10 Business Tips. For Effectively Developing and Managing a Small Law Firm. Toni Halleen, SchaeferHalleen LLC. August 2014

Size: px
Start display at page:

Download "10 Business Tips. For Effectively Developing and Managing a Small Law Firm. Toni Halleen, SchaeferHalleen LLC. August 2014"

Transcription

1 10 Business Tips For Effectively Developing and Managing a Small Law Firm Toni Halleen, SchaeferHalleen LLC August 2014 A. Introduction Is managing a small law firm is different from any other kind of business? Yes and no. The good news is that once we know who we are and what we want our small firm to be, then we can benefit from good business practices, scaled to our size, and modified to our practice, to reach great success. Below are some tips and suggestions that small law firms can consider (and scale/change to fit) to enhance effectiveness and reach firm goals. B. Tips and Suggestions for Small Law Firms 1. Maximize People People truly are the greatest resource for any size firm. To maximize the power of people, we must understand our strengths and talents, weaknesses and gaps, as well as identify the best match for each job, function, or task. In order to work effectively as a team, it is important to make clear our expectations of people and make sure that our employees understand their roles. This can be accomplished with updated job descriptions and candid, contemporaneous communication about roles and responsibilities, including timely feedback (whether formal or informal). When tensions or performance problems arise, it is critical to address and resolve them right away. Unaddressed performance or employee relations issues may destroy productivity and negatively impact client service. To enhance employee satisfaction and achieve alignment with the business, it is important to take time for annual employee goal-setting and professional developmental planning. We should work with employees to set individual business and development objectives for the year that align with business objectives. Goals should be SMART (specific, measurable, achievable, relevant, and time-bound). To help bridge gaps and for continuous learning, it is ideal to invest in professional development, skills training, and adult education. This can take many forms and range in cost from free to expensive. Look for ways to maximize learning and minimize cost. Grow staff cautiously & consider alternatives such as independent contractors, outside consultants, part time arrangements, sharing services, etc. 1

2 Lead by example in creating culture and professional behavior. In a small firm, it is more important to set boundaries and be a role model for appropriate workplace interaction. Pay attention to mentoring and ensure that it is happening at the desired level. Mentoring can be formal or informal, and a mentoring approach can change and grow with the organizations. Use skills development, social events, regular meetings, or other avenues for building a team. Communication should occur regularly and in many forms. If we give others a chance to lead in meetings, for example, we may discover/build new skills in the process. 2. Be Smart About Money We are often tempted to start with spending money. However, it s wise to NOT buy things we don t need. Read up on wise money matters in small firms. A good book for entrepreneurs is The Start Up Garden by Tom Ehrenfeld. We should understand the current state of finances, the capacity for reporting, the way items are coded and entered into the ledger, and the habits for generating regular reports, such as a balance sheet. Setting an annual (or quarterly) budget is key to managing finances. Finance consultants can assist with budgeting, setting goals, and tracking progress against goals. It s also important to monitor expenses on a more frequent basis (monthly or weekly) and to manage (negotiate, adjust, etc.) with vendors and suppliers. Salaries, benefits and perks are usually one of the highest categories of expenses. This is an area that can be difficult to benchmark and can also be a source of great tension. It s important to get professional assistance in this area and monitor changes as necessary. Setting the fee structure, and adjusting it, is another important area of focus. The includes bill rates, fee arrangements, case costs, etc. We need to have a strategy and a system/protocol for handling these items. We must also have a system for managing revenue and loans, obviously complying with applicable rules, including rules for handling client funds and trust accounts, as applicable. Many small firms operate with lines of credit and loans. We should be cautious about lenders and seek professional advice about the blend of credit and the rate for paying back loans. We should regularly review insurance and risk management strategies, as well as conduct an internal audit on compliance. Tax planning is a part of financial planning, and it is critical to have a good accountant and tax advisor. Keeping in touch with your accountant and making sound adjustments as the year progresses can minimize tax surprises in April. 3. Assess and Focus Some attorneys bristle at the sound of this corporate speak, but it is good to think about (and even write down) the firm s mission, vision, goals and objectives. Who are we? What do we do? Why do we do it? Where are we going? How will we get there? 2

3 What are our goals for the upcoming year? The next two years? These are important business planning questions that steer the activities of the firm. We may also articulate our particular firm values or operating principles as a way to further clarify our mission and our way of doing business. This process can be very powerful and can identify strengths, motivators, and also distractions or counter-productive forces that need to be addressed. Obviously, we should identify our firm s areas of practice, and the specific areas within that we wish to focus on. We should also review past success where we enjoyed working on particular matters or with particular clients, and try to identify what made it successful or enjoyable. This review can be used to generate criteria for ideal future matters or ideal clients we seek to attract. We can assess and set goals for the types of cases we have handled/wish to handle, the balance or mix of cases, the length of time or amount of hours we would ideally spend on certain types of cases. We can identify our use of forms and models, or approach to cases of a certain type, and our ability to analyze success. This work will help us articulate when/how we should say no to representation and why to say yes. When we turn down representation, do we have a process (a no rep letter) and do we have an option for referring out? Who are we referring to? Who are we receiving referrals from? Are we receiving the types of referrals we desire? Are we adjusting to change in the types of cases we seek, and improving our approach to reach our goals? 4. Seek and Use Advisors Who advises you? Whether we know it or not, we are influenced by others. We may read articles or get advice from friends at lunch, all of which is fine. However, it s best to seek out the influence of sound advisors and ask the right questions about our business, from the right people, at the right time, and on purpose. Before we can ask for help, we should at least try to identify what we think we need, and then keep identifying it (because it changes). To find sound advisors, ask around for referrals and recommendations, interview candidates, consider whether they are trying to sell something or have an objective view. We can use advisors on an ad hoc basis and/or schedule regular meetings (like a board of directors, or an advisory council). Using advisors, we can conduct strategic planning on an annual basis. Set goals for the business each year and analyze strengths, weaknesses, opportunities and threats (SWOT). 3

