Jon Whittle Consulting Ltd

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.