1. “2016 Business Plan for Criminal Defense Attorneys” PRESENTED BY: THOMAS J. FOLEY, ESQ.

2. ELEMENTS OF A BUSINESS PLAN  Executive Summary  Structure and Governance  Legal Services Offered  Administrative Management Plan  Personnel  Accounting  Software Systems  Location and Security  Insurance Portfolio  Marketing Plan  Acquiring Clients  Marketing Opportunity and Strategy  Competition  Website  Client Service

3. YOUR LAW FIRM’S LEGAL IDENTITY  LEGAL ORGANIZATION-LLP., LLC, etc.  FIRM DESCRIPTION: The Jones law firm provides criminal defense legal services to individuals charged….  MISSION STATEMENT: At the Jones law firm, we believe that……

4. FINANCIAL REVIEW  FINANCIAL REVIEW-LAST TWO TO THREE YEARS  FINANCIAL PROJECTIONS-IF MAINTAIN STATUS QUO  REVENUES BY MONTH FOR THREE YEARS  BALANCE SHEET  CASH FLOW STATEMENT

5. Balance being a Business person

6. With the Practice of the Law

7. WHAT IS MY BUSINESS MODEL  STARTS WITH AN ANALYSIS OF YOUR CURRENT MARKET  What is the current business environment?  Opportunities  Threats  Competition  POSSIBILITY OF OTHER MARKETS

8. HOW TO FIND TIME TO BE A BUSINESS PERSON AS A LAWYER  GET A HANDLE ON YOUR PRACTICE!  TAKES TIME, EFFORT AND PLANNING  NEED TO HAVE WRITTEN POLICIES AND PROCEDURES IN PLACE  NEED TO SPEND TIME EDUCATING STAFF, MEETING WITH STAFF AND MONITORING STAFF

9. OFFICE STRUCTURE  The Jones law firm shall be structured as follows:  Jones-lead attorney  Associate  Per diem  Attorney/colleague association-coverage  Write out the job responsibilities  Goal for 2016-more or less staff

10. CASE SELECTION  Case screening process-written initial intake  Mechanism for immediate response  Educating client-prepare client. You may not make every court appearance!  Fire the difficult client

11. MANAGING STAFF  ASSIGNMENT OF TASKS AND TRACKING  How to utilize staff  Everything you do (almost) can be templated. Need to live by this philosophy and plan.  Training staff is key  How to monitor progress-Case management software/spreadsheet

12. MARKETING  HOW DO YOU MARKET YOURSELF?  WHAT ARE YOUR SPECIFIC CAPABILITIES  PERSONAL NETWORKING  I will do three networking events per week.  MARKETING-CONTENT  I will post weekly video blogs;  I will draft weekly blog content;  newsletters;  All new contacts will be tracked

13. VISION STATEMENT  IS THERE WHERE YOU WANTED TO BE THREE YEARS AGO?  WHERE DO YOU WANT TO BE IN THREE YEARS  IT IS NEVER TOO LATE TO MAKE CHANGES AND ADAPT

14. Great Web Resources  http://apps.americanbar.org/lpm/lpt/artic les/fin07071.shtml http://apps.americanbar.org/lpm/lpt/artic les/fin07071.shtml  http://www.nycbar.org/small-law-firm- center/slf-resources/764-writing-a-business- plan http://www.nycbar.org/small-law-firm- center/slf-resources/764-writing-a-business- plan