The CMBDO Game Plan is an executive-level resource hub, delivering the strategies and tools law firm leaders need to advance growth and performance.
Law firm CMOs juggle an extraordinary range of responsibilities, from guiding firm-wide strategy to managing daily execution. To help navigate the scope of the role, this collection of checklists offers a structured way to stay on top of priorities throughout the year. Each list is designed to spark action, ensure consistency, and give marketing leaders a framework to measure progress. Whether you’re reviewing your annual plan, strengthening relationships with stakeholders or preparing for firm milestones, these checklists provide practical tools to keep your initiatives moving forward.
Organized by category, the resources span every corner of a CMO’s responsibilities from strategic planning and leadership, business development, communications and PR, digital and content marketing, branding and creative, talent and culture, and events and sponsorships.
They are built to be flexible: A CMO can use them as quarterly reminders, team training resources or even prompts for conversations with firm leadership. This growing library is meant to serve as a living playbook, giving law firm marketing leaders the confidence and clarity needed to manage both long-term goals and immediate demands.
Linked checklists are available with more expected to be added each week.
Strategic Planning & Leadership
- Annual Marketing Plan Review
- Lateral Integration with Staff Assignments
- Year End Summary for CMO Reports
- 10 Key Things to Drive Success for a Law Firm CMBDO
- Leadership Transition Planning
- Managing a Performance Improvement Plan
Business Development
- Key Client Team Review for Law Firms
- Annual Pitch Materials Review
- Building and Maintaining a Law Firm Alumni Network
- CMO Peer Contact Maintenance
- Building and Maintaining a Healthy CRM for Strategic Growth
Communications & PR
- Law Firm Awards Tracking
- Tips for Conducting a Successful Media Interview
- Crisis Communications
- Internal Communications Calendar
- Law Firm Merger or Acquisition Marketing
- Thought Leadership Program for Law Firms
Digital & Content Marketing
- Routine Website Audits
- Law Firm SEO + AEO Checklist
- Law Firm Blog Editorial Calendar Checklist
- Podcast Planning and Promotion
Branding & Creative
- RFP Response Checklist for Law Firms
- Firm Headshot
- Photographer Instruction Sheet: Law Firm Headshots
- Opening a New Office
- Milestone Anniversary Campaign
Talent & Culture
- Annual External Vendor Review
- Writing a Thoughtful Annual Review
- Annual Job Description Review for Law Firm Marketing and Business Development Departments
- Marketing New Hire Onboarding Plan
- Managing a Hybrid Marketing & BD Team
Events & Sponsorships
- CMBDO Conferences
- Annual Holiday & Client Gift Planning for Law Firms
- Law Firm Sponsorship Evaluation
- Firm-Hosted Event Toolkit with Timeline
- Conference Attendance
- Building a team store (Managing Law Firm Branded Merchandise, Gifts and Giveaways)