Irs Strategic Plan
Final Strategic Plan:
The Internal Revenue Service
Nicola C Baltimore
Strategy Formation and Implementation -- MGT 578
Robert Powers
January 12, 2005
University of Phoenix
Table of Contents
TABLE OF CONTENTS 2
EXECUTIVE SUMMARY 4
VISION STATEMENT 4
MISSION STATEMENT 5
VALUES STATEMENT 5
ENVIRONMENTAL ANALYSIS 5
INTERNAL ANALYSIS 5
EXTERNAL ANALYSIS 6
SWOT ANALYSIS LIMITATIONS 6
GOAL 1: IMPROVE TAXPAYER SERVICE 6
GOAL 2 - ENHANCE ENFORCEMENT OF THE TAX LAW 7
GOAL 3: MODERNIZE THE IRS THROUGH ITS PEOPLE, PROCESSES AND TECHNOLOGY 7
CRITICAL SUCCESS FACTORS 8
VISION STATEMENT 12
MISSION STATEMENT 13
VALUES STATEMENT 14
ENVIRONMENTAL ANALYSIS 16
INTERNAL ANALYSIS 17
EXTERNAL ANALYSIS 17
SWOT ANALYSIS LIMITATIONS 19
LONG TERM OBJECTIVES 19
GOAL 1: IMPROVE TAXPAYER SERVICE 20
GOAL 2 - ENHANCE ENFORCEMENT OF THE TAX LAW 20
GOAL 3: MODERNIZE THE IRS THROUGH ITS PEOPLE, PROCESSES AND TECHNOLOGY 21
MEANS AND STRATEGIES 22
FINANCIAL PROJECTIONS AND ANALYSIS 26
CRITICAL SUCCESS FACTORS 27
CONTROLS AND EVALUATION 29
REFERENCES 30 Executive Summary
The Internal Revenue Service (IRS) has a long history. The Agency is currently divided into 4 Divisions:
The Wage and Investment Division, serving approximately 116 million taxpayers who file individual and joint tax returns.
The Small Business/Self-Employed Division, serving approximately 45 million small businesses and self-employed taxpayers (This writer is employed within the SB/SE Division).
The Large and Mid-Size Business Division, serving corporations with assets of more than $10 million.
The Tax-Exempt and Government Entities Division, serving employee benefit plans, tax-exempt organizations, such as charities and social welfare groups, and governmental entities (IRS History and Structure, ¶ 4).
Vision Statement The IRS should reinvent their internal business model across all operating divisions to one that embraces standardized electronic interactions.
The Internal Revenue Service
Nicola C Baltimore
Strategy Formation and Implementation -- MGT 578
Robert Powers
January 12, 2005
University of Phoenix
Table of Contents
TABLE OF CONTENTS 2
EXECUTIVE SUMMARY 4
VISION STATEMENT 4
MISSION STATEMENT 5
VALUES STATEMENT 5
ENVIRONMENTAL ANALYSIS 5
INTERNAL ANALYSIS 5
EXTERNAL ANALYSIS 6
SWOT ANALYSIS LIMITATIONS 6
GOAL 1: IMPROVE TAXPAYER SERVICE 6
GOAL 2 - ENHANCE ENFORCEMENT OF THE TAX LAW 7
GOAL 3: MODERNIZE THE IRS THROUGH ITS PEOPLE, PROCESSES AND TECHNOLOGY 7
CRITICAL SUCCESS FACTORS 8
VISION STATEMENT 12
MISSION STATEMENT 13
VALUES STATEMENT 14
ENVIRONMENTAL ANALYSIS 16
INTERNAL ANALYSIS 17
EXTERNAL ANALYSIS 17
SWOT ANALYSIS LIMITATIONS 19
LONG TERM OBJECTIVES 19
GOAL 1: IMPROVE TAXPAYER SERVICE 20
GOAL 2 - ENHANCE ENFORCEMENT OF THE TAX LAW 20
GOAL 3: MODERNIZE THE IRS THROUGH ITS PEOPLE, PROCESSES AND TECHNOLOGY 21
MEANS AND STRATEGIES 22
FINANCIAL PROJECTIONS AND ANALYSIS 26
CRITICAL SUCCESS FACTORS 27
CONTROLS AND EVALUATION 29
REFERENCES 30 Executive Summary
The Internal Revenue Service (IRS) has a long history. The Agency is currently divided into 4 Divisions:
The Wage and Investment Division, serving approximately 116 million taxpayers who file individual and joint tax returns.
The Small Business/Self-Employed Division, serving approximately 45 million small businesses and self-employed taxpayers (This writer is employed within the SB/SE Division).
The Large and Mid-Size Business Division, serving corporations with assets of more than $10 million.
The Tax-Exempt and Government Entities Division, serving employee benefit plans, tax-exempt organizations, such as charities and social welfare groups, and governmental entities (IRS History and Structure, ¶ 4).
Vision Statement The IRS should reinvent their internal business model across all operating divisions to one that embraces standardized electronic interactions.
References: n.a. ETAAC Annual Report to Congress 2004: Vision Statement - Electronic Transactions for Every Function. Retrieved January 12, 2005 from http://www.irs.gov/taxpros/article/0,,id=128723,00.html n.a. IRS Mission Statement.(1998). Retrieved November 16, 2004 from Looksmart findarticles web site http://www.findarticles.com/p/articles/mi_m6552/is_n5_50/ai_21250204 n.a. IRS Strategic Plan Focuses on Service, Compliance, Modernization. (2004). Retrieved January 12, 2005 from http://www.irs.gov/newsroom/article/0,,id-125266,00.html Internal Revenue Service. (2004). Internal Revenue Service Strategic Plan 2005- 2009. Retrieved January 12, 2005, from http://www.irs.gov Pearce-Robinson (2003). Strategic Management. New York: McGraw-Hill.