How aligned are your firm’s goals? | Clio

Assessment

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1. How are your firm’s goals typically written?

Select the example that looks most like yours.

Generate $500K in new business from referrals by Q3 Improve new business from client referrals Become the best family law firm in the city Bring in more clients

Please select at least one option.

2. Do your goals have clear metrics or KPIs to track progress?

Select the example that looks most like yours.

Increase website traffic by 25% in the next 6 months Close 10 cases this quarter Increase social media presence Increase client intake

Please select at least one option.

3. Do your goals focus on outcomes rather than tasks?

Select the example that looks most like yours.

Increase revenue by 15% by year-end Follow up with all referral leads to see what happens Call 50 potential clients per week Send out marketing emails to our list

Please select at least one option.

4. How does your firm leverage OKRs and KPIs?

We define our goals as OKRs & have KPIs to monitor progress We use OKRs sometimes, but not for all teams We have KPIs, but sometimes confuse them with tasks We’ve heard of OKRs but we’re not sure how to implement them

Please select at least one option.

5. Are KPIs aligned with your firm’s strategic priorities?

Always Mostly Rarely Not currently

Please select at least one option.

6. Is there a clearly defined owner responsible for achieving each goal?

Select the example that looks most like yours.

John is responsible for increasing our referral business Both the marketing and sales teams work on lead gen goals Several team members are responsible for new business We haven’t assigned clear ownership for business dev goals

Please select at least one option.

7. Do teams and individuals understand how their work contributes to the firm’s goals?

Everyone knows how their work impacts firm revenue We communicate goals, but staff may not know their roles People do their work, but don’t see how it contributes We’re working on connecting individual tasks & firm goals

Please select at least one option.

8. How frequently does your firm review progress on goals and KPIs?

Weekly or bi-weekly Monthly Quarterly Rarely or not yet established

Please select at least one option.

9. Is the format for reviewing progress documented and accessible?

We use an online dashboard & everyone can access it We have updates in various places We have some progress notes, but not regularly updated Documentation is informal or non-existent

Please select at least one option.

10. Are the review meetings valuable points for discussion and action?

Select the example that looks most like yours.

Each review meeting results in concrete actions for the team We talk about the issues, but action items can be vague Meetings are more focused on reporting Review meetings often feel redundant and don't drive change

Please select at least one option.

11. How does your firm address underperformance on goals or KPIs?

Review and adjust strategies immediately Discuss but rarely implement changes Delay action until issues become urgent We haven’t yet developed a consistent process

Please select at least one option.

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Thanks for completing the assessment! Your score will give you insights into how well your firm is aligning its goals. Ready for tailored recommendations to help you improve? Let’s see how you did!

Goal Definition and Measurability

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Understanding of OKRs and KPIs

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Accountability and Ownership

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Performance and Course Correction

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Goal Definition and Measurability
Understanding of OKRs and KPIs
Accountability and Ownership
Performance and Course Correction

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