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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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