2. All about me…
Paralegal & Litigation & PM support @
o King & Spalding
o Counsel on Call
o Kilpatrick Townsend
o OrcaTec
20 years as a Paralegal
o Worked on Jon Benet Ramsey, Brown &
Williamson, OxyContin Litigation, Firestone
Tire Replacement and many more
3.
4. What is Project Management?
• Planning
• Strategy
• Execution
5. What is Project Management?
• Planning
• Strategy proposal and counter proposal
• Execution
• Communication – Calibration of Expectations
• Seeing around corners / Night vision
• Dealing with the unexpected
• Client Management
7. Planning - Who
• Case
• Players
• Personalities
• Communication Styles & Methods
• My counterpart on the other side
8. Planning - What
• Key facts
• Players, Time Frames, Data Sources
• Goals
• Areas to avoid / Sensitivities
9. Planning - Where
• Which Court
• What Rules to follow
• Where is the Data
• Who is processing it
• Where is it being sent to and when?
10. Planning - When
• Court
• Discovery
• Deposition
• Production
• Trial
• Sleep
11. Communication
• Proactive vs. Reactive
• Anticipate
• Calibration of Expectations
You set the rules
• Damage control
Better in the morning!
12. Tracking
• Software – not memory or paper
• Keep the cases separated
• To-Do Lists / Reminders
13. Scope & Change Management
• MSA / SOW
• Authorization
• Scope & Scope Creep
• Change control
• Communication
• Documentation of decisions taken
14. Budget
• SOW & MSA sets the rates
• Understanding the billing schedules
• Value vs. Cost
• Invoice management & overbilling
• Communication
• Documentation of decisions taken
15. Lessons learned
• Identify areas of concern & weakness
• Avoid making same mistake twice
• 360o feedback
• Suggesting change
• Communication
• Documentation of decisions taken
16. Project Closeout
• Preservation vs. Destruction
• Inventory
• Records Management
• Get paid
• Go on vacation
Hide the evidence
Shred everything
Deny all knowledge
