Strategic Planning

A $50 million partnership was experiencing stagnation. Several attempts to encourage future leaders to initiate new ideas only resulted in lost profits, frustrated managers and disappointed partners. Relative Solutions facilitated a management retreat for senior and middle managers, and partners.

Relative Solutions’ Direction
Prior to the retreat, Relative Solutions and the partnership developed a strategic planning framework that was then taught during the retreat to all participants. With several participants working on specific areas of practice, there was an opportunity to apply the framework to their own practice segments. Ten Action Steps evolved, and group members were assigned to them for operational follow-up. The Action Steps continue to be monitored in monthly Strategic Planning Steering meetings.