Intermediate

Firm 'Vision & Values' Workshop Agenda

Facilitates a strategy session to define the firm's culture and long-term mission.

Draft a 4-hour workshop agenda for the Partners of {firm_name}. Objective: Define our Core Values and 'Vision 2030'. Include exercises for: 1. Identifying our 'Ideal Client,' 2. The 'Stop/Start/Continue' audit of our current culture, and 3. Drafting a 2-sentence Mission Statement.

Related Prompts

Advisory & Consulting
Intermediate

Engagement Letter: Transaction Advisory

Drafts a legal agreement for M&A advisory services, including success fees.

GPT-4oGemini 1.5 Pro
0
0
4
Advisory & Consulting
Advanced

Net Working Capital (NWC) Peg Negotiation

Strategic advice for setting the NWC target in a purchase agreement.

Claude 3.5 SonnetGPT-4o
0
0
3
Advisory & Consulting
Intermediate

D&O Insurance Adequacy Review

Advises clients on whether their Directors and Officers insurance is sufficient.

GPT-4oClaude 3.5 Sonnet
0
0
4