Course ID: PLOD

Why planning is Important -The Leaders Obligation & Duty

Having a plan as an organization is important as it helps address the firm’s purpose, what they want to achieve and how they are going to get there. There are many resources a firm can use to help them plan for the future. In this course we will break down the importance of planning and what you can do to develop a planning process not only internally, but also one you can use with your clients! ​

Learning Objectives
  • Recognize the importance of having a plan
  • Describe how to develop a planning process internally and for external use

Major Topics
  • Why planning is important
  • The importance of having a firm vision
  • Resources and tools you can use to help in your planning process
  • How to hold your team accountable

Advanced Preparations


Who Should Attend

Anyone working in a Management Role in a firm

Fields of Study
Business Management & Organization


Management experience

Boomer Consulting, Inc.

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now