Remote Strategic Planning Summit™ (SPS)

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Tuesday, July 27, 2021

The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives?

Firms must evaluate their strategies to determine where to shift and where to hold steady in these extraordinary market conditions. Our Remote Strategic Planning Summit (SPS) will help your firm, service line or industry group identify short-term strategies and changes to preserve your profitability and better serve your clients while progressing towards your longer-range vision.

The SPS is a unique and completely remote strategic planning format where firms or practice groups survey team members and then engage in small group discussions with key leaders within their firm or group as well as with other leaders from other participating firms or groups. The outcome is that you leave with specific strategies to focus on that are unique to your firm’s or group’s needs, goals, and vision.

Prior to the event, pre-work in the form of a survey of your team members is conducted. The survey helps you and us uncover the collective opinion of your firm’s top strengths, opportunities, challenges, threats and more. This allows us to apply the conditions in today’s market and help you evaluate where your plans may need to shift to ensure sustained success. That way, you can help your clients do the same. The summary results for your firm or group and some pre-reading material will be provided to you for review ahead of the summit.

During the SPS, we’ll encourage the use of webcams for each participant so that the participating firms may get to know one another better in large group sessions and work together in breakout rooms for small group discussion with your firm or group members only. Our facilitators will work with each firm or group throughout the summit to provide guidance and insights, leading the group as a whole to craft short- (immediate) and long-term (12 months) strategic objectives that account for impacts and opportunities arising from COVID-19 and an uncertain economy. We will also explore the need for flexibility, nimbleness, and contingency plans to address the continuous change and disruption happening in our world and marketplace.

The SPS is perfect for firms or practice groups whose current budgets cannot support a dedicated retreat facilitator and offers a cost-sharing model for those who participate. The fee to participate in the summit is $3,495 per firm or practice group for up to 10 of your team members.

If this date does not work for your team, we are holding another summit on Thursday, June 17, 2021.

Click here to learn more about the SPS, or register for an upcoming date!

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