strategies for developing and implementing action plans. Tips for follow-up so you can keep the change train on track. Order your copy of this practical guide today!
The Book You Were Born to Write by Kelly Notaras Pdf
A guide to writing a full-length transformational nonfiction book, from an editor with two decades' experience working in publishing. "I know I have a book in me." "I've always wanted to be an author." "People always ask me when I'm going to write my book." "I have a story to tell, but I never seem to make time to write." Are you a thought leader, healer, or change-agent stuck at the starting line of book publication? Life coach and publishing industry insider Kelly Notaras offers a clear, step-by-step path for turning your transformational idea or story into a finished book as quickly as possible. With humor, encouragement, and common sense, she demystifies the publishing process so you can get started, keep writing, and successfully get your wisdom out into the world. Notaras guides you through: Getting clear on your motivation for writing a book, Crafting a powerful, compelling hook and strong internal book structure, Overcoming resistance and writer's block, and Getting your finished manuscript onto the printed page, whether through traditional publishing or self-publishing. Publishing a book has never been as simple, accessible, and affordable as it is today, and in our tumultuous world, readers need your healing voice. Be brave, be bold, and take the steps you need to share your message with those who need to hear it most.
CPA Firm Retreats by Marc Rosenberg,Marc Rosenberg Cpa Pdf
Many firms hire outside consultants to facilitate their retreats, but the majority of firms facilitate their own. In both cases, RESULTS are the goal. This all-new Monograph serves as an invaluable guide to staging retreats that lead to action.
Forum Retreat Planning Guide: A Planning Guide for Forums to Organize and Conduct Effective Retreats by Ellie Byrd Pdf
The Forum Retreat Planning Guide, 3rd edition, is a must-have for any Forum planning their annual Forum Retreat. This book provides step-by-step instructions on how to plan a successful retreat including: identifying objectives, defining parameters, selecting a theme, building an agenda, hiring a facilitator, handling difficult situations, avoiding pitfalls and selecting meaningful exercises. This 259-page book includes 175 pages of exercises, categorized by objective and level of depth. The information in this book can be utilized for corporate retreats, peer team retreats or with any executive group that is seeking to build relationships and increase authenticity.
Author : Thomas C. Grella,Michael L. Hudkins Publisher : American Bar Association Page : 244 pages File Size : 53,9 Mb Release : 2004 Category : Business & Economics ISBN : 1590314239
The Lawyer's Guide to Strategic Planning by Thomas C. Grella,Michael L. Hudkins Pdf
Strategic planning is an integral component to the success of any business organization, including law firms and law-related entities. This practice-building resource can be your guide to planning dynamic strategic plans and implementing them at your firm. You'll learn about the strategic planning process and how to establish goals in key planning areas such as law firm governance, competition, opening a new office, financial management, technology, marketing and competitive intelligence, client development and retention, and more. Also, the accompanying CD-ROM contains a wealth of policies, statements, and questionnaires. If you're serious about improving the way your firm works, increasing productivity, making better decisions, and setting your firm on the right course, this book is the resource you need.
Vault Guide to Law Firm Diversity Programs by Vera Djordjevich Pdf
For minority law students or attorneys, no factor is more important in deciding where to work than the quality of a firm's diversity program is central to their decision.
Joan Garry's Guide to Nonprofit Leadership by Joan Garry Pdf
Nonprofit leadership is messy Nonprofits leaders are optimistic by nature. They believe with time, energy, smarts, strategy and sheer will, they can change the world. But as staff or board leader, you know nonprofits present unique challenges. Too many cooks, not enough money, an abundance of passion. It’s enough to make you feel overwhelmed and alone. The people you help need you to be successful. But there are so many obstacles: a micromanaging board that doesn’t understand its true role; insufficient fundraising and donors who make unreasonable demands; unclear and inconsistent messaging and marketing; a leader who’s a star in her sector but a difficult boss… And yet, many nonprofits do thrive. Joan Garry’s Guide to Nonprofit Leadership will show you how to do just that. Funny, honest, intensely actionable, and based on her decades of experience, this is the book Joan Garry wishes she had when she led GLAAD out of a financial crisis in 1997. Joan will teach you how to: Build a powerhouse board Create an impressive and sustainable fundraising program Become seen as a ‘workplace of choice’ Be a compelling public face of your nonprofit This book will renew your passion for your mission and organization, and help you make a bigger difference in the world.
Retreats That Work by Sheila Campbell,Merianne Liteman Pdf
Retreats That Work is a practical, easy-to-use guide, full of step-by-step instructions for leading a wide variety of tested exercises. You'll learn how to design and facilitate retreats that will keep participants energized and on-task. Campbell and Liteman know what can go wrong at a retreat and what to do about it. They know how to turn difficult situations around and how to deal effectively with conflict, difficult participants, and resistance to change. With Retreats That Work, you will too.
