Strategic Planning Sessions
When: October 23–25, 2017
Where: Naples, FL — LaPlaya Beach & Golf Resort
Want help formulating your strategic plan? Book one day with our operations consultants to make it happen. Our expert operations consultants working with you to plan the future of your firm. Leave with a written 3-year plan, 1-year plan, and action items for the next 90 days.
This will be a full-day working session and is limited to five firms. Reserve the day for your firm only for $15,000 or join in with other firms who are working on their strategic plan (limited to five firms) for $5,000. To learn more, or put yourself on the reservation list, simply complete the form below. We will contact you with all the details. To speak with us about this firm transforming session, please call Amanda at 270.784.0379.
“… They have also worked with us in ways to improve how many new cases we sign-up – they constantly are coaching us in ways we can do things better in that regard. In our weekly meetings we go over our new case sign-ups, our demand times and various other statistics and topics. They hold us accountable to ourselves… I could go on & on – our accounting department was also restructured based much on their recommendations. And, Vista also researched and found a new CPA firm for me which actually keeps up on telling me what needs to be done instead of just keeping things as the status quo.”
- Bill Berg
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
"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