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PRACTICE/INDUSTRY GROUP MARKETING ACTION PLAN

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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 Attorney s Target Date