11. Efficient Work Methods Include Running a Lean Meeting

Learn how careful planning will make your meetings more efficient and effective in service to your client.

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There is no secret to making meetings shorter and more effective. Just think about the tenets of lean, effectiveness, and efficiency, and then do some planning. (See Lean Meeting Planner.) Plan the work, the roles and the use of each project asset. Let’s illustrate the dos and don’ts with a case study. Suppose Lawyer A is a trial partner based at a New York firm. Suppose his client has been sued in Texas. Lawyer A retains local counsel and decides to arrange an in-person case conference in Texas. A meeting like this is an everyday event, but it can still be handled efficiently or inefficiently:

Inefficient Unstructured Meeting 
1.     Partner A decides to bring an associate to take notes and carry documents.

2.     Partner A briefs associate.

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