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  • April 5, 2018 | Lean Adviser

    Budgeting Checklist

    This tool helps you create a preliminary budget by evaluating the required human and financial resources.

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Project Plan Checklist

    The Project Plan Checklist is a fully formed Process Chart that will be used throughout the execution stage of the project.

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Progress Review Checklist

    This checklist will help structure a progress review meeting to measure progress against plan, detect deviations and establish corrective action as a team.

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Qualifying a Person with Most Knowledge Checklist

    Part of the investigation process is to identify the Persons with Most Knowledge (PMK) to ascertain if this individual is the right individual to assist…

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Lean Communication Checklist

    Keep communications to clients, internal staff, and opponents simple, direct, and relevant.

    By Lean Adviser Legal

    2 minute read

  • April 5, 2018 | Lean Adviser

    Preliminary Investigation Checklist

    Use this tool to assess various aspects of a project, prioritize them, and determine their potential impact.

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Task Assigner Checklist

    If the project is property analyzed, one can create a checklist for identifying and pulling together the correct resources.

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Potential Client Assessment Checklist

    An important part of any legal process is the assessment of potential clients and the identification of both good clients -- and more importantly being…

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Kick-Off Meeting Planner

    The kick-off meeting is one of the first steps in establishing an understanding and plan of action between the client and the lawyer.

    By Lean Adviser Legal

    1 minute read

  • April 5, 2018 | Lean Adviser

    Strategy Development Checklist

    Once planning is completed, the next component of Lean Planning is the creation of a strategy.  Strategy can be “internal” or “external,” depending…

    By Lean Adviser Legal

    1 minute read

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