Workflow Templates: Firm Strategy Planning Checklist

Mission and Vision

Define the firm’s core values and mission statement

Determine the vision for the firm’s future

Ensure alignment between the firm’s culture and its mission and vision

Market Analysis

Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)

Identify current market trends and potential changes

Analyze the competitive landscape and identify the firm’s unique selling proposition

Client Development

Identify target client segments and industries

Develop a value proposition for each client segment

Create strategies for client acquisition, retention, and growth

Service Offerings

Review and assess current service offerings

Determine new practice areas and services to introduce

Evaluate the feasibility and profitability of each service offering

Operational Efficiency

Assess current operational processes and identify areas for improvement

Implement technology solutions to increase efficiency

Develop policies and procedures to streamline workflow

Financial Planning

Set financial goals and revenue targets

Prepare a budget that supports the firm’s strategic objectives

Establish financial monitoring and control mechanisms

Talent Management

Create a talent acquisition and development plan

Define career paths and advancement criteria for staff

Implement performance management and reward systems

Risk Management

Identify potential risks to the firm’s strategy

Develop risk mitigation strategies and contingency plans

Ensure compliance with legal and ethical standards

Brand and Reputation

Develop a branding strategy that aligns with the firm’s values

Implement a marketing and public relations plan

Monitor and manage the firm’s online and offline reputation

Use this template in Manifestly

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