Jon Whittle

Lawyers can become more confident business developers if they understand how the sales process works and are empowered to try different approaches. This Precedent sets out some top tips for selling and can be given to your lawyers to help develop sales skills and build confidence.

This Precedent encourages you to structure the way in which you implement your strategic aims. It requires you to set specific objectives and actions, assess resources and feasibility, appoint someone to take responsibility for each area and impose deadlines to ensure you move forward. The other key way of implementing your strategic aims is via a more detailed business plan.

This Precedent business plan is designed for commercial firms to set out how they might achieve their business objectives.

This Precedent business plan is designed for consumer firms to set out how they might achieve their business objectives. It is intended for law firms.

This Precedent presentation is for use at a strategy away day. It is presented as a PowerPoint document. There are separate Precedents for various exercises referred to in the presentation. The presentation follows the same running order as the Precedents for the strategy away day programme and index for the strategy away day pack.

This Precedent encourages you to conduct a review and analysis of your key clients and referrers so you can have an informed discussion at a strategy away day.

This Precedent sets out an itinerary of key date, timing and venue information for participants attending an off-site strategy review day.

This Precedent is designed to help you to deal with the logistics involved in arranging a strategy away day. It links to relevant Precedents for each step and dovetails with a more high-level Precedent covering the entire strategic review process.

This Precedent will help you to prepare a structured, indexed pack of documents for a strategy away day. Where relevant, links to Precedents for the enclosures are provided. Alternatively, we have indicated how the enclosure should be prepared.

This Precedent is a suggested programme for a law firm strategy away day. There are Precedents available to help you with each session in the programme and for a strategy away day presentation.

This Precedent allows you to collect the opinions of your staff in advance of a strategy review day. There are similar Precedents for partners, operational heads and legal team leaders, plus a Precedent to help you collate the responses and identify key themes.

This Precedent allows you to collect the opinions of your legal team leaders in advance of a strategy review day. There are similar Precedents for partners, operational team leads and all staff, plus a Precedent to help you collate the responses and identify key themes.

This Precedent allows you to collect the opinions of your operational team leads (Finance, L&D, business development etc) in advance of a strategy review day. There are similar Precedents for partners, team leads and other staff, plus a Precedent to help you collate the responses and identify key themes.

This Precedent allows you to collect the opinions of your partnership group in advance of a strategy review day. There are similar Precedents for operational heads, team leads and other staff, plus a Precedent to help you collate the responses and identify key themes.

This Precedent can be used to prepare a summary of the strategy review forms completed by four different groups: partners, operational heads, legal team leads and other staff. It is intended to inform discussion at a strategy away day and should be completed in advance.

This Precedent action plan and timeline provides a structure for arranging a strategy away day and preparing the firm’s strategic aims document. It has 12 steps and links to relevant Precedents for each step. This Precedent is supported by, and dovetails with, a more detailed Precedent strategy away day logistics planner for the away day itself.

This Precedent enables you to create a summary of feedback on your firm's strengths, weaknesses, opportunities and threats (SWOT) from the four groups who have completed the strategy review forms: partners, operational heads, legal teams and other staff. This Precedent should be completed in advance of your strategy away day.

This Precedent Tender presentation—meeting plan can be used to document your plan and logistics for a tender presentation and help check whether you are ready for the presentation day.

This Precedent sets out questions to help your law firm evaluate whether to tender for a particular opportunity or piece of work. This is sometimes known as a go/no-go decision.