For small firms, a strategic plan is indispensable, serving as a roadmap to align teams, optimize resource allocation, and proactively manage risks. Despite limited resources, the challenge lies in strategically identifying external avenues and internal reservoirs. Our versatile worksheet, positioned within the Leadership pillar, focuses on delineating the firm's objectives for the upcoming 12 months, ensuring consistent service delivery. 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.