Streamlined, Actionable and Transparent Partner Business Plans

Track: Technology & Innovation: Internal Audience

Session Number: 839
Date: Tue, Oct 22nd, 2019
Time: 1:50 PM - 2:30 PM

Description:

Is your annual partner business plan process a chore? Are you frustrated by the attorneys’ lack of follow-through and implementation? In this case study, learn how one law firm leveraged an online platform to develop and implement attorney business plans. Their solution provided partners with personalized business development "dashboards" that can be reviewed and updated throughout the year; delivered actionable reminders, tied to due dates, to promote execution; and provided transparency for business development activities across the firm. More than 75% of partners are using the tool, and within the first month the firm could identify 15 successes and opportunities.

Session Type: Strategy Discussion

Learning Objectives: • Discuss how to implement a partner business plan process that drives sales activity
• Identify ways to leverage technology to drive accountability
• Describe key elements of a successful implementation and communication plan to introduce new business development technology
Target Audience (Essential or Advanced): Advanced
Body of Knowledge (BoK) Domain: Business Development, Technology Management
Session Type: Strategy Discussion

Learning Objectives: • Discuss how to implement a partner business plan process that drives sales activity
• Identify ways to leverage technology to drive accountability
• Describe key elements of a successful implementation and communication plan to introduce new business development technology
Target Audience (Essential or Advanced): Advanced
Body of Knowledge (BoK) Domain: Business Development, Technology Management