STRATEGIC PLANNING

TO BREAK-THROUGH TO YOUR NEXT LEVEL

SERVICE OVERVIEW

EMPOWERING MID-SIZE SERVICE FIRMS TO ACHIEVE THEIR MOST IMPORTANT GOALS

What Is This Service?

Our Strategic Planning service empowers already-successful mid-size service firms to break through to their next level by actually planning to grow, not just hoping to grow.  We do this by leading a year-long process that focuses firm leaders on SMART goals that enhance growth.  This process has as little impact as possible on current operations and, in fact, often improves operations.  

Most successful mid-size professional service firms know that there are certain steps they need to take to go to their next level.  Firm leaders can often outline these steps in just minutes on the proverbial paper napkin.  Usually, they’ve committed to achieving these steps in the past but haven’t actually done it.  There are all sorts of reason that firms don’t achieve goals and this can lead to finger-pointing and infighting, which is ineffective.  Here is what is effective.

Focused effort.  There is an intimate connection, for entrepreneurs, between time, energy and meaningful outcomes.  To break through to the next level, service firm leaders (who are entrepreneurs) will need to apply a portion of their best energy and their choicest productive hours, when their minds are clearest, to SMART goals that are often difficult to accomplish.  But herein lies a problem.

WHY YOU NEED THIS SERVICE:

THERE ARE TWO WAYS TO GROW – ACCIDENTALLY OR ON PURPOSE. THIS SERVICE EMPOWERS YOU TO GROW ON PURPOSE.

Most leaders of mid-size service firms already have full-time jobs leading teams, serving clients, generating revenues and ensuring the profitability of the firm.  Some leaders might even think it’s impossible or unwise to syphon off choice hours to focus on SMART goals.  Other leaders are concerned that if they commit to championing certain goals and they fall short of the mark, they will be punished by their peers. 

This service addresses all of these issues by empowering firm leaders to:

  • Identify the most important outcomes that will impact future growth
  • Convert these outcomes into a set of SMART goals
  • Become a champion for SMART goals appropriate to their passions and capabilities
  • Apply focused energy to achieving those goals, all without interrupting their day job
  • Participate in four sessions over the course of a year in which they document their progress, identify obstacles, brainstorm solutions with their peers and get the work done.

To learn more about how we do this, please click on Our Approach above.

 

Who Needs This Service?

Professional service firms who:

  • Have hit a growth plateau but want to break through it.
  • Are hungry to grow and are not satisfied with their current success level but are not confident that they have the best approach today to producing long-term growth.
  • Have tried offsite strategy meetings, brainstorming sessions and other tactics only to discover that their efforts did not produce meaningful outcomes. 
  • Have team alignment issues that prevent them from working together in the most collaborative and cooperative manner possible to achieve goals.
  • Have limited time in which to focus on growth outcomes and need to get the most productivity possible from that time.
  • Thought they were making progress, but after analyzing outcomes discovered that the approach they adopted had inherent flaws, like lack of accountability, poor specificity and metrics that were not indicative of actual growth milestones.