Workshop Overview

Improved Project / Matter Planing & Management has a direct impact on work efficiency and client service.

As transactions become larger and as the resources required to deliver a successful result become more interdependent, the requirement for better planning increases

This practical workshop looks at a transaction planning tool which is useful in a broad range of departments, and to a wide range of size and type of transactions.

The tool is applicable for pre and post pitch situations.




Pre workshop activity

  • Meeting to discuss the participants’ needs and those of the firm
  • Draft workshop outline tailored to your needs
  • Agreement of agenda
  • Participants complete a short questionnaire and read the ITD Work Style Model in preparation for the workshop.


  • Half a day to a full day, or two half days.


Typical Agenda

Workshop Objectives
o Overview of workshop
o Personal objectives

Need for Transaction Planning
o Transactions requiring planning
o Risk of not planning

Transaction Planning Overview
o Objectives
o Facts
o Law
o People
o Process & Planning

o Mission
o Objectives
o Success Criteria
o Assumptions
o Budgeting
o Financial resources
o Terms of Reference

o What do we know
o What don’t we know
o Areas of law

o Pertinent areas
o Believed understood
o Strengths & Weaknesses

o Client Contacts
o Transaction owner
o Transaction manager
o Team
o Others involved
o Others impacted
o Transaction name

o Milestones
o Tasks – Fee Earners
o Tasks – Support Staff
o Tasks – Client
o Post Transaction Analysis

o Communication
o Other resources
o Financial implications
o Contingency planning
o Gantt chart

Action Plans
o Implementation plans

Post workshop activity

  • Participants leave with individual actions
  • Email follow up of personal action plans
  • Suggested conversation with their line manager on their actions
  • Optional WebEx conference call follow up on these actions
  • Optional 121 coaching
  • ITD blog with further tips and suggestions


Client feedback

  • “Very useful that our lawyers were working on their work in the training session.”

Participant comments

  • “Very useful and very interesting.”
  • “It gave a way of planning for a project that I can use straight away.”


Call or email ITD to explore how we can help your lawyers become better at planning and managing major pieces of work.



Project / Matter Planning & Management – Case Study

This regional law firm


Every law firm has come to realise that large matters or transactions benefit from professional project management. At this firm there was awareness that these projects existed and that they needed proper management.


To help build awareness of the importance of both recognising which work needs to treated as a project, and then to give ideas on how to plan and manage these projects.


We developed a one day session where each participant brought a piece of work into the one day workshop. This was to be reviewed and worked on in the session. It might have been a recently completed, current or future project. Participants came from every department in the firm. The content was adapted to the projects in the room to ensure each participant gained maximum learning from the session and left with clear and precise actions.



The main outcomes of this session were:

  • The participants learned a practical tool set for consistent application in the firm.

What the participants said

  • “Very interesting how we all found ways to improve our planning and implementation.”
  • “Good to discuss our projects with other people in the firm to get a broader perspective”
  • “Interesting to hear about other people’s work and their challenges.”


Associates / Senior Associates – Project Management for Lawyers

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