4 5. Do Marketing Marketing is a vast topic with many pieces, but it doesn t have to be expensive. The simplest form of marketing is networking. We build our network through communication and interaction. It is important to recognize that, although we are different, we all have gifts to offer, and when we do, we create a network. We should track our intake of clients, our communication in and out, and watch where things are coming from and where they are going. This tracking can help us ascertain needed adjustments in our networking and marketing in general. It s important to have an effective website and to maximize search engine optimization (SEO), whether it s organic and/or paid, and most consultants recommend a mix. We hear a lot about social media, such as LinkedIn, Facebook, and Twitter. We can also benefit from communicating with campaigns, and it is critical to maintain an effective database of contacts including clients, colleagues, friends, and referral sources. Marketing and communication can also occur in print form, and it s good to have a strategy for use of print and/or digital materials. When we invest in advertising, website development, social media, etc., it is important to capture the results of those investments, so that we can analyze how we are doing. Some firms use client satisfaction surveys and maximize communication with clients in all forms, from retainer agreements to invoices. Marketing is an area that should be included in the annual goal setting & planning process. 6. Give Back Giving back can take many forms, ranging from adjusting the mix of cases or clients served, to volunteering in the community, to doing service projects, doing pro bono legal work, and/or making cash donations, as well as other ways of giving. It is important to have a strategy for giving back and for community involvement. This may also appear in the types of associations we join or support, and the areas or topics we wish to impact. 7. Be Wise on Space & Technology Before signing a lease on a big office and buying a brand new copier, it s best to assess our needs and explore options. Many firms operate out of the owner s home office, or share space with other solo practitioners. What are the needs and work habits of the attorneys and staff? Do we need conference rooms? Can we share equipment and administrative services? Do we like working alone vs. with others? In terms of technology, there are many things to consider, and this is an ongoing proess. Here are some of the items on the list: Hardware: laptops vs. desktops 4

5 Software, malware, virtual other-ware Handheld devices, phone systems Legal research & case management AV systems & video conferencing Cloud, backups, disaster recovery IT service professionals; help desk For most of us, this is a critical area, and it is one where we rely heavily on the expertise of outside consultants. 8. Build Routines and Systems We may be so busy that we don t have time for meetings and s, and we don t think about routines or systems. We just do what needs to be done. However, we benefit when we can build in some good habits for communication, collaboration, and review. Regular team meetings and regular check-ins or information sharing by are great habits to build. Additional areas for systems include: Litigation procedures Intake screening Billing and invoicing Filing and document management Protocols and service standards Hiring and firing Purchasing and financial reporting Meetings, communication systems, and practice protocols should be sustainable and explainable. 9. Be Open to New Ideas & Fun The one guarantee is that things change. We do well to be open to change and to consider new ways of doing things, improvement and evolution. There will always be trends about what s fun at work. Currently, some of the trends for small firms include: Wellness programs, nutrition information, gym memberships Lounge area, ping-pong, foosball tables Naps, flexible schedules, time off Chocolate, healthy snacks, filtered water Book club, sports, other hobbies Pets at work, casual dress codes We should keep an eye on what we can learn from the trends, consider what fits for us, and be open to ways that we can have fun and create satisfaction. (regardless of trends). 5

6 10. Ask Others for Help We learn from each other. We do best when we help each other. Some of us have trouble asking for help, but it is valuable to ask others: How do you do it? What are we missing? What has worked well? What have you learned? What advice would you give? Are there any great new ideas out there? Why does it work? And sometimes we learn the most by asking: What are we not talking about? C. Conclusion Managing a small firm can be challenging and requires many hats. We should remember that solutions are scalable and changeable, and it s critical for us to try not to do everything by ourselves, and to ask for help. When we build an infrastructure that is based on sound advice, fits our needs, and scales to change, we can truly start to reap rewards and enjoy the work even more! 6

Small Business Checkup

Small Business Checkup Small Business Checkup How healthy is your business? www.aretehr.com TABLE OF CONTENTS The Four Keys to Business Health... 3 Management & Operations... 4 Marketing... 6 Financial & Legal... 8 Human Resources...

More information

BUSINESS PLAN OUTLINE

BUSINESS PLAN OUTLINE BUSINESS PLAN OUTLINE I. NARRATIVE 1. Cover Sheet Name of business, owner(s), address, phone and fax numbers, web site address. 2. Table of Contents The Table of Contents outlines each section and where

More information

Become a Personal Trainer

Become a Personal Trainer Get paid to help people get fit! FabJob Guide to Become a Personal Trainer Paige Waehner Visit www.fabjob.com Contents About the Author...7 1. Introduction...8 1.1 What is a Personal Trainer?...9 1.2 A

More information

Best in Class Referral Programs

Best in Class Referral Programs Take your business to the next level Best in Class Referral Programs Lower cost per sale, Higher Retention, Increased Profits Free Sales and Marketing Audit Call 410-977-7355 Best in Class Customer Referral

