In numerous professional service firms, discussions about strategic planning are common, yet the execution is often elusive. This can be attributed to the time-consuming nature of consensus building, resulting in unread and disregarded planning documents. Consequently, many professionals perceive strategic planning as a futile exercise. Within the accounting profession, numerous firms resemble a collection of sole proprietors with divergent visions, merely sharing overhead expenses. Strategic planning serves as a crucial catalyst in fostering the one-firm concept. It brings key stakeholders together to create something more significant than individual visions can fathom. To enhance the effectiveness of this process, we strongly recommend the engagement of external facilitators. Hiring outside facilitators allows the right individuals within your firm to actively participate, contributing their expertise and insights. This strategic approach not only streamlines the planning process but also ensures that the resulting strategy is well-informed and inclusive. This Guide is tailored for firms seeking to streamline the process, ensure tangible outcomes, and hold themselves accountable for achieving goals and objectives. Our approach emphasizes progress over perfection! The guide equips firms with the necessary tools for effective and efficient strategic planning.