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Sometimes It Takes A Clear Vision Of Your Future To Prompt Change

I’ve been living in a construction zone for weeks, but tomorrow it will start to get better.   Three weeks ago we ripped out our carpet and started moving furniture and painting.  Tomorrow the flooring guys arrive with beautiful new carpet and we can finally move our furniture back in from the garage, the bathroom, the kitchen, the patio … wherever we’ve found a few inches to stash stuff.  My office is the last to go.  

Bigstock-VISION-word-cloud-in-a-US-traf-48040718Having my house upside down and walking on gritty concrete floors has made me just a little nuts.  I’m one of those “my home is my castle” people.

Why would anyone choose to go through this?

Through Strengthfinders I’ve discovered that while I’m not overly fond of change, it’s uncertainty and not having a clear vision or plan that keeps me awake at night.  Give me a clear vision of the desired outcome and I will make all kinds of sacrifices to get to that outcome.

Lately, I find myself working with an increasing number of teams interested in implementing an RMS process.   I know what the future holds for them – I have such a clear vision of it – and am so excited about the direction in which they’ve chosen to go.  What impresses me is that they trust the system enough to go through a transition period, a time of uncertainty, with faith that putting in hard work and carving out dedicated time will give them a breakthrough with their business.

A Relationship Management System is a systematized, dedicated, deliberate and painstaking approach to building professional relationships.  Doing it “right” means being fully committed and unwilling to give up or become distracted and neglectful.   It takes a clear vision of the desired outcome and an unfaltering commitment to reaching that goal.

Does your team have a clear vision of what the goal line looks like?  If you’re the team leader, how clear is your own vision?  How often do you, as a team, focus on your long-term goals?  Or are you totally consumed with putting out the day-to-day fires in your office?

If you are an LWP Member and you and your team are ready to take the next step – to set long-term goals and form an action plan focused on developing an RMS process and would like some help, let your CCI coach know!  

If you're not a member, reach out to Molly Hall at mhall@lawyerswithpurpose.com or 877-299-0326 x 102 and she can walk you through what we have to offer to get your phone ringing and filling your pipeline.

Nedra Catale, Coaching, Consulting & Implementation – Lawyers With Purpose

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When You Wake Up Monday Morning

Real quick, I’m not certain if you saw my two other previous blog posts and I wanted to make sure I kept you in the loop. I KNOW how Monday mornings feel with the email barrage…especially after being away from the computer all weekend (hopefully).

Member_brochure32I wanted to make sure you were aware LWP announced it has made a few changes to our membership levels specifically designed to serve solo and small sized firms based on their customized needs.

WHAT is changing you ask? Here are a few of the CHANGES in the membership levels. 

  1. LWP Silver Membership: This level of membership is currently $897/month which INCLUDES our 3 Day Technical/Legal training as well as the 3 hour VA accreditation program. Effective tomorrow this LIVE educational training program is no longer included in this level of membership. The tuition to attend this program will be an additional fee of $1,497 (A $1,497 SAVINGS if you enroll TODAY).
  2. LWP Gold Membership: This level of membership is currently $1,497/month which INCLUDES everything that the SILVER Level of membership offers PLUS the hands on customized, personalized Coaching, Consulting & Implementation program for your entire Law Firm. Effective tomorrow the Coaching, Consulting and Implementation is no longer included in this level of membership. (A $997/a month SAVINGS if you enroll TODAY).
  3. LWP PLATINUM Membership: NEW Additional LEVEL. This level of membership was never previously offered. It is $2,397/month which INCLUDES everything that the GOLD Level of membership offers PLUS a personal Attorney Mentor Coach. What this means is that you will have a successful LWP member that was sitting in the exact spot as you are now…nervous to commit to the monthly fee with an absolute need that this must work out. You will have a dedicated LWP attorney member, in addition to the CC & I program, to support you every step of the way on your journey to creating a salable, scalable business.

NOW really is the best time for you to take the leap of faith and join the LWP Community. Simply go to www.joinlwp.com to sign up TODAY.

