Strategic Planning Facilitation for Law Firms
Law Firm Strategic Planning, Facilitated Start to Finish
An outside facilitator guides your partners through vision, goals and action steps, so every voice is heard and you leave with a plan you can act on.
- Sessions run 1 to 3 days, on-site, off-site or remote
- Every partner contributes, decisions get made
- Leave with mission, values, goals and tactics in writing
Over 25 years of facilitation, 150+ clients and 250+ projects since 1999.
Prefer to talk? Call 1.415.479.2028
Tell us about your planning session
Share a few details and we will follow up to discuss your goals, group size and dates.
Why firms bring in an outside facilitator
Your partners take part, not run the room
The managing partner can join the discussion instead of steering it. We handle the process so your leaders focus on the decisions.
Every voice is heard
Our sessions are highly interactive. Quieter partners get airtime, and no single voice takes over the day.
Clear decisions, not more meetings
We use structured tools to move a group from open discussion to consensus, goals and named owners.
A plan you can act on
You finish with mission, values, goals and tactics written down, not a pile of flip charts.
Experienced guides
A team of expert facilitators and trainers, including authors of books on strategic planning, innovation, team building and meetings.
On-site, off-site or remote
Based in the San Francisco Bay Area and working nationwide, including New York, Boston, Chicago, Austin, Dallas, Houston and Los Angeles.
What a facilitated strategic planning session looks like
We guide your leadership group through a structured, creative process: reflect on the past, define mission and values, analyze where the firm is now, picture the future, set goals and build the tactics to reach them.
Sessions are tailored before the day. We can use interviews and surveys to surface the real issues, then design an agenda that fits your partners, your time and the decisions you need to make.
- Strategic planning facilitation for senior leadership groups, 1 to 3 days
- Executive retreats and leadership offsites, 1 to 4 days
- Delivered on-site, off-site or remotely
- Groups from 5 to 500 people
- Agendas tailored through pre-session interviews and surveys
- Problem solving and decision making facilitation using proven processes
- Conflict resolution, role clarification and team alignment sessions
- Team building and Leading Effective Meetings training to keep momentum after the plan
Trusted by leadership teams since 1999
“This planning session absolutely met my expectations. Bruce was kind and courteous. He was very effective at keeping the participants engaged and on task. The board came away from the session with good direction and attainable goals.”
“Our management group came together around a shared vision. We are currently integrating two companies into one. This meeting helped reduce the us and them to we, increased optimism and teamwork and built the confidence regarding the direction of the company. I would recommend this service. The tools and methodology that Bruce uses are very effective. He brings everyone into the process and helps drive the discussion to a consensus. Bruce is easy to work with, professional in his approach and an excellent communicator.”
“Significant cross-disciplinary discussion, alignment, and outcomes were achieved”
How we get started
Tell us about your firm
Share your group size, likely dates and what you want to decide. We answer with questions, not a sales pitch.
We design the session
We talk with your lead partner, and can add interviews or surveys. You get a proposed agenda and a quote to approve.
We facilitate the day
On-site, off-site or remote. Your partners do the thinking, we run the process, and you leave with decisions and a written plan.
Frequently asked questions
Do you work with law firms and other professional services firms?
Yes. We facilitate for professional services firms, along with corporations, government agencies, non-profits and educational institutions. The process fits any partner or leadership group that needs alignment and clear decisions.
How much does a facilitated planning session cost?
Pricing depends on the length of the session, the size of the group, the location and how much design work is needed up front. Tell us what you have in mind and we will quote your session.
How long should our strategic planning session be?
Strategic planning sessions typically run 1 to 3 days. Executive retreats and leadership offsites run 1 to 4 days. Shorter workshops are possible when the scope is narrow.
Can you facilitate remotely?
Yes. Sessions are delivered on-site at your offices, off-site at a venue you choose, or remotely. We are based in the San Francisco Bay Area and work across the United States.
How many people can take part?
We facilitate groups from 5 to 500 people. Partner groups, practice group leaders and full-firm sessions all work, and we use large group methods such as Open Space Technology and World Cafe when the group is big.
What do we walk away with?
A clear, actionable strategic plan: mission and values, an honest look at the present, a picture of the future, goals and the tactics to reach them, captured in writing.
Ready to plan your firm's next chapter?
Tell us your goals, group size and dates. We will come back with a suggested approach and a quote for facilitating your session.
- Sessions run 1 to 3 days, on-site, off-site or remote
- Every partner contributes, decisions get made
- Leave with mission, values, goals and tactics in writing
Prefer to talk? Call 1.415.479.2028