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ALA Region 4 2013 Conference Recap

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Craig Price
Craig Price

This is the PowerPoint presentation for the Association of Legal Administrators Region 4 Conference wrap-up I did on Oct. 5th, 2013

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HOW TO PUT YOUR CONFERENCEHOW TO PUT YOUR CONFERENCE ACTION!ACTION! presentspresents A
#ALARegion4 @Price_Points
GET THE APP!GET THE APP!
VISION COMMUNICATION RELIABILITY INCLUSIVENESS BALANCE RESPECT COLLABORATION PASSION
VISION
VISION Brian Brandt Strategic Planning Insights from the Fortune 500 Look At Your Plan And Ask: • Is it working? • Are you willing to be open with leadership? RealityCheckPodcast.com
VISION Brian Brandt Strategic Planning Insights from the Fortune 500 Piece Meal Vs. One Big Chunk • More Change = More Planning = More Resistance Have Critical Conversations BEFORE Implementation • Talk about the objections early • Ugly Baby Syndrome.
ALA Region 4 2013 Conference Recap
VISION Scott D. Gordon I’m in Court What Went Wrong? Educate And Train • The biggest reason law firms get sued is lack of knowledge Reality Checks • Does it make sense? • Does it pass the smell test?
VISION Scott D. Gordon I’m in Court What Went Wrong? Due Diligence • There are two sides to every story, be sure to get them both Sometimes you can do everything right… …and still get sued.
COMMUNICATION
COMMUNICATION Lynn Gaertner-Johnston Business Writing: Get Results One Message at a Time Choose Relationship-Building Over Relationship-Busting Language •Use “I” not “you” words. EXAMPLE: Instead of “your plan won’t work” Say “I’ve got some reservations” DO NOT SAY: I think YOU are an idiot!
COMMUNICATION Lynn Gaertner-Johnston Business Writing: Get Results One Message at a Time Write Brief Messages That Come Across as Efficient Yet Friendly •Have a greeting - use their names •80% of people want a polite message EXAMPLE: Susan, would you please give me a status update on the Johnson account? Thank you… Think BEFORE You Send
COMMUNICATION Lynn Gaertner-Johnston Business Writing: Get Results One Message at a Time When Sending Feedback / Disagreeing •Be nice – The issue you have – Be nice •Crap Sandwich
COMMUNICATION Workplace Violence and Safety Look for Red Flags During the Hiring Process • Criminal background checks • Credit reports • Traffic violations Current Employees • Destruction of property • Make things personal Find Patterns • There are always signs • Track incidents Jeff Lanza
Designate A “ Full-Time Student” • Research & read updates Get Compliancy Issues Up-To-Date • How compliant were you? • How compliant are you today? What Are Your Hiring Goals? • Why did you offer benefits in the past? • Morale, recruitment, retention • NOTHING HAS CHANGEDNOTHING HAS CHANGED COMMUNICATION Karen Kirkpatrick The HealthCare Evolution
COMMUNICATION Peter Stark Surviving and Thriving During Change 5 Types of Responses to Change5 Types of Responses to Change •Denial • Ask questions so they find the answers to why change is necessary •Anger •Passive Aggression • Will find this out at a later date •Accept •Lead
COMMUNICATION Peter Stark Surviving and Thriving During Change Hold Them AccountableHold Them Accountable • Establish clear goals • Get agreement • Make them accountable for the success of the goal.
COLLABORATION
Bill Ramsey & Phil Hampton 60 Apps and 30 Devices in 60 Minutes COLLABORATION Be Wary of the Cloud • Save more sensitive documents with traditional back-up services Touchscreens • Minority Report
ALA Region 4 2013 Conference Recap