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

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Dangerous Productivity

“In today’s culture – where self-worth is tied to our net worth, and we base our worthiness on our level of productivity – spending time doing purposeless activities is rare. In fact, for many of us it sounds like an anxiety attack waiting to happen. We’ve got to get ’er done! It doesn’t matter if our job is running a multimillion-dollar company, raising a family, creating art, or finishing school; we’ve got to keep our noses to the grindstone and work!  Many of us still believe that exhaustion is a status symbol of hard work and sleep is a luxury. The result is that we are so very tired. Dangerously tired. But the truth is, we can’t handle it. We are a nation of exhausted and overstressed adults raising overscheduled children. We think accomplishments and acquisitions will bring joy and meaning, but that pursuit could be the very thing that’s keeping us so tired and afraid to slow down.”

Bigstock-Silhouette-Of-An-Exhausted-Spo-56076581The above passage is the wisdom of Brené Brown, one of, if not the, most highly referenced of today’s writers and researchers. Brené has spent the past decade studying vulnerability, courage, worthiness, and shame, and her published work is business – and life-altering. I have been studying it for the past three years and working with my business coach on incorporating much of her work into our organization.

Brené calls her syndrome “dangerously tired”; I would like to add “dangerously productive” to that diagnosis. As a follow-through, I am guilty of this. “Just finish up this marketing campaign and then I will close down for the day,” I’ll tell myself. “Muscle through, you can handle it.” “I can catch up on sleep this weekend.” There is a cost for this dangerous productivity. I see it in law firms every day. The challenge is that we trick ourselves that “it’s just this week” when the truth is that this level of muscling through becomes our norm. And if this isn’t our way of being? Then it’s almost worse, because we repeatedly beat ourselves up for not being motivated enough or not working hard enough.

The following exercise Brené rolls out in her book, titled “The Gifts of Imperfection: Let Go of Who You Think You’re Supposed to Be and Embrace Who You Are,” was a game changer for me personally. And yes, I will be sharing it with the team this week.

STEP ONE – Create a list of specific conditions that are in place when everything feels good in your life (here’s an example of mine):

  1. Starting my day @ 5:00 a.m. with exercise
  2. Being present for & connecting with kids in a.m. before they head off for school
  3. Dedicated 1 hr. Sunday evenings for my “Rock Star Week” planning
  4. Weekly partner meeting to connect on strategic opportunities vs. operations
  5. A scheduled vacation on the horizon to keep me moving to know there is time carved out for play, rest and connection with my family & friends
  6. Operating from my written Marketing Plan with deadlines for the week
  7. Weekly accountability meeting in place for the beginning and end of the week to hold my feet to the fire to stay focused on my goals

STEP TWO – Create your To-Do List (here is one of mine):

  1. Type up notes from partner meeting
  2. Schedule calls with DH & VC
  3. Follow up emails to MO and RD
  4. Call with AM on L/T webinars
  5. Call w/RD about covering for me while I am in China

STEP THREE – Create your To-Accomplish List (Here is a sample of mine right now):

  1. Automated Enrollment Process in Infusionsoft with triggers and chains for each step of the enrollment process
  2. Meet “100 Days to Year End” goal by December 19,2014
  3. Generate 16 initial contacts per week consistently
  4. Replace myself in Operations by October 1, 2014
  5. PPT up & running and generating $22,500 in revenue by December 19, 2014

The most revolutionary part of this exercise was looking at the pieces that must be in place in order to create and traverse (not muscle through) my rock star week.  The other “AH HA” was comparing my To-Do List and my To- Accomplish List. I loathe my To-Do List. It sucks the life out of me. It’s busy work that doesn’t challenge or inspire me. I quickly realized it’s time to delegate my To-Do’s for the week and put my To-Accomplish front and center. I am going to be incorporating this exercise every week in my Sunday planning time and I am going to immediately delegate my To-Do List to allow me to focus on my To-Accomplish List.

Dangerous productivity is not a long-term plan for success, whatever success means for your business. Dangerously productive is so “old school” and has been replaced with intentional laser focus, which in turns eliminates the exhaustion as a status symbol and replaces it with joy and meaning.

