The Profitable Law Office Handbook, Attorney’s Guide to Successful Business Planning

Table of Contents

PART I: Before Creating a Business Plan

Chap. 1. Recognize Potential Business Problems in Your Law Practice 2
Chap. 2. Understand How Law Practice Is a Business 3
Chap. 3. Realize that Business Planning is Simple 4
Chap. 4. Understand the Benefits of Creating a Business Plan 5
Chap. 5. Understand the Basic Business Planning Steps 7
Chap. 6. Identify Who Needs to Agree To and Create the Plan 9
Chap. 7. Consider the Logistics of Planning Meetings 11
Chap. 8. Gather Relevant Information 13

PART II: Setting Goals

Chap. 9. Understand the Process of Setting Goals 16
Chap. 10. Have Participants Answer Questionnaires About Personal & Firm Goals 18
Chap. 11. Create an Action Plan from Law Firm Questionnaires 20

PART III: Creating the Marketing Plan

Chap. 12. Understand the Marketing Planning Process 21
Chap. 13. Gather Information About the Legal Market and Your Firm 23
Chap. 14. Define Marketing Objectives 27
Chap. 15. Identify Marketing Methods to Reach Marketing Objective 29
Chap. 16. Create the Marketing Plan 31
Chap. 17. Evaluate Success of Marketing Plan 33

PART IV: Creating the Cash Flow Statement

Chap. 18. Understand the Cash Flow Statement 34
Chap. 19. Create the Collected Revenue Cash Flow Form 37
Chap. 20. Create the Paid Expenses Cash Flow Form 43
Chap. 21. Create the Summary Cash Flow Form 49
Chap. 22. Review Cash Flow Forms and Adjust 53

PART V: After Creating the Business Plan

Chap. 23. Modify Plan as Circumstances Change 54
Chap. 24. Periodically Review Results 55
Chap. 25. Determine If Plan is Working 56

Appendicies

Apendix A. Law Firm Economic Survey 57
Apendix B. Personal Goals Questionnaire 59
Apendix C. Law Firm Goals Questionnaire 60
Apendix D. Marketing Situation Questionnaire 61
Apendix E. Marketing Activity Checklist 63
Apendix F. Marketing Strategy Grid 65
Apendix G. Marketing Action Plan 66
Apendix H. Cash Flow Form — Collected Revenue 67
Apendix I. Cash Flow Form — Paid Expenses 68
Apendix J. Cash Flow Form — Summary 69
Apendix K. Cash Flow Variance Form — Collected Revenue 70
Apendix L. Cash Flow Variance Form — Paid Expenses 71
Apendix M. Commonly Encountered Accounting Terms 72

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