Lead A Professional-Services Firm
Commercial outcomes including per-partner profitability, revenue/profit growth, share of spend, productivity, margin, and achievement of firm objectives. (Leading peers and shaping the whole firm.)
Ordered tasks (30) — this is what a project auto-creates
- #1Deep Client and Business UnderstandingHighTo Do
This section is about diagnosis: distinguishing the problem the client presents from the problem they actually have, and reading the business economics and internal politics that shape which solution can survive. You get the discipline of understanding before proposing.
Assignee: Unassigned · due 0 days after project start · takes 14 days
- #2Structured Client Listening and FeedbackLowTo Do
This section shows you how to build a repeatable mechanism for hearing what clients actually experience, distinct from the anecdotal impressions partners collect over lunch. You get the operating design of a listening programme and how it feeds firm-wide understanding.
Assignee: Unassigned · due 14 days after project start · takes 3 days
- #3Fact-Based, Structured Analytical RigorMediumTo Do
This section shows how to build recommendations that survive scrutiny — using structured decomposition, hypotheses, and evidence rather than pattern-matching to prior engagements.
Assignee: Unassigned · due 17 days after project start · takes 7 days
- #4Insecure Over-achievementLowTo Do
This section confronts the driven, insecure temperament that populates elite firms — a source of exceptional output and of quiet human damage you must manage on both fronts.
Assignee: Unassigned · due 24 days after project start · takes 3 days
- #5Client Trust and ConfidenceHighTo Do
This section gives you the four levers that determine whether a client hands you real influence or keeps you at arm's length: credibility, reliability, intimacy, and self-orientation. You get a working model for diagnosing where trust is leaking and how to seal it.
Assignee: Unassigned · due 27 days after project start · takes 14 days
- #6Client Commitment and Buy-InHighTo Do
This section separates compliance—the client does what you recommend because they hired you—from commitment, where they own the decision and defend it when you leave the room. You get how to manufacture the latter.
Assignee: Unassigned · due 41 days after project start · takes 14 days
- #7Collaborative Client PartnershipMediumTo Do
This section shows you how to structure engagements so responsibility for outcomes is genuinely shared with the client rather than transferred to your firm. You get the behaviors that turn a vendor relationship into a partnership.
Assignee: Unassigned · due 55 days after project start · takes 7 days
- #8Solution and Service QualityMediumTo Do
This section defines what makes a deliverable genuinely good — correct, robust under pushback, and actionable — and how to institutionalize that standard across teams.
Assignee: Unassigned · due 62 days after project start · takes 7 days
- #9Implemented, Lasting Change and Capacity BuiltMediumTo Do
This section addresses what happens after the deck closes: whether the client actually acts, whether the problem stays fixed, and whether they can solve the next one without you.
Assignee: Unassigned · due 69 days after project start · takes 7 days
- #10Communication and Stakeholder PrewiringLowTo Do
This section covers how to socialize findings and recommendations with stakeholders before the formal presentation so the meeting ratifies a decision rather than sparks a debate.
Assignee: Unassigned · due 76 days after project start · takes 3 days
- #11Client Resistance and Vulnerability ConcernsLowTo Do
This section helps you read and work with the emotional undertow that surfaces whenever a client accepts help — the indirect resistance that has nothing to do with the quality of your advice.
Assignee: Unassigned · due 79 days after project start · takes 3 days
- #12Client Relationship Strength and Reputation AssetsHighTo Do
This section gives you a way to see, count, and manage the intangible relationship and reputation capital that never shows up on a conventional balance sheet but drives most of your firm's value. You will learn what to inventory and how to grow it deliberately.
Assignee: Unassigned · due 82 days after project start · takes 14 days
- #13Leverage and Project-Type StructureLowTo Do
This section explains how the ratio of junior to senior time and the mix of custom versus routine work drive both economics and staffing — and why the work's skill requirements, not your ambition, should set that ratio.
Assignee: Unassigned · due 96 days after project start · takes 3 days
- #14Delegation BehaviorLowTo Do
This section covers the discipline of senior professionals pushing lower-value work downward — and why hoarding, not laziness, is the more common and costly failure.
