1. Report

This report focuses on the Litigation Department within Goldberg & de Villiers.

While time frames have been assigned to certain action plans, a few general

items will be implemented on a continual basis.

2. Objectives

The objectives of this report include the following:

2.1To continue providing existing clients with quality services.

2.2To increase our client base to include quality clients

2.3And to strengthen the Goldberg & de Villiers brand

3. Identification of Problems / Issues / Opportunities

3.1Clarity required on mission and vision of the Firm. Without a clear and

detailed mission and vision statement, a proposed action plan is of little

effect. A mission statement has been defined as a formal summary of the

aims and values of a company or organization while a vision statement

identifies what a company would like to achieve or accomplish.

3.2Staffing issues. Would the current compliment of staff adequately service

our client base should our client base expand?

3.3Resources and equipment.

3.4Feedback and reporting mechanisms to existing clients.

3.5Optimal utilisation of time. Administrative staff should concentrate on

administrative duties while professional staff concentrates on practicing

Law. Included under this heading, are files which take up valuable time

with little or no immediate benefit to the Firm.

4. Proposed Actions to achieve the Objectives/ Key Implementations

4.1. It is suggested that the department intends on retaining valued clients

while incorporating new clients. In short, this involves more contact session

with clients. Contact sessions include, telephone calls, emails and face to face

time.

4.2 Feedback mechanisms. It has been established by at least one client, that

a weekly update as well as a monthly update will be required. A dedicated

contact person will be tasked with liaising with client in order to strengthen

relationships.

4.3 Securing new clients. This will be assessed on a quarterly basis. The

majority of insurance firms have centralised their offices in Gauteng. Contact

session will be made with these firms during the course of the year.

4.4 A clean up session of “old files” will immediately be actioned.

ITEM

2014

Feb Mar Apr May JunJul Aug Sep Oct Nov Dec

1Securing New Clients

2Contact Sessions with existing clients

3Clean up session of "old files"

4Feedback mechanisms

5

Meeting with Staff to share mission and vision statement