High Level Strategic Planning

When you or your firm is ready to step away from the day to day aspects of managing a law practice or a firm, and take a longer term approach, a strategic plan is appropriate. Strategic planning efforts are most effective when a deliberate process oriented approach is used.

The decision to bring in outside support to help manage a strategic planning process results in three primary advantages that include reduced time investment, additional expertise and insights, and objective feedback. Supporting your in-house management resources with outside help is also a good decision.

Clients use our services on a project basis or on a longer-term agreement to help support implementation and change management. Our role can include project management, analysis, strategic and technical advice, documenting the strategic plan, identifying milestones, clarifying roles and responsibilities, and supporting plan implementation.

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Benefits

What can you can gain from outside strategic planning help and what can PerformLaw do for you?

The Process

How does a strategic planning engagement work?

Resources

Where can I learn more about the topics I might want advice about?

Benefits

The confidence of knowing you will receive objective feedback.. Clients who engage PerformLaw for strategic management services get objective, experienced, and practical advice about making their plans more effective.

The ability to streamline the planning steps and create accountability. All our tools, templates, proven processes, and management expertise and insights are included in the engagement. We help you set expectations and stay on schedule.

A solution for the long term. All our engagements are designed to raise the level of in-house competence and promote self-sufficiency.

The ability to continue to focus on your daily responsibilities while we focus on your strategic planning efforts. Successful lawyers are busy and must focus on client priorities. We can help you and your management team minimize the distractions that special projects can cause..

What PerformLaw can do for you:

  • We help clarify and communicate goals and expectations.
  • We ensure accountability and define clear roles and responsibilities.
  • We provide easy to understand analysis and processes tools
  • We put our knowledge, experience, and market insights to work for you.
  • We help identify and address weaknesses in project planning and execution.
  • We help with the change management issues.
  • We are available when clients need us; before, during and after an engagement.

THE PROCESS

INITIAL DISCOVERY & REVIEW (SURVEY)

Strategic Goals and Objectives Survey Distribution

External Environment

Internal Environment

Metrics

Clients

Organizational Development

Strategic Planning

Survey Analysis and Follow Up

VISION

How do you describe your firm now?

People

  • Roles and responsibilities of the owners
  • Roles and responsibilities of the staff

Tools

Financial Systems
Case Management
Document Management
Client Intake Systems
Communication
Email
Video Conferencing
Chats
Marketing System
CRM
Marketing Automation Software
Automated Workflows (AI)
IT Infrastructure
Cloud-Based
Private Cloud
Public Cloud
On-Premise

Processes

  • Documentation
  • Efficiency
  • Effectiveness
  • Organizational Discipline

Market Perception

  • Competitive Characteristics of the Market
  • Competitive Strengths among Key Characteristics

What do you want to change most about your firm?

People

  • Roles and responsibilities of the owners
  • Roles and responsibilities of the staff

Tools

Financial Systems
Case Management
Document Management
Client Intake Systems
Communication
Email
Video Conferencing
Chats
Marketing System
CRM
Marketing Automation Software
Automated Workflows (AI)
IT Infrastructure
Cloud-Based
Private Cloud
Public Cloud
On-Premise

Processes

  • Documentation
  • Efficiency
  • Effectiveness
  • Organizational Discipline

Market Perception

  • Competitive Characteristics of the Market
  • Competitive Strengths among Key Characteristics

If you achieve your vision, what will your firm look like in 3 years

MISSION

What is your firm's/ organization's purpose?

What are your firm's values?

How well is this mission executed?

INTERNAL AND COMPETITIVE STRENGTH ASSESSMENT

Internal (Organization-facing)

Operational Efficiency

Work Environment

Cost Management and Structure

Training and Development

Firm Leadership and Management

Technology Adoption

Competitive (Market-facing)

Service Offering

Quality

Price

Partnership

Branding

Expertise

MAJOR CHALLENGES

Operational Challenges, Issues and Improvement Areas

Productivity

Communication

Business Development

Financial Management

Organizational Behavior

Leadership and Management

Office Infrastructure

Financial Challenges, Issues and Improvement Areas

Revenue-related

Cost-related

Profit-related

Trends and External Developments

Industry

Market

Political

Legal

Technological

STRATEGIC GOALS AND OBJECTIVES

Type

Issue Prevention

Problem Solving

Innovation and Growth

Business Area

Productivity

Communication

Business Development

Financial Management

Organizational Behavior

Talent Acquisition and Retention

Leadership and Management

Office Infrastructure

IT

Time Frame

Short-term (next 12 months)

Medium-term (2-3 years)

Long-term (5+ years)

FINANCIAL GOALS AND OBJECTIVES

Type

Revenue-related

  • Price Growth
  • Client Growth
  • Productivity Gains

Cost-related

Base-line cost structure
Payroll and Related
Professional Staff
Admin Staff
Rent and Facilities
Traditional Office Space
Remote Work
Virtual Offices
Equipment and Practice Aids
IT Spending
On Premise
Cloud-Based
Practice Development
Marketing Budget
Traditional Marketing
Conferences/ Events
Organizational Memberships
Entertainment
Marketing Automation
Web Development
SEO
Social Media
Blogging
Marketing Apps
Skill Development and Training Budget
Practice Area Specific
General Legal Skills
General and Administration
Expansion
People
Geographic
Practice Area
Innovation and Automation

Profit-related (Partner Earnings)

Time Frame

Short-term (12 months)

Medium-term (2-3 years)

Long-term (5+ years)

MARKETING GOALS AND OBJECTIVES

New Work from Existing Clients

New Client Growth

New Practice Area Growth

Growth in Originating Lawyers

Marketing Originated Growth

DEFINITION OF PLANNING HORIZON

Objectives and Initiatives Timeline

STRATEGIC PLAN DELIVERABLE

Resources

NOT SURE WHERE TO BEGIN?

Here are some of our most helpful resources to learn more about ..........

Knowledge Base

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Resources