Law Firm Planning & Execution

A high performance law firm is a planning firm from a strategic plan to firm and staff planning retreats.   Firm Mastery starts with a solid strategic plan.   A strategic plan is nothing but a road map showing you how to get where you want to go over a long term basis.   Catalyst is unique in that we believe you must visualize your future and then build backwards. The past should be a source of inspiration but the future will not be the same.  Catalyst looks ahead.

Dream, Believe, Execute

‘Dream, Believe, Execute’ is the basis of all Catalyst strategic planning.  Out of your strategic plan can come target specific plans such as plans for business projects, financial requests or marketing.   The only limits in planning are those you place on yourself. Planning and accountability is the key to turning a firm around and bringing it into alignment with your personal and professional goals.

Our approach to strategic planning has been the cornerstone of success for law firm practices. We have the ability to develop accountable benchmarks that guarantee the success of the plan.  Our plans are working, living, breathing documents that if followed deliver success.

The # 1 reason law firms fail in moving forward is their failure to execute!

Catalyst joins with you in partnership and helps act as the project manager to make sure that the plan continues to evolve and is implemented.   The worst plan in the world is the one that sets on a shelf.  You plan will show signs of wear and tear as we grow and change with you.

While your strategic plan is your long ranged broad based vision, it should have enough parameters that you can begin to develop short term plans that allows your firm to implement specific plans.   And with a strong strategic working plan in place we help you create target specific plans for organizational restructure, firm member work culture, technology, marketing or even a financial plan to secure support financing.

Planning Retreats

Planning retreats can be a one owner retreat with Catalyst or it can be a partnership retreat.  It can also involve key firm members.  The goal is to come out of the retreats with a plans that allows you to implement and execute your goals.  Involving people who will have a vested interest in your success begins with a properly planned retreat.

Our retreats are off-site at our request .  We want you focused.   We confiscate your cell phones during the sessions.  It does not have to be an expensive process.  We create an agenda with you and a plan of what we want to accomplish.  We facilitate the retreat, maintain records, and at the end provide a summary of decision making along with any further recommendations or observations we noted.  We promise you that Catalyst retreats are working retreats that have developed plans at the end.

To learn more, please contact us.