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WHAT HAS TO BE DONE
> Frame survey’s objectives
> Identify information sources
> Conduct publication and press analysis, statistical survey and/or conduct interviews
> Analyze market positioning
> Analyze of clients’ portfolio
DELIVERABLES
> “Commercial Due Diligence”
> Statistical results
>...
WHAT HAS TO BE DONE
> Check every deontological and regulatory issues (when it comes to regulated businesses)
> Define firm’s positioning
> Create and patent firm’s name
> Structure workspace (IT infrastructure, furniture…)
> Secure legal issues (potential litigation) and financial issues (compensation)
>...
WHAT HAS TO BE DONE
> Define a clear presentation of the firm
> Define target’s profile (offers, location, teams, size, positioning…)
> Search for targets (acquiring or selling firm)
> Compare bids
> Initiate contact with targets
> Conduct a commercial due diligence
> Define merger communication strategy...
WHAT HAS TO BE DONE
> Understand firm’s strategy
> Define objectives, values, organization, culture
> Align firm’s resources/competences with strategic objectives
> Analyze age pyramid, recruiting vs. training
> Analyze clients’ portfolio (Pareto law…)
> Audit of positioning
> Analyze firm’s resources and...
KEY POINTS
> Practice’s image vs. firm’s image
> Targeting (market and functions)
> Practice maturity
> Credentials
> Cross-selling
WHAT HAS TO BE DONE
> Determine who should be interviewed
> Within the firm (partners, COO, CFO, associates, managers, marketing people…)
> Outside the firm (clients,...
KEY POINTS
> Perceived Image internally vs. externally
> Operational implementation
> Aligning brand strategy with firm’s strategy
WHAT HAS TO BE DONE
> Conduct publication and press analysis
> Publications (brochures, Internet websites; product sheets, books…)
> Press (press releases, press articles,...
KEY POINTS
> Aligning marketing plan with firms’ business plan
> Professionalizing and structuring the marketing function
> Planning: chargeable hour vs. non chargeable hour (business development, training, management)
WHAT HAS TO BE DONE
> Understand firm’s strategy
> Objectives, values, organization,...
KEY POINTS
> Image perceived internally vs. externally
> Environment changes
> Aligning competences, services and market
> Change management
> Measuring and rewarding systems
WHAT HAS TO BE DONE
> Understand current image
> Interview firm’s people
> Interview « external » people (clients, business...
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