Set out below is a brief format for a plan. Warning!  These are not easy questions. They require a little thought. And your first reaction may be that it is too simple. But assume for the moment that your competitor is sitting in his or her office doing the same thing.  How does, or should, your firm differ? If you'd like our help on this...it's free.  Just give us a call.   Obviously, all conversations are confidential.

Vision - What does your firm aspire to be in the years to come?

Mission - Why does your firm exist?  What was it created to do?

Strategy -  How does your firm intend to achieve its mission?

Situation - What is the current situation for the firm / industry / profession?

Threats- What threats  face your firm / industry / profession?

Opportunities- What opportunities exist for your firm /industry / profession?

Goals- What are your goals for the next few years? Growth? Profit?

Objectives-List the specific objectives or measures for each goal.

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