Happier Clients, Higher Profits - OSB PLF · Happier Clients, Higher Profits . Tuesday, September...
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Happier Clients, Higher Profits Tuesday, September 20, 2016, 12:00 p.m.-3:45 p.m. Presented by Larry Port & Tim Baran, Rocket Matter Oregon State Bar Center Columbia Rooms A & B 16037 SW Upper Boones Ferry Road, Tigard, OR 97224 Session 2 Growing a Law Firm with Lean and Agile Practices
Transcript of Happier Clients, Higher Profits - OSB PLF · Happier Clients, Higher Profits . Tuesday, September...
Happier Clients, Higher Profits
Tuesday, September 20, 2016, 12:00 p.m.-3:45 p.m.
Presented by Larry Port & Tim Baran, Rocket Matter
Oregon State Bar Center Columbia Rooms A & B 16037 SW Upper Boones Ferry Road, Tigard, OR 97224
Session 2
Growing a Law Firm with Lean and Agile Practices
Gro
win
g a
Law
Fir
m w
ith
Lean
and
A
gile
Pra
ctic
es
Larr
y P
ort
CE
O, R
ocke
t M
atte
r la
rry@
rock
etm
atte
r.co
m
Tim
Bar
anR
ocke
t M
atte
r ti
m@
rock
etm
atte
r.co
m
Pre
sent
s
Ask
Q
uest
ions
!
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Piv
ot
or
Per
seve
re?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
P
ww
w.r
ocke
tmat
ter.
com
Who
thi
nks
leg
al se
rvic
es a
re
und
erg
oin
g m
ajo
r, s
om
e o
r no
ch
ang
es?
“It’
s 1
91
1 f
or
the
pra
ctic
e o
f la
w”
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Why
are
so
ftw
are
peo
ple
p
rese
ntin
g a
t a
leg
al c
onf
eren
ce?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
1
Who
kno
ws
the
per
ils o
f st
agna
tio
n b
ette
r th
an t
echn
olo
gy
folk
?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
So h
ere
I am
, co
din
g a
way
…
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
0N
umb
er o
f p
eop
le I
man
aged
b
efo
re I
star
ted
Ro
cket
Mat
ter:
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
0Y
ears
of
exp
erie
nce
runn
ing
a
com
pan
y:
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t w
ww
.roc
ketm
atte
r.co
m
I LOV
E LA
MP
Bas
ical
ly,
this
w
as m
e:Fa
st f
orw
ard
si
x ye
ars
and
th
ous
and
s o
f la
w f
irm
s la
ter…
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
2
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t l
@k
ttt
/@l
…w
e ar
e th
rivi
ng a
nd o
ut-
inno
vati
ng o
ur w
ell-f
und
ed
com
pet
ito
rs.
Fro
m D
ay O
ne w
e’ve
bee
n A
gile
:D
aily
Sta
ndup
sR
etro
spec
tive
sR
evie
ws
Pla
nnin
g M
eeti
ngs
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
We’
ve
“exp
ort
ed”
this
exp
erti
se
to o
ur c
lient
la
w f
irm
s.
“ ttth t
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
We
had
a
bla
nk s
late
.
Yo
u d
on’
t.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
No
t ev
eryo
ne
can
keep
up
.If
yo
u g
o d
ow
n th
is r
oad
, th
e o
rgan
izat
ion
WIL
L ch
ang
e.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
We’
re in
tro
duc
ing
acc
oun
tab
ility
, m
easu
rem
ent,
and
the
ab
ility
to
ad
mit
we
mig
ht b
e w
rong
.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
3
ww
w.r
ocke
tmat
ter.
com
Wha
t b
arri
ers
will
YO
U li
kely
en
coun
ter?
2. A
gile
&
Lean
Ove
rvie
w
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Ag
ile M
anag
emen
t at
its
core
re
lies
on
the
iter
atio
n
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
1.
PLA
N3
. M
EA
SUR
E
2.
EX
EC
UTE
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Lear
ning
Val
idat
ed
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
3. A
war
enes
s
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
4
Mo
st la
w
firm
s ar
e in
su
rviv
al
mo
de.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t w
ww
.roc
ketm
atte
r.co
m
We
wo
n’t
get
any
whe
re
unle
ss w
e g
et p
ersp
ecti
ve.
If y
ou
can’
t g
et o
ut o
f th
e d
ay-
to-d
ay s
log
, N
OTH
ING
WIL
L C
HA
NG
E.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
ww
w.r
ocke
tmat
ter.
com
Then
yo
u ca
n se
t o
bje
ctiv
es,
intr
od
uce
chan
ges
and
tra
ck
your
pro
gre
ss.
Kno
w y
our
KP
Is(k
ey p
erfo
rman
ce in
dic
ato
rs).
AW
AR
EN
ESS
RU
LE #
1
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Cas
h P
osi
tio
nN
ew L
ead
s p
er M
ont
hC
ase
Vo
lum
eC
ase
Val
ueC
olle
ctio
n R
ate
Uti
lizat
ion
and
Rea
lizat
ion
Rat
es
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
PO
SSIB
LE K
PI’s
5
ww
w.r
ocke
tmat
ter.
com
Wha
t K
PIs
do
yo
u cu
rren
tly
trac
k?
ww
w.r
ocke
tmat
ter.
com
Wha
t K
PIs
W
OU
LD y
ou
trac
k if
yo
u co
uld
acc
ess
the
dat
a?
