TRP 192: Taking Action on the Plan with Suzette Welling

In this episode of The Rainmaking Podcast, host Scott Love speaks with Suzette Welling, management consultant and expert in professional services firm operations, about how to take action on strategic plans to drive real business results. Suzette shares insights from her experience working with law firms, explaining that many firms invest significant time and money into strategic planning retreats but fail to execute on their plans once they return to their daily operations. She emphasizes that intentionality, accountability, and structured systems are the key factors in ensuring that strategic initiatives don’t get lost in the shuffle of daily business demands. Key topics include how to break long-term plans into manageable quarterly and weekly goals, the importance of assigning clear responsibility for action items, and how to implement the Entrepreneurial Operating System (EOS) to create structured accountability. Suzette also shares strategies for effective team communication, weekly progress tracking, and building a culture of execution so that firm leadership follows through on commitments. She highlights common pitfalls such as lack of follow-through, unclear delegation, and failure to track progress, offering actionable steps to overcome these challenges. This episode provides professionals with a clear roadmap to ensure that strategic planning translates into measurable business growth. Visit: https://therainmakingpodcast.com/ ---------------------------------------- Suzette Welling, holding the distinguished Certified Legal Manager (CLM)® designation, is the founder and President of Law Practice Edge. With a career spanning over two and a half decades in upper-tier law firm management, Suzette brings a wealth of expertise to the table. Her comprehensive understanding of law firm administrative functions encompasses a broad spectrum, including strategic planning, finance, human resources, communications, client relations, professional development, recruitment, and facilities management.  Suzette’s financial acumen and leadership capabilities were recognized in 2009 when she was honored with the Tampa Bay Business Journal CFO of the Year Award. Her pursuit of excellence led her to attain the CLM® designation in 2018, affirming her deep-rooted knowledge and proficiency in various aspects of law firm management. This accreditation, demanding rigorous education and testing, underscores Suzette’s mastery in the legal management domain. Further expanding her skill set, Suzette acquired a certification in Legal Lean Sigma in 2022, enhancing her ability to offer top-tier process improvement and project management solutions.  Suzette caters to law firms of all sizes, but she has identified a niche in smaller law firms, which require expert guidance but might not have the resources for a full-time position of this caliber. In response, she founded Law Practice Edge, aiming to level the playing field and provide competitive advantages to firms irrespective of their size. Larger firms also benefit from her services, particularly when they face challenges in managing complex projects due to limited resources. Suzette is available for consultation and can be reached at [email protected] ---------------------------------------- This show is sponsored by Leopard Solutions Legal Intelligence Suite of products, Firmscape, and Leopard BI. Push ahead of the pack with the power of Leopard. For a free demo, visit this link: https://www.leopardsolutions.com/index.php/request-a-demo/ Links: [email protected] www.legalmanagementexchange.org https://www.linkedin.com/in/suzettewelling/ www.lawpracticeedge.com Learn more about your ad choices. Visit megaphone.fm/adchoices