Jon Whittle Consulting Ltd

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 team leads, legal teams 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 team leads, legal teams and other staff. This Precedent should be completed in advance of your strategy away day.

This Precedent Tender document checks is intended for law firms. It can be used to check the form and content of your tender document before you submit it to the prospective client to ensure everything has been covered off in the correct way.

The final stage in the pitching process is receiving notification from the client of their decision, and then, regardless of outcome, asking for feedback on your proposal or tender. This Precedent Tender feedback interview questions can be used to help guide discussions with the client to maximise the amount of useful information you gather from this process.

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 Tender presentation—preparation guide is intended for law firms. It covers key elements the tender team should address before attending a tender presentation. It can be issued to the tender team to help them prepare for the presentation.

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.

This flowchart sets out the 10 key steps to follow when preparing the professional, attractive and accurate proposal document needed to win you business.