Custom Value-building Solutions

Carefully crafted around the issues and objectives of the firm’s management. It might encompass business vision development, domestic and/or international expansion strategies, transition and succession planning, or working together to deliver operational excellence.

Outcome: Team ownership of a 3-5 year strategic plan for the business.

Value key connection: Vision & Direction | Effective Communications | Talent & Leadership | Growth & BD

Audience: Managing Partners & leadership teams.

Supporting AGN Tools:

• AGN Guide to Going International
• AGN Guide to Key Account Management Practice
• Performance Diagnostic
• AGN Value Key

Examines your firms preparedness for key person retirement. Helps you map out an orderly path for the firms next phase resulting in an clear action plan to the future.

Outcome:
Senior engagement with an action plan for future resilience & succession

Value key connection:
Vision & Direction | Effective Communications | Talent & Leadership | Growth & BD

Audience:
Managing partners & equity owners.

Supporting AGN Tools:

• Practice Performance Diagnostic
• Business Resilience and Succession Assessment
• AGN Value Key

Customized to focus on any or all of the following; 3 levels of international marketing, a masterclass on partners contribution to marketing, improving your bid or proposal conversion rate, monetization of your firms AGN membership.

Outcome:
Team ownership of an action plan to develop international business revenues.

Value key connection:
Growth & BD | Best Clients | Vision & Direction

Audience:
Partners, Managers and teams targeting international work opportunities.

Supporting AGN Tools:

• AGN Guide to Going International
• AGN Business Development Diagnostic
• AGN In It 2 Win It – bidding methodology
• AGN – Various Business Development  Tools

Explore the main aspects of accountancy firm marketing. Aimed at new partners and managers we leverage a whole range of exercises and role playing to get to grips with their role in topics such as client engagement through content, strategic proposal development, key account management, personal networking, and consultative selling.

Outcome:
A team that understands marketing and business development, and commits to personal and group actions to drive progress.

Value key connection:
Growth & BD | Best Clients

Audience:
Partners, Managers and teams seeking growth opportunities.

Supporting AGN Tools:

• AGN Guide to Going International
• AGN Business Development Diagnostic
• AGN In It 2 Win It – bidding methodology
• AGN various business development tools 

A talent management and staff lifecycle overview. The perennial challenge of developing and keeping your best people. Understand the processes needed to on-board, develop, motivate, reward and retire key staff. Coupled with best practice in communications, managing roles within the business and managing the multi-generational needs of decision-makers.

Outcome:
A team that understands team member motivation and performance management, and commits to personal and group actions to drive progress.

Value key connection:
Talent Leadership

Audience:
Partners, managers and teams seeking to drive talent retention and performance.

Supporting AGN Tools:

• AGN HR Toolkit
• AGN Staff Exchange Program
• NexGen program
• Upward Evaluation Program
• HR Share-group

A review of business structures, and likely commitments and rewards involved in progressing to partnership. How to find an individual stake in a valuable future for the business. Communicating and influencing senior stakeholders. A personal action plan for valuable development.

Outcome:
Individuals that understand the road ahead, and commit to a personal development plan within their firms.

Value key connection:
Talent Leadership

Audience:
High potential future owners of businesses, usually at manager level.

Supporting AGN Tools:

• AGN HR Toolkit
• AGN Staff Exchange Program
• NexGen program
• Upward Evaluation Program
• HR Share-group

Surface and then plan to leverage the opportunities created by adopting the latest developments in accounting technology. Design a strategy that both embraces the operational effectiveness technology brings, but also set out a road map to move your firm’s skill set into the value add advisory. A heavy emphasis on planning the transition from compliance to value added advisory skill sets.

Outcome:
A team that understands the technological and competitive environment, how to differentiate to achieve commercial results, and commits to personal and group actions to drive progress.

Value key connection:
Vision & Direction | Operational Effectiveness | Growth & BD

Audience:
Partners, Managers and teams seeking transition.

Supporting AGN Tools:

• AGN Business development diagnostic
• AGN Advisory model
• Template for Transition to Advisory