all rights reserved 1 general assembly capri, july 3 rd capri, july 3 rd

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General AssemblyGeneral Assembly Capri, July 3Capri, July 3rdrd

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SUMMARSUMMARYY

Studio IPStudio IP - HistoryHistory

MDPMDP

ChangesChanges

Project “Organization, Control and Quality”Project “Organization, Control and Quality”

HR PolicyHR Policy

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19851985

Studio InterProfessionaleStudio InterProfessionale

SETTING UPSETTING UP

ACCOUNTANCY FIRMACCOUNTANCY FIRM

Two PartnersTwo Partners

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1987/941987/94


Two PartnersTwo Partners

Public notaryPublic notary

Four collaboratorsFour collaborators

SETTING UP OF THE COMPANY SETTING UP OF THE COMPANY (SRL)(SRL)

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19951995


STOP AND GOSTOP AND GO

Need to determine Need to determine strategies, means strategies, means and aims for the and aims for the futurefuture

@

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BUSINESS PLAN 2001-2005BUSINESS PLAN 2001-2005

• 1. INDEX

• 2. PRELIMINARY SYNTHESIS • 3. GENERAL DESCRIPTION OF THE FIRM • 3.1 The Firm InterProfessionale• 3.1.1 Present Partners• 3.1.2 Organizational structure

• 3.1.3 Economic data and estate• 3.1.3.1 Economic account• 3.1.3.2 Estate• 3.1.4 Hypothesis of present value• 3.1.5 Improving areas • 3.2 Objectives• 3.2.1 Organization and brand• 3.2.2 Standard activity• 3.2.3 Development of collateral services• 3.2.4 New capital outlay

• 4. PROFESSIONAL SERVICES • 4.1 Administration and accountancy• 4.2 National and international company

consultancy• 4.3 Organizational consultancy and start up• 4.4 Company consultancy and

management control• 4.5 Legal judicial and extrajudicial

consultancy• 4.6 Labour consultancy • 5. MARKETING PLAN

• 5.1 Market definition and opportunities of insertion

• 5.2 Competitors and other external elements (the competitive advantage)

• 5.3 Marketing strategy and channels• 5.4 Communication plan• 5.5 Proceeds prediction

• 6. OPERATING PLAN

• 6.1 Partner association plan (selection principles)

• 6.2 Management economic plan• 6.3 Steps towards integration

3.1.2.1 3.1.2.1 HR Management PolicyHR Management Policy

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Quality System Certificate Quality System Certificate (UNI EN ISO 9001: 2000, DNV)(UNI EN ISO 9001: 2000, DNV)

1996/20001996/2000


SETTING UP OF LEGAL AREASETTING UP OF LEGAL AREA

Thirty collaborators Thirty collaborators

Four partnersFour partners

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TODAYTODAY


Providing resources for human, technical and Providing resources for human, technical and operational support to our professionals.operational support to our professionals.

Providing organizational, control and financial Providing organizational, control and financial aid to small and medium-size companies and aid to small and medium-size companies and

to professional firms.to professional firms.

InterProfessionale InterProfessionale ConsultingConsulting

InterProfessionale InterProfessionale SrlSrl

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66 PARTNERSPARTNERS

DEC AREADEC AREA

LABOURLABOURAREAAREA

COMPANYCOMPANYCONSULTANCYCONSULTANCY

AREAAREA

LEGALLEGALAREAAREA

FISCALFISCALAREAAREA

TODAYTODAY


BACK OFFICE BACK OFFICE AREAAREA(administration, (administration, organization, organization, control & control & quality, quality, secretarial staff)secretarial staff)

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SUMMARSUMMARYY


MDPMDP

ChangesChanges


HR PolicyHR Policy

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LEGAL NETLINK ALLIANCELEGAL NETLINK ALLIANCE

RUSSELL & BEDFORDRUSSELL & BEDFORD

MDPMDP

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Growth of Growth of operational operational complexitycomplexity

Integration Integration among among professionals professionals and and collaborators of collaborators of each areaeach area

I n t e r n a l C o s t s

I n t e r n a l C o s t s

Complication of Complication of information information flows flows managementmanagement

Need of a careful Need of a careful Human Resources Human Resources management management

Considerable Considerable managementmanagement

changeschanges

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Careful Human Resources policyCareful Human Resources policy