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

 

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The Perfect Effort Is Not A Fiction

Fall is on the horizon. This only means one thing: movie theatres are back in the rotation for our potential family outings. Last Monday after school it was an unusually rainy, cold day, so I surprised the kids by picking them up and heading to the movies – one of our favorite, favorite things to do. Our first movie of the new season was “When the Game Stands Tall.” This film is based on the true story of the De La Salle Spartans, a high school football team from northern California. It is a moving plot about a team that didn't lose a game, not one single game, for 12 years from the early '90s to the early 2000s.  They ran their record to 151-0. This is not just another movie about football; it tells about a mission to lead boys into manhood and prep them to carry the burdens of the society into which they soon will enter.

Screen Shot 2014-10-01 at 9.21.11 AMThe foundation of the movie is Coach Bob Ladouceur’s unique coaching process, which he called “The Perfect Effort.”“Coaching is about human performance and how to get each player to realize their potential through the actualization of their individual talent,” Coach Lad once said.  “While winning is important – it is why we play the game and keep score – the emphasis is on ʻthe process,ʼ what each player must do that in aggregate leads to victory. The formula for success in team sports is simple.  The implementation of that formula is complex and is the art of human performance.”

“The game stands tall when we display the conduct and actions that not only make our life more productive but also improve our community,” he added movingly.

The Perfect Effort is more about bringing your “A” heart with your “A” game. It is about unwavering perseverance and not being defined by a loss.

Whether it is a football team, an office team, a marketing team, etc., The Perfect Effort process applies wherever you go. The singular success of a 151-0 record was created not because the De La Salle Spartans spent more hours in the gym than any other team. It was not because they fought harder than any other team. The success came from being very clear on what their individual roles were, how to integrate with each member on the team, and the impact of the whole of the process and the team organization – all with integrity and collaboration in mind, never focused on the individual. It was always about The Perfect Effort within the core values of the team first and foremost.

What I love most about movies is how they can deliver powerful messages in 120 minutes that are so relevant to our day-to-day lives. They can break through even if you’ve heard the same messages before, i.e. LWP with our unending stand for embracing of process with a team-centric approach to reaching the goal. Sometimes, most times, it takes a light, fun environment to drive the message across the goal line. 

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

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More Than Your KOLBE

I’m a Fact Finder, which makes it a sure bet that I’m fascinated by all things KOLBE and how a KOLBE A index can predict levels of success in any given position.  As a CC&I Implementation Coach, I review KOLBE scores with teams on a regular basis.  I’m always particularly interested (and generally amused) when I have a husband and wife working together and review their KOLBEs. 

Bigstock-Success-target-16975154Occasionally I have a business owner tell me that they’ve had to let a team member go, and in several instances, we’ve found that the team member simply did not live up to the expectations the KOLBE index had indicated.

For example, a Client Services Coordinator with a high Follow Through was found to be trashing prospect contact information because she ran short of time to enter the information into the firm database.   Her attorney totally depended upon her Follow Through and her sense of integrity to get the job done.

What does it mean when a team member … or an attorney … doesn’t get the job done?

Unfortunately, I’ve been hearing from a number of frustrated attorneys who went on vacation this summer, only to return and find their team had dropped the ball in their absence. 

Just to keep the record straight – I’ve also heard from frustrated team members as well.

It was summer.  A time when we’d like to slow down just a bit and stop and smell the roses.  Play with the kids while they’re out of school, or feel the need to tackle some of those home improvement projects that went left undone when you were so focused on the business.

The good news is the kids are back in school, summer is over, and it’s time to focus on making up for lost time.

The bad news is that this issue may not just be seasonal. 

Enter the Strength Finder.

The Strength Finder is an additional tool that can supplement what the KOLBE tells us.  It measures 34 different areas to identify and rank your top strengths.    The results can be enlightening and life changing.

For example, I discovered that while my KOLBE Follow Through is not incredibly high, my Strength Finder lists one of my top strengths to be “FIXER.”  I am literally driven to “FIX” or complete what is incomplete.  My “FIXER” strength boosts my unimpressive KOLBE Follow Through.

