The Practice Plan manual provides a stepped approach to assist develop a practice plan.

The importance of developing a practice plan.

The practice plan is based on vision and values. It is important to develop and articulate this for your staff and clients.

The basis of the marketing plan which include SWOT Competitive Analysis and the relevant Ps of Marketing.

Marketing tools to support the development of your marketing plan. To be used in conjunction with PE 2.041 Marketing Strategy.

Estplan Transaction Cycle and Communication Guide - This section helps you prepare for the client meeting.

Human Resource Management, Time Management and Delegation strategy need to form part of the practice plan. 

Financial Measurement component of practice plan.

Strategic Alliances and Collaboration plan needs to be included in the practice plan and updated regularly.

Compliance and Risk section of the practice manual. Includes relevant templates.

Succession Planning for your practice.

Rejuvenating a transactionally focussed practice.

A successful alliance between and accountant and a planner.