Give Feedback Effectively

Giving negative feedback to your staff and associates is a difficult, yet vital, law practice management skill.

Good law firm work environments encourage learning and growth, and giving and accepting feedback must be a part of that environment to improve work performance. Feedback that reinforces good behavior is the ideal way to foster growth.  But there are times when it‘s important to discuss an issue that’s brewing in order to stop it before it gets beyond repair.

It’s necessary to give feedback effectively in order for your employees to have the benefit of knowing where they stand, so they can take steps to improve.  If don’t give feedback with poor performers, they won’t know what to change, even if they sense your disapproval.

I’ve helped many of my coaching clients get past their limiting beliefs around giving negative feedback.  They had such concerns as:

“If I tell him about his mistakes”:

  • He’ll think I’m too difficult to work for;
  • I’ll hurt his feelings; or
  • He might quit.

Such limiting thinking stops you from giving necessary negative feedback.  It’s ironic, as your motive for giving feedback is well-intentioned; you want to help your staff or associates improve their performance so they can become more successful.

How to give Negative Feedback Effectively

Consider using the sandwich approach to give negative feedback.  Start with saying something positive about the employee’s skills or talents before describing the negative behavior that you want changed.   Plan to finish the conversation positively.  Be sincere in making the positive statements; if you lie you lose credibility.  In between the positive statements, give your employee feedback on the behaviors that need to change.  Base your feedback on behavior specific facts, not subjective opinions.

Choose the right environment

Negative feedback should not be given when you’re angry or upset. Wait until you can be calm and clear.  Your conversation should be private and not rushed or interrupted.

When giving negative feedback it’s important that you describe an actual incident resulting from the poor behavior and not judge the employee as a result of performance failure.  For example, say “This letter you wrote contained these five specific mistakes….”, rather than “You’re careless because you make so many mistakes.”

Be clear what improved behavior you want from the employee. For example, “When you write a letter, I want it to be 100% accurate.  Accuracy is more important than speed.”  Let the employee know what’s important about the improved performance. Have the employee confirm his or her understanding of your expectations.

Be Empathic

It’s useful to be empathic when giving feedback. Try to appreciate how the employee might feel when hearing they’ve done something wrong.  Be polite. Be appreciative.  Be respectful.  Stick to observations, not opinions concerning what occurred.

Additionally, be aware of your comment’s impact on the employee.  Pay attention to whether he or she goes into a distressed state.  If this happens, the employee is not likely able to hear what you’re saying.    When you are calm and objective, you’re more likely to help the employee avoid a “shut down” state.  If it does happen, give the employee a breather to calm down.

Give your employee a chance to talk

Give employees a chance to talk about their thoughts regarding their performance.   Listen to them so they feel heard.  Talk calmly through any differences.  An employee may have valid reasons for their current behavior. The purpose of feedback is to create awareness that leads to improvement or correction of your employee’s performance.   Giving them a chance to talk helps them increase their awareness.

Let the employee come up with their own solutions as to how to improve their performance.   By suggesting the solution, the employee is more likely to follow through. Make the employee accountable by arranging to talk again at a future date.  Be specific about the date.  End the discussion by positively acknowledging your employee.

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New Rules for Law Firm Marketing

A Guide for Up-to-date Marketing of Your Law Practice

I just ordered The New Rules of Marketing & PR:  How to use social media, Blogs, News Releases, Online Video, and Viral Marketing to Reach Buyers Directly by David Meerman Scott and think ever Law Firm Marketing Director should read The New Rules of Marketing & PR and then incorporate Scott’s suggestions and ideas in their law firm marketing plan.

Before I bought the book, I checked out a copy of the New Rules from my local library and felt the book so insightful and valuable that I wanted my own copy to keep as a guide and resource.

I’m always looking for good books that will help me help my clients build rewarding, successful law practices.  This book is one of those resources.

I appreciate how Scott reveals the secrets behind how the web has leveled the marketing playing field. It’s possible to do good, quality marketing at a very reasonable cost by following his suggestions and insights.

One example of a low cost way of connecting with a larger market is to engage in conversations with other bloggers or journalists that have a large following of your target client.  My coaching clients interested in building media attention around their practice especially like that idea.

