The accounting work plan works best if we understand the process from a high level first, before jumping into the specifics. The step-by-step process that we promote – we call it a “work plan” – is:
1-Clarify the problem and agree on the goal
2-Outline the options with the risks and benefits of each approach
3-Agree on a work plan
4-Be accountable for action
5-Reassess and adjust to new information as needed
6-Use technology and monitor to make sure to stay on track