Laying the foundations for efficiency & growth


To drive efficiency and grow your practice, you need to lead from the front. It isn't just about managing the day-to-day, but laying the foundation for others to follow.

In this video, Ian outlines the first steps to enable this. You'll learn how to set a vision, mission and purpose for your firm, conduct periodic firm strategic planning to stay on track, and ensure visibility and trust across your work and team to make sure your practice is operating as productively as it can.

Learning objectives:

  • Learn how to set your firm's vision, mission and purpose

  • Review the OGSM framework and how to apply it to your firm

  • Learn the 7 steps to provide complete visibility across your work and firm