Seminar Notes

Use this area to browse through David’s Planning Questionnaires, and Presentation Materials. All documents are available in pdf or word format.

Planning Questionnaires provide you with an indexed list of resources David has prepared which are useful in “taking the temperature” of a firm and are a great asset in any planning process. These standardized questionnaire forms may need customized revisions to reflect the unique circumstances of your firm. Most of the questionnaires are designed primarily to be completed by partners. However, (where indicated) some are designed to be completed by non-partner staff as well. You may browse selected questionnaires below or download them all in MS Word .doc format.

Clicking Seminar Handouts below will allow you to browse through a select list of the handouts David uses when onsite giving a seminar.