LI30: Aligning Your Stars: Succession Planning for the Administrative Team
Recorded On: 05/05/2018
How will your firm replace that senior billing manager who handles conflict checks and invoicing when they retire? How about the collection specialist who knows everything about your client database? Is your firm addressing the evolving role of the legal administrative assistant? Current demographics in most law firms, regardless of size, now make succession planning a critical issue. You need specific strategies to transfer critical operational knowledge of day-to-day responsibilities among various staff positions. You need an effective plan to overcome the challenges of filling key positions when members of your senior administrative team retire. Those firms who respond now will create a competitive advantage for the future.
Objectives:
- Identify demographic and economic trends that require succession planning.
- Identify critical steps for effective succession planning.
- Create training programs to cross train and develop individuals to succeed others.
- Discuss current best practices among law firms of various sizes.
Audience: Intermediate
Other Information:
75 Minutes
CLM App Management Category -FS: Legal Industry/Business Management
CPE Field of Study: Business Management & Organization
​Michael Moore
Michael Moore is the Founder of Moore's Law, LLC, and helps both lawyers and law firms create professional success. Moore specializes in individual marketing, client development, and leadership coaching and advises law firms on strategic planning, growth initiatives and resource optimization. A frequent speaker at ALA events across the country, his current topics have included mentoring, leadership, financial management and strategic planning.