More information

Human Resource Research Paper

Human Resource Research Paper Human Resource Research Paper Human Resource Management in a Call Center Instructor: Kathryn Taft Advanced Human Resources Management BADM 382 March 16 th, 2005 Raymond Chow Executive Summary One of the

More information

How to Write a Business Plan

How to Write a Business Plan How to Write a Business Plan Small Business Resources The material in this document is intended to provide only general information to Canadian Western Bank s clients and the public, and not for the purposes

More information

Marketing for Managers Online Format

Marketing for Managers Online Format Marketing for Managers Online Format Professor Information Professor: Kathy Crosby, B.S., M.A. Course Description & Learning Objectives Marketing is a powerful force that can create tremendous wealth,

More information

5 Tips to a Successful & Profitable ecommerce Website

5 Tips to a Successful & Profitable ecommerce Website 5 Tips to a Successful & Profitable ecommerce Website 2011 Keystone Click LLC www.keystoneclick.com www.facebook.com/keystoneclick www.twitter.com/keystoneclick 414-810-6650 info@keystoneclick.com Congrats

More information

GUIDE Social Media Strategy Guide. How to build your strategy from start to finish

GUIDE Social Media Strategy Guide. How to build your strategy from start to finish GUIDE Social Media Strategy Guide How to build your strategy from start to finish Social Media Strategy Guide How to build your strategy from start to finish Whether you re a social media coordinator for

More information

Recruitment and Selection

Recruitment and Selection Recruitment and Selection The recruitment and selection belongs to value added HR Processes. The recruitment is about: the ability of the organization to source new employees, to keep the organization

More information

!"#$%&'()"*"++%(*,%-")+.*(#%/"0"#.12"*3

!#$%&'()*++%(*,%-)+.*(#%/0#.12*3 INTERNATIONAL BUSINESS SKILLS COURSEWARE!"#$%&'()"*"++%(*,%")+.*(#%/"0"#.12"*3!!!!!"#$!%&'()*(+,'(!".)+!""#$%&'%#()#*)+,"%("")./&$'%'%#(/" I hear and I Forget I see and I Remember I do and I Understand

More information

How cloud computing can transform your business landscape.

How cloud computing can transform your business landscape. How cloud computing can transform your business landscape. This whitepaper will help you understand the ways cloud computing can benefit your business. Introduction It seems like everyone is talking about

More information

Measuring member satisfaction

Measuring member satisfaction Measuring member satisfaction Objective: To gather information to help the club better serve its members the club can better serve its members. Purpose: To clarify what members expect from Kiwanis service

More information

BUSINESS 101 Evaluate a Business Idea. Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.

BUSINESS 101 Evaluate a Business Idea. Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. BUSINESS 101 Evaluate a Business Idea 2013 Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. Workshop Agenda About the SBDC Self-Analysis License Requirements

More information

Overcoming Your Content Challenges

Overcoming Your Content Challenges Overcoming Your Content Challenges How to create engaging content for your marketing campaigns 2014 Copyright Constant Contact, Inc. 14-3931 v1.0 Helping Small Business Do More Business Coming up with

More information

Fear-Free B2B Social Media Marketing

Fear-Free B2B Social Media Marketing Article Courtesy of SMART PR Communications Fear-Free B2B Social Media Marketing Now sizzling in your backyard! By Jean Van Rensselar If your company is B2B and you haven t yet - it s finally time to dip

More information

How cloud computing can transform your business landscape

How cloud computing can transform your business landscape How cloud computing can transform your business landscape Introduction It seems like everyone is talking about the cloud. Cloud computing and cloud services are the new buzz words for what s really a not

More information

Preparing A Business Plan. Presented By: Raed Daoudi

Preparing A Business Plan. Presented By: Raed Daoudi Preparing A Business Plan Presented By: Raed Daoudi The Business Plan Whether it s a start-up company, an expansion of an existing firm, a spin-off from a parent corporation, or even a project within a

More information

How healthy is your business?

How healthy is your business? How healthy is your business? Five Steps for Getting and Retaining Customers in the Fitness, Health and Wellness Industry + Plus, How to determine if a Customer Feedback Management (CFM) Program is right

More information

Social Media Marketing for Local Businesses

Social Media Marketing for Local Businesses Social Media Marketing for Local Businesses The average number of hours a U.S. consumer spends on social media per week. - PQ Media, 2013 Social is the Norm A lot has changed in the 10 years since Facebook

More information

Written by: Francois Muscat, Digital Marketing Expert

Written by: Francois Muscat, Digital Marketing Expert Written by: Francois Muscat, Digital Marketing Expert Copyright 2013 WSI. Each WSI franchise office is an independently owned and operated business. In the past, businesses could get away with sending

More information

www.iamdellgines.com Your Personal Entrepreneurship Professor

www.iamdellgines.com Your Personal Entrepreneurship Professor www.iamdellgines.com Your Personal Entrepreneurship Professor How to REALLY start your business or non-profit: Introduction to going from zero to startup Introductions What Qualifies Me to Teach You Business

More information

Professor: David Shepherd

Professor: David Shepherd CLASS 11 Taking Your Sales Process Inbound Professor: David Shepherd Inbound Certification Brought to you by HubSpot Academy 1 WHAT IS INBOUND SALES? TRADITIONAL INBOUND vs. TRADITIONAL INBOUND Cold

More information

Candidate Tips and Tricks

Candidate Tips and Tricks Candidate Tips and Tricks Energize your IT Security career www.infosecpeople.co.uk Our business is based on building long-term relationships with people like you. That s why we want you to have the very

