PM Forum presented a webinar in July on “Mapping the client journey”. Although client journey mapping is a fundamental tool of most client experience management (CEM) programmes it was noted that only a handful of firms have embedded the process. Bertie Heppel of London and South East - PM Forum Read More
It was a full house for July’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals. During the session we considered three key areas: thinking strategically, business strategy and marketing/business development strategy. Be more strategic – Strategy is about making choices. Strategy is about making Read More
At the recent PM Forum online workshop on “Campaigns, Thought Leadership and Project Management” there were 17 delegates from legal, accountancy and consultancy firms. There was much discussion and debate. This article contributes to the learning resources for those who attended. Reflecting on delegate feedback (see below) there are three themes emerging. Read More
I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More
What were the key themes arising at the recent PM Forum – PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management”?. 14 delegates from across the UK joined us – mostly from law firms. Some delegates were looking at establishing their first KAM programme whilst others were reigniting Read More
