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Let’s Talk Winter 2015 www.liptonllp.com
The Importance of Strategic Planning Retreats
Fred Arshoff and Jeffrey A. Nightingale
It is often said that the long-term success of a At Lipton, we often deal with clients on the
business depends largely upon the ‘forward financial side, but our in-depth knowledge of
thinking’ of its owners and managers. their business and its personnel allows us to help
Unfortunately, many of these leaders claim to be in so many other ways. We have the knowledge
too busy to devote the necessary time required and the perspective to see things objectively and
to look objectively at their business. assist in facilitating and leading your Strategic
Planning Retreat. This allows all parties to
We don’t often have the opportunity to sit back focus on the discussion instead of the retreat’s
and reflect unless we stop the routine. This is timetable and process.
where Strategic Planning Retreats can help. This
type of retreat involves taking time, in a safe and Recognizing the importance of Strategic
quiet place, to reflect, discuss, plan, set goals, and Planning Retreats, we at Lipton recently held
commit to future results. Giving yourself and our own two day retreat. Led by an outside
others an opportunity to understand the current facilitator, the Partners met to discuss the Firm’s
situation is valuable. Learning about important vision for the future. We reviewed our current
issues and the strategies for addressing these strategies and updated them to ensure we can
issues has the potential to create opportunities continue serving our clients to the best of our Fred Arshoff,
and mitigate risk. abilities. BComm, CPA, CA, TEP
Managing Partner
Partner, Assurance and Advisory
Successful leaders and managers have learned It also gave us time to focus on strategies to
fred@liptonllp.com
that working away from the normal place of continue improving our proactive thinking,
business can produce valuable results. A Strategic professional standards and perhaps most
Planning Retreat provides a unique opportunity importantly, continuing our overall objective of
to address both ongoing and new issues that being our clients’ “Most Trusted Advisor.”
arise throughout the business year and how they
will affect the business’ future. We considered our retreat to be a great success
and we continue to ‘follow it up’ in order to
The process involves creating concise statements ensure that our strategies and related action
of a business’s vision, mission, values, goals, and steps are fully monitored to their completion.
strategies. It also involves reinforcing the values
that guide people’s behaviour. Developing and If you are interested in having Lipton organize
reminding your team of the business’ strategic a retreat for your firm, please contact your
intention helps everyone focus, make decisions, relationship partner. We will be happy to assist
plan for current operations, and handle critical you.
issues.
A Strategic Planning Retreat is also a forum for
nurturing teamwork. Successful owners and
managers have learned the extra value that a
team of people can generate for the business. Jeffrey A. Nightingale,
Retreats create synergy, excitement, and a sense BComm, MBA, CPA, CA, TEP
of optimism amongst the people attending them. Managing Partner
These positive feelings can become infectious Tax Partner
throughout the organization. jeff@liptonllp.com
3
Let’s Talk Winter 2015 www.liptonllp.com
The Importance of Strategic Planning Retreats
Fred Arshoff and Jeffrey A. Nightingale
It is often said that the long-term success of a At Lipton, we often deal with clients on the
business depends largely upon the ‘forward financial side, but our in-depth knowledge of
thinking’ of its owners and managers. their business and its personnel allows us to help
Unfortunately, many of these leaders claim to be in so many other ways. We have the knowledge
too busy to devote the necessary time required and the perspective to see things objectively and
to look objectively at their business. assist in facilitating and leading your Strategic
Planning Retreat. This allows all parties to
We don’t often have the opportunity to sit back focus on the discussion instead of the retreat’s
and reflect unless we stop the routine. This is timetable and process.
where Strategic Planning Retreats can help. This
type of retreat involves taking time, in a safe and Recognizing the importance of Strategic
quiet place, to reflect, discuss, plan, set goals, and Planning Retreats, we at Lipton recently held
commit to future results. Giving yourself and our own two day retreat. Led by an outside
others an opportunity to understand the current facilitator, the Partners met to discuss the Firm’s
situation is valuable. Learning about important vision for the future. We reviewed our current
issues and the strategies for addressing these strategies and updated them to ensure we can
issues has the potential to create opportunities continue serving our clients to the best of our Fred Arshoff,
and mitigate risk. abilities. BComm, CPA, CA, TEP
Managing Partner
Partner, Assurance and Advisory
Successful leaders and managers have learned It also gave us time to focus on strategies to
fred@liptonllp.com
that working away from the normal place of continue improving our proactive thinking,
business can produce valuable results. A Strategic professional standards and perhaps most
Planning Retreat provides a unique opportunity importantly, continuing our overall objective of
to address both ongoing and new issues that being our clients’ “Most Trusted Advisor.”
arise throughout the business year and how they
will affect the business’ future. We considered our retreat to be a great success
and we continue to ‘follow it up’ in order to
The process involves creating concise statements ensure that our strategies and related action
of a business’s vision, mission, values, goals, and steps are fully monitored to their completion.
strategies. It also involves reinforcing the values
that guide people’s behaviour. Developing and If you are interested in having Lipton organize
reminding your team of the business’ strategic a retreat for your firm, please contact your
intention helps everyone focus, make decisions, relationship partner. We will be happy to assist
plan for current operations, and handle critical you.
issues.
A Strategic Planning Retreat is also a forum for
nurturing teamwork. Successful owners and
managers have learned the extra value that a
team of people can generate for the business. Jeffrey A. Nightingale,
Retreats create synergy, excitement, and a sense BComm, MBA, CPA, CA, TEP
of optimism amongst the people attending them. Managing Partner
These positive feelings can become infectious Tax Partner
throughout the organization. jeff@liptonllp.com
3
