Whether you are preparing to do your firm’s first Strategic Plan or are unsatisfied with the results from previous planning efforts, we can assist you with greatly increasing the effectiveness of your Strategic Planning process. Every practice has a unique set of expectations, Vision, culture, core values and leadership style so ‘cookie cutter’ approaches to Strategic Planning are not only often far less effective but can be much more costly especially judged on results. We have many years of experience exclusively for A/E/P practices and have done this successfully for firms ranging in size from 15 to 1,000 people. This includes local, regional, national and international companies and those who have a goal to expand to the next level geographically.
- Design a planning process that uniquely meets your objectives and is reflective of your practice’s long-range Vision, core values, culture, leadership style and key goals.
- Facilitation of planning Retreats, education on the process and guidance for the preparatory work that greatly increases the value received from the hours and cost your firm invests in this time together.
- Create a long-range Vision or update the one you may currently have to be more reflective of what you’d like your firm to be in the next 7-10 years- assess where you are now and where you want to be at some date in the future.
- Develop a process that is inclusive for better idea generation and buy in for a high sense of commitment and ownership to achieve agreed goals and actions.
- Ensure that an implementation plan is important part of your Strategic Plan to monitor progress on a regular basis to keep your plan dynamic, alive, thriving and to proactively identify and address impediments.
- Provide coaching and mentoring during the plan preparation process to help participants who have never done this previously and/or could improve their effectiveness.
- Utilize the SWOTT (strengths, weaknesses, opportunities, threats and trends) to assist in the development of measurable goals and actions.
- Work with your planning team to define measurable goals and actions which are prioritized to focus on those that are more important first.
- Jointly create a communication plan to roll out your Strategic Plan and to periodically provide updates on progress to management and staff.
- Develop clear team and individual performance metrics for agreed goals and actions with linkages to your incentive compensation plan to reward and incentivize success.
- Assistance with the preparation of staff and client surveys to gather input for the planning process, promote a higher sense of involvement and as one method to measure perceived progress across your practice.
- Develop connections to your firm’s ownership transition program, leadership succession plan, incentive compensation plan, budgeting and financial goals and career planning.
- Periodically meet with you to monitor progress, assess impediments and proactively address them.
- Consult and advise your Board of Directors and leaders regarding how to implement a Strategic Planning process and/or improve the results achieved.