Strategy: action plan and timeline

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

  • Strategy: action plan and timeline

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.StageActionsTimeline
1Start strategic review processFix 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)
2Initial communication and calendar bookingsInform all delegates of the date of the strategy away day—see Precedent: Strategy away day: itinery
Ensure the date is in all delegates’ calendars
Update Precedent: Strategy day: logistics planner
[Insert date, (at least 10 weeks before the strategy away day)]
3Conduct cross-firm strategic reviewAsk all strategy day delegates to complete Precedent: Strategy review form: partners
Ask all team leads to complete Precedent: Strategy review form: legal teams
Ask all operational heads, eg Finance, L&D to complete Precedent: Strategy review form: operational teams
Ask [All OR Random sample] of other staff to complete Precedent: Strategy review form: all staff
Set a two-week timescale to respond
Update

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