Run
(at
leas
t) a
nnua
lly a
nd
(idea
lly)
qua
rter
ly p
lann
ing
m
eeti
ngs
wit
h C
LEA
R
OB
JEC
TIV
ES
as o
utp
ut.
AW
AR
EN
ESS
RU
LE #
2
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Sam
ple
Qua
rter
ly O
bje
ctiv
es
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Kno
w y
our
co
re p
urp
ose
and
co
re v
alue
s.
AW
AR
EN
ESS
RU
LE #
3
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t la
rry@
rock
etm
atte
r.co
m /
@la
rryp
ort
Man
y ex
ecu
tive
s th
rash
ab
out
wit
h
mis
sion
st
atem
ents
and
vis
ion
stat
emen
ts.
Unf
ortu
nate
ly,
mos
t of
tho
se s
tate
men
ts t
urn
out
to b
e a
mud
dled
st
ew
of
valu
es,
goal
s,
purp
oses
, ph
ilos
ophi
es,
belie
fs,
aspi
rati
ons,
nor
ms,
str
ateg
ies,
pra
ctic
es,
and
desc
ript
ion
s.
The
y ar
e us
uall
y a
bori
ng,
conf
usin
g, s
truc
tura
lly u
nsou
nd s
trea
m o
f w
ords
th
at e
voke
the
resp
onse
“Tr
ue, b
ut w
ho c
ares
?”
6
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t la
rry@
rock
etm
atte
r.co
m /
@la
rryp
ort
4. A
gile
M
eeti
ng
Rhy
thm
s larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Mee
ting
1:
The
Ret
rosp
ecti
ve
Wha
t sh
oul
d w
e ST
AR
T d
oin
g?
Wha
t sh
oul
d w
e ST
OP
do
ing
?W
hat
sho
uld
we
CO
NTI
NU
E d
oin
g?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
The
Ret
rosp
ecti
ve…
…is
qui
ck -
30
min
utes
.…
is N
OT
a w
hine
ses
sio
n.…
need
s to
be
wri
tten
do
wn.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t w
ww
.roc
ketm
atte
r.co
m
Exe
rcis
e:W
hat
sho
uld
yo
u st
art,
sto
p,
and
co
ntin
ue?
7
The
Ret
rosp
ecti
vew
ill la
y b
are
the
neg
ativ
e ch
ang
e ag
ents
and
sto
new
alle
rs in
the
o
rgan
izat
ion.
BU
T TH
AT’
S N
OT
ALL
!!
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Mee
ting
2:
The
Dai
ly S
tand
up
Wha
t d
id y
ou
do
YE
STE
RD
AY
?W
hat
are
you
do
ing
TO
DA
Y?
Wha
t is
IN Y
OU
R W
AY
?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Mee
ting
2:
The
Dai
ly S
tand
up…
…is
qui
ck -
10
min
utes
max
.…
stay
s o
n to
pic
.…
iden
tifi
es d
epen
den
cies
.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
ww
w.r
ocke
tmat
ter.
com
Fast
Fo
rwar
d
to y
our
nex
t d
ay a
t w
ork
. D
o y
our
dai
ly
stan
dup
.
The
Dai
ly S
tand
upw
ill r
evea
l stu
ck p
roje
cts
and
po
or
per
form
ing
em
plo
yees
.
BU
T W
AIT
! TH
ER
E’S
MO
RE
!
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
5. W
IP B
oar
ds
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
8
“The
ory
of
Co
nstr
aint
s”
Whe
re a
re t
he w
eak
links
in y
our
w
ork
flo
w?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t la
rry@
rock
etm
atte
r.co
m /
@la
rryp
ort
Firs
t p
ublis
hed
in t
he M
ay/J
une
2012 e
dit
ion
of
GP
SOLO
Mag
azin
e, a
p
ublic
atio
n o
f th
e A
mer
ican
Bar
Ass
oci
atio
n.
6. A
do
pti
on
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
It’s
har
d t
o
get
peo
ple
to
ad
op
t ne
w
idea
s.
Yo
u N
EE
D s
upp
ort
fro
m t
he
top
.
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Wo
uld
yo
u b
e in
tere
sted
in
und
erst
and
ing
ho
w t
o g
et m
ore
re
ferr
als?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Ask
que
stio
ns:
9
Wo
uld
yo
u lik
e to
iden
tify
and
el
imin
ate
exce
ss w
aste
and
ex
pen
se?
larr
y@ro
cket
mat
ter.
com
/ @
larr
ypor
t
Ask
que
stio
ns:
THA
NK
YO
U!
Larr
y P
ort
Roc
ket
Mat
ter
larr
y@ro
cket
mat
ter.
com
Tim
Bar
anR
ocke
t M
atte
r ti
m@
rock
etm
atte
r.co
m
10
