CLE Online

Welcome and Overview

• managing matters: the client, strategy, team, and tasks

Evolution in Matter Management

• clients’ interests: efficiency, predictability, and innovation
• US trends—do they apply in Canada?

Fundamentals of Legal Project Management

• stages of project management: initiating, planning, executing, monitoring, and debriefing
• management constraints: tasks, time, and budget

Break

Initiating, Planning, and Budgeting

• defining scope: assumptions, uncertainties, and risks 
• approaches to budgeting: activity-based vs. people-based
• constructing a plan and a budget

Executing, Monitoring, and Debriefing

• managing the team: roles, tools, and communications
• dealing with root causes of inefficiency
• preventing failures of communication 

Lunch (on your own)

Managing One-on-One

• effective and ineffective behaviours of supervising lawyers
• bringing out the best in others
• organizing effectively and efficiently

Delegation Best Practices

• delegation self-assessment
• different delegation approaches for different situations

Break

Feedback Skills and Challenges

• positive feedback: why is there not more of it?
• the Set-Up-To-Fail Syndrome
• how to offer (and receive) constructive feedback

Conclusion