This report focuses on improving the Litigation Department at Goldberg & de Villiers law firm. It identifies objectives like continuing quality client services, increasing the client base, and strengthening the brand. Problems are identified such as needing clearer mission/vision statements, potential staffing issues if the client base expands, ensuring optimal resource and time utilization. Proposed actions include retaining valued clients while adding new ones through increased contact, implementing regular client feedback mechanisms, securing new clients on a quarterly basis, immediately addressing old files, and meeting with staff to share the mission and vision statements.
1. 1. Report
This report focuses on the Litigation Department within Goldberg & de Villiers.
While time frames have been assigned to certain action plans, a few general
items will be implemented on a continual basis.
2. Objectives
The objectives of this report include the following:
2.1To continue providing existing clients with quality services.
2.2To increase our client base to include quality clients
2.3And to strengthen the Goldberg & de Villiers brand
3. Identification of Problems / Issues / Opportunities
3.1Clarity required on mission and vision of the Firm. Without a clear and
detailed mission and vision statement, a proposed action plan is of little
effect. A mission statement has been defined as a formal summary of the
aims and values of a company or organization while a vision statement
identifies what a company would like to achieve or accomplish.
3.2Staffing issues. Would the current compliment of staff adequately service
our client base should our client base expand?
3.3Resources and equipment.
3.4Feedback and reporting mechanisms to existing clients.
3.5Optimal utilisation of time. Administrative staff should concentrate on
administrative duties while professional staff concentrates on practicing
Law. Included under this heading, are files which take up valuable time
with little or no immediate benefit to the Firm.
4. Proposed Actions to achieve the Objectives/ Key Implementations
2. 4.1. It is suggested that the department intends on retaining valued clients
while incorporating new clients. In short, this involves more contact session
with clients. Contact sessions include, telephone calls, emails and face to face
time.
4.2 Feedback mechanisms. It has been established by at least one client, that
a weekly update as well as a monthly update will be required. A dedicated
contact person will be tasked with liaising with client in order to strengthen
relationships.
4.3 Securing new clients. This will be assessed on a quarterly basis. The
majority of insurance firms have centralised their offices in Gauteng. Contact
session will be made with these firms during the course of the year.
4.4 A clean up session of “old files” will immediately be actioned.
ITEM
2014
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1
Securing New
Clients
2
Contact Sessions
with existing clients
3
Clean up session of
"old files"
4
Feedback
mechanisms
5
Meeting with Staff
to share mission
and vision
statement