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Leadership for Lawyers: How to Conduct a Strategic Planning Meeting, by Larry Port, Legal Productivity


Your office may run perfectly – or so you think. We all have room for improvement. The same goes for the workplace. You may feel that, if there are any changes needed, you’ll make that decision. Fair enough. But is it possible that someone else at your office may have an idea you haven’t considered? You won’t know unless you ask. -CCE

What I’m about to ask you to do may initially seem like madness for an hourly lawyer, but I argue that it’s madness NOT to do it.

For the love of all that’s holy, PLEASE spend a day or two (even three) a year, locked in a room away from your office with the most important people in your law firm.

You need a yearly planning meeting like the one I describe below, and without it you’re spinning in circles without a navigation system. You won’t know where you’re going or when you’ve arrived.

Your annual planning meeting is the most critical conversation you will have all year for your law firm. When well-executed, you will emerge with a blueprint for the future direction of your firm. You’ll lay out concrete initiatives and goals that will, in turn, drive quarterly plans, which trickle down to your everyday to-do list.

Thought of in reverse, every activity you engage in on a daily basis should support a quarterly objective which is derived from the road map you draw in your annual offsite meeting. . . .