A well designed strategic plan guides internal efforts, inspires thoughtful ideation, and focuses firm investments. A successful strategic plan will both ground and energize your team.
Learn about our Strategic Planning Process
Creating an Aspirational Strategic Plan
What are your firm’s aspirations? Which markets do you want to deepen, grow, hold steady, or develop a new? How can you stand out from your competition? What are the changing business conditions you must pay attention to? Where are there opportunities to innovate? How do you want to positively impact your clients, your community, and the world at large? These are questions that should be addressed in your strategic plan. We take you through a three step process to create a focused and aspirational strategic plan that your team will want to get behind and support.
See. collect data / feedback
Stop. identify strategic priorities
Run. create a focused and impactful plan
Your strategic plan will drive your firm’s organization and system design.
Succession Transition
Succession and ownership transition can be an exciting time for those immediately involved, and daunting for those on the sidelines who will be impacted by this change. We keep this in mind as we guide you through the transition process. Our process starts with a very thorough conversation with the leader transitioning out, and successor candidate(s) with the goal of…
Establishing clear expectations
Getting members on the same page
Surfacing blind spots and deal breakers
Finding mutually beneficial solutions
Establishing decision making parameters
Create a comprehensive transition plan and timeline.
Bringing the entire firm along through this process.
work is art
Work is Art introduces an eye-opening approach to bringing collaboration, innovation, and focus into your workplace. Using the fundamentals of art as a model, we’ll explore the common factors that can overwhelm an organization and create confusion and fatigue. And then identify solutions to create focus and a sense of purpose amongst your employees.
Workshop Brochure