The final weeks of the year are often the only time leaders can step back from client delivery and look ahead.

Strategic planning is a broader and more detailed exercise — this series of questions is designed to help your firm grow sustainably, stay relevant, and remain competitive in 2026.

The aim: to move from confusion to absolute clarity — so that by 2026, every person in the firm is aligned, clear, and committed to supporting the same priorities.

1. Client Impact

What difference do we want to make for clients in 2026, particularly in helping them prepare for what’s next?

When did we last ask clients how they view our value or how we compare to others in our market?

2. Growth Ownership

Who owns growth, and which 3–5 key measures will we track quarterly to stay accountable?

Clear ownership ensures plans become action…..