Telling your story directly (via the web) is new, because, until now, you’ve never been able to reach a potential audience in the millions without buying expensive advertising or getting media covered.” David Meerman Scott

The New Rules of Marketing & PR is your guide to the new online marketing world so that you don’t unnecessarily apply the old expensive advertising rules to the new medium of the web.

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Nurture Relationships so Serendipity Happens

Lawyers should focus on nurturing relationships and not rushing back to the office so that serendipitous good fortune can have a chance.

I just read Ellen Florian’s interview with Tony Hsieh, CEO of Zappos.com in the April 30, 2012 edition of Fortune magazine.  The piece was for The Best Advice I Ever Got column.  It was the right article for me to read at this time.

I recently was a co-facilitator for a Building Buzz for Women Lawyers workshop here in Seattle, and I was disappointed with how few of the women lawyers stayed to network after the workshop. Isn’t that ironic?

They came to learn how to build buzz (interest so they could grow their law practice) around their practice and then left. They could have started to create buzz with other women at this perfect networking portion of the event.  I expect they were rushing back to their office because they had pressing client matters, but I still feel it was important for them to have carved out the additional time to connect with others.

The workshop was extremely well received with lots of interaction and positive feedback, so I don’t think the exodus was a negative reflection on the workshop.

Create Your Own Luck in Your Practice

You never know who you might meet that will lead to that next amazing opportunity.  It’s important to put yourself in the position to create your own luck.  You need to keep nurturing all your relationships and keep opening doors to meet new people so that you can nurture those relationships.  You never know what new luck that new relationship might result in for you and your practice.

So, why do I say I read the article at the right time?  Because Hsieh highlighted why I was disappointed – the women who left immediately didn’t stay to build relationships for the sake of building relationships.

Hsieh’s best advice given to him was “to build relationships for the sake of the relationship.” He tells the story of a friendship that Hsieh’s advisor maintained when it didn’t seem to make economic or business sense. The friendship ultimately resulted in the company landing a major client when the advisor’s friend because president of that major client.

If you’re focused on the friendships as its own reward, serendipitous stuff just happens. I know that sounds weird, but I can tell you for our 12 years of existence, it’s actually how a lot of stuff happens.” Tony Hsieh

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File Management Requirements for Lawyers

Essential File Management Requirements for Your Law Practice

Your Law Practice Management check lists should include systems to manage the following file management areas.  Systems to:

  • store and be able to conveniently retrieve information regarding all your clients and opposing parties
  • open new client files
  • manage active client files
  • check for conflicts
  • manage limitation periods
  • close, retain, and then dispose of closed files
  • review and when necessary change data management systems to keep up with changing standards and  practices
  • manage electronically stored information
  • store clients’ property in safekeeping
  • comply with your State’s Bar trust and bookkeeping requirements.

Files include electronic format as well as paper documents.

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Legal Case Management Software Makes a Difference

This month’s law practice management post is written by guest blogger Nicole Raffay, Search Analyst for LexisNexis.

Law practice management has evolved dramatically over time, especially as technology has changed. What used to be endless rows of dusty filing cabinets became a personal computer. Then the internet and mobile devices appeared and once again changed the entire playing field.

Professionals in every field are being pressed to do more than ever before, and managing your client list, time, and firm finances can be a major challenge. This is especially true if you are part of a small firm or solo practice. As a lawyer, this move toward increased on-the-go mobility is especially challenging. Something as simple as a client meeting can require a large stack of files, and something as complex as a hearing almost requires its own filing cabinet. How can you make sure you have all your documents at all times, without breaking your back? Legal case management software can help make the difference in your firm.

Small firms and solo practices have often been frustrated by law practice management software. Everywhere you turn there are high fees, long training periods, and massive technology requirements. A smaller or solo firm doesn’t have the time or resources for that kind of investment, so they simply move on using their old methods. Unfortunately those methods are more time-consuming and often put them at a disadvantage compared to larger firms.

LexisNexis Firm Manager offers legal case management software that was created with smaller firms in mind. This software has simple setup without the hassle of major technology requirements, and allows you to easily import contacts and appointments from Outlook 2007 or Outlook 2010. While there are advanced features, you can get the basic software up and running and get back to work without having to learn everything right away. In addition, it operates over a variety of mobile devices, allowing you on-the-go access to your files.

As a small firm, you can’t afford to miss out on any opportunity to become more competitive. Legal case management software can bring your practice to the next level and help you become more mobile and efficient in – and out – of the office.   Written by Nicole Raffay.

Although I have not used LexisNexis Firm Manager software, Case Management Software is definitely a must to manage a successful, efficient law practice.

 

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Use Checklists for Best Practice Excellence

Systematize Your Law Practice – Use checklists

Use checklists to systematize your law practice and ensure getting great, consistent results. Checklists are the foundation for an excellent, well run law practice that is mistake free and less stressful.

Set up systems using checklists for every procedure you and your staff do to make sure that each time something is done, it’s done consistently and nothing important is forgotten.

You might feel you don’t need checklists to practice law because everything you do is unique.  But if you think about your practice, you’ll come up with many areas where the use of checklists will make your work easier and foolproof.  While the content of your work might be unique, you’ll find steps that you repeat over and over again.   Anything that you do again and again is ideal for checklist use.

No matter how skilled you may be, well-designed checklists will help you improve results.

In The Checklist Manifesto, Atul Gawande very persuasively points out that the use of checklists by doctors and pilots saves lives.  If doctors and airline pilots can use checklists in the midst of emergencies to save lives, surely lawyers can use checklists to protect their clients’ lives too.

How do Checklists help?

The use of checklists obviously helps deal with complex matters or projects.

The more unfamiliar an area, or the more infrequently you handle something, the more you need a checklist to help you maintain control.

No matter how good your memory, there are times that without the use of a checklist you’ll forget or miss something.  Lawyers are always being interrupted and interruptions are a common reason why something is forgotten or left out. You won’t forgot anything if you rely on your checklist.

Not knowing the kind of checklists you should create in your law practice might be holding you back.  Consider some of these areas to design personalized checklists suited to your law practice.

Checklists can help you:

  • Screen new clients
  • Meet a new client – what are all the items you want to cover?
  • Draft complete documents. Templates are a form of checklist.
  • Set up communication protocols to greet clients, send emails, and answer the phone.
  • Take a deposition.
  • Prepare for trial.
  • Close simple to complex transactions smoothly.
  • Manage firm finances.
  • Maintain billing procedures that help you get your bills paid.
  • Hire people.
  • Track profitability in your law practice.
  • Check for conflicts.
  • Calculate comprehensive flat fees.
  • Delegate effectively.
  • Manage your practice.
  • Market your practice.

 A Checklist Resource For Lawyers

The Law Society of British Columbia has a Practice Checklist Manual which provides a listing of sample checklists, to help lawyers manage their practices at http://www.lawsociety.bc.ca/page.cfm?cid=359&t=Checklist-Manual. Use these templates to help you design your own law practice checklists.

Consistent use of checklists is a best business practice for excellence a lawyer, or any professional, can have. Using checklists helps you reduce stress, increase productivity, defeat procrastination, make fewer mistakes, stay focused, and maintain control.  Why wouldn’t you want to use checklists?

If you would like help on using or designing your law practice check lists, please consider contacting me to see how I can assist you.  Check out my Coaching for Lawyers website  http://www.coaching-for-lawyers.com/legalcoach for more infomation.

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Developing Referrals Sources is On Going

Cultivating Referral Sources

In preparation for a presentation I’m going to give called ”Cultivating Referral Sources”, I came up with the Referral Cycle.  There are five ongoing actions that lawyers and all business people need to take to cultivate referral sources so that you actually get work referrals.  You need to

  • Meet people – face-to-face, phone-to-phone, email, or social media. The personal touch is key.
  • Connect with them -  Here’s where “know, like, and trust” is established.
  • Stay in touch – cards, invitations, phone, email, social media.
  • Ask them for something – work, information, advice.
  • Appreciate them – thank them in writing, by invitation to fun events, with gifts that don’t breach your rules of professional responsibility.

Cultivating referrals is a cycle because you need to keep repeating the actions of the cycle all the time.

You can gain expertise in learning how to Ask.  Experience will lead you to learn who your connectors are.  Connectors, being those people who know everyone and are in the best position to refer you the kind of work you want. Then you can focus your time cultivating relationships with those people who are your Connectors.    Here’s what the cycle looks like:

Cultivating Referrals Sources if Ongooing

Cultivating Referrals Actions are Circular

The reason this is circular is to emphasize the need to keep doing these things over and over again.  Then you must be patient and give your efforts time to have results.  Don’t expect immediate results.

