4th Annual Insurance Conference


Course Date: May 6, 2004

Course Agenda ▼

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