Strategy: action plan and timeline
Strategy: action plan and timeline

The following Practice Management guidance note provides comprehensive and up to date legal information covering:

  • Strategy: action plan and timeline

Person leading strategy review: [insert name] (strategy lead).

Coordinator: [insert name of a person who will assist with coordination]

Stage no. Stage Actions Timeline
1 Start strategic review process Fix a date for a strategy away day (allow at least 12 weeks notice)
Discuss and agree:
  1. who will lead the process

  2. who will attend the strategy away day (‘delegates’)

  3. whether an external facilitator is required


Book a venue
Complete the ‘Timeline’ section in the remainder of this plan
Start to complete Precedent: Strategy day: logistics planner
N/A (but you should start the process at least 14 weeks before the final strategy is required)
2 Initial communication and calendar bookings Inform all delegates of the da