how to manage your knowledge & experience
TRANSCRIPT
How to manage yourknowledge & experience
Connie Crosby, Crosby Group Consulting
@conniecrosby@[email protected]+1 416-919-6719
Connie CrosbyPrincipal, Crosby Group Consulting
Photo: John Meadows
Why
What
How
Who
Getting Started
Why
Where’s the pain?
Freeimages.com/artist: channah
Common complaints:
Freeimages.com/artist: channah
Info overload
Pricing for AFAs
On-boarding new staff/associates
Partners who can’t retire
Knowledge Management looks to:
improve information filters
facilitate transfer of knowledge
help learn from collective experience
show who knows what
Stop re-inventing the wheelFreeimages.com/artist: pat herman
“The right stuff”
to the right
people
at the right time
the right information
What
who weknow
what weknow
how wedo it
How
Get organized
Freeimages.com/artist:Dušan Gavenda
Get organized
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Group like things together
Put into electronic format
Standardize file names
Document management system
Weed out the obsolete
Make things findable & accessible
Freeimages.com/artist:Mario Alberto Magallenes Trejo
Make things findable & accessible
Centralize
Freeimages.com/artist:Mario Alberto Magallenes Trejo
Index/tag
Document
Stop locking work away in email
Collaborative spaces
Extranets
Wikis
Make your work findable
Encourage a sharing culture
Breakfast/lunchtime seminars
Informal events
Document learning: record,blog, write down
GET PEOPLE TALKING TO ONE ANOTHER
Document processes
how wedo it
Bring lawyers & staff together
Walk through process
Document the steps
Refine
Streamline processesWhere can you remove steps?
The 5 Why’s
Document automationhow we
do it
Build checklists
how wedo it
Consistency
Quality
Reduce time spent
Used by pilots, surgeons
Track time & cost for specific processes
how wedo it
Collect data
Monitor/measure over time
Develop accurate estimates
AFAs: bill for value without losing $$
Who
Involve everybodyAsk them where the pain is
Give them specific tasks
Small steps, reminders
Celebrate successes
Be strategicPut someone in charge
Bring in a champion
Plan
Share plan with everyone
Getting Started
Make a plan
Map it out
Who will do what?
Add a timeline
Review regularly
Start small & build
Freeimages.com/artist:Chris Turner
Start small & build
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Centralize
Pilot project
Start with one practice group or department
Test & adjust
Start with your existing software
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Don’t forget the people side
Show what’s in it for them
Engage everyone in planning process
Communicate, communicate, communicate
Training & support
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
Schedule reviews
Freeimages.com/artist:Doru Lupeanu
During matter work
Feed learnings back in
After action reviews
Remember - “the right stuff”
to the right
people
at the right time
the right information
who weknow
what weknow
how wedo it
Managing our knowledge & experience:
Want to know more?
ABA Law Practice Division - Knowledge Strategy Interest Group
Publications
Webinars
by Patrick DiDomenicoABA bookstore, 2015
Knowledge Management for Lawyers
ILTA - International Legal Technology Association
Annual white paper
Annual conference
Thank You.