Three-Step Model for Planning Success

Planning for the future is not always straightforward. Many teams spend time talking through ideas and possibilities, yet still feel unsure about what comes next.

At MBE CPAs, we see the strongest progress happen when people are aligned around a common goal. This guide introduces a three-step planning maturity model that helps you understand where your organization stands today and what forward progress can look like.

In this guide, you will learn about the three stages of planning success: transactional, transformational, and revolutionary. Each stage explains how teams shift from managing daily responsibilities to thinking ahead together with intention. Along the way, you will find practical tools to support better planning conversations, encourage collaboration, and help teams prepare for change with more confidence.

Download this guide to discover how to bring your leadership team together and move forward with a clear, shared vision.