More information

A Case for Managed IT Services

A Case for Managed IT Services A Case for Managed IT Services How Community Banks Can Stabilize Information Technology And Assure Bank Examination Readiness Inside this White Paper Bank s Strategic Advantages Top Reasons to Hire MSP

More information

Concur Customer Experience 2015 REPORT. Concur // Customer Experience 2015 Report

Concur Customer Experience 2015 REPORT. Concur // Customer Experience 2015 Report Concur Customer Experience 2015 REPORT 1 Contents 3 Welcome Contents 4 Gathering feedback 5 The impact of your feedback 5 User experience evolution 5 Product reliability 7 Looking toward the future 7 Customer

More information

Inbound Marketing Strategies Dahlia Benaroya Dahlia Web Designs LLC 1-888-7-DAHLIA

Inbound Marketing Strategies Dahlia Benaroya Dahlia Web Designs LLC 1-888-7-DAHLIA Inbound Marketing Strategies Dahlia Benaroya Dahlia Web Designs LLC 1-888-7-DAHLIA The business world is advancing day by day, through valuable marketing and promotions. What is the procedure of this unbeaten

More information

Positive Independent Living Workshops. Workshop Menu

Positive Independent Living Workshops. Workshop Menu Positive Independent Living Workshops Workshop Menu The Purpose of the Positive Independent Living Workshops The Victoria Disability Resource Centre recognised a gap in services being offered for people

More information

2015 WSSFC Practice Management Track Session 5 Creating a Firm Marketing Plan and Sticking to it

2015 WSSFC Practice Management Track Session 5 Creating a Firm Marketing Plan and Sticking to it ` 2015 WSSFC Practice Management Track Session 5 Creating a Firm Marketing Plan and Sticking to it Jeffrey S. Krause. Solfecta, Waterford About the Presenter... Jeffrey S. Krause is an attorney and co-owner

More information

THE REFERRAL SUCCESS GUIDE. 6 Keys to Attracting a Consistent Flow of High-Quality Referrals

THE REFERRAL SUCCESS GUIDE. 6 Keys to Attracting a Consistent Flow of High-Quality Referrals THE REFERRAL SUCCESS GUIDE 6 Keys to Attracting a Consistent Flow of High-Quality Referrals Are You Getting All the Referrals You Could Be Getting? You probably know many REALTORS who consistently get

More information

BUSINESS NAME. Applicant Name. You ve had the idea, that s the first step. But starting a good business will take persistence, enthusiasm and a lot of

BUSINESS NAME. Applicant Name. You ve had the idea, that s the first step. But starting a good business will take persistence, enthusiasm and a lot of BUSINESS NAME Applicant Name You ve had the idea, that s the first step. But starting a good business will take persistence, enthusiasm and a lot of hard work. A clear business plan is essential for all

More information

7 Things Your Competitors Can Teach You about Marketing Your Cloud Backup Services

7 Things Your Competitors Can Teach You about Marketing Your Cloud Backup Services 7 Things Your Competitors Can Teach You about Marketing Your Cloud Backup Services Have you looked at how your competitors are going to market? Outlined below are 7 things that your competitors are doing

More information

Scripts for Recruiters

Scripts for Recruiters Scripts for Recruiters Companion Script Guide for The New Recruiters Tool Kit www.greatrecruitertraining.com Copyright 2010 Scott Love 1 How to Use This Guide Use this companion script guide while watching

More information

5 FATAL MANAGEMENT COMPANY DEFICIENCIES THAT DESTROY CASH FLOW

5 FATAL MANAGEMENT COMPANY DEFICIENCIES THAT DESTROY CASH FLOW 5 FATAL MANAGEMENT COMPANY DEFICIENCIES THAT DESTROY CASH FLOW Most people believe that they do a good job at what they do, however the people that typically do the best jobs recognize that there is always

More information

People Strategy in Action

People Strategy in Action People Strategy in Action Welcome to Our People Strategy 2 The Bausch + Lomb People Strategy The Bausch + Lomb People Strategy 3 Introduction Transforming our company through our people Our transformation

More information

HOW TO FIND A JOB. Are You Ready to Begin a Job Search?

HOW TO FIND A JOB. Are You Ready to Begin a Job Search? LSG 500/LNG 300 P.O. Box 6000 Binghamton, NY 13902-6000 (607) 777-2400 http://cdc.binghamton.edu Division of Student Affairs HOW TO FIND A JOB Candidates looking for jobs and employers seeking candidates

More information

Membership Management Software

Membership Management Software 12 Tips for Selecting the Best Membership Management Software for your organization Table of Contents Section Page Getting Started 3 12 Tips for Selecting Membership Management Software 4 Don t Forget

More information

Lunch & Learn Series From. Impact Factory. www.impactfactoryutah.com (801) 581-0369. Impact Factory

Lunch & Learn Series From. Impact Factory. www.impactfactoryutah.com (801) 581-0369. Impact Factory Lunch & Learn Series From 1 It only takes 3 seconds a first impression can make or break a business relationship! People first evaluate your physical appearance but it is your body language, mannerisms

More information

PROJECT DRIVEN VS. PEOPLE DRIVEN TECHNICAL MANAGEMENT

PROJECT DRIVEN VS. PEOPLE DRIVEN TECHNICAL MANAGEMENT BIO PRESENTATION T4 September 22, 2005 3:00 PM PROJECT DRIVEN VS. PEOPLE DRIVEN TECHNICAL MANAGEMENT Marty King Hospira, Inc. BETTER SOFTWARE CONFERENCE & EXPO 2005 September 22, 2005 Hyatt Regency San

More information

Top Talent is Mobile. Are You?

