Jon Whittle Consulting Ltd

This Precedent encourages you to conduct a review and analysis of your key clients and referrers so you can have an informed discussion at a strategy away day.

This Precedent sets out an itinerary of key date, timing and venue information for participants attending an off-site strategy review day.

This Precedent is designed to help you to deal with the logistics involved in arranging a strategy away day. It links to relevant Precedents for each step and dovetails with a more high-level Precedent covering the entire strategic review process.

This Precedent will help you to prepare a structured, indexed pack of documents for a strategy away day. Where relevant, links to Precedents for the enclosures are provided. Alternatively, we have indicated how the enclosure should be prepared.

This Precedent is a suggested programme for a law firm strategy away day. There are Precedents available to help you with each session in the programme and for a strategy away day presentation.

This Precedent allows you to collect the opinions of your staff in advance of a strategy review day. There are similar Precedents for partners, operational heads and legal team leaders, plus a Precedent to help you collate the responses and identify key themes.

This Precedent allows you to collect the opinions of your legal team leaders in advance of a strategy review day. There are similar Precedents for partners, operational team leads and all staff, plus a Precedent to help you collate the responses and identify key themes.

This Precedent allows you to collect the opinions of your operational team leads (Finance, L&D, business development etc) in advance of a strategy review day. There are similar Precedents for partners, team leads and other staff, plus a Precedent to help you collate the responses and identify key themes.

This Precedent allows you to collect the opinions of your partnership group in advance of a strategy review day. There are similar Precedents for operational heads, team leads and other staff, plus a Precedent to help you collate the responses and identify key themes.

This Precedent can be used to prepare a summary of the strategy review forms completed by four different groups: partners, operational heads, legal team leads and other staff. It is intended to inform discussion at a strategy away day and should be completed in advance.

This Precedent action plan and timeline provides a structure for arranging a strategy away day and preparing the firm’s strategic aims document. It has 12 steps and links to relevant Precedents for each step. This Precedent is supported by, and dovetails with, a more detailed Precedent strategy away day logistics planner for the away day itself.

This Precedent enables you to create a summary of feedback on your firm's strengths, weaknesses, opportunities and threats (SWOT) from the four groups who have completed the strategy review forms: partners, operational heads, legal teams and other staff. This Precedent should be completed in advance of your strategy away day.