Creating a mission & vision statement

For Accountants Guiding Business Owners along the Advisory Pathway

In my last post we decided to work on improving your client’s customer retention. So first, complete the Operations Plan template…

Overwrite the Mission and Vision statements with words that reflect what your client really wishes to achieve (Vision) and the standards with which to do so (Mission). Then select the key Objectives in order of importance.

Now decide on the KPI values together that you’d like achieve in the years ahead.

You’re ready to start implementing now, so open the chosen Operations Method and have a good read.

In my next post we’ll take a closer look.

Practical stuff from AI Business Advisor® See the series here