Top Talent is Mobile. Are You? Top Talent is Mobile. Are You? The Rise of Mobile Technology in Talent Acquisition JOB an ebook by: We turn to our smartphones and tablets for almost everything, and these mobile devices are well on their

More information

Social Media Strategy:

Social Media Strategy: Social Media Strategy: The Beginners Guide to Strategy Success in 7 Steps A Simple Guide In association with: Chapter Title Contents Page Page 2 What is Social Media...3 What is a Social Media Strategy

More information

YOUR MARKETING CHECKLIST

YOUR MARKETING CHECKLIST YOUR CHECKLIST Marketing can impact 2 things 1 2 Your business outcomes by focusing on your PERSONAL GOALS BUSINESS GOALS CONSTRAINTS Your clients satisfaction by aligning your IDEAL CLIENT Desired outcomes,

More information

YODLE INSIGHTS WHAT CONSUMERS WANT FROM LOCAL BUSINESSES. Insights from over 6,000 American consumers

YODLE INSIGHTS WHAT CONSUMERS WANT FROM LOCAL BUSINESSES. Insights from over 6,000 American consumers YODLE INSIGHTS WHAT CONSUMERS WANT FROM LOCAL BUSINESSES Insights from over 6,000 American consumers EXECUTIVE SUMMARY There are 28 million local businesses in the U.S. according to the U.S. Census Bureau.

More information

SHEPHERD & GOLDSTEIN Business Consultants and Certified Public Accountants

SHEPHERD & GOLDSTEIN Business Consultants and Certified Public Accountants SHEPHERD & GOLDSTEIN Business Consultants and Certified Public Accountants Contact: curtisf@sgllp.com (508) 875-2552 ww.sgllp.com TEN STEPS TO SURVIVE AND GROW YOUR SMALL BUSINESS IN A RECESSION By Curtis

More information

Once you have clearly defined your ideal client, use these practical applications for your business web presence:

Once you have clearly defined your ideal client, use these practical applications for your business web presence: Step #1 Define Your Ideal Client Step #1 Define Your Ideal Client In today s online environment, having just a web site doesn t usually cut it. As a business owner, your ultimate goal should be to build

More information

Digital Methodologies & Efficiencies that Empower your Business

Digital Methodologies & Efficiencies that Empower your Business Digital Methodologies & Efficiencies that Empower your Business 1.888.380.9439 www.freshfocusmedia.com 1 Welcome to Fresh Focus Media Strategy Creative Design Development Execution Our Core Focus: Fresh

More information

10 Steps to Financial Freedom in Your Twenties and Thirties

10 Steps to Financial Freedom in Your Twenties and Thirties 1 Steps to Financial Freedom in Your Twenties and Thirties On our journey to obtain independence and achieve financial success, we usually prioritize having good educational experiences, a sound resume

More information

Advisors: Using Marketing to Build Your Pipeline. Presenter: Barbara Kotlyar Sr. Marketing Manager ByAllAccounts Managing Director, Bridge Marketing

Advisors: Using Marketing to Build Your Pipeline. Presenter: Barbara Kotlyar Sr. Marketing Manager ByAllAccounts Managing Director, Bridge Marketing Advisors: Using Marketing to Build Your Pipeline Presenter: Barbara Kotlyar Sr. Marketing Manager ByAllAccounts Managing Director, Bridge Marketing Who is this person and why should I listen to them? 88.4%

More information

WELCOME! LETS BEGIN. James Marchant Founder of Diligence Digital james@diligencedigital.co.uk 01424 447858

WELCOME! LETS BEGIN. James Marchant Founder of Diligence Digital james@diligencedigital.co.uk 01424 447858 James Marchant Founder of Diligence Digital james@diligencedigital.co.uk 01424 447858 Over 15 years of experience in the digital industry. Hello and congratulations on taking the time out to read our booklet.

More information

Factoring Costs The 10 Most Misunderstood Cost Drivers

Factoring Costs The 10 Most Misunderstood Cost Drivers Factoring Costs The 10 Most Misunderstood Cost Drivers Joe Sillay Executive Vice President Federal National Commercial Credit 7315 Wisconsin Avenue Suite 600W Bethesda, MD 20814 301.961.6450 FederalNational.com

More information

WHY RE/MAX: INTRODUCTION

WHY RE/MAX: INTRODUCTION WHY RE/MAX: NOBODY SELLS * RE/MAX Network, 04 WHY RE/MAX? What are YOUR numbers? 00,000 agents around the world have asked themselves this same question. In the following pages, you ll learn what they

More information

Measuring and Evaluating Results

Measuring and Evaluating Results Introduction Measuring and evaluating results will provide you and your associates with the vital information you need for making key strategic and tactical decisions prior to, at and after the trade shows,

More information

HRStaffers. Your best resource to strengthen your company. Human Resource Process Solutions. www.hrstaffers.com

HRStaffers. Your best resource to strengthen your company. Human Resource Process Solutions. www.hrstaffers.com HRStaffers Your best resource to strengthen your company. Outplacement Employment Services HR consulting Services has been a leader in the recruiting industry for over twenty-two years. We have met the

More information

Law Firm MANAGEMENT. Is outsourcing right for your firm? For good referrals, ask good questions. How to use leverage to your firm s advantage

