Strategy Resources

$ 25.00	Five Common Pitfalls in Strategic Planning For more than 30 years we have been helping clients develop sound strategic plans. During that time we have also seen firms make mistakes in tackling the strategic planning process. This report highlights the pitfalls to avoid in planning.

$ FREE Download	Board & Advisory Council Roles Are you considering the outside Board of Directors or Advisory Council? Or are your current Board or Council members unclear on their role? This checklist can help you and your advisors establish the desired roles and responsibilities.

$ FREE Download	Family Business Philosophy Successful Strategic Planning for a family business has to consider the family's philosophy regarding business, family and community. This worksheet can help define that philosophy.

$ FREE Download	Organization History Questionnaire If a firm has been in business for more than a few years, the leadership team likely includes people who are new to the company. For good strategic planning it is helpful for all planning team members to know and understand how the firm got to where it is today.