SlideShare a Scribd company logo
1 of 2
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
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

More Related Content

Viewers also liked

Resultados Prueba IPP Grado 10º La Providencia
Resultados Prueba IPP Grado 10º  La ProvidenciaResultados Prueba IPP Grado 10º  La Providencia
Resultados Prueba IPP Grado 10º La ProvidenciaJhoani Rave Rivera
 
The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...
The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...
The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...IAB Canada
 
馬可福音第一章 ppt (01to13)
馬可福音第一章 ppt (01to13)馬可福音第一章 ppt (01to13)
馬可福音第一章 ppt (01to13)查經簡報分享
 
Sabela II
Sabela IISabela II
Sabela IIXanpo
 
Testimonials to Deborah Anderson's Skill Set in Educating
Testimonials to Deborah Anderson's Skill Set in EducatingTestimonials to Deborah Anderson's Skill Set in Educating
Testimonials to Deborah Anderson's Skill Set in EducatingDeborah Anderson
 
أشهر 4 كذبات وقع فيها المصريين على الفيس بوك
أشهر 4 كذبات وقع فيها المصريين على الفيس بوكأشهر 4 كذبات وقع فيها المصريين على الفيس بوك
أشهر 4 كذبات وقع فيها المصريين على الفيس بوكkareem Hemida
 
Congratulations Page 2013
Congratulations Page 2013Congratulations Page 2013
Congratulations Page 2013Justin Martinez
 

Viewers also liked (9)

Romeo and Juliet: A Webinar
Romeo and Juliet: A WebinarRomeo and Juliet: A Webinar
Romeo and Juliet: A Webinar
 
Resultados Prueba IPP Grado 10º La Providencia
Resultados Prueba IPP Grado 10º  La ProvidenciaResultados Prueba IPP Grado 10º  La Providencia
Resultados Prueba IPP Grado 10º La Providencia
 
The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...
The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...
The Business of Digital: Chapter 2 - The Age of Content - The Science Behind ...
 
馬可福音第一章 ppt (01to13)
馬可福音第一章 ppt (01to13)馬可福音第一章 ppt (01to13)
馬可福音第一章 ppt (01to13)
 
Sabela II
Sabela IISabela II
Sabela II
 
希伯來書第十一章ppt
希伯來書第十一章ppt希伯來書第十一章ppt
希伯來書第十一章ppt
 
Testimonials to Deborah Anderson's Skill Set in Educating
Testimonials to Deborah Anderson's Skill Set in EducatingTestimonials to Deborah Anderson's Skill Set in Educating
Testimonials to Deborah Anderson's Skill Set in Educating
 
أشهر 4 كذبات وقع فيها المصريين على الفيس بوك
أشهر 4 كذبات وقع فيها المصريين على الفيس بوكأشهر 4 كذبات وقع فيها المصريين على الفيس بوك
أشهر 4 كذبات وقع فيها المصريين على الفيس بوك
 
Congratulations Page 2013
Congratulations Page 2013Congratulations Page 2013
Congratulations Page 2013
 

Similar to Goldberg Action Plan

Call center Christmas Project
Call center Christmas ProjectCall center Christmas Project
Call center Christmas Projectahmed Elaydy
 
Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19
Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19
Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19Subodh Nayar
 
Why should internal reporting be as efficiently written as external reporting?
Why should internal reporting be as efficiently written as external reporting?Why should internal reporting be as efficiently written as external reporting?
Why should internal reporting be as efficiently written as external reporting?AROSA Consultancy and Training P/L
 
Top 4 Reasons to Outsource Non-Employee Workforce
Top 4 Reasons to Outsource Non-Employee WorkforceTop 4 Reasons to Outsource Non-Employee Workforce
Top 4 Reasons to Outsource Non-Employee WorkforceYoh Staffing Solutions
 
Hrd 849 Pp
Hrd 849 PpHrd 849 Pp
Hrd 849 Pplgentry
 
CRM Business Case Template
CRM Business Case Template CRM Business Case Template
CRM Business Case Template Demand Metric
 
Relocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docxRelocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docxcarlt4
 
Relocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docxRelocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docxdebishakespeare
 
Required training, education, & certification for internal auditor development
Required training, education, & certification for internal auditor developmentRequired training, education, & certification for internal auditor development
Required training, education, & certification for internal auditor developmentMohammad Wahid Abdullah Khan
 
Strategic service initiatives
Strategic service initiativesStrategic service initiatives
Strategic service initiativesAndre Gilbert
 
Ifc lpp guide_pdf20110708
Ifc lpp guide_pdf20110708Ifc lpp guide_pdf20110708
Ifc lpp guide_pdf20110708Dr Lendy Spires
 
Manager toolkit March 2013
Manager toolkit March 2013Manager toolkit March 2013
Manager toolkit March 2013Craig Samuelson
 
CPA Congress 2014 - Day Two Wrap Up
CPA Congress 2014 - Day Two Wrap UpCPA Congress 2014 - Day Two Wrap Up
CPA Congress 2014 - Day Two Wrap UpCPA Australia
 
