ALA Region 4 2013 Conference Recap
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This is the PowerPoint presentation for the Association of Legal Administrators Region 4 Conference wrap-up I did on Oct. 5th, 2013
Transcript of ALA Region 4 2013 Conference Recap
HOW TO PUT YOUR CONFERENCEHOW TO PUT YOUR CONFERENCE
ACTION!ACTION!presentspresents
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VISION
COMMUNICATION
RELIABILITY
INCLUSIVENESS
BALANCE
RESPECT
COLLABORATION
PASSION
VISION
VISION
Brian Brandt
Strategic PlanningInsights 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 PlanningInsights 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.
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 5 Types of Responses to Change 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
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 Tell Them, But Don’t Tell Them MuchThem Much
• Discover the answer on their own vs. Telling them the answer
Sell Them the Problem Sell 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 OrdersInvoices, 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
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