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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