Recorded March 2016
In this Podcast recording for the series on
Trial Support A-Z, Karen Pierson and
Patrice Fatig provide a high-level overview of legal project management. They
also provide some suggested resources to enhance project management skills (the
links to these resources are below).
Follow the lifecycle of a litigation case as Karen and Patrice discuss
the responsibilities of legal project management:
Listen to the podcast here
The major points covered in the podcast
include:
-
What is legal project management and what dictates project style
-
Who is the project manager (PM)
-
What a PM is responsible for
-
How to become a legal PM
Legal
project management for litigation covers the life cycle of a litigation case. Not
all cases are the same. The style of
project management is often dictated by the type and size of the case. Determining this is often easier for those
with experience and education – but don’t be afraid to volunteer. Experience is the reward. There are official training courses in
project management (paralegal study programs, Project Management
Institute).
Project
management involves the organization and communication with a team to
accomplish a specific goal. The role of
the PM is to keep communication, tasks and goals centralized and
organized. The PM cannot do it alone,
as Karen and Patrice point out, the legal project is like a boat – if the PM is
the only one rowing then the boat will only go in a circle. Delegating tasks to the subject matter
experts [IT, Litigation Support, Vendors] will help keep projects going and
timelines met.
Karen
and Patrice share their experience with using tools to help track the progress
and tasks of projects. For example,
dedicating a calendar for the project helps keep the project organized. Using the tools your team is familiar with is
important, tools like Outlook, Excel, and SharePoint, or a hard copy
calendar. The PM schedules the frequency
of meetings and prepares agenda and notes.
Make sure to have notes available soon after meetings – this will help
keep everyone on track and tasks fresh in the minds of busy people.
The
role of the PM will change during the course of a case. From the complaint to discovery, deposition,
trial and post-trial, the role of the PM will be less active in some phases and
more active in others. Be flexible and willing to pitch in with any and all tasks. Keep your sanity! You may be the rock other team members rely
on. Be prepared to answer the call.
Here are links to additional information on
legal project management:
ILTA Whitepaper: Project
Management
http://epubs.iltanet.org/i/18157-project-management/29
ILTA “Become the envy of your team with project management”
http://ilta.personifycloud.com/webfiles/productfiles/3724412/Become_the_Envy.pdf
Georgetown has CLE in legal project management
http://scs.georgetown.edu/programs/391/continuing-legal-education/
Legal Project Management Certification:
http://legalprojectmanagement.info/blog/resources/lpm-certification.html\
ILTA Example: Excel file of Case
Tasks and Tracking
http://ilta.personifycloud.com/webfiles/productfiles/943003/Tips_one.pdf
Listen to the podcast on Legal ProjectManagement here