Services

Intentional Growth programs for your firm

Growth Engine assessment:

A structured yet customized approach to understand strengths, weaknesses, opportunities and threats as it related your firm’s current ability to enhance your growth culture and achieve sustainable intentional growth. Includes formal surveys and one-on-one interviews with firm and growth leaders to assess your readiness to take your growth culture efforts to the next level. Also includes a look at how your firm is organized for growth, your market presence, and confidential review of your growth trajectory by growth practice team, by service line, and by individual. May also include interview and research of your clients and prospects to better understand how your firm is viewed in its marketplace.

Firm leadership strategic growth planning workshop:

A one or two day in person customized workshop with your firm’s leadership to address issues identified by leadership and develop concrete action items to help the firm move forward. Additional one on one sessions with firm leaders as needed.

Voice of the Customer and win-loss analysis

Voice of the customer interviews with selected clients and win-loss interviews with stakeholders for which your firm went through a formal proposal process for your professional services.

Assistance with Firm retreats/firm meetings and keynotes

Customized programs to bring topics of growth leadership to your partners and professionals.

Intentional growth programs and training for your practice teams

Account Pursuit and Client Team workshop:

A growth-focused program for account pursuit and client teams for strategic accounts. The goal of the program is twofold: to help these account teams become more relevant with stakeholders to help win new business and expand existing relationships; and to provide growth related training around a repeatable model to help professionals apply the tools and techniques learned on other accounts.

This proven approach is “hands on”, and your professionals and account teams will be applying what they developed on a real time basis with their focus target immediately after each session.

The primary focus is on personal and professional development through a series of six monthly one-hour virtual highly interactive training sessions with a group of professionals, with each group session followed by one-on-one half-hour discussions with each participant. Outcomes from the program is acceleration of growth through expanded client services and new client revenue.

The program will enhance participants knowledge in the areas of:

Seeing through “the eyes” of your client/prospect.
Developing a practical relationship map and a plan to advance relationships with key decision makers.
Identifying problems and/or opportunities that clients/prospects are facing, and determining which of these are most important right now.
Learning how to have more impactful conversations with clients and prospects, leveraging high gain questions to get to a white-board collaborative dialogue.
Developing skills around “winning and closing”.
Developing leadership skills to enable team members to be great client servers and growth leaders.
Facilitating client meetings and identifying and incorporating industry experts and SMEs
Developing collaborative relationships across all areas of your practice to bring the power of your firm to key clients and prospects.

This program is offered through Three to Four two-hour or less virtual group sessions with one or multiple account pursuit teams participating and check-ins with account teams as needed.

Pursuit team prep sessions on “winning” and “closing”:

Customized coaching sessions to help a pursuit team focus on “winning” and “closing” for a strategically important proposal, presentation or a pitch. May involve review of proposal and presentation documents, coaching around presentation skills, providing feedback through review of videotaping of rehearsals.

Practice team workshop on targeting and assessing market potential:

A structured and very practical approach to help practice groups prioritize their efforts around the clients and prospects where they have the most relevance and where there is the most upside opportunity.

Two virtual 90 minutes sessions with a practice/growth team and additional one on one coaching with practice leaders. Practice teams will have developed a manageable list of prioritized targets for which they can then focus account team activities and accountability.

Practice team strategy session:

A one or two-day facilitated, interactive and customized program customized for a practice/growth team, usually in person. Includes integrating efforts from Marketing, industry and practice area/service line SMEs (and alliance resources) into your activities bringing the power of your firm to key accounts and pursuits.

Practice team and Account leader coaching:

Customized four to twelve-month coaching consisting of one-on-one sessions, and additional sessions with the entire practice team as appropriate.

Intentional growth skills training for your professionals:

Group based growth leadership skills training program for your current and next generation growth leaders

A growth-focused professional development program for your professionals – the current and next generation growth leaders. The goal of the program is to develop professionals in the area of intentional growth and leadership and as trusted advisors to their clients. Participants will be asked to identify a client they serve or prospect they are working on and will be given a challenge to apply the learnings with stakeholders at their client/prospect in order to enhance relevance.

The program will enhance participants knowledge in the areas of:

Learning how to have more impactful conversations with clients and prospects
Developing leadership skills to enable team members to be great client servers and growth leaders.
Developing skills to target, nurture and pursue opportunities and deepen relationships
Facilitating client meetings and identifying and incorporating industry experts and SMEs
Developing collaborative relationships across all areas of your practice to bring the power of your firm to key clients and prospects.

One on one growth leadership coaching and training for your growth leaders

A customized approach, tailored to the unique needs of each of your growth leaders, built around a core set of intentional growth skills and tools that will help your professionals be more confident to help grow their practices. Typically, a customized one-on-one format around a four to 12 month individualized coaching program through regular one-on-one meetings.