Advanced Technologies Advanced Technologies

Written procedures for every activityWritten procedures for every activity

Systematic controlSystematic control

Business PlanBusiness Plan

Managing the firm using Managing the firm using tools usually typical of tools usually typical of

big companiesbig companies

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Every Human Every Human Resource is Resource is appreciated appreciated with a wise with a wise

management management policypolicy

A global A global vision of the vision of the client’s client’s problems problems

I n t e r n a l B e n e f i t

s

I n t e r n a l B e n e f i t

s

Sharing Sharing information information

flowsflows

Goals, methods and Goals, methods and strategies are shared strategies are shared in consultancy servicesin consultancy services

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VEDComplete Complete

solutions to solutions to complex complex

problemsproblems

A global and A global and interdisciplinary interdisciplinary support for support for their own their own demands demands

B e n e f i t s o f f e

r e d t o o u r c

l i e n t s

B e n e f i t s o f f e

r e d t o o u r c

l i e n t s

A trusting A trusting interlocutorinterlocutor

Creation of Creation of economic value and economic value and Business opportunities Business opportunities

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SHARING & CARINGSHARING & CARING

a)a) Of the ProjectOf the Project

Among partnersAmong partners Among partners and collaboratorsAmong partners and collaborators

Different views and approaches (problems, clients, Different views and approaches (problems, clients,

market...)market...)

Different cultures of each partner and exchangeDifferent cultures of each partner and exchange

Different personal attitudes and behavioursDifferent personal attitudes and behaviours

Attention to collaborators’ adviceAttention to collaborators’ advice

HYGIENE HYGIENE Short term profitabilityShort term profitability

HEALTH Long HEALTH Long term profitabilityterm profitability

CONTINUITY OF THE FIRM OVER THE PROFESSIONAL’S LIFECONTINUITY OF THE FIRM OVER THE PROFESSIONAL’S LIFE

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… … Prospects of careerProspects of career

In terms of strategic management in our firmIn terms of strategic management in our firm

MODELMODEL

No limits to the firm’s growth (quantitativelyNo limits to the firm’s growth (quantitatively

and qualitatively: as mentioned in the BP)and qualitatively: as mentioned in the BP)

Sharing the Firm’s Business PlanSharing the Firm’s Business Plan

No limits to each person’s growthNo limits to each person’s growth

FirstlyFirstly

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SUMMARSUMMARYY


MDPMDP

ChangesChanges

Project “Organization, control and quality”Project “Organization, control and quality”

HR PolicyHR Policy

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HUMAN RESOURCES POLICYHUMAN RESOURCES POLICY

““ORGANIZATION IS A MOOD“ORGANIZATION IS A MOOD“

(Prof. E. Spaltro, father of the (Prof. E. Spaltro, father of the

Psychology of labour )Psychology of labour )

Human Resources are the fundamental part Human Resources are the fundamental part of the organization.of the organization.

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RESEARCHRESEARCH SELECTION/ SELECTION/ RECRUITMENTRECRUITMENT TRAININGTRAINING

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Our model of long-life learning programOur model of long-life learning program

Basic philosophy :Basic philosophy :

Today it’s necessary/essential to have as wide aToday it’s necessary/essential to have as wide a knowledge as possibleknowledge as possible

Continuous trainingContinuous training Continuous stimulation of creativityContinuous stimulation of creativity

New ideas are the basic elements to successNew ideas are the basic elements to success

Development of new tools and ways of Development of new tools and ways of learninglearning Showing handbook about procedures/activities/Showing handbook about procedures/activities/ servicesservices

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CASECASE

PARTNERS’ TRAININGPARTNERS’ TRAINING

INTEGRATION PROJECT -INTEGRATION PROJECT -

ALIGNING WORK SHOPALIGNING WORK SHOP

Alessandro Cravera,Alessandro Cravera,Newton Management Innovation S.p.a.Newton Management Innovation S.p.a.

