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Planning & Managing Legal Work

Burges Salmon is an independent UK law firm which delivers an outstanding mix of advice, service and value. They compete at the top of the legal market, working for wealthy private individuals, entrepreneurial businesses, large corporates, institutions and public bodies. Burges Salmon provide these sophisticated clients with a wide range of services, often at critical moments when astute legal advice and commercial guidance are needed. Working collaboratively, in partnership with our clients, they form their thinking around their needs to ensure the deliver the right solutions when it matters.


Having worked with the firm on a variety of training projects, they asked us to develop an approach to planning legal work. This involved planning and project management.

We developed a methodoly and a creative to help gain engagement with what is often a dry subject.


The need was to develop the firm’s ability to manage complex large projects.


We developed a planning and project management tool, as well as the training to deliver this to the firm. The training participants included all senior lawyers and department leads. The training groups were mixed with lawyers and non fee earners in mixed sessions.

The agenda covered the following key areas:

  • The need for project planning.
  • Participants present the project they would like to plan in the training.
  • Elements of a project plan.
  • Objectives of the project.
  • People involved.
  • Process.
  • Facts.
  • Legal aspects.
  • Assumptions.
  • Review.
  • Personal actions.


Each participant learnt a great deal about project planning and management. They also learnt about each others projects and the need for cross departmental co-operation and communication.

Participant Feedback

“Excellent session.”

“Great to work with colleagues and see what their projects are about.”

“A potentially dry subject was made great fun.”

“Loved the Training!”

Client Comment

“Outstanding work and training across the firm.”