Jon Whittle Consulting Ltd

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Jon Whittle
Development Director
Jon Whittle Consulting Ltd
Contributions by Jon Whittle Consulting Ltd Experts

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How to formulate a strategic plan—law firms
How to formulate a strategic plan—law firms
Practice notes

This Practice Note provides guidance to law firms on how to formulate a strategic plan. It explains the difference between a strategic plan (also called strategic aims) and a business plan. A strategic plan sets out the law firm’s strategic aims for a defined period, usually anywhere between one and five years. This Practice Note also sets out a structured process for formulating your firm’s strategic plan, including how to prepare and execute an effective strategy away day.

Agenda for strategy review meeting
Agenda for strategy review meeting
Precedents

This Precedent can be used to create an agenda for a strategy review meeting to review progress against your strategic aims. It is recommended that you have dedicated strategy review meetings at least quarterly.

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