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Ci In The Small Firm
1.
2. Background – bibliography
Internal Audit
Creating the Report
Getting it started – and keeping it going
Working with Other Departments
Other things…to keep in mind
8. Format
Document Length
Information to be included
Physical Formatting
“Procedures Manual”
9. Length
Full – everything, including the kitchen
sink …if you find it relates
Brief – with news
Brief -- with OUT news
How long to compile a report??
10. Information to be Included
Basic Corporate Information
Legal background
Industry Information
CREATE A Template
11. Physical Format
Report itself – electronic/paper
Include ancillary materials
Paper
Electronic (DMS / eSnips)
12. Schedule a process for updating
20-4o min after report delivered?
Evaluate resources
Evaluate patterns/tricks
Record of Resources
Basic checklist
Specialty sources to check
13. Ways to get started
Responsive
Marketing
Attorney (individual / committee)
14. Proactive – who are you comfortable
with?
Head of PR Committee
Partner / Sr. Associate
Office Administrator
Marketing Department
15. Give it a Push
Work w/ Marketing
Attend practice group meetings
Firm newsletters
Seminars – all firm or by practice group
16. Help to sell it
Start w/ FULL reports
Be especially vigilant on first reports
Keep track if client is acquired
17. Create an “Intake” system
When should you be doing reports – someone
should vet and filter requests
How are deadlines met – publish time it takes to
do reports…
18. Accounting – record time
Marketing
Feed you report requests – target clients
Feed back on Success
Meet Regularly
Library – online expenses
19. Organize Material – DMS or Hard copy
Keep Track
Companies for whom reports were completed
Dates reports completed
For whom were the reports compiled (check
DMS to see who accessed)
20. Follow –up with Library Staff (continual)
Number of reports done
How is it affecting across the board
performance
Do you need to make adjustments?
