Practice Management

Concise Firm Assessment Spreadsheet Available for Download 

06-26-2018 08:15 PM

(Posted to the Practice Management discussion board on June 26, 2018)

We recently developed a spreadsheet to help firms evaluate themselves within the three major areas of practice: getting the work, doing the work, and running the business.  This tool will enable a firm to quickly assess their strengths and weaknesses, and then discuss which areas are working and should be replicated throughout the firm, and what is not working that might warrant procedural or staffing changes to fix.


This tool is attached for downloading.  You can also download other tools on our Resources page.

Please let us know of other areas not covered in this spreadsheet in which you evaluate your firm.

Regards,

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Michael Strogoff, FAIA
Chair Emeritus, PMKC Advisory Group
President, Strogoff Consulting
Mill Valley, CA 94941
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Firm Assessment (courtesy of Strogoff Consulting).xlsx   15 KB   1 version
Uploaded - 06-26-2018

Comments

06-28-2018 05:07 PM

Thanks Michael for sharing this tool ... looking forward to giving it a spin!