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 -

Sample Organizational Structure
Roles and Responsibilities


Approval Checklist
Approval Form

Measuring Success and Return on Investment

Measuring/Assessing Marketing Results


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


Checklist of Measures Impacting

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

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