Books

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

PART II: Setting Goals
9. Understand the Process of Setting Goals
10. Have Participants Answer Questionnaires About Personal & Firm Goals
11. Create an Action Plan from Law Firm Questionnaires

PART III: Creating the Marketing Plan
12. Understand the Marketing Planning Process
13. Gather Information About the Legal Market and Your Firm
14. Define Marketing Objectives
15. Identify Marketing Methods to Reach Marketing Objective
16. Create the Marketing Plan
17. Evaluate Success of Marketing Plan

PART IV: Creating the Cash Flow Statement
18. Understand the Cash Flow Statement
19. Create the Collected Revenue Cash Flow Form
20. Create the Paid Expenses Cash Flow Form
21. Create the Summary Cash Flow Form
22. Review Cash Flow Forms and Adjust

PART V: After Creating the Business Plan
23. Modify Plan as Circumstances Change
24. Periodically Review Results
25. Determine If Plan is Working

Appendices
A. Law Firm Economic Survey
B. Personal Goals Questionnaire
C. Law Firm Goals Questionnaire
D. Marketing Situation Questionnaire
E. Marketing Activity Checklist
F. Marketing Strategy Grid
G. Marketing Action Plan
H. Cash Flow Form -- Collected Revenue
I. Cash Flow Form -- Paid Expenses
J. Cash Flow Form -- Summary
K. Cash Flow Variance Form -- Collected Revenue
L. Cash Flow Variance Form -- Paid Expenses
M. Commonly Encountered Accounting Terms