The Strength Finder, when coupled with the KOLBE and the Language of Appreciation, provide great insight into talents, strengths, willingness and passions.

You can discover your strengths, free of charge – click here.  You can discover your Language of Appreciation, free of charge here.  The KOLBE A retails for $49.95 (click here) but a $10 discount is currently offered at http://www.kolbe.com/pages/special-partner/jkw/.

I must warn you that using these tools is no substitute for holding each other accountable in your office.  One way to “check in” and be held accountable is through the Weekly Team Meeting.  A Weekly Team Meeting, led by the Client Services Coordinator, with an agenda that promotes the accountability of each team member in front of the team, including the attorney, is a way to systematically inspect the moving parts that operate your business.  Internally publishing notes with dated assignments is also an accountability tool.

If you would like to schedule a team evaluation using the KOLBE A, Strength Finder and Language of Appreciation, please contact me at ncatale@lawyerswithpurpose.com.

There are still a few days left to register for our Practice With Purpose Program in October.  If you want to grow your business with Medicaid, VA & Asset Protection by year end, show up!  You can see the full agenda and register here.

Nedra Catale – Coaching, Consulting & Implementation, Lawyers With Purpose

 

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The Initial Contact Focuser

A few years ago, a federal investigator subpoenaed one of my calendars to prove a local doctor had committed massive insurance fraud.  The doctor ultimately lost his license and served prison time, based in large part on my calendar.

About that same time, I received a parking ticket in the mail, and was able through my calendar keeping, to prove that I had been in another city that day many miles away.

Screen Shot 2014-09-08 at 7.30.51 PMUsing the Initial Contact Focuser may not help you fight a parking ticket or be used in a federal investigation, but the information it captures cannot be recreated after the fact.  The ICF documents the number of prospects who have contacted your firm in any given time period, and perhaps most importantly, documents where those prospects came from.  The ICF should guide and measure the results of every marketing decision you make.

When I hear that a law firm is not either using the ICF or capturing this information in some other way, it’s truly difficult for me to understand.  That valuable information is forever lost.  Putting contact information on a post-it or a phone pad is no way to run a business.

Long-term planning for growth and success can only be successful through systematically capturing, measuring and evaluating information.

A firm that I work closely with recently organized all their ICF information for the prior 12 months and was dismayed to see that a newspaper ad for which they had paid more than $400 per month for more than a year had not generated a single client.   

Another firm created lunch & learn opportunities, cooking and paying for lunches at the local senior center for a number of months before reviewing their ICF data, and calculating that the ROI was negligible.

How can you measure the success of any of your professional relationships if the ICF is not carefully maintained?

This sample shows not only the results of professional relationships, but also documents a referral to another law firm. 

This tool is available on the LWP members website in both Excel and Word formats and can be found by searching “5 Key.”  This information can also be captured through most any database software.

Make reviewing the weekly ICF a part of your weekly team meeting – I promise you won’t regret it.  If you need any support please let me know – ncatale@lawyerswithpurpose.com!

If you want to learn more about the systems and tools that Lawyers With Purpose has to offer, please consider joining us in Phoenix, October 22nd – 24th for our Practice With Purpose Program.  Click the link to review the agenda and see all that you get in just 2.5 days!  Click here to register now.

Nedra Catale – Coaching, Consulting & Implementation, Lawyers With Purpose

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It’s Going To Be Really Hard!

Labor Day weekend is always a “2-minute warning” type of weekend for the Hall family. Like so many other Americans, once the calendar hits the first Tuesday of September, we panic because the clock is running out on the nice weather. This year we headed to the Grand Canyon to camp for three nights. As we hit I-70 westbound, we bantered back and forth about all the fun we were going to have exploring with two other families we were meeting there, with collectively 10 kids in tow.

IMG952398Saturday, as we hiked the south rim, we consulted with a park ranger on a few different trails we had been pondering for our Sunday hike. This time we were going to hike down the canyon. The ranger coached us on the best hikes to take with kids in the pack. We finally decided on one that would take approximate two hours roundtrip. We were given the caution list of all the things to take into consideration, as this is a “hard” trail.

