Strategic Planning Agenda

Draft for discussion

1/5/01

I. Brief Review Objectives / Accomplishments of Last Five Years

1. Personnel

2. Office Operations / Technology

3. Marketing / BD

II. Vision Statements (update partners & inform associates)

III. Personal Goals & Objectives (update partners & include associates)

IV. Strengths / Weaknesses / Opportunities / Threats

Operations - improvements
Staffing - recruitment & retaining the best & brightest'; can we find a new star?
Office Location - Hartford?

V. Image of our Future (in two phases)

2001 - 2005
2006 -2010
Transition Issues:
Evolving image of firm: if we are now a strong design firm, who will carry on
that tradition, where is that person, what other kind of practice might we evolve
into.
Evolving firm name
A buy out agreement is in place, but must be re-evaluated.

VI. Getting to the Future Image

1. Overall Objectives
2. 1 Year Objectives, 5 Year objectives
3. Priorities & Responsibilities