Resource Management Maturity - Does Your Resource Management Practice Work Fo...
Resource Management Maturity - Does Your Resource Management Practice Work Fo...Resource Management Maturity - Does Your Resource Management Practice Work Fo...
Resource Management Maturity - Does Your Resource Management Practice Work Fo...Unanet
 
Business Strategic Implementation-Part3
Business Strategic Implementation-Part3Business Strategic Implementation-Part3
Business Strategic Implementation-Part3Saurabh Barnwal
 
Kendra Corley Resume_080416
Kendra Corley Resume_080416Kendra Corley Resume_080416
Kendra Corley Resume_080416Kendra Dumford
 
coordinate activities in the operation of an enterprise
coordinate activities in the  operation of an enterprisecoordinate activities in the  operation of an enterprise
coordinate activities in the operation of an enterpriseRoyCabarles3
 
Promotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdf
Promotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdfPromotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdf
Promotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdfCPittman3
 
SMU Solved Assignment MB0052
SMU Solved Assignment MB0052SMU Solved Assignment MB0052
SMU Solved Assignment MB0052Revlon
 

Similar to Goldberg Action Plan (20)

Call center Christmas Project
Call center Christmas ProjectCall center Christmas Project
Call center Christmas Project
 
Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19
Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19
Steps Asset Intensive Industries can take to PIVOT in Response to COVID-19
 
Why should internal reporting be as efficiently written as external reporting?
Why should internal reporting be as efficiently written as external reporting?Why should internal reporting be as efficiently written as external reporting?
Why should internal reporting be as efficiently written as external reporting?
 
Top 4 Reasons to Outsource Non-Employee Workforce
Top 4 Reasons to Outsource Non-Employee WorkforceTop 4 Reasons to Outsource Non-Employee Workforce
Top 4 Reasons to Outsource Non-Employee Workforce
 
Hrd 849 Pp
Hrd 849 PpHrd 849 Pp
Hrd 849 Pp
 
Assignment .pdf
Assignment .pdfAssignment .pdf
Assignment .pdf
 
CRM Business Case Template
CRM Business Case Template CRM Business Case Template
CRM Business Case Template
 
Relocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docxRelocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docx
 
Relocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docxRelocation of Us headquarters Technology firmJi Pete.docx
Relocation of Us headquarters Technology firmJi Pete.docx
 
Required training, education, & certification for internal auditor development
Required training, education, & certification for internal auditor developmentRequired training, education, & certification for internal auditor development
Required training, education, & certification for internal auditor development
 
Strategic service initiatives
Strategic service initiativesStrategic service initiatives
Strategic service initiatives
 
Ifc lpp guide_pdf20110708
Ifc lpp guide_pdf20110708Ifc lpp guide_pdf20110708
Ifc lpp guide_pdf20110708
 
Manager toolkit March 2013
Manager toolkit March 2013Manager toolkit March 2013
Manager toolkit March 2013
 
CPA Congress 2014 - Day Two Wrap Up
CPA Congress 2014 - Day Two Wrap UpCPA Congress 2014 - Day Two Wrap Up
CPA Congress 2014 - Day Two Wrap Up
 
Resource Management Maturity - Does Your Resource Management Practice Work Fo...
Resource Management Maturity - Does Your Resource Management Practice Work Fo...Resource Management Maturity - Does Your Resource Management Practice Work Fo...
Resource Management Maturity - Does Your Resource Management Practice Work Fo...
 
Business Strategic Implementation-Part3
Business Strategic Implementation-Part3Business Strategic Implementation-Part3
Business Strategic Implementation-Part3
 
Kendra Corley Resume_080416
Kendra Corley Resume_080416Kendra Corley Resume_080416
Kendra Corley Resume_080416
 
coordinate activities in the operation of an enterprise
coordinate activities in the  operation of an enterprisecoordinate activities in the  operation of an enterprise
coordinate activities in the operation of an enterprise
 
Promotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdf
Promotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdfPromotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdf
Promotion_of_Business_Continuity_Management_-_Plan_Guide_and_template.pdf
 
SMU Solved Assignment MB0052
SMU Solved Assignment MB0052SMU Solved Assignment MB0052
SMU Solved Assignment MB0052
 

More from Sarvesh Nair

Sarvesh Nair Presentation
Sarvesh Nair PresentationSarvesh Nair Presentation
Sarvesh Nair PresentationSarvesh Nair
 
Labour Law Treatise 2015 LLM S NAIR 1.12.2015
Labour Law Treatise 2015 LLM S NAIR 1.12.2015Labour Law Treatise 2015 LLM S NAIR 1.12.2015
Labour Law Treatise 2015 LLM S NAIR 1.12.2015Sarvesh Nair
 
COMMERCIAL LITIGATION
COMMERCIAL LITIGATIONCOMMERCIAL LITIGATION
COMMERCIAL LITIGATIONSarvesh Nair
 
1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITS
1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITS1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITS
1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITSSarvesh Nair
 
1 CRIM ASSIGNMENT Teddy Bear Clinic
1 CRIM ASSIGNMENT Teddy Bear Clinic1 CRIM ASSIGNMENT Teddy Bear Clinic
1 CRIM ASSIGNMENT Teddy Bear ClinicSarvesh Nair
 
