5 Tips to Plan Ahead … Even for the Sole Practitioner

It's post-tax season when most firms meet and plan for the future. While that “future” may only be about a year from now — or through April 15, 2012 — I applaud any firm that actually does give some thought to the open road ahead.


Again, if you tell me you “don’t have time to do this,” then I say that’s preposterous! Do you each lunch? Do you drink coffee? All I’m suggesting here is to set up one meeting a week. So over the course of a year, you only have to meet with 50 clients. That’s entirely doable if you think of it in weekly timeframes.

4. Staffing Concerns

All indications point to an economy that continues to improve, so one of the areas you want to look at for the future is staffing. Even if you are by yourself, you need to figure out where you might need to add staff, even if the staff works part time and remotely.

Of course, you’re not going to hire anyone today or tomorrow unless you need to, but you should know what you need by the end of 2011 … and you should know where to find qualified staff.

5. Take a Cleansing Breath

All of us need to take the time to stop, assess our situation and figure out where we want to go. I know this sounds very esoteric, and I’m not advocating going to sit on the side of a mountain to think about “life.” But you can gain a lot of traction for your professional and personal life by spending some time away from the office and planning for the future.