Revenue-Focused Retreats
The Fantasy Retreat Wouldn't it be great to have a retreat where: - A solid plan was developed?
- Millions of dollars of new business opportunities were identified?
- Your lawyers thought it was a valuable use of their time?
- Difficult issues were professionally and satisfactorily addressed?
- Relationships improved and deepened?
- There was agreement to act in alignment with the firm's strategy?
- Commitments were made to implement the plan?
- The plan was actually implemented?
- It was fun?
Turning Fantasy into Reality With the proper level of attention, your firm can experience the "Fantasy Retreat" described above. We can help by designing and leading a retreat that engages the minds and hearts of your lawyers. Through the use of a customized, collaborative process, they will focus on addressing their most important challenges, identify issues and opportunities, and will jointly build plans for achieving higher levels of performance. More importantly, they will leave motivated and committed to implementing a plan they created. David H. Freeman, J.D., a certified facilitator, has twenty-five years of business experience that includes a specialty in strategic planning and retreat design. We understand that a retreat is much more than the event itself, and we help you focus on what must be done before, during, and after the retreat to make it a rousing success.
It's All About Implementation A retreat is only as good as what occurs because of it. Your leaders must be focused on swift action in order to bridge the inevitable gap that occurs between planning and implementation. We can help by providing follow-up support to ignite the fast start required at this critical phase. This support can include months of one-on-one coaching for key leaders, as well as assistance in developing an ongoing project management process.
Retreat Themes The desired outcomes from a retreat can be as varied as the number of issues facing a firm. Some common themes that can evoke high levels of interest from participants, as well as deliver tangible results, are: - Finding and Acting on Our Cross-Selling Opportunities - “Mining for Millions"
- Building on Our Strengths – Moving from Good to Great
- Overall Strategic Planning
- Marketing-Focused Retreats
- The Client-Focused Retreat
- Developing a High-Performance Practice Group
Strategic Planning We have significant experience designing and facilitating large group meetings that educate, entertain, and result in solid action plans. Our custom-designed strategic planning retreats incorporate over a decade of best practices from law firms and corporations. Examples include developing Balanced Scorecards and incorporating principles from the book “Good to Great” during firm-wide planning retreats. Blending high performance principles into the culture of law firms is the hallmark of our work. Our strategic planning process can get your lawyers to: - Identify their Strengths, Weaknesses, Opportunities, and Threats (SWOT)
- Analyze market, competitive, and client research
- Uncover and prioritize top issues
- Brainstorm and decide upon practical solutions
- Build a strategic "Implementation Map" that contains:
- Actionable follow-up steps
- Accountability
- Timelines for implementation
Speaking Our speaking programs are more than just talk - most are interactive programs with breakout group discussions and individual action planning that give your lawyers new insights and specific steps they can take to improve their performance. The following are some of the programs we deliver: - The Five Habits of Successful Business Development
- Revenue-Focused Leadership
- Business Development Tools and Techniques for Associates
- Roadmap for Developing a Marketing, Sales, and Service Culture in Your Firm
- The Five Pillars of Client Service
Related Articles The following articles can give you insights into our approaches and perspectives:
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