Assignee: Unassigned · due 99 days after project start · takes 3 days
- #15Scheduling and Talent Deployment ManagementLowTo Do
This section treats staffing decisions as a management craft — matching people to engagements in a way that serves profit, clients, skill growth, and morale simultaneously.
Assignee: Unassigned · due 102 days after project start · takes 3 days
- #16Coaching, Skill Transfer, and Practice LeadershipLowTo Do
This section shows you how to make skill transfer a measured leadership obligation rather than an optional generosity, and how coaching alters the felt experience of junior professionals.
Assignee: Unassigned · due 105 days after project start · takes 3 days
- #17Professional Motivation, Morale, and WellbeingMediumTo Do
This section addresses the engagement, energy, and sustainability of your professionals as a strategic asset that feeds both retention and profit.
Assignee: Unassigned · due 108 days after project start · takes 7 days
- #18Extensive Professional AutonomyLowTo Do
This section explains why your professionals expect to control how, when, and with whom they work, and why that expectation reshapes what leadership can command.
Assignee: Unassigned · due 115 days after project start · takes 3 days
- #19Firm Profitability and Value CreationHighTo Do
This section frames profit per partner and value creation as the integrating outcome that leverage, delegation, morale, and client relationships all feed — and how to manage the levers rather than the number.
Assignee: Unassigned · due 118 days after project start · takes 14 days
- #20Client Satisfaction and LoyaltyLowTo Do
This section distinguishes satisfaction from loyalty and shows how each converts into retention, referrals, and reduced fee sensitivity for the firm.
Assignee: Unassigned · due 132 days after project start · takes 3 days
- #21Talent Attraction and RetentionLowTo Do
This section addresses how the firm attracts, motivates, retains, and deploys the professionals whose expertise is the product itself.
Assignee: Unassigned · due 135 days after project start · takes 3 days
- #22Compensation and Governance SystemsLowTo Do
This section explains how your reward and governance architecture broadcasts what the firm actually values, and how it either encourages or punishes the delegation you claim to want.
Assignee: Unassigned · due 138 days after project start · takes 3 days
- #23Contingent Authority and Peer-Granted Leadership LegitimacyLowTo Do
This section clarifies that your authority is granted by peers, not conferred by title, and shows how it is built, maintained, and lost.
Assignee: Unassigned · due 141 days after project start · takes 3 days
- #24Political Behavior and Influence SkillLowTo Do
This section treats political skill as legitimate leadership craft in a consensus-driven firm — the networking, social astuteness, and perceived sincerity that mobilize informal power.
Assignee: Unassigned · due 144 days after project start · takes 3 days
- #25Leadership Dyad ConfigurationLowTo Do
This section examines the two-person leadership pairing — often a managing partner plus a complementary counterpart — and how its internal harmony carries the firm's structural tensions.
Assignee: Unassigned · due 147 days after project start · takes 3 days
- #26Partnership Culture, Ethos, and Organizational CohesionMediumTo Do
This section addresses the shared beliefs, ownership structure, and social control that hold a partnership together despite centrifugal individual interests.
Assignee: Unassigned · due 150 days after project start · takes 7 days
- #27Post-Merger / Cross-Unit CooperationLowTo Do
This section covers the voluntary cross-unit and post-merger sharing of clients, knowledge, and reputation that determines whether a combination creates value or merely combines letterheads.
Assignee: Unassigned · due 157 days after project start · takes 3 days
- #28Decisive Action Under AmbiguityLowTo Do
This section is about acting fast and effectively in an existential crisis when you lack the formal authority to simply order the response.
Assignee: Unassigned · due 160 days after project start · takes 3 days
- #29Growth Strategy, Brand, and Thought LeadershipLowTo Do
This section connects your growth strategy, brand differentiation, and thought-leadership output to the client engagement and profit they are supposed to generate.
Assignee: Unassigned · due 163 days after project start · takes 3 days
- #30Marketing Measurement and Function InfluenceLowTo Do
This section shows how to build a marketing and BD scorecard that earns the function a seat at the table rather than a line in the overhead budget.
Assignee: Unassigned · due 166 days after project start · takes 3 days