Bill Ramsey & Phil Hampton 60 Apps and 30 Devices in 60 Minutes COLLABORATION Be Wary of the Cloud • Save more sensitive documents with traditional back services Touchscreens • Minority Report Recording Dictation • Go Digital
COLLABORATION Peter Stark Leading and Coaching Change Lean Into ConflictLean Into Conflict • Avoiding it makes it fester and becomes worse Tell Them, But Don’t Tell Them MuchTell Them, But Don’t Tell Them Much • Discover the answer on their own vs. Telling them the answer Sell Them the ProblemSell Them the Problem Not the SolutionNot the Solution
BALANCE
BALANCE Steven Levy Demystifying Project Management: A Neophyte’s Guide to Getting Things Done Don’t Do Stuff! Simplify Things • Humanize things (affect the client) • Don’t turn A great paralegal into A bad project manager Identify Clients Goals • What is the real problem? • Not your problem but the clients problem
BALANCE Steven Levy Demystifying Project Management: A Neophyte’s Guide to Getting Things Done Take A Leadership Position • Create a clear vision • Assign the right people with the right skills • Get out of the way!
BALANCE David Freeman Legal Industry Trends: Competition, Change and Challenge Mine the Data • Lifetime value assessment of all active clients • Attrition risk assessment of all clients Client Surveys and Feedback • How can you serve if you can’t identify what they want and what you do well
Benefits Worksheet Client feedback $_________ Client/industry teams $_________ Cross-selling $_________ BD-focused leaders $_________ Lateral integration $_________ Sales and service skills $_________ Accountability systems $_________ Firm and group retreats $_________ Total $_________
INCLUSIVENESS
INCLUSIVENESS Teri Aulph Competency of an Aging Workforce Motivate and Engage • Give them what they value – Time Mentoring programs • Shows their value • Adds value to younger workers. Diverse teams • Put the people that need to be on the team, not just the ones who volunteer
RELIABILITY
RELIABILITY Ed Knight Demystifying Financial Statements Cash Vs. Accrual Accounting • Cash: In the bank • Accrual: On the books • Purchase Orders Invoices, Etc. When You Look at Financial Statements, Look at the Assumption Sheets •Lies, Damn Lies and Statistics (Numbers)
RELIABILITY Ed Knight Demystifying Financial Statements Everyone Needs to Cover Their Assets • Replacing a desk, computer or copier before its schedule replacement costs money.
RELIABILITY Rachel Ratcliff Womack Cybercrime: Protecting Your Digital Assets in Today’s Threat Landscape Assess Vulnerabilities • Get with IT and identify: • All possible security holes • Where files are kept & are they encrypted Create An Instant Response Plan • IF there is a breech what do you do? • What do you shut down? • What gets secured? • Who do you contact?
RESPECT
RESPECT David Thomas Ethics: Making a Difference with Integrity Integrity Consists of: • Truthfulness • Empathy • Genuineness • Accepting responsibility
RESPECT David Thomas Ethics: Making a Difference with Integrity Rationalizing • “Everybody does it.” • “Who’s going to know?” Prioritizing • What you want to do vs. What is the right thing to do.
PASSION
CRAIG PRICE | 877.572.7890CRAIG PRICE | 877.572.7890 E-MAIL: CRAIGE-MAIL: CRAIG@SPEAKERCRAIGPRICE.COM@SPEAKERCRAIGPRICE.COM WWW.TheRealistsGuide.COMWWW.TheRealistsGuide.COM LISTEN TO CRAIG’S PODCASTLISTEN TO CRAIG’S PODCAST WWW.RealityCheckPodcast.COMWWW.RealityCheckPodcast.COM
Your opinion matters! Please take a moment now to evaluate this session. Go to: http://alanet.org/4eval OR Access Session Evaluations in the Region 4 Conference App. Thank You!

