Jon Whittle

This Precedent External market analysis—short form indicates the key information you should consider collecting when undertaking external market analysis. Before developing a business development and marketing plan you should conduct a marketing audit to gather relevant information about your own firm and the external market.

This Precedent can be used at the start of a strategy away day. It is intended to encourage delegates to think more creatively right from the start of your strategy away day. Without such an exercise, delegates tend to focus on obvious and immediate issues.

This Precedent Pipeline management spreadsheet can be used to record key information and data about any potential new clients in the pipeline. Capturing all of this data in one place will help to make your pipeline management process more efficient and provide you with assurance that you are on top of managing your new client pipeline.

This Precedent Pitch team kick-off—meeting agenda can be used by a law firm to help structure a pitch team kick-off meeting to set out what needs to be done, who will do it and by when.

This Precedent Preparing for a tender presentation—meeting agenda can be used to help prepare for a tender presentation and provides an outline agenda to structure your pitch team’s preparation meeting.

This Precedent is an example of a final strategic aims document for a law firm. It is intended to be a a maximum of two pages long and will be implemented by and dovetail with a separate business plan. A blank version of this Precedent is also available.

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.

These Sending the right signals—guidelines are intended for law firms. They will help to ensure an effective presentation can be given to members of the tender team to ensure everyone is clear about what they should, and should not do, to ensure an effective presentation is delivered.

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—facing business, like law firms, to set out how they might achieve their business objectives.

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.