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Five keys to client planning success

Guy Adams | 27 February 2017

Law firms, Client Planning, Leadership

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“That’s been one of my mantras – focus and simplicity. Simple can be harder than complex…” – Steve Jobs

Historically all but non-existent, Client Planning at legal and accounting firms has gone through a rapid metamorphosis to become one of the primary focus points for most businesses. Now, more than ever, Professional Service firms must tune into their clients’ business needs if they hope to survive in this increasingly competitive market.

However, in an effort to make up for lost time, many firms have jumped straight to complex planning processes. The plans often have limited relevance to their clients, take an inordinate amount of time to administer, and bear little fruit at the end of all that labour.

Taking it back to basics, and incorporating the following 5 steps, will ensure that you have a Client Planning process that improves your long-term client relationships and drives revenue growth:

Tasks or objectives: what are you setting?

Ray Oldfield | 30 January 2017

Objectives, Leadership, Best Practice

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‘In preparing for battle, I have always found that plans are useless, but planning is indispensible.’ – Dwight D. Eisenhower

For a law firm to succeed it needs a good business plan and SMART objectives. Completing a sequence of tasks will get you so far but you have to know what you – and the firm as a whole – are trying to achieve. If you don’t know where you’re going, how do you know when you’ve got there? And, more importantly, how do you know what difference your work has made to the firm?