Yearly Practice Assessment

“Identify and contrast the differences, concerns, and opportunities of the reality of your firm compared to what you believe it is and what you want it to be.”

Initial Focus
We meet for about an hour with your team to listen and ask questions in order to gain a basic understanding of the firm’s particular situation and concerns. Where appropriate, we explain our assessment process and set a time and agenda for the Tactical Planning Session.

Gathering
As defined from the Initial Focus meeting, members of the firm complete confidential and thought provoking “homework” and may participate in interviews. We then compile, sort, find similarities and anomalies, and gain a rough insight from the information and ideas provided.

Tactical Planning Session
We facilitate the members of the firm through the Nine Key Business Questions for a full day of tactical planning to help you learn more about what your practice is and what it needs. The owners participate in the first two hours. The team members address the same business questions in the following three hours. For the balance of the day, the entire firm evaluates and discusses each others’ answers to gain clarity and identify areas of alignment as well as enhancements.

Report and Enhancements
From your team’s efforts thus far, we compile, analyze, and develop a report on the:

• Raw and sorted original firm members’ “homework;”
• Combined brainstorming boards with “weighted” results; and
• Firm’s Enhancement Initiatives with team assignments.

Enhancement Initiative Follow Up
Where appropriate we are available for phone consultations for your team members as they develop and implement your firm’s Enhancement Initiatives. Further, we attend the first team status update and progress report meeting to guide the initial development of your combined Enhancement Initiatives.

Confirmation
The firm’s ownership meets with our team to review and clarify the results of our engagement.