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ALA Region 4 2013 Conference Recap

  • 1. HOW TO PUT YOUR CONFERENCEHOW TO PUT YOUR CONFERENCE ACTION!ACTION! presentspresents A
  • 3. GET THE APP!GET THE APP!
  • 6. VISION Brian Brandt Strategic Planning Insights from the Fortune 500 Look At Your Plan And Ask: • Is it working? • Are you willing to be open with leadership? RealityCheckPodcast.com
  • 7. VISION Brian Brandt Strategic Planning Insights from the Fortune 500 Piece Meal Vs. One Big Chunk • More Change = More Planning = More Resistance Have Critical Conversations BEFORE Implementation • Talk about the objections early • Ugly Baby Syndrome.
  • 9. VISION Scott D. Gordon I’m in Court What Went Wrong? Educate And Train • The biggest reason law firms get sued is lack of knowledge Reality Checks • Does it make sense? • Does it pass the smell test?
  • 10. VISION Scott D. Gordon I’m in Court What Went Wrong? Due Diligence • There are two sides to every story, be sure to get them both Sometimes you can do everything right… …and still get sued.
  • 12. COMMUNICATION Lynn Gaertner-Johnston Business Writing: Get Results One Message at a Time Choose Relationship-Building Over Relationship-Busting Language •Use “I” not “you” words. EXAMPLE: Instead of “your plan won’t work” Say “I’ve got some reservations” DO NOT SAY: I think YOU are an idiot!
  • 13. COMMUNICATION Lynn Gaertner-Johnston Business Writing: Get Results One Message at a Time Write Brief Messages That Come Across as Efficient Yet Friendly •Have a greeting - use their names •80% of people want a polite message EXAMPLE: Susan, would you please give me a status update on the Johnson account? Thank you… Think BEFORE You Send
  • 14. COMMUNICATION Lynn Gaertner-Johnston Business Writing: Get Results One Message at a Time When Sending Feedback / Disagreeing •Be nice – The issue you have – Be nice •Crap Sandwich
  • 15. COMMUNICATION Workplace Violence and Safety Look for Red Flags During the Hiring Process • Criminal background checks • Credit reports • Traffic violations Current Employees • Destruction of property • Make things personal Find Patterns • There are always signs • Track incidents Jeff Lanza
  • 16. Designate A “ Full-Time Student” • Research & read updates Get Compliancy Issues Up-To-Date • How compliant were you? • How compliant are you today? What Are Your Hiring Goals? • Why did you offer benefits in the past? • Morale, recruitment, retention • NOTHING HAS CHANGEDNOTHING HAS CHANGED COMMUNICATION Karen Kirkpatrick The HealthCare Evolution
  • 17. COMMUNICATION Peter Stark Surviving and Thriving During Change 5 Types of Responses to Change5 Types of Responses to Change •Denial • Ask questions so they find the answers to why change is necessary •Anger •Passive Aggression • Will find this out at a later date •Accept •Lead
  • 18. COMMUNICATION Peter Stark Surviving and Thriving During Change Hold Them AccountableHold Them Accountable • Establish clear goals • Get agreement • Make them accountable for the success of the goal.
  • 20. Bill Ramsey & Phil Hampton 60 Apps and 30 Devices in 60 Minutes COLLABORATION Be Wary of the Cloud • Save more sensitive documents with traditional back-up services Touchscreens • Minority Report
  • 22. Bill Ramsey & Phil Hampton 60 Apps and 30 Devices in 60 Minutes COLLABORATION Be Wary of the Cloud • Save more sensitive documents with traditional back services Touchscreens • Minority Report Recording Dictation • Go Digital
  • 23. COLLABORATION Peter Stark Leading and Coaching Change Lean Into ConflictLean Into Conflict • Avoiding it makes it fester and becomes worse Tell Them, But Don’t Tell Them MuchTell Them, But Don’t Tell Them Much • Discover the answer on their own vs. Telling them the answer Sell Them the ProblemSell Them the Problem Not the SolutionNot the Solution
  • 25. BALANCE Steven Levy Demystifying Project Management: A Neophyte’s Guide to Getting Things Done Don’t Do Stuff! Simplify Things • Humanize things (affect the client) • Don’t turn A great paralegal into A bad project manager Identify Clients Goals • What is the real problem? • Not your problem but the clients problem
  • 26. BALANCE Steven Levy Demystifying Project Management: A Neophyte’s Guide to Getting Things Done Take A Leadership Position • Create a clear vision • Assign the right people with the right skills • Get out of the way!
  • 27. BALANCE David Freeman Legal Industry Trends: Competition, Change and Challenge Mine the Data • Lifetime value assessment of all active clients • Attrition risk assessment of all clients Client Surveys and Feedback • How can you serve if you can’t identify what they want and what you do well
  • 28. Benefits Worksheet Client feedback $_________ Client/industry teams $_________ Cross-selling $_________ BD-focused leaders $_________ Lateral integration $_________ Sales and service skills $_________ Accountability systems $_________ Firm and group retreats $_________ Total $_________
  • 30. INCLUSIVENESS Teri Aulph Competency of an Aging Workforce Motivate and Engage • Give them what they value – Time Mentoring programs • Shows their value • Adds value to younger workers. Diverse teams • Put the people that need to be on the team, not just the ones who volunteer
  • 32. RELIABILITY Ed Knight Demystifying Financial Statements Cash Vs. Accrual Accounting • Cash: In the bank • Accrual: On the books • Purchase Orders Invoices, Etc. When You Look at Financial Statements, Look at the Assumption Sheets •Lies, Damn Lies and Statistics (Numbers)
  • 33. RELIABILITY Ed Knight Demystifying Financial Statements Everyone Needs to Cover Their Assets • Replacing a desk, computer or copier before its schedule replacement costs money.
  • 34. RELIABILITY Rachel Ratcliff Womack Cybercrime: Protecting Your Digital Assets in Today’s Threat Landscape Assess Vulnerabilities • Get with IT and identify: • All possible security holes • Where files are kept & are they encrypted Create An Instant Response Plan • IF there is a breech what do you do? • What do you shut down? • What gets secured? • Who do you contact?
  • 36. RESPECT David Thomas Ethics: Making a Difference with Integrity Integrity Consists of: • Truthfulness • Empathy • Genuineness • Accepting responsibility
  • 37. RESPECT David Thomas Ethics: Making a Difference with Integrity Rationalizing • “Everybody does it.” • “Who’s going to know?” Prioritizing • What you want to do vs. What is the right thing to do.
  • 39. CRAIG PRICE | 877.572.7890CRAIG PRICE | 877.572.7890 E-MAIL: CRAIGE-MAIL: CRAIG@SPEAKERCRAIGPRICE.COM@SPEAKERCRAIGPRICE.COM WWW.TheRealistsGuide.COMWWW.TheRealistsGuide.COM LISTEN TO CRAIG’S PODCASTLISTEN TO CRAIG’S PODCAST WWW.RealityCheckPodcast.COMWWW.RealityCheckPodcast.COM
  • 40. Your opinion matters! Please take a moment now to evaluate this session. Go to: http://alanet.org/4eval OR Access Session Evaluations in the Region 4 Conference App. Thank You!