“This is an exceptional piece of work… The Legal Project Management Quick Reference Guide answers the ‘how to’ questions that everyone has. It provides best practices, templates, guidance and…wisdom on how to accomplish this massive change by focusing on low hanging fruit and seizing early wins to demonstrate the value of this skill set." – Patrick Lamb, Valorem Law Group
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The Legal Project Management Quick Reference Guide:
Tools and Templates to Increase Efficiency
By Jim Hassett, Ph.D.
Clients are demanding that law firms provide high quality services more efficiently. This Quick Reference Guide will help you to meet that need and improve client service by applying project management best practices to both hourly and non-hourly matters.
Published July 2010
104 pages, 8.5 x 11
$29.95 plus shipping ($10 in the US, $30 outside the US).
Volume discounts of 10% on orders of 2-5 copies shipped to a single address, 15% on 6-20 copies, and 20% on 21 copies or more.
To order, email guide@legalbizdev.com, or call Elisabeth Westner at 800-49-TRAIN or 617-217-2578
Pay by credit card or by check
This book is not sold on Amazon or in stores. It is sold only by LegalBizDev to our workshop and coaching clients, past and future.
We also develop customized versions of this Guide to meet your firm’s unique needs, including proprietary documents and more.
Table of Contents
Preface: How to use this Guide
Part 1: Tools and templates
Eight key issues in legal project management
Set objectives and define scope
Checklist
How to write a statement of work
Examples
Identify and schedule activities
Checklist
Matter planning template
How to quickly apply key concepts from Lean Six Sigma
Project management software options
Example
Assign tasks and manage the team
Checklist
Example
Plan and manage the budget
Checklist
Six steps to better budgets
Budgeting with UTBMS/LEDES
How to reduce cost by improving delegation
Example
Assess risks to the schedule and budget
Checklist
Project risk analysis template
Example
Manage quality
Checklist
Example
Manage client communication and expectations
Checklist
RACI matrix
Key questions project managers should ask
One page monthly reports
End of matter reviews: Lessons learned
Example
Negotiate change orders
Checklist
Example
Conclusion: Your action items
Part 2: Background on legal project management
Legal project management under the radar
Six Sigma and Lean
The pressure to reduce costs
Is it possible to predict legal costs?
The discipline of project management
How to reduce write-offs
Eight key issues
Predicting the future
Where to begin
Part 3: Background on alternative fees
Alternative fees survey – executive summary
Managing the bidding process
Defining the budget and scope
Nine common types of alternative fees
What law firms should do to improve project management
What clients should do to improve project management
Appendix: About LegalBizDev
Workshops, coaching, and more
Customized editions of this Guide
Project management faculty
To order additional copies of this book
For more details, or to order a copy for $29.95 plus shipping, email guide@legalbizdev.com, or call Elisabeth Westner at 800-49-TRAIN or 617-217-2578