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Retreats and Strategic Planning Testimonials
"5 out of 5. He's direct, smart, no bs, to the point, focused. He does not waste our time. He does not say in three hours what could be said in ten minutes. Compared to some consultants we've had in the past, that's very refreshing."
"In over 25 years in the legal industry, I must say I've never met anyone quite like David. His ability to communicate with lawyers, to get them to make commitments around marketing, is a rare gift. The magic was in the preparation and design that led our lawyers to uncover literally tens of millions of dollars in both new business opportunities and existing client business prospects.
“At the recent TerraLex Americas Regional Meeting, David Freeman gave an outstanding presentation to more than 125 delegates. As Chairman of TerraLex and as a former Managing Partner of my own law firm I have attended presentations by many law firm consultants. This was one of the best. The research David presented opened our eyes to the uncomfortable fact that many lawyers are not aware of their weaknesses or strengths in client relationship management and practice development. He also offered simple and practical advice on how law firms can improve their performance in these critical areas. His Culture X-ray® was a picture that was better than a thousand words of the usual law firm management consultant advice.”
"David is energetic and takes charge of a room. He is the perfect moderator for a retreat. From developing a program to following up on next steps, David is able to keep the momentum going months after the retreat is over. We have enjoyed our sessions with David and look to his expertise for many of our new endeavors. We highly recommend David for his ability to work within a firm's culture and move ideas to tangible efforts."
"Our firm has worked with David for over six years, in which time he has helped us in many ways. He has designed and led strategic planning meetings, spoken at our retreat, worked behind the scenes to create a coordinated planning approach for our practice groups, and many times over the years conducted client development training sessions for our lawyers."
"I am writing to tell you what a wonderful retreat we had under your leadership. As Chair of The Florida Bar's Appellate Practice Section, I was responsible for arranging a workshop designed to define the Section's direction for the next few years. We had held a retreat three years ago with the same goal in mind. Although we had achieved some success through our prior retreat, the experience had been disappointing. This time we were looking for someone who could relate to a group of lawyers and understand our needs.
"David's advice for me as a practice group leader was extremely valuable, especially around designing and delivering our group's annual retreat. He was an excellent brainstorming partner who helped me think through some of my most challenging planning issues. His relentless focus on achieving higher levels of performance was properly balanced with an understanding of the people issues involved in getting everyone on the same page and engaged in the mission. The result was an action-oriented, high-energy meeting that has us focused as a group and committed to working together to achieve our common goals."
"Thank you so very much for serving as a Facilitator of our Interactive Workshop on Business Development on Thursday, October 3, 2003.
"We recently had an excellent presentation from David Freeman. With a group that included many senior marketing directors, David got rave reviews from everyone for his calm style, insight and experience with law firms, and tangible and specific ideas that could be implemented immediately."
"Over many years, David and his team made significant contributions to the Zurich family of companies in the areas of strategic planning, maximizing cross-selling opportunities, reorganization, and developing a sales management system. He has been a valuable planning partner, and has designed and led meetings with our senior executives where we achieved consensus on creative solutions for difficult strategic issues, and committed to action steps that would drive us toward achieving our desired future. David also helped us build tools to manage the execution of these actions.
"David Freeman was a key player in our company's visioning exercise -- the development of a five-year plan. He helped us examine every aspect of our organization's culture, operating philosophy, policies, programs and initiatives, determine the value of each and implement changes where needed. Not only were the outcomes important to us, but the process itself was very beneficial, for it involved virtually all disciplines throughout our company in the decision-making, which gave instant ownership to the key result areas and their goals."
"The Storage Networking Division of Agilent Technologies, Inc. Semiconductor Products Group recently engaged David Freeman to run a two-day strategic planning session for our leadership team in my organization and the results exceeded my expectations. He did an excellent job of designing the meeting and facilitating our team. The result was that in just two days, we agreed on a realistic 12-month process improvement plan, with commitments in place to ensure that we complete our initiatives.
© David Freeman Consulting Group LLC, 2005 - 2009. Phone: 949-715-0819
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