Practice Transformation Program

Through Woodard Institute's Practice Transformation Program, you engineer the next version of your practice - and yourself as a professional - through process improvements, process standardization, workflow automation, increases in team productivity, client selection and management, effective pricing strategies...and more!

Courses from this program offered in 2022 include:


Practice Transformation:

The Ideal business

(PTIB)

Duration
10 Sessions

Course Begins Tuesday, July 19

Course Description

This course equips you through education, peer-to-peer collaboration, hands-on exercises, and guided client interactions to build the next version of your practice.*

During your journey to the next version of your practice, we will focus on several key areas that drive increased efficiencies, profitability, and client value including:

  • Discovering Your Ideal Client
  • Building Practice Strategies Around Your Ideal Client
  • Technology Adoption - Vetting and Selecting the Right Solutions
  • Creating Consistency and Scalability with Process Refinement and Standardization
  • Developing Modernized and Secure Client Collaboration
  • Data Collection and Data Capture Automation
  • Streamlining Accounts Payable Automation
  • Fostering Practice Wide Adoption: Change Leadership for Your Team and Your Clients
  • Exploring Strategies for Effective Pricing
  • Building Adaptive Capacity for Ongoing Growth and Development

*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.

This Workshop is available
through the Annual Subscription

Practice Transformation:

Personal and Team Productivity

(PTPRO)

Duration
10 Sessions

Course Begins Tuesday, October 11

Course Description

This course provides you with the knowledge, tools and support to conquer task overload, achieve and maintain a zero-inbox, harmonize work and life, adopt extreme intentionality and maximize productions. Most of the course focuses on personal productivity with bonus strategies for deploying the principles throughout your team.*

During this course, we will address the challenges you face in task management and implement some tried and true methods to corral the chaos including:

  • Outcomes of Personal Process Improvements
  • Overcoming Productivity Myths and Roadblocks
  • The Productivity and Priority Connection
  • The Productivity Method
  • Curbing the Input Chaos: The Zero Inbox Reality
  • Zeroing Your Inbox
  • Engineering a Sustainable Task System
  • Prioritizing Your Tasks
  • Engaging and Maintaining a High-Productivity Lifestyle
  • Harmonizing Individual Actions into Team Project

*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.

This Workshop is available
through the Annual Subscription

MAXIMUM VALUE: ANNUAL SUBSCRIPTION

During your 12-month subscription, you may enroll in courses offered through both our Certified Transformative Adivsory Program
and our Practice Transformation Program. 

Your 12-month subscription includes access to:
2 ten-week course credits per subscription year
1 credit that can be applied to a four-week Workshop or a Powerday
Weekly ACT (Accountability, Collaboration, and Traction) cohort meetings