Pre-Conference Program Monday, March 27, 2017

Legal Lean Sigma® and Project Management White Belt Certification Course

Today’s legal and business professionals are faced with new challenges and opportunities to help their firms and departments deliver greater value. Whether you are a legal marketer, lawyer or service provider, there is increasing pressure to be more efficient, develop and employ strategies and tactics based on the client perspective, and 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 the work performed by your department or firm? If not, it is difficult to develop the right approaches to marketing, business development, staffing, pricing, practice management and more. Join this one-day certification program to learn how law firms and legal departments are collaborating and developing competitive advantages through process improvement and project management.

You’ll examine how process improvement helps to determine the best way to carry out a certain kind of work to produce efficiency, excellent quality and service, high probability of successful outcomes, predictability and greater satisfaction. Through project management, you’ll ensure that you are using your best processes and applying them appropriately to actively manage projects and deliver what is most critical for success, on time and under budget.

In this interactive certification course, you’ll take part in experiential learning, table work and discussions. Through case studies, examples and success stories from the legal profession, you’ll learn about Six Sigma®, Lean, project management and other methodologies and tools in contexts that are immediately useful and relevant to the work you do.

Topics include:

  • Process Improvement (PI) and Project Management (PM): 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 and PM programs in the legal profession
  • Process mapping
  • Project charters
  • Putting PI and PM together
  • Getting started and structuring for success
  • Common tools and approaches to implementing PI and PM

All participants are eligible for Legal Lean Sigma® and Project Management White Belt Certification from the Legal Lean Sigma® Institute. More information about LLSI is available at 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.

Catherine-Alman-MacDonagh.png Catherine Alman MacDonagh
Chief Executive Officer/ Co-founder
Legal Lean Sigma Institute


Catherine is a former corporate counsel and law firm executive. She 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 chief executive officer and a founder of the Legal Lean Sigma® Institute (LLSI). LLSI offers consulting services and the first process improvement and project management certifications, courses and consulting services specifically designed for the legal profession.

Catherine is an adjunct professor at Suffolk Law School and at George Washington University’s Masters in Law Firm Management Program, 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 well as two terms as president of the LMA New England Chapter and in many other volunteer positions in LMA.

Tim-Corcoran.png Timothy 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 with the development and management of preferred provider programs. He also advises legal service providers on market dynamics and sales force readiness. Tim is an expert on law firm and in-house counsel relations and is a popular lecturer on 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 LMA Board president and served as treasurer and co-chair of the Annual Conference Committee of LMA.

8:00 a.m.
Registration and Breakfast

Course Modules:
Introduction: The PI and PM Connection

Demonstration of a Timekeeping and Billing Process — Simulation
Group Exercise and Discussion

Key PI Methodologies
Lean, Six Sigma, DMAIC Overview

Key PM Concepts
Lecture, Discussion, Exercise

Project Charters
Exercises: Stakeholder Analysis, Problem/Opportunity Statement, Business Case

8:45 a.m.
Co-chairs’ Opening Remarks

Course Modules Continued:
Video and Discussion

Define Phase: Process Mapping

Connecting the Dots: Profiting From Efficiency
Lecture and Exercise

PI and PM in Action

Metrics – Measure Phase
Exercise: Issue Diagram — Tool for Planning Data Gathering

Collaborative Conversations
Getting Started and Structuring for Success

5:00 p.m.
Wrap Up and Closing Remarks

Networking Events

5:00 p.m.
Reception for White Belts Certified in 2017, 2016 and 2015
5:15 p.m.
First-Timer’s Meet-Up
6:00 p.m.
Welcome Reception