ABA Law Practice Division Council
Report of Legal Project Management Committee
January 13, 2016
Page 4
ABA Law Practice Division
Report to the Division Council
LP Mid-Year Meeting – February 5, 2016
Please send reports to bothTom Bolt () and Cate Humpage () no later than close of businessOctober 9, 2015.
Board / Committee / Task Force: LEGAL PROJECT MANAGEMENT COMMITTEE
Chair / Co-Chair / Vice Chair: DAVID RUEFF/SUSAN RARIDON LAMBRETH/MICAH ASCANO
Report Submitted By: DAVID RUEFF
Action Required by Council? ¨ Request Time at Council Meeting? ¨
1. Please summarize the entity’s activities and accomplishments since the last quarterly Council meeting (include additional pages or reports as necessary). As part of this summary, please indicate which of the LP Strategic Goals is being met for the particular activity or accomplishment. Those goals are:
1) Developing a Full, Well-Qualified LP Staff
2) Expanding Membership of LP Section
3) Increasing Sustainable Member and Non-Member Engagement
4) Clarifying and Solidifying LP’s Role Within the Greater ABA
5) Maximizing LP Brand as Provider of Superior Practice Management Content
6) Developing Effective, Efficient LP Volunteer Leaders
7) Optimizing Use of Technology to Deliver LP Services
2. Please describe your entity’s plans and action items for the period between this meeting and the next quarterly meeting, along with projected dates of accomplishing these plans (include additional pages and reports as necessary).
Confirm Committee membership and introductions / Completed at September 11, 2015 Committee meeting / N/A
Confirm committee scope and evaluate key objectives / Completed at September 11, 2015 Committee meeting / 3)
Develop Committee meeting schedule for 2016-2017 / Completed at September 11, 2015 Committee meeting / 3)
Evaluation of sub-committees / Completed at October 2, 2015 Committee meeting:
· Ebilling - billing for alternative staffing and fixed fees
· Coordination with UTBMS development efforts
· Engagement Letter Form - collaboration with CLOC (addressing malpractice and ethics)
· LPM Technology - updated survey from the ABA book, The Power of Legal Project Management
· ACC Collaboration / Joint Meeting
· Webinars / ABA LPM Bootcamp for 2016 and Resource Development (Coordinate with Community of Professional
· Law School Curriculum for LPM Classes
· LP Division Internal Website / 2), 3), 4), 5), 6), 7)
Develop strategic plans and objectives for Sub-committees and confirm sub-committee assignments / The committee has conducted 5 meetings since September and has refined committee objectives and potential deliverables at the following meetings:
October 22, 2015 Meeting in Greenville, SC
November 20, 2015 Webinar Meeting
December 18, 2015 Webinar Meeting / 2), 3), 4), 5), 6)
Proposal for Annual Meeting Showcase / November 9, 2015
ABA 2016 Showcase Panel Proposal Request
Title: Legal Process Excellence - How Do Clients Define It and How Can You Achieve It?
Description: The session will include a panel of in-house counsel, outside counsel and other legal service providers to investigate each representative's definition of legal process excellence and how it can be achieved. The session will include a discussion of best practices for clarifying expectations, legal project management, development of budgets and estimates, when alternative pricing makes sense, and how to integrate outsourcing and technology.
Objectives: (1) Clarify what clients expect from their lawyers with regard to legal process excellence; (2) Define how legal process excellence can be achieved.
· Aspects that Make the Panel Unique: The panel will include: (1) in-house counsel who will identify the best service delivery model; (2) innovative outside counsel who will demonstrate different methodologies for improving legal services; and (3) other legal service providers such as LPOs who will provide different examples of how they fit into the law firm / client framework.
· / 4), 5), 7)
Identify deliverables of the sub-committees for 2016-2017 / November 20, 2015 Webinar Meeting
December 18, 2015 Webinar Meeting
Sub-committee meetings are being held during January 2016 and objectives and deliverables will be confirmed at the February 26, 2016 meeting of the committee. Preliminarily, the objectives of the subcommittees will be as follows:
· Ebilling - Recommendations for improvements to the UTBMS codes
· Engagement Letter Form - Development of a form engagement letter which incorporates LPM components.
· LPM Technology - Updated survey of technology which can be implemented for legal operations
· ACC Collaboration / Joint Meeting - Develop a joint working committee between these 2 orginazations.
· Webinars / ABA LPM Bootcamp for 2016 and Resource Development - Spring webinar for LPM101, LPM Advanced, and Guidance on implementing LPM in a law firm.
· Law School Curriculum for LPM Classes - Proposal of a standard curriculum for LPM courses at ABA Accredited Law Schools / 2), 3), 4), 5), 6), 7)