PRACTICE/INDUSTRY GROUP MARKETING ACTION PLAN
SITUATION ANALYSIS
PRACTICE/INDUSTRY GROUP MARKETING ACTION PLAN
_______________________GROUP
[DATE]
I. SITUATION ANALYSIS
Strengths of the group:
1.
2.
3.
Weaknesses of the group
1.
2.
3.
Strengths and Weaknesses of the firm as they affect the group:
1.
2.
3.
II. IDENTIFYING OPPORTUNITIES
A. Identify 3 or more existing clients with cross-selling potential.
1.
2.
3.
B. Identify 3 or more prospective clients – specific individuals or companies.
1.
2.
3.
C. Identify 3 or more prospective client groups – industries or types.
1.
2.
3.
D. Identify 3-5 present or potential sources of referrals – industries, companies of
individuals.
1.
2.
3.
IV. RECRUITING AND TRAINING
A. Identify specific recruiting needs:
B. Identify the specific group training needs:
IV. SETTING GOALS AND OBJECTIVES
A. Short-term Goals
The group established the following 3 short-term goals.
1.
2.
3.
In working towards these short-term goals, the group set the following one-year objectives:
Goal #1
Objectives:
1.
2.
3.
Goal #2
Objectives:
1.
2.
3.
Goal #3
Objectives:
1.
2.
3.
B. Long-term Goals
The group established the following 3 long-term goals.
1.
2.
3.
In working towards these long-term goals, the group set the following one to five-year
objectives:
Goal #1
Objectives:
1.
2.
3.
Goal #2
Objectives:
1.
2.
3.
Goal #3
Objectives:
1.
2.
3.
V. CREATE ACTIVITY RESPONSIBILITIES
SHORT-TERM GOALS
SHORT-TERM GOAL #1
Objective:
Activity Responsible Target Date
Attorney(s)
SHORT-TERM GOAL #2
Objective:
Activity Responsible Target Date
Attorney(s)
SHORT-TERM GOAL #3
Objective:
Activity Responsible Target Date
Attorney(s)
LONG-TERM GOALS
LONG-TERM GOAL #1
Objective:
Activity Responsible Target Date
Attorney(s)
LONG-TERM GOAL #2
Objective:
Activity Responsible Target Date
Attorney(s)
LONG-TERM GOAL #1
Objective:
Activity Responsible Target Date
Attorney(s)
Practice Group Marketing Plan .doc
