Listed alphabetically by Topic below are a selection of complimentary checklists, forms & templates.

To purchase others, please click here

Continuing Education (CLE, CE, CPE, CTFA, etc.)

Uniform Certificate of Attendance
ABA Mandatory CLE Requirements
Ethics Checklist
ABA Model Rules of Professional Conduct

Associate Training and Development

Sample Curriculum 1
Sample Curriculum 2

Client Teams, Industry and/or Practice Groups

Group/Team Purpose
Group/Team Effectiveness
Group/Team Evaluation
Leader - Questions to Reflect Upon
Practice Group Sponsorship Form

Marketing and Business Development -
Departments

Sample Organizational Structure
Roles and Responsibilities

Investments/Expenditures

Approval Checklist
Approval Form

Measuring Success and Return on Investment

Checklist
Measuring/Assessing Marketing Results

Partners/Shareholders/Members

Self Evaluation and Goal Setting
Business Development and Marketing Plan - Template
Contribution Queries

Profitability

Checklist of Measures Impacting
Worksheet



Questions? Please contact Julie Savarino by email Julie@BusDevInc.com, or by phone (734) 668-7008.

  Click Here to Subscribe to the BusDevInc.com RSS feed for updates on our programs and webinars.

Copyright, Business Development Inc. www.BusDevInc.com. All Rights Reserved.

These materials are protected under the copyright laws of the United States and other countries and may not be reproduced, distributed, altered, displayed or performed in any manner or by any means without the prior express written consent of Business Development Inc. All of the trademarks, service marks, logos and the trade dress that appears in this document and on this website are owned by Business Development Inc. and may not be used without the prior express written consent of Business Development Inc. www.BusDevInc.com.