Author : James A. Durham,Deborah McMurray Publisher : American Bar Association Page : 332 pages File Size : 49,5 Mb Release : 2004 Category : Law ISBN : 1590313550
The Lawyer's Guide to Marketing Your Practice by James A. Durham,Deborah McMurray Pdf
A well-developed, successfully executed marketing plan will attract new clients, increase referrals, and strengthen client loyalty. This resource will help you master the creative marketing solutions you need.
Nonprofit Strategic Planning by Lynne T. Dean,Linda Lysakowski Pdf
Nonprofit Strategic Planning is the book you need if you serve on the board or hold a management position in a nonprofit. Okay, we know-you'd love to do strategic planning but who has the time? You're running a nonprofit, working lean and mean. You're overworked and understaffed. You're busy serving your mission. Your clients come first. Your board doesn't want to get bogged down in meeting after meeting to plan for the future. We need to deal with today! What, you say you wouldn't love to do strategic planning? You've been there, done that, and have the battle scars to prove it. You have a dandy plan that is somewhere in your office-let's see now, where was that plan again? Oh darn, those pesky funders are asking to see our plan. Well, I guess if we have to do it, let's get it over as quickly and painlessly as possible. Oh wait, those clients that come first-have I really thought about their future? And those board members that don't want to take time to plan-do they really understand our mission and vision? And those staff people who are so overworked-could we make their job easier and their work time more productive? Hmm, maybe this planning idea isn't so bad after all. But-how can I do it while balancing all my other work? We've been there and done this ourselves. This is why we, the authors, wrote the book-to let you know you can do it, too. You can develop a plan that works. You can get people in your organization not only willing, but enthused, about writing the plan, and you can implement the plan to bring abut change in your organization. In this book the authors cover: Chapter One: Why Strategic Planning? Chapter Two: Planning to Plan Chapter Three: Who Will Participate? Chapter Four: Close Encounters with Assessments, Scans, and Audits Chapter Five: The Planning Retreat Chapter Six: Values, Mission, and Vision Chapter Seven: Goals and Objectives Chapter Eight: Strategies and Tactics (Action Steps) Chapter Nine: Timelines, Budgets, and Areas of Responsibility Chapter Ten: Financing the Plan Chapter Eleven: The Product Chapter Twelve: Ensuring Board Buy-In Chapter Thirteen: Implementing the Plan Chapter Fourteen: Monitoring and Evaluating the Plan Chapter Fifteen: Planning for the Next Plan Appendix A: Sample Plan Appendix B: Planning Tools Appendix C: Sample Benchmarking Appendix D: Templates About the In the Trenches Series You'll know an In the Trenches book not just by its cover but also by the author's fun, upbeat writing style. But don't be fooled by its down-to-earth approach and ample use of sidebars. In the Trenches books, published by CharityChannel Press, are authoritative and cover what a beginner should know to get started and progress rapidly as well as what a more experienced nonprofit-sector practitioner needs to know to move forward in the subject.
Type Talk at Work (Revised) by Otto Kroeger,Janet M. Thuesen,Hile Rutledge Pdf
What’s Your Type at Work? Are you one of those organized people who always complete your projects before they are due? Or do you put off getting the job done until the very last possible moment? Is your boss someone who readily lets you know how you are doing? Or does she always leave you unsure of precisely where you stand? Do you find that a few people on your team are incredibly creative but can never seem to get to a meeting on time? Do others require a specific agenda at the meeting in order to focus on the job at hand? Bestselling authors Otto Kroeger and Janet Thuesen make it easy to recognize your own type and those of your co-workers in Type Talk at Work, a revolutionary guide to understanding your workplace and thriving in it. fully revised and updated for its 10th anniversary, this popular classic now features a new chapter on leadership, showing you how to be more effective on the job. Get the most out of your employees—and employers—using the authors’ renowned expertise on typology. With Type Talk at Work, you’ll never look at the office the same way again!
The Everything Guide to Being an Event Planner by Jennifer Mancuso Pdf
Do you love throwing parties? Are you the most organized person you know? Can you thrive in a fast-paced environment? If so, event planning could be your perfect career choice! Seasoned event planner Jennifer Mancuso helps you to get started and succeed in this exciting field. This book's insider tips and step-by-step guidance will teach you how to: Tailor events to each client - from a corporate dinner to an intimate wedding Market and network to keep business coming Hire vendors that your client will love Build a great reputation in your area and beyond Whether you've recently earned a hospitality degree or are simply looking for a fun career change, The Everything Guide to Being an Event Planner will help you break out of the routine and start a new, creative endeavor-one celebration at a time!
Deena Katz's Complete Guide to Practice Management by Deena B. Katz Pdf
Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.
