On-demand Workshop

How To Tackle Annual Planning for Law Firms

Learn how to create an effective annual plan you can get your whole team behind to hit your firm goals in 2024.

It’s that time of year again: time for your team’s annual planning session.

You’ve either booked “heads down” time in your calendar to get it done, had a colleague ask if you’re thinking about it, or have been invited to an onsite.

Sound familiar? Then this workshop is for you.

We all know planning is important, but where do you start and how can it be done effectively (aka the part where you turn the blue sky ideas into an approved roadmap for the year).

Watch this on-demand workshop to learn how to:

  • Separate a good business strategy from a bad one
  • Align your team around a shared vision, objectives, and business goals
  • Create an actionable plan that ensures you hit your targets

We’ll even have some takeaway material to help guide your process.

Duration: 1 hour

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Mechelle Woznicki Headshot
Mechelle Woznicki

Attorney, Mediator and Continuous Improvement Enthusiast

Woznicki Law PLC

After spending 10 years in the Navy, becoming a parent then a grandparent, and 20 years in business, I became an attorney. I quickly became frustrated with the status quo of the legal landscape and its inherent inefficiencies. My continuous improvement methodology uncovers inefficiencies and allows me to have a healthy work/life balance. I love sharing this methodology with other attorneys, so that they, too, can enjoy more time off with improved profit margins.

Liz Hudson

Customer Marketing Manager


Liz is a Manager of Customer Marketing at Clio, where she’s obsessed with helping customers get the most value out of Clio.