Law Firm MANAGEMENT. Is outsourcing right for your firm? For good referrals, ask good questions. How to use leverage to your firm s advantage Law Firm MANAGEMENT Is outsourcing right for your firm? Eye on associates Tips for effective performance-based compensation For good referrals, ask good questions How to use leverage to your firm s advantage

More information

Tom Serwatka, Business Advisor MV Small Business Development Center SUNY Institute of Technology serwatt@sunyit.edu 315-792-7557

Tom Serwatka, Business Advisor MV Small Business Development Center SUNY Institute of Technology serwatt@sunyit.edu 315-792-7557 Tom Serwatka, Business Advisor MV Small Business Development Center SUNY Institute of Technology serwatt@sunyit.edu 315-792-7557 1 Objectives of Presentation To walk you through the steps needed to create

More information

509 467-0062 208 664-8958 humanix.com

509 467-0062 208 664-8958 humanix.com Connecting businesses to people who bring the valuable talents, skills and advanced know-how to make sure any level job temporary or permanent gets done right. 509 467-0062 208 664-8958 humanix.com Onboarding

More information

Developing a Marketing Plan. Develop a strategic marketing plan to successfully grow your business and increase profits

Developing a Marketing Plan. Develop a strategic marketing plan to successfully grow your business and increase profits Developing a Marketing Plan Develop a strategic marketing plan to successfully grow your business and increase profits Learning Objectives At the end of this module, you will be able to: Understand the

More information

Understanding the Benefits of Unified Communications

Understanding the Benefits of Unified Communications Understanding the Benefits of Unified Communications Overview Increasing operating efficiencies is more important than ever in today s business. Competitive pressures force organizations to improve processes

More information

ACCOUNTANTS DO MORE THAN COUNT BEANS

ACCOUNTANTS DO MORE THAN COUNT BEANS ACCOUNTANTS DO MORE THAN COUNT BEANS By Gerald G. Kepner, Jr. All Rights Reserved 2012 Gerald G Kepner Jr ACCOUNTANTS DO MORE THAN COUNT BEANS Accountants are a dime a dozen, so choosing the right accountant

More information

Pillar I Retain and Grow Existing Relationships

Pillar I Retain and Grow Existing Relationships Marketing Your Business in a Tight Economy: Tips and Strategies that WORK! Entrepreneurs Club May 7, 2009 Presented by Terrie S. Wheeler, Professional Services Marketing, Inc. Your Marketing Toolkit The

More information

Small Business Brief How to Build and Use Credit Policies to Your Advantage

Small Business Brief How to Build and Use Credit Policies to Your Advantage How to Build and Use Credit Policies to Your Advantage Customers are your bread and butter, but they can also be your biggest risk. Now more than ever, small businesses need to take a page from some of

More information

Record keeping is also about understanding your business, now and in the future. Reasons why you should keep good records include:

Record keeping is also about understanding your business, now and in the future. Reasons why you should keep good records include: RECORD KEEPING Objectives Northern Initiatives is committed to entrepreneurs like you, because you are the people who are creating jobs and enabling the communities of our region to thrive. After completing

More information

digital mums THE Strategic Social Media Manager Programme COURSE BROCHURE

digital mums THE Strategic Social Media Manager Programme COURSE BROCHURE digital mums THE Strategic Social Media Manager Programme COURSE BROCHURE About Digital Mums Digital Mums are a new kind of social media solution. We take the natural talents and skills of mums, add some

More information

Understanding and Improving Working Conditions: KEA Guide to Using Your. 2011 ESP Survey Results

Understanding and Improving Working Conditions: KEA Guide to Using Your. 2011 ESP Survey Results Understanding and Improving Working Conditions: KEA Guide to Using Your 2011 ESP Survey Results 1 Understanding and Improving Working Conditions: KEA Guide to Using Your ESP Survey Results Employee Working

More information

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC 5 Secrets to Wealth Every Woman Needs To Know To Be Financially Free By Nancy L. Gaines, Founder Women Gaining Wealth, LLC Thank you for requesting this free report and taking steps toward your own financial

More information

THE DIGITAL DIRECTION: HOTEL MARKETING BUDGETS AND A DIGITAL 101 FOR HOTELS PART I OF A TWO- PART SERIES

THE DIGITAL DIRECTION: HOTEL MARKETING BUDGETS AND A DIGITAL 101 FOR HOTELS PART I OF A TWO- PART SERIES 273 Walt Whitman Road #321, Huntington Station, NY 11746 tel: 516.680.8529 Leora@LHLcommunications.com LHLcommunications.com FEBRUARY 2014 THE DIGITAL DIRECTION: HOTEL MARKETING BUDGETS AND A DIGITAL 101

More information

Social Media- tips for use and development Useful tips & things to avoid when using social media to promote a Charity.

