P2B FirmBuilders works with firm leadership, department heads, and practice group leaders to develop and revise strategic and tactical plans.

Plans chart the strategies and actions the firm will take in all areas of the organization and include budgets, forecasts, and proposed actions. Strategic planning is an iterative process usually involving firm leadership. The plans guide everyone in the firm.

Strategic planning involves gathering internal and external information on firm performance, expenses, market, and competition. Once the firm has taken this first step, it has the information it needs to identify the current state of the firm — strengths, weaknesses, opportunities, and threats. P2B FirmBuilders gathers and presents this information and then assists the firm with developing ways to take advantage of its opportunities and resolve any issues that might be holding it back.

Knowing its strengths and how they are viewed in the market will help leadership to create the elements of the plan and articulate:

• The firm's mission, brand, and culture
• The budget for marketing, technology, office support, salary and benefits
• The strategies for practice areas and industry groups
• Marketing strategy
• Training and development
• Client care

P2B FirmBuilders works closely with a firm's leadership team to develop a clear picture of its strengths, weaknesses, opportunities, and threats. Then, we will work closely with members of the firm to develop a strategy.

Strategic plans are often presented at firm retreats. P2B FirmBuilders can structure the retreat and assist management with presenting the plan. After sharing and gaining consensus for the overall plan, tactical plan for key industries, core practices, and individual plans are created and executed, P2B FirmBuilders provides ongoing coaching with management, practice groups, and individuals to facilitate execution and accountability.