A strategic plan is essential for organizations, offering a clear roadmap that aligns teams, optimizes resources, and manages risks for long-term objectives. Our versatile worksheet, positioned within the Leadership pillar, the concise one-page layout enhances communication, making it effective for engaging larger teams, especially in multi-office settings. Front-page elements include the firm's vision, mission, core values, and strategic objectives, while the subsequent page intensifies the focus on outlining objectives for the upcoming 12 months. Whether a small or large firm, engaging in strategic planning and consulting with clients using this tool provides insights into their priorities and additional service opportunities for your firm. To learn more about how to leverage this tool, watch the video above to learn more about how you can create your one page strategic plan and download the handouts to go along with it.