How to Manage Your Knowledge & Experience
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Introduction to Knowledge Management for small law firms and solo lawyers - Presented at Clio Cloud Conference 2015 in Chicago, October 19, 2015
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How to Manage Your Knowledge & Experience
- 1. How to manage your knowledge & experience Connie Crosby, Crosby Group Consulting
- 3. @conniecrosby @crosbygroup connie@crosbygroup.ca +1 416-919-6719 Connie Crosby Principal, Crosby Group Consulting Photo: John Meadows
- 5. Why
- 6. Where’s the pain? Freeimages.com/artist: channah
- 7. Common complaints: Freeimages.com/artist: channah Info overload Pricing for AFAs On-boarding new staff/associates Partners who can’t retire
- 8. Knowledge Management looks to: improve information filters facilitate transfer of knowledge help learn from collective experience show who knows what
- 9. Stop re-inventing the wheel Freeimages.com/artist: pat herman
- 10. “The right stuff” to the right people at the right time the right information
- 11. What
- 12. who we know what we know how we do it
- 13. How
- 15. Get organized Freeimages.com/artist:Dušan Gavenda Group like things together Put into electronic format Standardize file names Document management system Weed out the obsolete
- 16. Make things findable & accessible Freeimages.com/artist:Mario Alberto Magallenes Trejo
- 17. Make things findable & accessible Centralize Freeimages.com/artist:Mario Alberto Magallenes Trejo Index/tag Document
- 18. Stop locking work away in email Collaborative spaces Extranets Wikis Make your work findable
- 19. Encourage a sharing culture Breakfast/lunchtime seminars Informal events Document learning: record, blog, write down GET PEOPLE TALKING TO ONE ANOTHER
- 20. Document processes how we do it Bring lawyers & staff together Walk through process Document the steps Refine
- 21. Streamline processes Where can you remove steps? The 5 Why’s Document automation how we do it
- 22. Build checklists how we do it Consistency Quality Reduce time spent Used by pilots, surgeons
- 23. Track time & cost for specific processes how we do it Collect data Monitor/measure over time Develop accurate estimates AFAs: bill for value without losing $$
- 24. Who
- 25. Involve everybody Ask them where the pain is Give them specific tasks Small steps, reminders Celebrate successes
- 26. Be strategic Put someone in charge Bring in a champion Plan Share plan with everyone
- 27. Getting Started
- 28. Make a plan Map it out Who will do what? Add a timeline Review regularly
- 29. Start small & build Freeimages.com/artist:Chris Turner
- 30. Start small & build Freeimages.com/artist:Chris Turner Centralize Pilot project Start with one practice group or department Test & adjust
- 32. Don’t forget the people side Show what’s in it for them Engage everyone in planning process Communicate, communicate, communicate Training & support
- 33. Try weekly stand-up meetings What you’ve done What you’re working on If you need a hand If you have capacity for more
- 34. Schedule reviews Freeimages.com/artist:Doru Lupeanu During matter work Feed learnings back in After action reviews
- 35. Remember - “the right stuff” to the right people at the right time the right information
- 36. who we know what we know how we do it Managing our knowledge & experience:
- 37. Want to know more?
- 38. ABA Law Practice Division - Knowledge Strategy Interest Group Publications Webinars
- 39. by Patrick DiDomenico ABA bookstore, 2015 Knowledge Management for Lawyers
- 40. ILTA - International Legal Technology Association Annual white paper Annual conference
- 41. Thank You.