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VEDProject ClassificationProject Classification

IMP

AC

T/I

MP

OR

TA

NC

EIM

PA

CT/I

MP

OR

TA

NC

E

DIFFICULTIES OF ACHIEVEMENTDIFFICULTIES OF ACHIEVEMENT

LOWLOW

LOWLOW

HIGHHIGH

HIGHHIGH

interviewsinterviews

LOW COSTLOW COST MEDIUM COSTMEDIUM COST HIGH COSTHIGH COST

International International Legal areaLegal area

ReferencesReferences

Convention

Defining Defining rolesroles

TrainingTrainingmarketingmarketing

TeacherTeacher

Studio QStudio Q

Training Training managementmanagement

Partners’s Partners’s meetingmeeting

Performance Performance evaluationevaluation

Periodical Periodical visitsvisits

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SUMMARSUMMARYY


MDPMDP

ChangesChanges


HR PolicyHR Policy

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CHANGESCHANGES

SMALL CHANGESSMALL CHANGES

CAN GIVE RISECAN GIVE RISE

TO ENORMOUS CONSEQUENCESTO ENORMOUS CONSEQUENCES

AND NEW TRANFORMATIONS ! AND NEW TRANFORMATIONS !

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IT’S A NEVER ENDING PROCESSIT’S A NEVER ENDING PROCESS

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PROSPROS CONSCONS

PERSONAL GROWTHPERSONAL GROWTH 100% TURNOVER100% TURNOVER

HIGH COSTSHIGH COSTS

LOSS OF EFFICIENCY LOSS OF EFFICIENCY

NEED OF A DEDICATEDNEED OF A DEDICATED COLLABORATORCOLLABORATOR

STRENGTHENEDSTRENGTHENED RELATIONSRELATIONS

OUR CHALLENGE:OUR CHALLENGE:

WHAT HAVE WE EXPERIENCED?WHAT HAVE WE EXPERIENCED?

EFFICIENT INTERNALEFFICIENT INTERNAL TRAINING TRAINING

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Standard Italian Standard Italian accountantaccountant

Our FirmOur Firm

Continuous creation of new Continuous creation of new projects and servicesprojects and services

Wide-ranging perspectivesWide-ranging perspectives

Sharing and exchange Sharing and exchange among all the partners among all the partners and collaboratorsand collaborators

Limited perspective careerLimited perspective career

Common aims, Common aims, strategies, values, culturestrategies, values, culture

Focus on standard Focus on standard servicesservices

Internal separation and Internal separation and limited collaboration limited collaboration among different areasamong different areas

Partners’ culture imposed Partners’ culture imposed to the organizationto the organization

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ARE WE AIMING AT LANDING ON THE ARE WE AIMING AT LANDING ON THE MOON ?MOON ?

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SUMMARSUMMARYY


MDPMDP

ChangesChanges


HR PolicyHR Policy

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ProjectProject

ORGANIZATION, CONTROL ORGANIZATION, CONTROL

AND QUALITY AND QUALITY

in Professional Firmsin Professional Firms

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INTRODUCTION INTRODUCTION OF NEW TOOLSOF NEW TOOLS

MANAGEMENT MANAGEMENT CHANGES CHANGES

. . . .. . . .

FROM AN INTERNAL FROM AN INTERNAL

EXPERIENCE:EXPERIENCE:

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TO A PRODUCT, TO A PRODUCT, OFFERED TO OFFERED TO PROFESSIONAL PROFESSIONAL FIRMSFIRMS

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PRECISE PROCESSPRECISE PROCESS

DIFFERENT PRODUCTSDIFFERENT PRODUCTS AND SERVICESAND SERVICES

INDEPENDENCE ANDINDEPENDENCE AND MODULAR STRUCTUREMODULAR STRUCTURE OF EACH STAGEOF EACH STAGE

FEATURESFEATURES

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INFORMATIONINFORMATION TRAININGTRAINING

COURSESCOURSES

SOFTWARESOFTWARE TUTORINGTUTORING

PPRROODDUUCCTTSS//SSEERRVVIICCEESS

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WHY ARE WE DOING ALL THIS ?WHY ARE WE DOING ALL THIS ?

Because working is a duty Because working is a duty

Because we either have to work to live or live toBecause we either have to work to live or live to workwork

Because we can’t live without doing anythingBecause we can’t live without doing anything

But mostly . . . But mostly . . .

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Because we love our jobBecause we love our job

Because we like working Because we like working with happy peoplewith happy people

And if you like all this . . . And if you like all this . . .

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WE’ D BE GLAD WE’ D BE GLAD

TO EXTEND OUR COOPERATION TO EXTEND OUR COOPERATION

WITH LEGAL NETLINK ALLIANCE WITH LEGAL NETLINK ALLIANCE

all rights reserved 1 general assembly capri, july 3 rd capri, july 3 rd

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