Early Sunday morning the 14 of us started hiking down the switchback rock bed trail. We met many great people along the way – of all ages and sizes. Because of the repeated warnings of the hike’s difficulty, we started out slow, stopping and checking to make certain everyone was OK. As we waited, we conversed with the folks coming up. Again, many of them warned us it was going to be hard. It wasn’t until about 20 minutes into the hike that it dawned on me why everyone we met expressed how “hard” it was going to be.

Most hikes consist of hiking up a gradual incline, where you can see the summit. You see where you’re headed, how you’re getting there and when the end is in sight. If the hike is too challenging or way out of your comfort zone as you ascend, you can easily turn back, knowing the hike down provides a reprieve. And you can go back to where you started the known.

When you hike the Grand Canyon, on the other hand, you start at the rim and hike down. There are switchbacks every step, since hiking straight down would surely result in death. You cannot see where you’re headed or how you’re getting there, and the end is definitely not in plain sight. The hard part for most people is hiking up, not down. So there is little enjoyment for the hikers who like to know where the finish line is, get through the hard part first and coast through the easy part on the way back. Hiking the Grand Canyon is not the “norm” when it comes to hiking, so people are quick to exclaim how “hard” it’s going to be.

This is interesting, because many people who said “it’s going to be hard” didn’t know that firsthand. They were just projecting either what they were told or were feeling the uncertainty of a unordinary route. The truth of the matter is, the hike itself was NOT hard – it didn’t test the strength or endurance of the adults or even of the 6-year-old we had with us.

As we began to hike back, it got me thinking. (An occupational hazard as a coach.) Where else in our lives do we buy into the story that something is going to be “hard?” The feeling can be especially strong when we aren’t sure where we are headed, how we are getting there or what the journey back will be like if it doesn’t work out. What if I can’t do this?

I witness this daily with phone calls from burnt-out, transitioning attorneys who can’t stand another day in the courtroom but can’t comprehend the unknown path to an alternative. The certainty of their misery is far less painful than how hard it’s going to be to get on a different path where we will guide them through all the uncharted territory.  I also see it in the attorney who needs to fire an underperforming, entitled employee who has been there since the firm’s inception. There is no named replacement on the horizon, or any certainty that the revenue will be coming in to support the transition. Same with the receptionist who is so very ready to share her ideas about marketing, and is eager to step up to tackle that role. But what if her vision doesn’t work out? What if the job is too much for her? What if the results don’t come immediately? Marketing people are often the first to get cut when funds get low.  

People tell us how hard life and business will be when we share where we are thinking of heading. And we believe it – so we don’t even get on the path. Consider the possibility that “hard” actually means something you’ve never done before that doesn’t have a map with a certain path carefully dotted from beginning to end.

Are you standing at the start of the path feeling oppressed with anxiety and uncertainty, and is that making the change feel like it’s too much work and too hard?

If you're an estate planning attorney and want to learn more about Asset Protection, Medicaid & VA, check out the agenda for our Practice With Purpose Program we're having October 20nd-22nd in Phoenix, Arizona.

Molly L. Hall, Co-Founder, Lawyers with Purpose, LLC, and author of Don’t Be a Yes Chick: How to Stop Babysitting Your Boss, Transform Your Job and Work with a Dream Team Without Losing Your Sanity or Your Spirit in the Process.

 

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Balance Your Time – Control Your Practice

An elephant balanced on a small ball, a tightrope walker, a ballerina en pointe.  I am continuously amazed and impressed by balance.   To me it denotes focus, grace, concentration, skill, practice, dedication and a sense of victory.  After all, what is balance but a victory over gravity achieved by dedicated hard work?

Bigstock-Managing-Risk-39992806After 15+ years’ experience as a team member in a number of law firms, and the past eight months as a CC&I coach to several dozen firms, one of the most striking differences I’ve noticed between successful firms and struggling firms …. is balance.

What does that mean?

