Legal Lean Sigma® and Project Management White Belt Certification Course

MONDAY, APRIL 11, 2016 • 8:00 A.M. – 5: 00 P.M.

Today's legal and business professionals are faced with new challenges and opportunities to help their firms and departments maximize efficiencies. Whether you are a legal marketer, lawyer, or service provider, there is increasing pressure to develop and employ strategies and tactics based on the client perspective - plus reconnect costs to the value received. Legal Lean Sigma® and Project Management are not just about doing more with less...they are about doing the right things and doing them right.

Do you really know how much effort it takes to DO and DELIVER your work? If not, it is difficult to develop strategies, pricing, marketing campaigns, account management tactics, service standards, or satisfied clients. Would you like to learn how law firms and legal departments are using process improvement and project management to develop competitive advantages?
Process improvement helps us determine the best way to carry out a certain kind of work to achieve efficiency, excellent quality of work and service, high probability of successful outcomes and predictability. Project management ensures that, for a particular project, we are using our best processes and applying it appropriately to actively manage project to deliver high quality work, on time and under budget.

This one-day, interactive course includes experiential learning, table work and discussions. We use case studies, examples and success stories from the legal profession so that you learn about Six Sigma®, Lean and project management in contexts that are immediately useful and relevant.

This certification program will cover:

  • Process Improvement (PI) and Project management: What are they?
  • Key process improvement methodologies: Lean, Six Sigma®
  • Stages of project management
  • The PI framework: DMAIC (Define, Measure, Analyze, Improve, Control)
  • Award winning PI/PM programs in the legal profession
  • Process mapping
  • Project Charters
  • Putting PI/PM together
  • Getting started and structuring for success
  • Common tools and approaches to implementing PI and PM

All participants are eligible for a Legal Lean Sigma® and Project Management White Belt Certification from the Legal Lean Sigma® Institute. More information about LLSI is at www.legalleansigma.com. Legal Lean Sigma® courses give you proven, disciplined approaches, tools and skills to take your role (and your firm, group or department) to a new level of excellence and profitability.

8:00 a.m. Registration and Breakfast
8:45 a.m. Introduction: The Process Improvement & Project Management Connection
9:15 a.m.  Demonstration of a Timekeeping and Billing Process – Simulation
Group Exercise and Discussion
9:45 a.m.  Key Process Improvement Methodologies
Lean, Six Sigma, DMAIC Overview
10:30 a.m.   Refreshment Break 
10:45 a.m.   Key Project Management Concepts
Lecture, Discussion, Exercise
11:15 a.m. Project Charters
Exercises: Stakeholder Analysis, Problem/Opportunity Statement, Business Case
12:15 p.m. Networking Lunch
1:30 p.m. Video and Discussion
1:45 p.m. Define Phase: Process Mapping
2:30 p.m. Connecting the Dots: Profiting from Efficiency
Lecture and Exercise
3:30 p.m. Refreshment Break
3:45 p.m.   PI & PM in Action
4:00 p.m. Metrics - Measure Phase
Exercise: Issue Diagram - Tool for Planning Data Gathering
4:25 p.m. Collaborative Conversations
4:45 p.m. Getting Started & Structuring for Success
5:00 p.m.     Wrap-Up and Closing Remarks



Catherine Alman MacDonagh, J.D.
Chief Executive Officer and Co-Founder
Legal Lean Sigma® Institute

Catherine is a former corporate counsel and law firm executive who now teaches and provides training and consulting services in process improvement and project management, strategic planning, marketing, and business development.

 A Legal Lean Sigma® Black Belt and a certified Six Sigma Green Belt, Catherine is the CEO and a Founder of the Legal Lean Sigma® Institute. LLSI offers consulting services and the first and only process improvement and project management certifications, courses, and consulting services specifically designed for the legal profession.

 She is an adjunct professor at Suffolk Law School and at George Washington University (Master’s in Law Firm Management), the author of Lean and Six Sigma in Law Firms, a contributing author to The Lawyer’s Guide to Process Improvement and The Procurement Handbook, and the co-author of two books, The Woman Lawyer's Rainmaking Game and The Law Firm Associate's Guide to Personal Marketing and Selling Skills.

Catherine served on the board of the Legal Marketing Association, as President of the New England Chapter and in many other volunteer positions in LMA.


Timothy B. Corcoran
Corcoran Consulting Group

Tim is a principal with the Corcoran Consulting Group. He advises law firm leaders, in-house counsel, and legal service providers on how to profit during a time of great change. This includes assisting law firm leaders with business strategy, primarily in the areas of operational excellence and business growth, and assisting in-house counsel manage preferred provider programs. He also advises legal service providers on market dynamics and sales force readiness. He is an expert on law firm and in-house counsel relations. Mr. Corcoran is a popular lecturer on law firm business development and operational issues.

His articles on the legal industry have appeared in Legal Week, Lawyers Weekly, Corporate Counsel, Counsel to Counsel, Forbes, Corporate Legal Times and other publications. Tim publishes the widely read “Business of Law” blog.

He was the 2014 President and served as Treasurer and co-chair of the Annual Conference Committee of the Legal Marketing Association.


Networking Events

5:00 – 6:00 p.m. CMO SIG Cocktail Reception

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CMO Summit attendees and members of LMA's CMO Shared Interest Group (SIG) are invited to attend this cocktail reception, courtesy of Acritas and Bernero & Press.

5:15 p.m. First Timer’s Reception

6:00 p.m. Welcome Reception

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