Assessment
- Assess existing operational efficiency; org structure, team, systems, processes, reporting and financial benchmarks
- Assess current legal knowledge, offerings & pricing structure
- Assess existing marketing tactics, strategies & results
- Assess attorney and team mindset & coachability
Strategy
- Create a one-year operations strategy, benchmarks and resources needed
- Identify firm offerings, pricing and strategy to implement
- Create a one-year marketing plan, budget and strategy to implement
- Identify personal and professional development plan and strategy to achieve it
Performance
- Monthly group growth calls to implement operation strategy; org structure, team, systems, processes, reporting and financial benchmarks
- Schedule and participate in on-going personal & professional development
Community
- Engage regularly with other members for best practices through ListServ & other LWP sponsored forums
- Participate in web-based trainings & roundtable discussions
- Utilize member services, legal support, tech support, operations support and coaching
- Professionally and Socially engage with other members at the Twice-Annual Practice Enhancement Retreat (TAPER)
Accountability
- Quarterly one-to-one session to review goals and assess performance progress
- Weekly tracking of marketing efforts (ICF)
- Weekly tracking of sales (workshop & pipeline focuser)
- Real-time tracking of work in process
- Real-time tracking of revenue and expenses to budget (cashflow focuser & trend report)
