1.

DISCOVER POTENTIAL - Identify skill gaps, train new hires, and enhance
technical capabilities.
Passion:
Tools:
- Conduct interviews and discussions with team
members to understand their individual and - Review and improve firm tools and processes.
collective passions. Explore how personal passions
6. CONNECT CLIENTS
align with the firm's mission and vision.
Brand:
Markets:
- Reinforce brand identity aligned with the firm's
- Perform comprehensive market research, focusing
mission and values.
on geographic areas, client needs, and competition.
Markets:
Perceptions:
- Prioritize active, growth, and reactive markets.
- Gather external perspectives, conduct client
perception surveys, and enhance brand awareness. - Establish a clear process for client/project pursuit
decisions.
Competition:
Public Relations:
- Analyze competitors, client perceptions, and
industry trends. - Implement PR strategy and measure results.
Trends Business Development:
- Stay updated on industry trends through - Build relationships with potential clients and
conferences, publications, and internal discussions. collaborators.
2. ANALYZE OPPORTUNITY: Client Care:
- Perform SWOT analysis, evaluate market share, and - Maintain strong client relationships and deliver
identify expansion opportunities. outstanding results.
- Assess the firm's capabilities relative to competitors 7. CHANNEL ASPIRATIONS
and identify skill gaps.
-Innovate products and services, explore
3. SYNTHESIZE DIRECTION diversification opportunities, and incorporate
industry trends.
- Develop a mission and vision statement.
8. AUDIT PERFORMANCE
- Set SMART objectives aligned with leadership and
talent desires. - Define KPIs, regularly evaluate progress, and gather
client and stakeholder insights.
4. DECLARE SOUL
- Conduct quarterly check-ins to review KPIs and
- Craft a compelling brand statement and reinforce
adapt to market changes.
brand components.
- Stay adaptable, continuously improve, and invest in
5. STRUCTURE ENTERPRISE
team training and development.
Leadership Organization and Communication:

- Define roles, create an organization chart, and plan

leadership transition.

Talent: