Signs You Need a Strategic Plan NOW!

• Competitors are poaching your clients and/or staff
• Your employees are asking where your firm is heading and you don’t have an answer
• The owner plans to step down and there’s no transition plan to fill the void
• You don’t know what the firm should or will look like in five years
• You want to enter new markets but don’t have the analysis to make informed decisions
• Management struggles to set and/or explain goals and expectations
• Clients want you to add new services but you aren’t sure of the risks and rewards
• Job roles are not defined and you don’t fully leverage your teams capabilities
• Your last strategic plan isn’t working
• The business hasn’t changed but you are now struggling to stay profitable

An effective strategic plan is a carefully developed roadmap of where your firm is going and how it will get there. So, what should your path to success look like? y2 will immersively guide your firm through the strategic planning process and custom craft a powerful and clear plan for understanding and action. Working together, we answer the following big-picture questions by breaking them down into more manageable actions: