Planning

Be more strategic – Stretch your strategy muscle

The recent “Be more strategic” workshop from Training - PM Forum took place on St George’s Day. This post summarises the key points raised by delegates – and lists their poll results and discussions. As such, it provides an additional learning resource to the delegates. So in this post on Read More

2024-05-02T14:26:28+01:00May 2, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. The delegate aims, views and key takeaways are shown below. The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. We looked at case studies from professional services firms. From the Read More

Referrer Management – Capacity and Capability

This article is a summary of the conversation and key takeaways from a workshop in London for MBL.  Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More

How to engage fee-earners in the M&BD planning process?

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. Delegates were from law and accounting firms with a variety of reasons for attending: a new role or Read More

2023-08-01T08:54:34+01:00August 1, 2023|Kim's Blog, Marketing, Strategy|

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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