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Does your practice group have a written marketing and BD plan?
A plan does not guarantee results. The absence of one almost guarantees drift.
Written plan, reviewed and updated annually
Goals, targets, and owners are documented and revisited each year
Informal plan exists but is not documented
The group has discussed priorities but nothing is written down
We rely on the firm-wide plan
No group-specific plan — practice group defaults to firm priorities
No plan at any level
Marketing and BD happen reactively, without a defined direction
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