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Management Course Stage One
Management Course Stage One - an integrated approach

Objectives and Content

Delivering high client service levels, leading an effective team and controlling the finances for maximum profitability, are key requirements of all senior lawyers. This course will examine and review the management skills required in these areas but will use an integrated approach. The focus will be on the relevant stage of a matter and the combined elements of client, people and financial management skills that are essential at that time. This realistic insight into matter management will provide delegates with an understanding of the challenges faced in meeting each responsibility at every phase of the client relationship. The course is aimed at qualified solicitors in their first 3 years who are required to do this compulsory course and anyone needing to improve their integrated management skills.

Stage 1 – Pre-empt

  • Finance – budgeting, gearing, pricing
  • Client – the value cycle, managing expectations, establishing needs
  • People – recruiting, planning work, giving clear instructions

Stage 2 - Evolve

  • Finance – utilisation, WIP control, managing scope creep
  • Client – developing a service strategy, communicating, understanding common failings
  • People – building a successful team, coaching, delegating

Stage 3 – Complete

  • Finance – recoverability, billing, understanding financial information
  • Client – asking for and responding to feedback from clients, identifying growth opportunities
  • People – giving and receiving feedback, guiding future staff development

Who should attend

Solicitors in their first 3 years post qualification needing to do this complusory course and anyone wanting to improve their client, people and financial management skills.


7 hours

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