Discover opportunities for growth and transformation through Strategic Planning.

Assess where your firm is today and where it should be in the future.

We like to call this vision mapping because our process is dynamic and visual. The vision planning process is a chance to step back and take the long view of your firm. We’ll identify where you are now, where you want to go, and make a plan to get there. We guide firm leaders through this important process in three stages, culminating with an implementation plan that keeps your ideas fresh and actionable. Depending on your budget, we can conduct the visioning exercises at an on-site retreat or virtually. Contact us for a vision mapping proposal customized to your needs.

Discovery

First, we investigate and document where your firm’s current state by

  • conducting a financial assessment to see how the firm compares to industry benchmarks.

  • surveying your staff to understand work satisfaction, firm culture, and benefits.

  • interviewing select clients and partners to get perspective on your brand and how your firm meets their needs.

Visioning

Depending on your budget, needs, and timing—we can customize the visioning process as a one or two-day retreat, or a virtual process. Individual interviews will be mixed with group exercises designed to elicit strategic thinking from all participants. At the end of visioning, we’ll clearly understand your five-year vision, and all firm leaders will confirm their commitment to that vision.

Planning

Using what we’ve learned and the data we’ve gathered together, we’ll craft your plan. We’ll draft mission and vision statements to guide future decisions and strategic priorities will be documented (and deadlined!).

Implementation

The true value of your new strategic business plan will lie in its execution. The last step of our process is to develop an Implementation Plan and Year One Action Plan. This plan will guide you and your staff to reach your vision. It includes:

  • Annual Financial Goals

  • Marketing & Business Development Strategy 

  • Annual Operations Improvement Goals 

Your plan will include an implementation timeline, all goals will have associated metrics, and a leader is identified to be responsible for each initiative. 

Team AVEC is also available for ongoing support with your implementation plan. At the end of the planning process, we can discuss if continued support is a good fit for your firm.