Edit and training by: Vu Minh 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. Edit and training by: Vu Minh 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 Edit and training by: Vu Minh 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 Edit and training by: Vu Minh SHORT-TERM GOALS SHORT-TERM GOAL #1 Objective: Activity Responsible Attorney(s) Target Date SHORT-TERM GOAL #2 Objective: Activity Responsible Attorney(s) Target Date SHORT-TERM GOAL #3 Objective: Activity Responsible Attorney(s) Target Date Edit and training by: Vu Minh LONG-TERM GOALS LONG-TERM GOAL #1 Objective: Activity Responsible Attorney(s) Target Date LONG-TERM GOAL #2 Objective: Activity Responsible Attorney(s) Target Date LONG-TERM GOAL #1 Objective: Activity Responsible Attorney(s) Target Date oqc1387541749.doc . training by: Vu Minh PRACTICE /INDUSTRY GROUP MARKETING ACTION PLAN ______________________ _GROUP [DATE] I. SITUATION ANALYSIS Strengths of the group: 1. 2. 3 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