To win the face of growing competition, it's best to be prepared. A good starting point is assembling - in one place - a repository of resource materials.
You "library" should include :
- hard-copy originals of past proposals/tenders
- electronic copies (clearly labelled/named) of each bid, its attachments and appendices - stored with original document
- copies of all your firm's seminar papers, education materials, firm profiles, promotional materials, together with electronic version of each
- professional CV's: short-form profile and full CV for each professional, clearly indication date of last update
- professional photograph of each team member - reasonably current
- list of current client in each field of practice, together with date of last update
- originals of all references
- copy of all awards, letter of commendation or thanks, and compliments from clients
- sourced testimonials and positive comments extracted from client surveys.
- documented processes for checking conflicts of interest, assuring work quality, monitoring client satisfaction, and the like
With ever increasing demands and shortening tender timeframes, you'll find this repository of resource materials invaluable.
Here are some more items to have conveniently on hand:
- originals of all press coverage, published articles, coverage in "Legal Profiles", etcetera, including full references to publication, appearance dates
- copies of professional indemnity insurance policies
- statistical analysis and quantitative data
- organisation chart for each team of your firm
- organisation chart for you national firm or associated firms
- annual reports, brochures, promotional materials, copies of strategic plans/papers, copies of advertisements, from each key client
- organisational chart (or internal phone list) for each key client : names, titles, date of last revision
- copies of client questionnaires, notes records of interviews, and similar materials
- firm profiles and other promotional materials from your key competitors.
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