June 9, 2014 Special Libraries Association Annual Conference / Vancouver, BC More Education, Less...

June 9, 2014

Special Libraries Association Annual Conference / Vancouver, BC

More Education, Less TimeImplementing Learning Management Systems for Legal Professionals

Laura Choyce, Hogan Lovells US LLPGreg McCashin, Borden Ladner Gervais LLP

Moderator: Caroline Jones, Crowell & Moring LLP

www.hoganlovells.com | www.blg.com 2

A Tale of Two Law Firms

• The story of how two large law firms of different size and configuration have used LMS’s with similar functionality…

– for different audiences, and

– for largely different purposes

Overview

• How learning management software helped meet objectives and overcome obstacles

• The selection, procurement and implementation process

• Tour of each LMS

• Lessons learned and future plans

About Hogan Lovells LLP (AM LAW 10)

Global firm with 2,500 attorneys and over 45 offices worldwide, comprised of two separate LLP’s

- US LLP (HQ in DC)

- International LLP (HQ in London)

Largest Practice areas:

- Corporate & Finance

- Litigation/Arbitration

- Intellectual Property

- Government Regulatory

Hogan Lovells – IRC Overview

Global research and knowledge services teams, supporting a variety of practice areas

– Over 30 staff in US with an equivalent staff in the London office and abroad

– Collection of hundreds of print titles and 800+ online databases

About BLG

• National Canadian law firm with approximately 750 professionals in six offices in four provinces

• Full-service firm with large institutional client base and significant cross-border practice

• Largest practice areas:

- Corporate & Finance

- Litigation

- Intellectual Property

- Health

BLG - Professional Development Overview

• Who– Professional Committee– National CLE Group

• What– BLG U is umbrella for most CPD programming for BLG

professionals and in-house counsel clients– BLG U offers live and on-demand programming

“I Need It Right Away!”

Challenges:– Attorneys caught up in projects

at last minute– Attorneys often need training on

a resource for an urgent project– Training is non-billable– Little budget for incentives to get

attorneys to attend– Coordinating and tracking

training is a lot of work

Objectives – HL

• Equip associates to become savvy and cost-effective researchers – As part of professional development

track to make partner

• Ensure usage of our subscriptions via training– Many cost tens of thousands of

dollars / year!

• Get associates to come to training!!!

Objectives - BLG

• Provide high-quality live and on-demand (24/7/365) learning to BLG professionals and in-house counsel clients

• Take the pain out of learning – make it easy

• Fight the clock!! Tyranny of the billable hour

• Client and business development

LMS – Defined (thank you Wikipedia)

• a software application for the – administration– documentation– tracking– reporting– delivery

of e-learning education courses or training programs

Who “owns” the LMS?

• Hogan Lovells– Library / Information Resource Center (IRC)– Technology Training Department

• BLG– Professional Development

LMS Selection / Procurement – HL

• In 2011, our Technology Training department purchased an enterprise learning management tool for the US LLP called University Site

• We realized this could alleviate some of our training issues, so we got on board

• Features:– Users can sign up for listed classes, wish-list courses, and provide feedback on

training– Can track attendance and completion of live and e-learning courses by seamlessly

working with Active Directory– Can make certain courses available to particular audiences– Different departments can have designated course catalogs– Sends reminders and Outlook appointments when users register so they do not

forget– Can create personalized “learning plans”

LMS Selection/Procurement - BLG

• Trigger/driver = advent of mandatory CPD to Canadian legal landscape (BLG provinces = QC, ON, AB, BC)

• Preparation of business case for senior management – the sell

• Procurement process– Professional Committee– Procurement team (including outside consultant)– Identify potential vendors– RFP process– The demo process– Selecting the vendor and system– Contractual terms and conditions

LMS Selection/Procurement – BLG (cont’d)

• Secret weapon:

• tech-savvy project manager !!!!

• Tech knowledge• Ability to motivate team to stick to the schedule

Implementation Timeline (3 Years) – HL

Implementation Timeline - BLG

• Timeframe – Fall 2008 to Fall 2010 (2 years)• Communications and visibility• PD and BD collaboration• Operations team/internal LMS helpdesk

– early questions/issues; rapid response

Q4 2008Begin process

October 2010Internal launch – firm retreat

January 2011External Launch

LMS Governance

• BLG– Professional Committee– BLG U Management Board– BLG U Operations Team– future, BLG U Advisory Board (clients)

• Hogan Lovells– Primary administrator and vendor contact is the

Technology Training department• We notify them of any major changes we need to make to the

system settings, content, etc.

Content – Where does it come from?

• Purchasing or licensing– Third-party content often makes the best sense

• Developing your own– Videotaping live sessions– Screencast tutorials– Recording WebEx sessions– Building e-learning modules

University Site Learning Center

Course Information

Registration

• Users can view a calendar of upcoming events (above)

• They can also register for sessions via email newsletters or links on the Intranet

• When registration is accepted, user is sent an Outlook appointment

Learning Plans and Completion

Reporting and Tracking

• Course Attempts

• Learner Feedback

BLG U – Sesame Access

BLG U – Homepage – Find, watch, complete

BLG U – Course Taxonomy

BLG U – Course Title – Decision At a Glance

• Corporate Governance - A Dispute Resolution Perspective (2014-01-16; BC ON QC 1h)

BLG U – Course Description

BLG U – Learning Plan

BLG U – The Video Window

BLG U – Chapter Tab

BLG U – Achievement Record

Positive Outcomes

• Overall increase in live session attendance, especially after rolling out Learning Plans

• Provides direct links to sign up for courses via the Intranet and e-mail

• Scheduling training is more efficient

• Tracking attendance and getting feedback is streamlined

• E-Learning courses provide on-demand, immediate training when the attorney needs it

Downsides

• Some settings are system-wide and cannot be customized by department (e.g. feedback forms)

• Steep learning curve; requires time to master it, maintain courses, manage enrollment, etc…

• Can be expensive $$$

• Wedging the LMS into the MCLE/MCPD landscape (e.g. solo vs. group viewings); staffing and deadlines

Lessons Learned

• Communicate

• Collaborate

• Things will not go smoothly the first time

• Emphasize training and show the learning management tool as part of your Orientation program

Lessons Learned

And…

BE PATIENT !!!

“If you build it, he will come”

Future Goals

• Continue to populate course catalog with live and E-learning courses

• Get more system functionality and social integration (e.g. SharePoint web parts)

• Create Learning Plans for other groups, such as Paralegals, Assistants, and Marketing

Questions?

Contact

• Laura Choyce– laura.choyce@hoganlovells.com

• Greg McCashin– GMcCashin@blg.com

• Caroline Jones– CJones@crowell.com

June 9, 2014 Special Libraries Association Annual Conference / Vancouver, BC More Education, Less...

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