advocacy · community · education
For the smaller firm, if you are not ready to take on the challenge of devel-
oping a full succession plan, please consider doing just one thing. Our sug-
gestion is to put together what we call The Emergency Red Notebook. Think
of the notebook as a collection of all the important information someone who is
walking into your office after a catastrophe needs to help your clients
temporarily or with a permanent transition. Here are some suggestions to get you started:
Just One Thing ...
The Emergency Red Notebook
Vital information about your firm.
· Contact information for the firm's attorney, insurance
agent, landlord, bank, computer consultant, etc.
· List of and contact information for all of your employees.
· A one-page description of the types of services you
offer, areas of expertise, etc.
· Taxpayer identification numbers.
· Contact information for colleagues who may be able to help.
List of and contact information for all
· If you provide ongoing, regular services such as payroll
processing, list these separately to help facilitate continuity.
· Up-to-date tracking list for client projects.
· Description of filing system and location of off-site files.
· Keep a list off site of all vital computer passwords and
indicate in the notebook the location of the list of pass-
words. Keep the list up to date!
· List key software programs, related customer information,
and customer service information.
Include other information specific to your needs.
Keep the notebook in a prominent place, such as the book-
case in the owner's office. Assign someone to keep the
notebook updated. Start developing this easy tool today!