Visioning & Strategy

Growth, leadership transition, and market dynamics are just some of the forces that trigger your organization’s leaders to pull up and look at the high-level foundational attributes that define your organization and their high-level vision and strategy for the future.

We start by helping you to reflect:

• Why do you do what you do?
• How authentic are the things you say about your organization’s culture?
• What are you trying to achieve as an organization?
• What’s the legacy you wish to leave for the next generation?

And even:

• Why does the world need your organization and your work at all?

So that you can feel confident in the direction you take in planning, we validate the process and premises with research:

• What do your employees love about working at your organization? Are they highly engaged? What are their hopes for the future?
• What will clients need from your organization in the coming years? What’s driving those needs?
• What are the dynamics shaping the world you’ll be working in? How do they relate to your business?
• How is the competitive landscape changing?
• What’s your current brand identity and presence in the marketplace? What brand presence do you aspire to?

Next, we help you to define a framework for your overarching strategy, an opportunity to zoom out and look at philosophical, cultural, and practice-driven tenets that will define and drive your organization.

We help you to develop:

• Values—what you inherently stand for—which guide your approach to your work and relationships, as well as decision making.
• Purpose—your guiding ‘true North’ at the center of why you do what you do in your work and organizational development.
• A visionary, bold objective for your firm far in the future, years from now.

Then we work with your team to build out your strategic priorities in broad areas such as your culture, practice, growth, and brand presence. You’ll define the investments of time and resources you’ll need to make in order to achieve these priorities, laddering up to your overarching strategy.

No strategic plan is complete without a clear roadmap to how you will socialize it, implement it, and measure your return on investment along the way. We provide you with guidance to develop a change management plan that will promote engagement among your stakeholders as well as accountability for the strategic initiatives and tactics to which you’ve committed. When everyone’s role is clear, you’ll be set up for success.

We don’t believe that you can predict the future, but we do believe that you can create a future for your firm. Our consultants have worked with scores of organizations of all sizes throughout the U.S.:

• Visioning, purpose alignment, and core philosophy
• Research and benchmarking, internal and external
• Big-picture vision and objectives
• Overarching strategy and strategic planning
• Scenario planning to test your strategy and develop contingency plans
• Preparation for your team including kickoff, pre-reads, and workbooks
• Retreats and workshops, with expert facilitation
• Change management and communication plans
• Post-planning check-ins and celebration of your progress