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Grow with Intention

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Control Capacity
and Productivity

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Plan More Strategically

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Develop Next Generation Leadership

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Lead More Effectively

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Expand Team Development

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Maximize Enterprise Value

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Build an Enduring Firm

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Merge or Acquire

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Succeed in Succession Planning

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plan more strategically

Plan More Strategically

While setting quantifiable goals for the next 1, 3 and 5-year periods is a critical part of the strategic planning process, it's not the entire process. Numbers around revenue, profitability, and net new assets provide a benchmark as to the growth (or decline) of your business, but they don’t offer any guidance on how to get from here to there. It’s also important to define your mission and vision, clarify your core values, conduct a SWOT-ROCS analysis, and then set measurable objectives and key results (OKRs).

Your strategic plan should serve as a guidepost that allows your firm to make the optimal decisions along your journey – even when a multitude of choices are presented. But it’s not a one-time event. You should be reviewing your plan as often as possible – checking benchmarks and timelines, and updating OKRs as circumstances warrant.

plan more strategically

Plan More Strategically

While setting quantifiable goals for the next 1, 3 and 5-year periods is a critical part of the strategic planning process, it's not the entire process. Numbers around revenue, profitability, and net new assets provide a benchmark as to the growth (or decline) of your business, but they don’t offer any guidance on how to get from here to there. It’s also important to define your mission and vision, clarify your core values, conduct a SWOT-ROCS analysis, and then set measurable objectives and key results (OKRs).

Your strategic plan should serve as a guidepost that allows your firm to make the optimal decisions along your journey – even when a multitude of choices are presented. But it’s not a one-time event. You should be reviewing your plan as often as possible – checking benchmarks and timelines, and updating OKRs as circumstances warrant.

Let's talk about your future.

We all want to be more resourceful problem solvers, more adept practice managers, and more visionary and inspired leaders. We owe it to our clients, our teams, and ourselves.