WOOLHOPE TESTIMONIAL
WOOLHOPE TESTIMONIALWOOLHOPE TESTIMONIAL
WOOLHOPE TESTIMONIALSarvesh Nair
 
BOLTON COMM COLLEGE
BOLTON COMM COLLEGEBOLTON COMM COLLEGE
BOLTON COMM COLLEGESarvesh Nair
 
OUTSTANDING PERFORMANCE LEGAL SKILLS 2013
OUTSTANDING PERFORMANCE LEGAL SKILLS 2013OUTSTANDING PERFORMANCE LEGAL SKILLS 2013
OUTSTANDING PERFORMANCE LEGAL SKILLS 2013Sarvesh Nair
 
OUSTANDING PERFORMANCE DELICT
OUSTANDING PERFORMANCE DELICTOUSTANDING PERFORMANCE DELICT
OUSTANDING PERFORMANCE DELICTSarvesh Nair
 
MERITORIOUS PERF 2013
MERITORIOUS PERF 2013MERITORIOUS PERF 2013
MERITORIOUS PERF 2013Sarvesh Nair
 
MERITORIOUS PERF 2012
MERITORIOUS PERF 2012MERITORIOUS PERF 2012
MERITORIOUS PERF 2012Sarvesh Nair
 
ACADEMIC RECORD PAGE 2
ACADEMIC RECORD PAGE 2ACADEMIC RECORD PAGE 2
ACADEMIC RECORD PAGE 2Sarvesh Nair
 
ACADEMIC RECORD PAGE 1
ACADEMIC RECORD PAGE 1ACADEMIC RECORD PAGE 1
ACADEMIC RECORD PAGE 1Sarvesh Nair
 

More from Sarvesh Nair (20)

Sarvesh Nair Presentation
Sarvesh Nair PresentationSarvesh Nair Presentation
Sarvesh Nair Presentation
 
Labour Law Treatise 2015 LLM S NAIR 1.12.2015
Labour Law Treatise 2015 LLM S NAIR 1.12.2015Labour Law Treatise 2015 LLM S NAIR 1.12.2015
Labour Law Treatise 2015 LLM S NAIR 1.12.2015
 
COMMERCIAL LITIGATION
COMMERCIAL LITIGATIONCOMMERCIAL LITIGATION
COMMERCIAL LITIGATION
 
1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITS
1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITS1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITS
1 WRITTEN LABOUR ASSIGNMENT S NAIR BENEFITS
 
1 CRIM ASSIGNMENT Teddy Bear Clinic
1 CRIM ASSIGNMENT Teddy Bear Clinic1 CRIM ASSIGNMENT Teddy Bear Clinic
1 CRIM ASSIGNMENT Teddy Bear Clinic
 
ENTERPRISE
ENTERPRISEENTERPRISE
ENTERPRISE
 
THORPE PARK
THORPE PARKTHORPE PARK
THORPE PARK
 
WOOLHOPE TESTIMONIAL
WOOLHOPE TESTIMONIALWOOLHOPE TESTIMONIAL
WOOLHOPE TESTIMONIAL
 
BOLTON COMM COLLEGE
BOLTON COMM COLLEGEBOLTON COMM COLLEGE
BOLTON COMM COLLEGE
 
ENTERPRISE
ENTERPRISEENTERPRISE
ENTERPRISE
 
DEAN'S LIST 2014
DEAN'S LIST 2014DEAN'S LIST 2014
DEAN'S LIST 2014
 
DEAN'S LIST 2013
DEAN'S LIST 2013DEAN'S LIST 2013
DEAN'S LIST 2013
 
OUTSTANDING PERFORMANCE LEGAL SKILLS 2013
OUTSTANDING PERFORMANCE LEGAL SKILLS 2013OUTSTANDING PERFORMANCE LEGAL SKILLS 2013
OUTSTANDING PERFORMANCE LEGAL SKILLS 2013
 
OUSTANDING PERFORMANCE DELICT
OUSTANDING PERFORMANCE DELICTOUSTANDING PERFORMANCE DELICT
OUSTANDING PERFORMANCE DELICT
 
MERITORIOUS PERF 2013
MERITORIOUS PERF 2013MERITORIOUS PERF 2013
MERITORIOUS PERF 2013
 
MERITORIOUS PERF 2012
MERITORIOUS PERF 2012MERITORIOUS PERF 2012
MERITORIOUS PERF 2012
 
ACADEMIC RECORD PAGE 2
ACADEMIC RECORD PAGE 2ACADEMIC RECORD PAGE 2
ACADEMIC RECORD PAGE 2
 
ACADEMIC RECORD PAGE 1
ACADEMIC RECORD PAGE 1ACADEMIC RECORD PAGE 1
ACADEMIC RECORD PAGE 1
 
BCS PART 2
BCS PART 2BCS PART 2
BCS PART 2
 
BCS PART 1
BCS PART 1BCS PART 1
BCS PART 1
 

Goldberg Action Plan

  • 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