Comprehensive Strategic Planning

We help align organizational efforts, establish priorities, and transform the strategy into action.

Why Your Strategy Matters...

In today’s dynamic business landscape, the importance of an innovative and forward-thinking strategic approach cannot be overstated. It serves as a key instrument for gaining a competitive edge and emerging as a market leader.

We work in collaboration with you to identify your firm’s unique value proposition, assess your current position in the market, and outline a strategic roadmap for success.

Our proven methodologies are designed to help you maximize your firm’s strengths and address any areas for improvement.

Whether you want to refine your existing strategy or start with a clean slate, our strategy development services can help you reach your goals.

Define Your Future

A well-defined strategic plan is the roadmap to your organization's future performance

Strategic Planning Can Help…

Encourage Long-Term Thinking

Move beyond near-term challenges and focus on future aspirations

Identify Growth Opportunities

Analyze and assess new markets, service offerings, customer segments, etc.

Improve Resource Allocation

Optimize your investment of firm resources with clear strategic prioritization

Strengthen Competitive Position

Review the current competitive landscape and develop a differentiated approach

Promote Better Decision Making

Make more informed decisions that lead to better outcomes for all stakeholders

Enhance Operational Efficiency

Streamline processes, improve productivity, and increase your operating leverage

Foster Innovative Thinking

Think outside of the box to unlock innovative solutions to complex business problems

Enable Proactive Management

Move from reactive to anticipatory and plan for future challenges and opportunities

Encourage Long-Term Thinking

Move beyond near-term challenges and focus on future aspirations

Identify Growth Opportunities

Analyze and assess new markets, service offerings, customer segments, etc.

Improve Resource Allocation

Optimize your investment of firm resources with clear strategic prioritization

Increase Alignment

Ensure all team members clearly understand the measures of success

Strengthen Competitive Position

Review the current competitive landscape and develop a differentiated approach

Enhance Operational Efficiency

Streamline processes, improve productivity, and increase your operating leverage

Promote Better Decision Making

Make more informed decisions that lead to better outcomes for all stakeholders

Foster Innovative Thinking

Think outside of the box to unlock innovative solutions to complex business problems

Enable Proactive Management

Move from reactive to anticipatory and plan for future challenges and opportunities

A Comprehensive Approach to Strategic Planning

We are committed to working in collaboration with you to identify your firm’s unique value proposition, assess your current position in the market, and outline a strategic roadmap for success.

Initial Assessment

This is the first step in our strategy development consulting process. We conduct a comprehensive review of your firm’s current strategy, operations, and market position. This helps us understand your firm’s strengths, weaknesses, opportunities, and threats. This step is crucial because it provides us with a baseline for developing your strategy.

Goal Setting

Based on our initial assessment, we work with you to define your firm’s strategic goals. These goals may include expanding into new markets, increasing revenue, or improving operational efficiency. Setting clear and measurable goals is important because it provides a target to aim for and a benchmark against which we can measure progress.

Strategy Development

Once we have a clear understanding of your firm’s current state and goals, we begin developing your strategy. This involves identifying the specific actions your firm needs to take to achieve its goals. It’s important to remember that a good strategy is not just about what you will do, but also what you won’t do. This step matters because it provides a roadmap for achieving your strategic goals.

Implementation Planning

After the strategy has been developed, we create a detailed implementation plan. This includes defining the specific tasks, resources, and timelines required to execute the strategy. This step is key because it translates your strategy from a high-level concept into actionable steps.

Execution Support

Once the implementation plan is in place, we work with you to execute the strategy. This may involve providing coaching and support, facilitating strategic initiatives, and monitoring progress towards goals. Execution is critical because, without it, a strategy is just a plan on paper.

Review and Adjust

The final step in our process is to regularly review and adjust the strategy based on performance data and changing market conditions. This step is important because it ensures that your strategy remains relevant and effective in the face of change.

What We Bring to Your Strategic Planning

Decades of experience with middle-market professional services firms
A flexible approach that can adapt to your firm's evolving needs
A tailored approach that addresses your specific challenges and strengths
A comprehensive suite of services from strategic planning to tactical execution support
A focus on fostering a collaboration and innovation
A dedication to finding strategic alignment within your team
The ability to uncover hidden opportunities for future success
A commitment to providing real, honest feedback
Ongoing support to ensure successful implementation of your strategic plan
A proven track record of guiding firms towards growth and innovation

Let's Talk

Let’s connect to help you decide if our strategic planning services are right for your firm

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Frequently Asked Questions

What is strategic planning & why does it matter?

Strategic planning is a process where an organization defines its direction and makes decisions on allocating its resources to pursue this strategy. It includes defining the organization’s mission, vision, and strategic objectives.

Strategic planning provides a roadmap for your organization, helping you to make informed decisions, allocate resources effectively, and ensure all team members are working towards common goals. It can also help you anticipate and respond to changes in your environment.

What is involved in the strategic planning process?

The strategic planning process typically includes an initial assessment, goal setting, strategy development, implementation planning, execution support, and regular review and adjustment.

What is the role of a strategic planning consultant?

A strategic planning consultant can provide expert guidance and an outside voice during the strategic planning process. They can help you conduct an initial assessment, develop a strategy, create an implementation plan, and provide execution support.

What type of firms do you typically work with for strategic planning?

We specialize in working with middle-market professional services firms. This includes accounting & advisory firms, law firms, consulting firms, and more. We understand the unique challenges and opportunities these firms face and tailor our services accordingly.

How long does the strategic planning process take?

The length of the strategic planning process can vary depending on the size of the organization and the complexity of the strategy. However, it typically takes several weeks to a few months.

Who should be involved in the strategic planning process?

Strategic planning usually involves key stakeholders, including senior leadership, middle management, and other key employees. The exact participants can vary based on the organization’s size and structure.

How often should a strategic plan be reviewed and updated?

A strategic plan should be reviewed and updated regularly to ensure it remains relevant and effective. The exact frequency can vary, but many organizations review their strategic plan on an annual basis.

What are some common challenges in strategic planning?

Common challenges in strategic planning include aligning the organization around the strategy, prioritizing strategic initiatives, allocating resources effectively, and monitoring progress towards strategic objectives.

How do you measure the success of a strategic plan?

The success of a strategic plan is typically measured by monitoring progress towards strategic objectives. This can involve tracking key performance indicators (KPIs), conducting regular reviews, and collecting feedback from stakeholders.

What outcomes can I expect from strategic planning services?

Outcomes of strategic planning services can include a clearly defined strategic direction, improved resource allocation, enhanced operational efficiency, and better decision-making. Ultimately, strategic planning services can help your organization achieve its strategic objectives and improve its overall performance.