We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More
I am constantly looking out for new material and best practice to incorporate into my strategy workshops. Occasionally, I summarise the key ideas – so here are some items that caught my eye recently - Strategy case studies and more matrices. Dates for future strategy sessions at PM Forum. Renewing Read More
This was a question posed to me recently by a woman at a workshop. Whilst this question is about prejudice towards women (sex and gender bias) it could just as easily have been about age or culture or disability or sexual orientation or any other difference. I am sure you Read More
At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More
This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More
