CMBDO Game Plan
Clear and consistent internal communication is essential for keeping a law firm aligned, engaged and informed. This checklist provides a framework to ensure that key messages such as firm milestones, HR updates, IT rollouts and cultural observances are planned, coordinated and delivered effectively throughout the year. By organizing communications in advance, marketing leaders can avoid last-minute scrambles, maintain message consistency across departments and build stronger connections with attorneys and staff.
1. Annual Planning
- Review last year’s calendar for successes, missed items and feedback from attorneys/staff.
- Confirm firm-wide key dates with HR, IT, Finance and Administration.
- Identify recurring communications (monthly, quarterly, annual).
- Assign communication leads for each category (Marketing, HR, IT, etc.).
- Build template messages for common announcements (holidays, benefits, meetings).
- Determine channels for distribution (email, intranet, newsletters, video, posters, desk drops).
2. Firm Milestones & Key Dates
- Firm anniversary celebrations or milestones.
- New office openings or expansions.
- Major leadership changes or promotions.
- Pro bono or diversity recognition months/events.
- Firm-wide retreats, town halls or partner meetings.
- Notable litigation or client matter wins (for internal morale).
3. HR & Employee Benefits Communications
- Annual healthcare open enrollment announcement & reminders.
- Wellness program initiatives or events.
- Policy updates or handbook revisions.
- Employee recognition programs or awards.
- Staff promotions & new hire welcomes.
- Retirement announcements.
4. IT & Systems Updates
- Mandatory IT training announcements (cybersecurity, software updates).
- New technology rollouts or platform migrations.
- System downtime alerts & planned maintenance schedules.
- Best practice tips (e.g., data privacy month).
- Remote work or video conference tool updates.
5. Cultural & Holiday Communications
- Office holiday closure announcements.
- Seasonal event invitations (holiday party, summer outing).
- Cultural observances (e.g., heritage months, community events).
- Volunteer or charity drives.
- Birthday or work anniversary recognitions (if firm practice includes this).
6. Meetings & Training
- Partner meetings & agenda distribution.
- Practice group meetings or trainings.
- Professional development sessions (CLEs, workshops).
- Firm-wide briefings or lunch & learns.
- Cross-department training schedules.
7. Crisis & Urgent Communications
- Emergency procedures & annual reminders.
- Weather-related closures.
- Unexpected leadership changes or policy shifts.
- Rapid response templates for urgent firm-wide messages.
8. Ongoing Engagement
- Monthly firm newsletter (include attorney highlights, client wins, upcoming events).
- “This Week in Firm History” or archival features.
- Internal surveys & feedback forms.
- Spotlight series on attorneys, staff, and alumni.
- Office contests, challenges, or fun facts.
9. Distribution & Tracking
- Confirm audience lists are current (attorneys, staff, alumni).
- Maintain a shared master calendar accessible to all relevant departments.
- Schedule recurring reminders in advance.
- Track open rates, feedback and engagement where possible.
- Archive all internal communications for reference.
Law Firm Internal Communications Calendar – Sample
| Month | Communications / Events | Owner / Dept | Notes / Channels |
| January | New Year message from managing partner | Marketing / Leadership | Email + Intranet post |
| Winter office social / team building | Marketing | Optional in-person / virtual event | |
| Annual IT Security refresher/training | IT | Mandatory for all staff | |
| Open enrollment reminders (if early enrollment starts) | HR | Email + intranet + posters | |
| February | Black History Month recognition | Marketing / DEI | Newsletter feature, intranet highlight |
| Staff birthdays/anniversaries spotlight | Marketing | Monthly email | |
| Partner meeting schedule & agenda | Admin / Marketing | Email invite & calendar blocks | |
| March | Spring wellness initiatives | HR | Email + posters |
| Mandatory IT updates or software training | IT | Email + intranet guide | |
| Firm milestone anniversary (if applicable) | Marketing | Highlight in newsletter & intranet | |
| April | Annual benefits/healthcare enrollment opens | HR | Email + webinars |
| Tax season reminders / internal financial deadlines | Finance | Email + intranet | |
| Diversity & Inclusion spotlight | Marketing / DEI | Newsletter or intranet feature | |
| May | Mental Health Awareness Month activities | HR / Marketing | Email + posters + events |
| Firm-wide training or CLE offerings | Practice Groups / HR | Email + calendar invites | |
| Partner / Practice group meeting reminders | Admin | Calendar invites | |
| June | Summer office events / social | Marketing | Optional virtual or in-person |
| IT system maintenance or downtime alerts | IT | Email + intranet | |
| Staff recognition / awards | HR / Marketing | Newsletter + intranet | |
| July | Mid-year town hall / leadership updates | Marketing / Leadership | Email + intranet + live stream |
| Summer newsletter | Marketing | Newsletter featuring recent wins, milestones | |
| Holiday closure announcement (if applicable) | Admin | Email + intranet | |
| August | Back-to-school / wellness reminders | HR | Email + posters |
| IT security / mandatory training refreshers | IT | Email + intranet | |
| Office anniversary or milestone recognition | Marketing | Newsletter or intranet feature | |
| September | Open enrollment reminders continue | HR | Email + intranet |
| Firm retreat / planning meetings | Marketing / Admin | Calendar invites + follow-up email | |
| Cultural observances (e.g., Hispanic Heritage Month) | DEI / Marketing | Newsletter + intranet highlight | |
| October | Annual IT review / system updates | IT | Email + intranet |
| Staff engagement activities | Marketing | Contests, fun facts, or surveys | |
| Partner / practice group meetings | Admin | Calendar invites | |
| November | Holiday schedule announcement | Admin | Email + intranet |
| Internal communications survey / feedback | Marketing | Email + intranet | |
| Firm milestone highlight (if applicable) | Marketing | Newsletter + intranet | |
| December | Year-end message from leadership | Marketing / Leadership | Email + intranet |
| Holiday social / team building | Marketing | In-person / virtual | |
| Staff recognition / awards wrap-up | HR / Marketing | Newsletter + intranet | |
| IT reminders for year-end security / updates | IT | Email + intranet |
Additional Notes
- Channels: Email is primary; intranet posts, digital signage, posters and newsletters enhance reach.
- Ownership: Marketing coordinates, but HR, IT, and Admin provide content and approvals.
- Tracking: Keep a shared calendar (Google, Outlook or project management tool) with deadlines, content drafts and scheduled send dates.
- Flexibility: Some announcements (urgent updates, breaking news, mergers, etc.) c