LWP strongly advocates a 40/40/20 split of firm time, held in place by a time template that is honored.  This means the firm spends 40% of its time on specific client-related activities, such as appointments, drafting, reviewing and processing.  Anything that has a client name on it goes into the 40% client pot.  Notice that I didn’t use the word “prospect.” 

Anything done to encourage a prospect or prospects to become clients is allocated to marketing, not including the Vision Meeting or Initial Consultation.   The rule of thumb here is for the firm to spend 40% of its time finding prospects, getting its message out, and enrolling clients into workshops (and then into a Vision Meeting) or initial consultations.  This includes your weekly marketing meeting, time spent developing and cultivating your RMS process, involvement in community events, development of blogs, your website, newsletters … wherever your firm has decided to invest its resources to attract clients.

The remaining 20% of your firm time template should be reserved for firm administration.  This includes your weekly staff meeting, paying bills, filing, bookkeeping, cleaning off your desk, taking out the garbage, and whatever needs to be done to oversee the mechanics of your operation.

A firm that sacrifices or neglects its time template to meet client demands is one that endangers itself and its operation.  It’s just that simple.

I’ve had team members argue with me that the restrictions of a time template limit their ability to meet their clients’ needs. 

A few days ago I was on a commercial airline and heard again for the zillionth time, the instructions that if an air mask drops down, the passenger should first put on his own air mask, THEN assist others.   The underlying message is that you’re not going to be much help to anyone else if you don’t see to your own reserves first. 

Firms that do not honor a time template that is balanced with these three disciplines are recognizable by these outcomes.  See if any are relevant to your team:

  1. Embarrassing mistakes are made in client documents and handling client matters.
  2. Team members are tired, unorganized and discouraged.
  3. Team members must constantly interrupt each other causing productivity to sharply decline.
  4. Revenue can fluctuate wildly from month to month.
  5. Long-Term goals and projects are not completed or are abandoned.
  6. Weekly staff and marketing meetings are hit and miss, often hijacked by more pressing issues.
  7. The firm operates in high-stress mode, focusing on what is urgent and demanding, often overlooking critical, but less urgent issues.
  8. Your RMS process suffers from neglect and prospective synergy partners lose faith in your firm and its promises.

If your firm is not operating under a firm time template that has an effective 40/40/20 allocation and you would like help in structuring a more efficient environment, drop me a line at ncatale@lawyerswithpurpose.com.

To learn more about Lawyers With Purpose and how we can support you in your estate planning / elder law practice, please join us and experience first hand – in the room – for our Practice With Purpose Program in Phoenix, AZ, October 20-22nd.  We only have limited space so click now and register today.

Nedra Catale – Coaching, Consulting & Implementation, Lawyers With Purpose

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Rules of Vacation

I’ve had a few implementation calls with a team that is 100% committed to reaching their revenue goal.  They’ve got all they need in their pipeline, marketing is producing leads, workshops are getting filled, production is keeping up as much as possible with the growth, etc.  They have such determination to reach goal that it’s been inspiring to participate in their conversations, anchor them to the LWP tools and support them.

Bigstock-Happy-couple-on-the-beach-of-s-49742783At this point, the key to their success lies in creating and committing to the old 40-40-20 time split.  You know, the “40% lead generation/lead conversion, 40% revenue-producing activity, 20% firm development” ratio.  The hardest part is the reality of making it happen AND holding each other accountable that they are doing what they committed to on their time template.  So, to make sure they were on the same page, communicating and setting standards and ensuring that their intentions were set in stone, they created their firm's “Rules of Engagement.” 

This had such an impact on the team that they decided to take their rules a step further.  When talking together and planning for the upcoming vacation for the attorney, the team created some “Rules of Vacation” to make sure he took some much-needed time away without having to worry about the office during his absence.    

What’s great about it is they had fun, but they also set standards for what will and will not take place on vacation.  They gave permission to check in with the office, but only at certain times and for specific reasons, and that leads to boundaries and standards.  The rules also make certain that he is present with his family during the time away.  My favorites are #’s 7 & 8:

ATTORNEY RULES OF VACATION 

  1. Vacation means vacation – trust your team – you have the right people in the right places – they have your back when you are in the office at all times – they will have your back when you are out of the office at all times!!!
  2. Vacation begins at 5:01 P.M. on ________, 2014.  Your spouse has permission to call at 5:02 P.M. to make sure you are on your way home.  You have permission to work until 9:00 P.M.  on the day prior to your vacation starting, if you choose, in order to “clear the decks.”
  3. Attorney may not call the office unless it is in response to a 911 text, email or voicemail from the team.
  4. Attorney may check and respond to emails at assigned times approved by spouse once in the morning and once in the evening so that they don’t have anxiety about it throughout the day. 
  5. Attorney MUST at all times be on vacation.A
  6. ttorney MUST at all times have fun.
  7. Attorney MUST at all times be present to the family.
  8. The family MUST make attorney put on either Mickey Mouse ears or a princess crown and send that picture to the team for future blackmail and accountability purposes.
  9. Attorney MUST tell himself or herself every day that this vacation will not be a repeat of any dreaded prior vacations and remember what a great workplace we have created to permit such a vacation. 
  10. Attorney MUST not call the office 100 times a day!
  11. The family MUST hold attorney accountable for any deviation from items 1 through 10 and attorney MUST be willing to accept and suffer the consequences for breaking any of the rules.  (The team suggests letting the grandchildren make grandpa into their favorite princess, including putting on make-up, and sending those pictures to the team to provide ample incentive to obey rules 1 to 9.)
  12. Attorney MUST get the initials of family members as proof that they  went over the Rules of Vacation together and had fun doing it.

I, _________________, acknowledge that I have read and understand the above Rules of Vacation. 

Attorney signature ______________________________

I know we are winding down vacation season and headed back to school and then quickly into the holidays. But grab onto these rules and make them your own and empower your team to communicate so you can power down on that next get away – whenever it is!

If you want to learn more about Lawyers With Purpose and how we can help you take your next vacation AND generate revenue, join us October 20-22nd in Phoenix, AZ, for our Practice With Purpose Program. Click here to register today!  Seats are filling fast and October is right around the corner so grab your seat now.  If you're a member and would like to come to the Practice With Purpose Program, please contact Angela directly at acrowther@lawyerswithpurpose.com.

Roslyn Drotar – Coaching, Consulting & Implementation, Lawyers With Purpose

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It’s Time To Report!

As a former school teacher I’ve had ample opportunity to be on both sides of reports cards – both getting grades, and giving them.  When we were children, report cards are handed out primarily for our parents’ benefit.  The further we go with our education, the less grading is for parents, but to give us as adults, a means to measure our successes … or failures.

Even though most of us have finished our formal education, and few of us measure our progress through life with grades, we continue to use numbers to measure our successes and achievements.

“How many pounds have I lost on this diet?  How many days have I gone without smoking?  How many miles did I walk?  How much did I earn this year compared to years past?”

We know that an essential key to success is writing down one’s goals.  But those who are successful also document their progress in a consistent way, so that their path to success can be adjusted if need be.

The Pipeline Focuser™, one of the LWP Five Key Focusers, provides a format to document weekly progress by tracking: 1) the number of initial or vision meetings scheduled each week; 2) the outcome of each of those meetings; and, 3) the total dollar amount of engagement agreement value for the week.

The Pipeline Focuser™ is probably the least understood focuser of the Five Key Focusers.  But the information it captures documents an important aspect of your firm’s growth and is directly reflected in your monthly revenue.

PipelineTake a look at the sample, completed through the end of the week.  Note how the focuser reflects the meetings on the firm’s calendar.  This focuser is ready to be reviewed by the team in their weekly staff meeting, together with the focuser for next week, which will show the potential new clients and matters for next week.  It will also indicate which prospects did not engage, and what further action may be needed (see the Follow-up Focuser™).  Here is your firm’s weekly report card.

If your firm is not currently tracking this information, either through the Pipeline Focuser™, or some other system, I hope you will make this a part of your firm culture going forward.  

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Nedra, Catale – Coaching, Consulting & Implementation, Lawyers With Purpose