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Why Every Law Firm Owner Needs a Quarterly Strategic Planning Process

Most law firm owners start the year with big goals.

💡 Make more money

💡 Work fewer hours

💡 Get better clients

But by March? Those goals are buried under urgent client work, last-minute fires, and a never-ending to-do list.

That’s why annual planning doesn’t work. A year is too long to stay focused. Business conditions change, challenges shift, and opportunities arise that you couldn’t have predicted.

Quarterly planning breaks your big vision into focused, achievable steps. It gives you:

✅ Clarity – You know exactly what to focus on for the next 90 days.

✅ Flexibility – You adjust as needed, without waiting a whole year to reset.

✅ Momentum – You see progress faster, which keeps you motivated.

Here’s the quarterly planning process we guide law firm owners through in Path to PROmance:

1️⃣ Assess where you are. Our PROmance Scorecard helps you evaluate your firm’s profitability, client base, and time management—so you know exactly what’s working and what’s not.

2️⃣ Set one focused goal. Instead of trying to fix everything, you’ll focus on one high-impact priority for the next 90 days.

3️⃣ Map out your action steps. We break big goals into small, doable steps that fit within your existing workload.

4️⃣ Check in biweekly. Every two weeks, we touch base to measure progress, troubleshoot challenges, and adjust as needed.

5️⃣ Review & reset each quarter. This ensures you’re always moving forward with intention, instead of just reacting to whatever’s on fire.

🚀 Want to experience this process LIVE?

If you join Path to PROmance by March 12, you’ll get to participate in our Quarterly Strategic Planning Workshop on March 13.

This members-only workshop is designed to help you clarify your Q2 priorities, build an actionable plan, and set yourself up for a profitable, focused, and fulfilling quarter.

There’s power in planning alongside others—even when you’re each focused on your own firm. Let’s do this together.

Join Path to PROmance today → Let’s gooo!

#StrategicPlanning #LawFirmGrowth #Profitability #PathToPROmance #LawFirmOwners