STRATEGIC PLANNING

How big do you want your firm to be? What markets or geographic areas do you want to serve? Is it time to rethink your management or ownership structure? Has your business hit a plateau? Are you losing market share to your competitors?

All markets evolve. Conditions change. New opportunities come – and go. What is your strategy for adapting, growing, thriving? A sound strategic plan is your roadmap.

Strategic planning is not a notebook that sits on your bookshelf. It’s not a “feel-good exercise” to justify a wishful thinking version of your firm’s future. Hope (as the saying goes) is not a strategy. To be of lasting value, a strategic plan must be founded on an uncompromising evaluation of the trends and drivers that impact your business and that of your clients. And it demands an unflinching evaluation of your firm’s strengths and weaknesses. Finally, it needs a commitment to action that will create the future you envision.

USING PROVEN PRACTICES, SRWA CAN HELP GUID YOUR TEAM BY:

• Evaluating market trends and drivers
• Identifying new or growing opportunities that fit your firm
• Implementing strategies to build from these opportunities