Jon Whittle Consulting Ltd
64 Contributions by Jon Whittle Consulting Ltd Experts
PRECEDENTS
Investing in the future (legal and commercial investments) - [ insert strategy-day summary ]
Governance/management - [ insert strategy-day summary ]
Risk management - [ insert strategy-day summary ]
Financial - [ insert strategy-day summary ]
People - [ insert strategy-day summary ]
Services to clients - [ insert strategy-day summary ]
Information technology - [ insert strategy-day summary ]
Facilities/building - [ insert strategy-day summary ]
Next steps
This overview will go to the next management board meeting for final refinements and sign-off. After approval, it will be shared and/or presented to [ insert eg all staff ] to build awareness of the firm’s key strategic aims. Those aims will underpin the detailed business plan, assigning owners and timelines to priority actions. A quarterly review will track each legal and operational team plan against agreed
Practice Management
PRECEDENTS
Key information
Firm name [ Insert firm name ]
Role holder’s name [ Insert name ]
Reporting line [ Insert, e.g. Managing Partner, Chief Operating Officer, Head of Business Development etc ]
Scope of role
☐ Entire firm
☐ Department / Practice area [ Insert details ]
☐ Sector [ Insert details ]
☐ Office / Region [ Insert details ]
Employment type [ Insert, e.g. Full-time/Part-time/Contractor ] [ If a contractor role, state contract length ]
Main location [ Insert the primary base for this position—if the role holder is expected to spend regular time across multiple sites, e.g. each regional office, ensure this is clearly noted ]
Practice Management
PRECEDENTS
1 Strengths
Group Themes
Partners [ Summary of group feedback ]
Operational team leads [ Summary of group feedback ]
Legal teams [ Summary of group feedback ]
Other staff [ Summary of group feedback ]
2 Weaknesses
Group Themes
Partners [ Summary of group feedback ]
Operational team leads [ Summary of group feedback ]
Legal teams [ Summary of group feedback ]
Other staff [ Summary of group feedback ]
3 Opportunities
Group Themes
Partners [ Summary of group feedback ]
Operational team leads [ Summary of group feedback ]
Legal teams [ Summary of group feedback ]
Other staff [ Summary of group feedback ]
4 Threats
Group Themes
Partners [ Summary of group feedback ]
Operational team leads [ Summary of group feedback ]
Legal teams [ Summary of group
Practice Management
FLOWCHARTS
Producing a professional, engaging and accurate proposal document is essential if you wish to have any prospect of winning business. This flowchart outlines 10 crucial steps that you should follow when drafting a proposal...
Practice Management
If you expected to see yourself on this page, click here.
