Session 2

Documenting Your Firm's Growth Goals

Name

Using the Journey to the Modern Firm Heat Map for this session, note the 7 key areas that could be places your firm experiences growth ceilings. See those 7 areas identified below.

For each of the 7 potential growth ceiling problem areas below, assess your firm with a score, and then answer the related question on the right.

1. Team Size

Please enter a number from 1 to 7.
On a scale from 1 to 7, score how intentional your firm has been in each area, with 1 being ‘not at all’ to 7 being ‘very’
If money, team capacity, and resources were NOT a restriction, what changes could I make to identify and/or break the growth ceilings our firm is experiencing? Answer in writing, and be specific.
 

Now that you’ve completed your assessment, answer these questions:

Note the ways you can change Your Firm, Your Clients, and Your Team in the diagram below. Using the chart below, determine what you are willing to change over the next 6 months to achieve your goals?