Social Media- tips for use and development Useful tips & things to avoid when using social media to promote a Charity. Social Media- tips for use and development Useful tips & things to avoid when using social media to promote a Charity. This is compilation of some of the advice and guidance found online to help organisations

More information

SPECIAL REPORT The 9- Point Marketing Success Method for Small Business Owners and Non Profits by Roberta Guise MBA

SPECIAL REPORT The 9- Point Marketing Success Method for Small Business Owners and Non Profits by Roberta Guise MBA SPECIAL REPORT The 9- Point Marketing Success Method for Small Business Owners and Non Profits by Roberta Guise MBA ] [Document Subtitle] [Author Name] 2009. Roberta Guise. Guise Marketing & PR www.guisemarketing.com

More information

The Saylor Foundation s Develop Your Own Social Media Strategy and Sample Solution

The Saylor Foundation s Develop Your Own Social Media Strategy and Sample Solution The Saylor Foundation s Develop Your Own Social Media Strategy and Sample Solution Provided by Dr. David T. Bourgeois, Associate Professor of Information Systems at Biola University under a Creative Commons

More information

Top Cloud Solutions For SMBs

Top Cloud Solutions For SMBs The Fulcrum Group, Inc. (817) 337-0300 Top Cloud Solutions For SMBs Is it time you came to the cloud? This White Paper is brought to you by your friends at The Fulcrum Group, Inc. Good timing plus a little

More information

6 SECRETS TO OFFERING EXCEPTIONAL CUSTOMER SERVICE. 2013 salesforce.com, inc. All rights reserved.

6 SECRETS TO OFFERING EXCEPTIONAL CUSTOMER SERVICE. 2013 salesforce.com, inc. All rights reserved. 6 SECRETS TO OFFERING EXCEPTIONAL CUSTOMER SERVICE 2013 salesforce.com, inc. All rights reserved. > Intro INTRODUCTION The vast majority of people are not experiencing great service. Nearly a third of

More information

eguide Hiring the Best Top Tips for Attracting and Retaining Top Talent

eguide Hiring the Best Top Tips for Attracting and Retaining Top Talent eguide Hiring the Best Top Tips for Attracting and Retaining Top Talent Employers should always reach towards the goal to bring the best to their organization in any economic climate. Hiring exceptional

More information

CFO #CFOPERFORMANCE. Building Your Brand: The Value of Reputation

CFO #CFOPERFORMANCE. Building Your Brand: The Value of Reputation #CFOPERFORMANCE Building Your Brand: The Value of Reputation Your firm is looking to grow, but you re not sure of the next step. Traditional client referrals are no longer enough to keep ahead of the increasing

More information

10 Reasons to Create a Simple Marketing Plan

10 Reasons to Create a Simple Marketing Plan Sign up Login with The world's best thinkers on social media Home Post Here Marketing Networks Practices Social Customer Infographics Webinars & Reports Events & The Social Shake-Up Debra Murphy Posts

More information

Managed Services. Your 10-Week Guide to Becoming an MSP

Managed Services. Your 10-Week Guide to Becoming an MSP Managed Services Your 10-Week Guide to Becoming an MSP Managed services is one of the fastest-growing segments in IT services. U.S. revenues associated with the managed services market are predicted to

More information

How Can I Sculpt a Plan to Start Inbound Marketing

How Can I Sculpt a Plan to Start Inbound Marketing How Can I Sculpt a Plan to Start Inbound Marketing An Effective Marketing Method for Doing Business Online By Courtney McElroy, CEO Marketing Force 1 How Can I Sculpt a Plan to Start Inbound Marketing

More information

www.lawpracticeadvisor.com

www.lawpracticeadvisor.com 12 Characteristics of Successful Personal Injury Lawyers By Ken Hardison President of Law Practice Advisor Kenneth L. Hardison, 2009 There s a theory that many successful lawyers and entrepreneurs admittedly

More information

Sage HRMS The best team wins: Ten tips to hone your recruiting, hiring, and onboarding processes

Sage HRMS The best team wins: Ten tips to hone your recruiting, hiring, and onboarding processes Sage HRMS Ten tips to hone your recruiting, hiring, and onboarding processes Introduction Human resources departments continue to struggle to build the best workforce. There are plenty of applicants but

More information

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors Insights, tools and resources to help you Accelerate Your Growth, Scale Your Business and Elevate

More information

Introduction to Accounting

Introduction to Accounting Introduction to Accounting Text File Slide 1 Introduction to Accounting Welcome to SBA s online training course, Introduction to Accounting. This program is a product of the agency s Small Business Training

More information

How to Pursue a Career in. Human Resources. Four Simple Steps to Success

How to Pursue a Career in. Human Resources. Four Simple Steps to Success How to Pursue a Career in Human Resources Four Simple Steps to Success Introduction Managing and motivating people effectively to inspire them to do their best the essence of human resource management

More information

A Guide for Parents: Helping Your Child Succeed in School

A Guide for Parents: Helping Your Child Succeed in School A Guide for Parents: Helping Your Child Succeed in School A guide to help you understand: No Child Left Behind State Learning Standards Parent Practices to Help Children Learn Parent/School Relationships

More information

Top Marketing Tips to Grow Your Specialist Business. For use by professional intermediaries only

Top Marketing Tips to Grow Your Specialist Business. For use by professional intermediaries only Top Marketing Tips to Grow Your Specialist Business For use by professional intermediaries only 2 Top Marketing Tips to Grow Your Specialist Business Contents More effective communications for a new world

More information

Seven Things Employees Want Most From Their Training

Seven Things Employees Want Most From Their Training RESEARCH REPORT Seven Things Employees Want Most From Their Training Executive Summary In 2013 we set out to discover what 1,001 office workers really think about training. Commissioning Opinion Matters,

More information

A guide to writing a business plan

A guide to writing a business plan A guide to writing a business plan Contents 01. We're here to help 01 02. Your business profile 02 03. Your market 03 04. Your sales and marketing + Management and staff 04 05. Operational plan + Finances

