Strategic Planning
Developing a strategic plan that merely sits on a shelf is a waste of everyone’s time and money. We go beyond creating simple vision and mission statements and instead prefer to focus our efforts on aligning your firm or practice’s vision with your business plans, brand strategies, and marketing plans.
We help clarify where you want to go, identify the opportunities you should seize, and arm you with an actionable plan to get you there.
Whether your focus is profit, sustainability, new growth, or gaining more satisfaction from your work, we can help you align your business strategy with your internal processes and marketing communications to devise a plan that is effective, realistic, and achievable.
We take the time to understand your goals and desired direction, tolerance for risk, and internal culture and governance structures. We will work with your firm’s leaders and marketers to think more strategically, understand where to start and what to focus on, identify any gaps, and build marketing strategies that deliver.
Many of our advisors have backgrounds in business and research, using data to inform key decision making. Our internal research and analytics team scrutinizes our vast library of secondary research to find answers to your plaguing questions. We also routinely perform custom surveys, interviews, and market research, and call upon our team of external experts to help us understand market conditions, growth sectors, and economic projections whenever required.
Depending upon your firm or practice, you may already have an existing business or strategic plan in place and are looking to have an audit instead. We will review initiatives that are currently in place to ensure they are still delivering and provide recommendations on what to pause, escalate, or pivot from.
Whether you are looking for an audit of your current plans, a facilitator for your strategic planning sessions and firm retreats, or want a team with a deep knowledge of the legal and professional services industries to provide perspective or tactical plans for growth, we can help.