Time to Initiate Planning: What Do We Want to Accomplish?

four businesspeople seated around table with whiteboard behind them

Why psychological safety is so important.

By Matt Rampe

You’re at the starting line! You know what strategic planning is and why it matters, and you’re ready to begin. This article will tell you all about how to start strategic planning. It’s called Stage 1: Initiate.

MORE: Why Strategic Planning Matters More Than Ever
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While we eventually will cover the whole 5i process, it’s worth noting that this process can be tailored to your firm, so feel free to take pieces of it that may apply and leave behind any that don’t, based on your situation. You’ll find many useful tools and ideas even if you don’t use the whole framework.