Staying in touch is the most important action in the referral cycle. You need to stay top of mind so that when an opportunity to refer comes along, your referral source will think of you.  The other four actions of the referral cycle – Ask, Appreciate, Meet, and Connect, require you to Stay in Touch.  Thinking about different referral, developing actions helps you break down your actions into more manageable steps. And helps you lock in on the actions you need to focus on to really cultivate and help people help you build the law practice you want.

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Learning Keeps This Lawyer Young

Coaching For Lawyers Newsletter for December 2011

I’m a strong believer in what Henry Ford said about how learning helps us stay young.
Anyone who stops learning is old, whether at twenty or eighty.  Anyone who keeps learning stays young. The greatest thing in life is to keep your mind young.” — Henry Ford

Here are some ways I’ve found to “stay young” this year:

In September I went to the International Coach Federation conference in Las Vegas. I was very inspired by Steve Farber’s keynote message that

not only do you have to love what you do,

you have to love your clients, and

have your clients love you!”     I used his theme working with my clients these past few months.

I read a lot of great books this year, here are just a few I enjoyed and recommend:

Switch: How to Change When Change is Hard by Dan Heath

Drive: The Surprising Truth About What Motivates Us by Daniel Pink

The Hunger Games: a young adult page turner by Suzanne Collins

I updated my website, I enjoyed finding images that help explain what I do.

I help lawyers enjoy life.

I especially like this “live life” image.

 

 

 

My most exciting technological purchase this year was my Scanscap s1500 printer/scanner. I attended the Washington State Bar Association Small and Solo firm conference at Ocean Shores in July at which the Scanscap was frequently recommended, and the first thing I did when I came home was buy it! It’s been wonderful for helping me move my office to a paper less system. I loved scanning my conference notes and throwing away the hard copies.

I paid attention to a dream that motivated me to return to Weight Watchers in May. Weight Watchers is probably the first and best coaching experience I had in my early 20’s. I guess I’ve always been attracted to accountability and positive reinforcement as a way to achieve goals.  I’m very pleased to have lost over 15 lbs.

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Client’s need to feel the love

If you want to be successful your clients need to feel that you love them.  They need to feel that:

  • They are important to you.
  • You like them.
  • You understand where they are coming from.
  • You want to help them.
  • You are following through on your promises.
  • You call them before they feel the need to call you.
  • You don’t keep changing the rules.
  • You want to help them with their situation.
  • You trust them.

In a recent refinancing attempt (with a company I have been with for over 9 years) I didn’t feel the love so at the last minute I didn’t go ahead with the transaction and have moved to a different lender.

Because of loyalty to that long term lender I hadn’t bothered to check out whether I could get a better deal somewhere else (I could and did).  But when I didn’t feel the love time and time again (over a 5 week period)  I decided “no” I don’t want to do this transaction with you.  The straw that broke my back was when I was expecting to get documents to sign after they said everything was done and then asked for one more thing.

This experience made me aware on a personal level how absolutely right Steve Farber’s key note message was.  I attended a presentation by Steve Farber author of “Radical Leap Re-Energized” a few weeks ago and was very inspired with his message.  Not only do you need to love what you do, you need to love your client, and your clients need to love you.

Farber made me realize its okay to use the word “love” in business.  In fact it’s necessary to love your work, love your client and have your client love you and your results if you want to be successful.  That high level of passion and commitment to your client is what’s important for success.

Do your clients know you love them?  If you not, what will you do better?

If you would like coaching on how to show the love for your clients in your practice please consider contacting me to see how I can assist.  Check out my website  http://www.coaching-for-lawyers.com/legalcoach.

 

 

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What to Delegate?

 What should you delegate in your law practice?

 The short answer is everything you can.  Delegating well makes you more profitable.

 Here are a few thoughts that might help you decide what to delegate in your law practice:

  •  If someone else can do something, delegate it so you can spend your time billing your full rate, doing something only you can do. 
  • You especially need to delegate when it is in the best interests of your client.  If someone can do something at a lower rate than you – delegate it.
  • If you are procrastinating on something or think you will – delegate it.
  • If you don’t know how to do something, delegate it.
  • Delegate all administrative tasks to an administrative support person.  When you have an assistant or associate, you should keep them busy first.  Then you can spend time generating further business. 

 If you would like coaching on becoming a better delegator in your law practice, please contact me to see how I can assist you.

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