--- title: The Right (and Wrong) Way to do Strategic Planning description: Yesterday, The Ohio Society of CPA's published an article about strategic planning that features our very own Business Advisory Practice Leader, Greg Meredith image: https://blog.brixeyandmeyer.com/hubfs/Untitled%20design%20(9).png --- [![Brixey Meyer](https://blog.brixeyandmeyer.com/hs-fs/hubfs/raw_assets/public/Brixey_and_Meyer_January2023/images/Brixey-white.png?width=3092&height=1080&name=Brixey-white.png "Brixey Meyer")](https://www.brixeyandmeyer.com/) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) - [Client Portal](https://www.clientaxcess.com/#/login) - [Make a Payment](https://secure.cpacharge.com/pages/brixeyandmeyer/payments) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) ![](https://blog.brixeyandmeyer.com/hubfs/Untitled%20design%20(9).png) # The Right (and Wrong) Way to do Strategic Planning Published by [Nicole Kelly](https://blog.brixeyandmeyer.com/author/nicole-kelly) on Nov 17, 2017 1:15:19 PM   Strategic Planning: What does it really mean?  Yesterday, Jessica Salerno, The Ohio Society of CPA's Content Manager, published the article *The Right (and Wrong) Way to do Strategic Planning* that featured our very own Business Advisory Practice Leader, Greg Meredith.  The article discusses the importance of building a "sustainable competitive advantage" strategy instead of just creating goals, a topic which Greg presented recently at OSCPA's Columbus Accounting Show.  > *"It is a mistake to view strategic planning as operations planning, goal setting or budgeting. And a list of goals your organization wants to achieve in the next 3-5 years does not count as a strategy."* You can check out more about strategic planning by reading the full article [HERE.](https://www.ohiocpa.com/communities/news/2017/11/16/the-right-(and-wrong)-way-to-do-strategic-planning?utm_source=CPA_Takeaways&utm_medium=email&utm_campaign=enews&utm_content=The%20right%20(and%20wrong)%20way%20to%20do%20strategic%20planning) Tags: [Insider](https://blog.brixeyandmeyer.com/topic/insider), [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [values](https://blog.brixeyandmeyer.com/topic/values), [creative](https://blog.brixeyandmeyer.com/topic/creative), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [Greg Meredith](https://blog.brixeyandmeyer.com/topic/greg-meredith), [Sales](https://blog.brixeyandmeyer.com/topic/sales), [Strategy](https://blog.brixeyandmeyer.com/topic/strategy) [Back to Blog](https://blog.brixeyandmeyer.com) - [Tweet](https://twitter.com/share) ## Related Articles ## [We're Growing...Again. 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