skip to Main Content

Legal Project Management Training: Short Courses

The purpose of this page is to give you a flavour of my short course approach and content.  These short courses are not certification courses but they have content which is focused on particular areas of legal project management.

On this page you will find information below about:

  1. Short ‘On Demand’ Courses Available to All
  2. Short Introductory Courses for Partners and Senior Managers in Law Firms
  3. Half Day Courses for Practising Solicitors
  4. Short Courses for Lawyer Cohorts (such as Potential Partners)
  5. Courses for In-House Legal Teams.

Legal Project Management Short Courses ‘On Demand’.

On Demand Short Course: How To Define Legal Matters Properly

In this course, which takes about five hours to complete (including live Zoom session) you will be able to:

  1. Learn about my 12 step process for defining legal matters properly.
  2. Apply each of the 12 steps in some detail.
  3. Understand why you should run legal project kick-off meetings and how to run them.
  4. Download material which accompanies each training video, including slides and a matter definition template.
  5. Take part in exercises about legal matter definition.
  6. Have the option of reading further material online to develop your knowledge in this area.
  7. Attend live Zoom session with me, 8th February 2021.

After this course you will know how to:

  • Define legal matters properly.
  • Start to plan legal matters in further detail with confidence.
  • Run legal matter kick-off meetings more effectively.

The live zoom session is your chance to:

  • Meet your fellow course attendees
  • Discuss with me any questions you may have about any topic covered during the course and / or in connection with the exercises and further reading material proviced as part of the course.

Free On-Demand Training Course: Introduction to Legal Project Management

In this course, which takes about one hour to complete, you will find out:

  1. What lawyers do
  2. What clients want from their lawyers
  3. The expectation and perception gap which can open up between lawyers and their clients
  4. How legal project management can help bridge this gap
  5. How you can further develop your legal project management skills
  6. How you can make a start implementing legal project management in your legal service organisation.

You will also be able to:

  • Download a free e-book, which answers many common questions people have about legal project management
  • Complete a self-assessment questionnaire so you can evaluate your current legal project management skills and knowledge
  • Access other online material which I have curated and which will provide you with further knowledge and insight about legal project management.

After this course you will:

  • Understand the key features of the legal services industry
  • Know how lawyers attempt to deliver their legal services
  • Become familiar with key principles of legal project management
  • Appreciate how legal project management helps lawyers and their clients.

Short Workshops for Partners and Senior Managers

These tend to be workshops of between one and two hours duration.

The idea behind the workshops is to give participants a feel for what it is like to apply key project management principles to legal matters and to generate discussion about how legal project management might work in their practice area.

As a starting point, typical content includes:

  1. Introduction: The International Institute of Legal Project Management (IILPM) 4-Phase LPM Framework.
  2. Matter Scoping
  3. Risk Management
  4. Client Communications
  5. Discussion: Implementing legal project management.

Please bear in mind that the above is a baseline starting point.  I have often tailored the introductory workshop to meet specific requirements, such as delivering workshops and presentations to law firm partner meetings (practice group and firm wide).

IILPM-Framework

Pre-Pandemic, all my training was live and in person.  Since February 2020 all my training has been online, with all live components being via Zoom.

Half-Day Course for Practising Solicitors

This course is designed to help practising solicitors comply with the requirements of the Solicitors Regulation Authority’s Competence Statement for Solicitors.

Section D of the Competence Statement provides that solicitors must demonstrate they can

“Initiate, plan, prioritise and manage work activities and projects to ensure that they are completed efficiently, on time and to an appropriate standard, both in relation to their own work and work that they lead or supervise, including

  1. Clarifying instructions so as to agree the scope and objectives of the work
  2. Taking into account the availability of resources in initiating work activities
  3. Meeting timescales, resource requirements and budgets
  4. Monitoring, and keeping other people informed of, progress
  5. Dealing effectively with unforeseen circumstances
  6. Paying appropriate attention to detail”

 

Hence this half day course provides an introduction to the project tasks referred to in Section D of the SRA’s Competence Statement for Solicitors:

  1. Introduction: The International Institute of Legal Project Management (IILPM) 4-Phase LPM Framework.
  2. Matter Definition (including high level scoping, resourcing and communication planning).
  3. Risk Management.
  4. Building a Delivery Schedule.
  5. Managing the Delivery Schedule.
  6. Effective Communications.

As with all my live shorter courses, the above outline is a starting point.  What often happens in practice is that I tailor the short course to meet the needs of the team concerned.  This often means working with team representatives beforehand to develop a realistic legal and commercial scenario the team can relate to – I then show how project management techniques can be applied in context of the work the team is most familiar with.

Short Courses for Cohorts (such as Potential Partners)

Over the past few years I have been invited to deliver project management training to cohorts of Senior Associates who are in their firm’s ‘potential partner’ development and training scheme.

In essence, this type of training is designed to introduce potential partners to project and programme management as part of their continued professional development.

I have trained some ‘potential partner’ groups in a single training session lasting half a day, while I had the pleasure of training another group in 90 minute sessions over a number of weeks.  While I am happy to fit in with differing requirements of different law firms, I have to say that the shorter 90 minute sessions seem to work better.  They are more focused, do not take up too much of the Associates time and allow absorption of the training from session to session.

There is also a slightly different focus with ‘potential partner’ training in that the emphasis is more on how to apply project and programme management techniques to help achieve objectives commonly found in law firms.

Short Courses for In-House Legal Teams

Over the past few years I have been invited to deliver project management training to cohorts of Senior Associates who are in their firm’s ‘potential partner’ development and training scheme.

In-house legal team training tends to be even more customised than private practice team training.  It often also morphs into consultancy and problem solving sessions.

In-house legal teams usually have specific issues they want to address although, that said, the most common issues I am asked to consider for in-house teams are:

  • Matter scoping
  • Client engagement (including client communications and developing a structured framework for client engagement)
  • Management of outside counsel.

Generally, in-house legal teams are much less well resourced compared to their private practice colleagues and so the emphasis is on providing straightforward tools and advice which can be implemented quickly.

Would You Like To Find Out More About My Legal Project Management Short Courses?

Pin It on Pinterest

Shares
Share This