A plan your partners will actually use.
Most firm strategic plans are finished at a retreat and forgotten by spring.
The problem usually isn't the ideas. It's that the plan was never tied to how partners spend their time, how the firm makes money, or who is responsible for what. I help leadership teams build plans that are short, specific, and owned.
How the process works
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Listen
Confidential partner interviews, client and market input, and an honest look at the numbers.
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Decide
A focused working session, often a partner retreat, to choose where the firm will invest and what it will stop doing.
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Commit
Turn the decisions into a small set of priorities, each with an owner, milestones, and a way to measure progress.
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Follow through
Quarterly check-ins to review progress, adjust, and keep the plan alive.
What we work on
- Industries, services, and markets worth betting on
- Partner retreat design and facilitation
- Growth, profitability, and investment priorities
- Leadership roles and accountability
- Succession and the partner pipeline
- Mergers and acquisitions as part of the strategy
Let's talk about what's next for your firm.
The first conversation is simply a chance to talk through what's on your mind. No preparation needed.
Or email me at mbuckingham@newoz.com