BD and marketing plan—detailed
BD and marketing plan—detailed

The following Practice Management guidance note provides comprehensive and up to date legal information covering:

  • BD and marketing plan—detailed
  • Appendix 1Campaign plan
  • Appendix 2Content plan
  • Appendix 3Financial budget
  • Appendix 4Time budget

Date of plan [insert date]
Person with overall responsibility for plan [insert the name of the person in the firm who is ultimately responsible for the BD and marketing plan]
  1. 1

    Internal analysis

    1. 1.1

      Mission statement and business plan

    2. Firm values, mission statement and positioning [insert a summary of the firm’s purpose and its vision and values so it is clear what the firm stands for, eg Our Mission is to provide our clients with innovative and good value legal solutions, excellent legal advice and representation and a dedication to quality customer service]
      Summary of firm’s business plan/strategy  
    3. 1.2

      SWOT analysis

    4. Strengths Weaknesses
      Opportunities Threats
    5. 1.3

      Financial analysis

    6. Fee income and profit