Proven Strategies Measurable Results

Vision-It is Important

December 12, 2013
Vision-It is Important - blog post image

Some owners believe that creating a Vision for their firm is something only business consultants do or suggest and a “not very important” exercise. They may also feel that their firm is not big or sophisticated enough to look far into the future. “We just have to get it done now!” Never mind that they have no clear definition of what “it” is.

I’d like to site 2 influential sources that think otherwise concerning the importance of developing a firm vision. In his acclaimed book, The Seven Habits of Highly Effective People, Dr. Steven Covey’s second habit is, “Begin with the end in mind.” Beginning with the end in mind is nothing more than creating the vision for how you want your firm to function and envisioning the desired outcomes. And Dr. Covey obviously thought this was important enough to be placed second in his list…only behind “Be proactive”.

In the Bible’s Old Testament, Proverbs 29:18 states, “Where there is no vision the people perish.” This leads us to believe that the ancient leaders set forth before the people a “picture” of success. Without this picture, there was no guiding light. Without this picture, external forces could/can more likely influence future outcomes. What sounds better to you…your design for your future…or simply leaving it to chance?

What do you want your firm to be?

In order to document your vision for the firm it is important to think through just what you want the firm to be. Obviously you need to assess where the firm is now in order to begin the process of moving toward the more desired firm of your future. The more clear you are about where your firm is today, the more clear you will be with defining where you want to go. The knowledge of where you are now may take a little time to gather. Walk around a little, talk to your team…as Yogi Berra said…”You can observe a lot by watching.” Let what you discover in this fact finding mission guide you toward defining what you want the firm to be.

How to build a Vision?

Author, speaker, and business coach Cameron Herold (www.backpocketcoo.com) utilizes a visioning process that he calls his “Painted Picture”. We have adapted this painted picture approach to developing our Vision for Vista Consulting. This method involves documenting a detailed, high-level overview of what his business will look like, feel like, and act like into the future. We believe 1-3 years forward is a great target. Cameron’s painted picture includes paragraphs depicting what he and the business will be doing and some details on how it will be doing it. Some of the topics are:

Wendy and David Share
“We met with Vista for a strategic planning session as our firm is at the crossroads and we wanted some outside perspective to help us with our planning. Vista provided a very focused environment so that we could develop our “Painted Picture” or 5-year plan. As we were very involved in the process, the conclusions we arrived at were not surprising to us, but having a road map to help us take the next step has been very beneficial to us. We have been working on the required steps and are making progress, and we do always come back to the Painted Picture and the principles we discussed in realizing our objectives. It is very much an ongoing process, and we know Vista is there for us, if and when we need their further input and objective perspective. Vista’s knowledge of the inner working of Plaintiff Personal Injury law firms allowed them to offer their insight and perspective to our unique circumstances. The fact that we are in Canada proved to be no barrier to understanding what our firm is all about.”
- Wendy and David Share
Paul B. Harding
"As our firm grew, it became difficult to track the progress of cases through the various units, along with the customer service provided to our clients. VISTA developed dashboards for all this and more! When viewing our dashboard, I now have all the important data at my fingertips: client contact, file review, the number of demands filed, files placed in suit, and so much more! Our unit managers also use these tools to ensure that attorneys and staff are staying on-track. As Managing Partner, I am pulled in many directions at once and am often out of the office — the dashboard allows me to zero in on issues as they develop, regardless of my location or the time of day. Great solution for us!"
- Paul B. Harding / Managing Partner
David Miller
Vista's core team is a tripod of experts helping to shape me into a better Managing Attorney. They do it without fear and with so much grace, humility, and patience! And they throw a great party after the hard work all day! #OurConsultantsAreBetterThanYours #Guaranteed
- David Miller / Managing Attorney