Strategy and Planning
In today’s changing business climate, it’s more important than ever to understand why your firm exists and where it’s headed in the future. Strategic planning is the foundation for growth and sustainability and often takes a back seat to client workload. Save time and money as you plot your firm’s direction with these tools. Also consider joining a community where you can easily network with peers and share creative strategies and solutions for practice management success.
Join the PCPS Firm Practice Management Section today!
Distributed by Design is a program about remote work. It equips firms with the knowledge and resources to conduct proper planning and decision making to ensure remote work, works!
Find your way through the latest trends on the horizon while embracing generational differences and continuing to meet client needs and expectations.
Succession Planning Resource Center and Emerging Partner Resources
Ready to build or wind down your career? The emerging partner resources will help you make the most of new opportunities. And the most recent succession survey will help to determine how your future relates to your peers while the succession guide and tools will help you get ahead.
Use this simple process and related tools to construct a one-page strategic plan.
Client Evaluation Tool and Client Disengagement Letter
Evaluate your existing clients and rank them based on set criteria. After conducting this evaluation, terminating a few clients may be necessary.
Segmented by firm size, networking group meetings provide a forum for in-depth practice management discussions and an exchange of best practices with firms throughout the country.