More information

8 STEPS TO AN EFFECTIVE CONTENT MARKETING SYSTEM

8 STEPS TO AN EFFECTIVE CONTENT MARKETING SYSTEM 8 STEPS TO AN EFFECTIVE CONTENT MARKETING SYSTEM Produced by Katie Wilson Aspire Internet Design www.aspireid.com @aspireid Overview... 2 1: Set Goals and Create a Set of Metrics for Your Content Marketing

More information

A Service of SRI World Group, Inc. 74 Cotton Mill Hill A-255 Brattleboro, VT 05301 (802) 251-0110

A Service of SRI World Group, Inc. 74 Cotton Mill Hill A-255 Brattleboro, VT 05301 (802) 251-0110 A Service of SRI World Group, Inc. 74 Cotton Mill Hill A-255 Brattleboro, VT 05301 (802) 251-0110 www.csrwire.com Printed on recycled paper Introduction Today, forward-thinking companies understand that

More information

How to Write a Marketing Plan

How to Write a Marketing Plan How to Write a Marketing Plan This article highlights what we believe to be many of the key points that we need to consider when developing a marketing plan. It combines marketing theory, practical tools

More information

C G. Got a Plan? MARKETING. How to Build Your Marketing Plan & Budget. PCGMarketing.com. P.O. Box 4633 Des Moines, Iowa 50305 515.360.

C G. Got a Plan? MARKETING. How to Build Your Marketing Plan & Budget. PCGMarketing.com. P.O. Box 4633 Des Moines, Iowa 50305 515.360. Got a Plan? How to Build Your Marketing Plan & Budget P.O. Box 4633 Des Moines, Iowa 50305 515.360.9176 An Introduction We are a full-service marketing company that uses creative strategies to develop

More information

Planning Your Business Venture

Planning Your Business Venture Session Six Planning Your Business Venture Good plans shape good decisions. That s why good planning helps to make elusive dreams come true. Lester R. Bittel Overview: Learning to plan is an essential

More information

BUSINESS PLAN GUIDELINE

BUSINESS PLAN GUIDELINE BUSINESS PLAN GUIDELINE This document is intended to be used as a guideline to create your business plan. It identifies and explains the questions that should be addressed and outlines the sections to

More information

7 Tips to Maximize Profits as a Hosting Reseller

7 Tips to Maximize Profits as a Hosting Reseller 7 Tips to Maximize Profits as a Hosting Reseller Table of Contents Introduction... 2 Web Hosting 101... 2 Tip #1: Additional Services to Offer... 3 Tip #2: Skills You Will Need... 3 Tip #3: Selecting a

More information

Making Your Consulting Practice Work with an Effective Business Plan

Making Your Consulting Practice Work with an Effective Business Plan Making Your Consulting Practice Work with an Effective Business Plan Pam Ferrante, CSP, CHMM J&C Safety Consultants J&C Safety Consultants 1 Do I Need a Business Plan? Did you write one before you started?

More information

HIGH IMPACT RECRUITING HIRE HIGHLY ENGAGED EMPLOYEES SMART & STRATEGIC WAYS TO. High Impact Talent Management

HIGH IMPACT RECRUITING HIRE HIGHLY ENGAGED EMPLOYEES SMART & STRATEGIC WAYS TO. High Impact Talent Management HIGH IMPACT RECRUITING 5 SMART & STRATEGIC WAYS TO HIRE HIGHLY ENGAGED EMPLOYEES High Impact Talent Management The new economy has created a new set of rules for Recruiting. There is mounting pressure

More information

Accounting Basics. (Explanation)

Accounting Basics. (Explanation) Accounting Basics (Explanation) Your AccountingCoach PRO membership includes lifetime access to all of our materials. Take a quick tour by visiting www.accountingcoach.com/quicktour. Introduction to Accounting

More information

Best Practices Brochure. Engineering Communications to Improve the Customer Experience Best Practices for Optimizing Customer Communications

Best Practices Brochure. Engineering Communications to Improve the Customer Experience Best Practices for Optimizing Customer Communications Best Practices Brochure Engineering Communications to Improve the Customer Experience Best Practices for Optimizing Customer Communications Communication Engineering Documents are a critical but often

More information

Creating a Great Customer Experience. In Ten Easy Steps. 800.819.0325 WineDirect.com

Creating a Great Customer Experience. In Ten Easy Steps. 800.819.0325 WineDirect.com Creating a Great Customer Experience In Ten Easy Steps 800.819.0325 WineDirect.com Improving the Customer Experience in Ten Easy Steps With the huge rebirth of Word of Mouth marketing that has resulted

More information

GUIDE TO ACQUIRING STARTUP FINANCING

GUIDE TO ACQUIRING STARTUP FINANCING GUIDE TO ACQUIRING STARTUP FINANCING 2015 American Institute of CPAs. All rights reserved. 15608-312 To make your business #CPAPOWERED, call today and let s get started. Contact information Address Phone

More information

Home Builders Association of Mississippi Position Description

Home Builders Association of Mississippi Position Description Home Builders Association of Mississippi Position Description Title: Executive Vice President Purpose: The Executive Vice President is responsible for the successful leadership and management of the organization

More information

GUIDE TO ACQUIRING STARTUP FINANCING. To make your business #CPAPOWERED, call today and let s get started.

GUIDE TO ACQUIRING STARTUP FINANCING. To make your business #CPAPOWERED, call today and let s get started. GUIDE TO ACQUIRING STARTUP FINANCING To make your business #CPAPOWERED, call today and let s get started. It s no secret that you will need capital money to launch your new business. In fact, many entrepreneurs

More information