Law Marketing Bibliography

Reviews of books on client development
for lawyers and law marketing professionals


The Lawyer's Guide to Strategic Planning:
Defining, Setting, and Achieving Your Firm's Goals

By Thomas C. Grella and Michael L. Hudkins
ABA Law Practice Management Section, Chicago, 2004
Paperback, 219 pages, $79.95
Reviewed by David M. Freedman


The ABA publishes some very fine books on law firm management and marketing, but this is not one of them.

Grella and Hudkins, who are supposed to be authorities on planning, failed to plan this book before they wrote it. They present four competing models for the strategic planning process in a law firm. The first model is conveyed on the book's cover and implies a three-step orientation: define, set, and achieve your firm's goals.

On page 6 the authors present a five-step process:

  • Analyze the firm's talent and resources.

  • Identify the firm's position in the marketplace.

  • Establish a mission statement, a seven- to ten-year vision, and written goals.

  • Set forth specific tactics for reaching those goals.

  • Establish means by which progress toward those goals can be periodically checked," and shift strategies when necessary.

On page 12 the authors present a full-page diagram showing an eight-step "strategic-planning model," beginning with "planning to plan" and finishing with "monitoring and follow-up."

Finally, page 16 features a four-tiered process comprising (1) the firm's vision for the future, (2) long-term goals, (3) strategies to achieve the goals, and (4) "detailed actions and tasks assignments [sic]."

The authors' lack of structural integrity weakens many sections of this book, which they wrote for "leaders" of small and midsize firms. For example, Chapter 4 concerns developing a vision statement, "the collective view of how the stakeholders see the future of their firm, their careers, and their personal lives [emphasis added] seven to ten years down the road." A good vision statement, they advise, addresses four key questions:

  • How do the stakeholders want the world to see the firm?

  • What actions will we accomplish?

  • What will be the firm's image?

  • What is happening in the local market and the world that might affect our future success?

I don't see any reference to careers or personal lives in those four key questions. And another thing: what's the difference between the first and third questions? Isn't a firm's image the way the world sees it?

Grella (a lawyer) and Hudkins (a CPA) give an example of a "good" vision statement, using a hypothetical 25-lawyer firm in small-town Indiana. The statement is four paragraphs long, 42 lines of text. It omits any reference whatsoever to the first, third, and fourth questions above – the firm's image and what's happening in the local market.

The authors also have a chapter on writing a mission statement. They warn that the mission statement should not be merely a marketing slogan. But the examples they give seem to be meant for public consumption as much as for internal guidance and inspiration. And get this: Grella's own firm's mission statement is about as bland, generic, and gratuitous as they come:

McGuire, Wood & Bissette, P.A., is committed to serving our clients' best interests with effective legal services of the highest quality at a reasonable cost, while adhering to the highest ethical standards and contributing to the well-being of our community.

What about advancing the careers of the firm's lawyers and other employees? If I were a lawyer in their firm, I'd ask, "What's in it for me?"

The marketing chapter
Of particular interest to marketing professionals is Chapter 12, titled "Marketing and Competitive Intelligence." It contains not quite a page and a half on the topic of competitive intelligence; the remaining 12 pages focus primarily on writing a strategic marketing plan.

In this material on strategic marketing, for example, the authors briefly discuss Yellow Pages advertising, pointing out that "lawyers and law firms are the single largest Yellow Pages advertiser. These ads cost tens of thousands of dollars annually for the firms that advertise. Does it work?" As a journalist, if I were writing this book, to answer that question I would pick up the phone and survey 20 lawyers and small firms whose ads appear in several phone books around the country, big cities and small. Grella and Hudkins answer the question by presuming it must work, because lawyers keep doing it.

The authors demonstrate the firm-wide marketing plan-writing process with a hypothetical case, using the same 50-lawyer firm in Indiana. They structure the plan in a three-tiered outline format, starting with goals in the Roman numeral position, strategies in the next tier, and tactics under each strategy. This is certainly a practical format, and the hypothetical case is instructive. Then they demonstrate the plan-writing process for an individual lawyer in that firm, using the same hierarchical format.

The authors wisely counsel that individual marketing plans should be tailored for each individual lawyer, but they give no guidance whatsoever on how to do that. They just say "adapt the form for...each individual." They advise that you should "carefully incorporate [the individual marketing plans] into the firm's culture," but offer no clue how to accomplish that. Reassuringly, though, they say, "As you can see, these marketing plans...are not 'rocket science.'"

About the authors

Thomas C. Grella practices law with the Asheville, North Carolina, firm of McGuire, Wood & Bissette (www.mwbavl.com), where he is chair of the firm's Management Committee. In 2004 he served as vice chair of the ABA Law Practice Management Section.

Michael L. Hudkins, CPA, is the chief operating officer of McGuire, Wood & Bissette. He formerly practiced in the accounting firm of Hudkins-Pershing Accountants in Greencastle, Indiana.


About the reviewer
David M. Freedman is a Chicago-based writer and media relations consultant, specializing in the fields of law and finance. He won a Your Honor Award in 2001 from the Legal Marketing Association for excellence in public relations.
Dave is also a coauthor of The GET GOOD PRESS Series for Lawyers (www.getgoodpress.com).

 

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© 2005-2008 Freedman
Posted 3/12/05