Thought Leadership Catalog Looking for a great presentation? Look no further. Traveling Coaches was named ILTA s 2012 Vendor Thought Leader of the year for a reason. And in this catalog, you ll find plenty more reasons to consider us for your next educational and networking event. Just give us a shout and we ll happily talk about your plans and see how we might bring some fresh perspective (and even lunch) to the table. Contact us at info@travelingcoaches.com! 2014 Traveling Coaches All rights reserved.
Lawyer Efficiency Why it doesn t have to be an oxymoron Reinventing the Legal Secretary Security Awareness Success From the Front Lines Gone are the days when the longer it takes a lawyer to complete a task, the better for the firm. The Suffolk-Flaherty assessment, while intriguing, isn t the only thing driving lawyer efficiency. Client demand, staffing changes and desire for more work-life balance are converging to create a new desire among lawyers to become more efficient with routine tasks. But, don t expect them to sign up for Word Styles training classes. Traveling Coaches is cracking open the vault on how to help lawyers be more efficient and engage in learning and improved workflows. Evolving law firm models call for new legal secretary workflows and skill sets. Traveling Coaches is defining the new core competencies for legal support staff. We will share our insights and recommendations based on latest theories and recent performance consulting engagements. What s driving the evolution? Why new technologies matter Lawyers changing expectations Secretaries changing expectations Reimagining the team Hear from leaders at three major firms about how they have achieved programmatic success in creating a culture of security in their firms. This panel moderated by a security awareness consultant from Traveling Coaches will walk attendees through lessons learned and key success factors for implementing an effective security awareness program. 2014 Traveling Coaches All rights reserved. 1 P age
Learning on the Go The Latest in Mobile Learning Managing the People Side of Change The Training Program of the Future 7 Ways To Amp Up Your Training Program Repositioning Your IT Department as a Value-Add to the Firm It s about more than just making your old learning content viewable on a mobile device. Mobile learning is most effective when you step back and look at the who, how and why and then design your content to address the mobile user s needs and desires. Traveling Coaches will identify best practices for developing mobile learning with lawyers in mind. Law firms are facing significant changes, from new roles and ratios to new technologies, processes and workflows. Traveling Coaches helps firms increase success by managing the people side of these changes. We ll explore processes, tools and best practices in change management and reinforce the importance of gaining buy-in and adoption for new initiatives. The future s not what it used to be. This interactive session explores the changes taking place today in law firm training programs and seeks to paint a picture of the training program of the future. Traveling Coaches will draw from research and experience to facilitate this important mind meld resulting in concrete ideas to future-proof your training. The pros at Traveling Coaches will reveal seven proven things you can do to increase participation and effectiveness of your training program. From leveraging visual communication to flipping the classroom to making learning more social and collaborative, come with an open mind as some of these might take you by surprise. Break out of the break-fix doldrums and reposition your team to be a strategic value-add to the firm. This session will explore three case studies where CIOs have successfully elevated their IT staff to deliver more value to the firm. 2014 Traveling Coaches All rights reserved. 2 P age
Getting to Higher Levels of Performance Navigating the Decision Tree of Windows 8, Office 2013 and Office 365 Legal work is changing. Simple tasks are being automated and routine knowledge tasks are being outsourced, leaving today s legal professional performing increasingly complex work. The law firm trainer s role must evolve into one that includes providing new types of learning experiences outside of the classroom. In this session, we will explore how to transform the role of trainer into one of collaborative partner and coach. Performance support means providing the right level of support at the right time, whether it is gathering the resources, placing them in meaningful locations, guiding learners in how to learn on their own or advising them on how to maximize their outcomes. The answer to the question which product(s) to move to is not as clear cut as it has been in the past. Many factors weigh-in to your decision to upgrade technology at your firm. The choice of operating system alone has several paths you can take. The choice of Office suite has a similar set of a considerations. From licensing, hardware, implementation, support, mobility, accessibility, security and impact on end users, the decision tree quickly becomes complex. We ll take you down the path of various options and discuss the pros and cons of each. 2014 Traveling Coaches All rights reserved. 3 P age
When the Need for Mobility and Anytime Access Collide with Security Story time: Once upon a time there was a resistant end-user Security Awareness It s not a new fad diet It s a lifestyle change! The increasing demands of anytime, anywhere, any device, collaboration with clients, and the need for real-time constant contact with firm information are now running head-on into the Security initiatives and mandates of protecting the firm and client data. Office 365 and other cloud-based services open the door to the kind of flexibility, mobility and accessibility that law firm personnel are demanding. This, however, creates a concern with what we have now learned about government access to all information in cloud based services (we ll call this the new Wikileak era and Snowden effect). In the absence of having solutions in place for lawyers to practice the way they are going to practice, firms are opening themselves up to the risk of firm personnel circumventing security systems in an effort to provide the best service to their clients with the ease and convenience they want. Is it possible to have the best of both? Understanding how lawyers and firm personnel work AND how to provide a secure environment to do it will always end in some tradeoffs. Both sides need to be heard AND need to listen. Sound familiar? This session draws on Traveling Coaches stories and anecdotes about how to turn support calls or encounters with users that are resistant or angry about Security protocol changes into positive "in-line training opportunities. Is it possible to turn a negative into a positive? We ll discuss how to create a happy ending where everybody wins. Join Traveling Coaches award-winning security awareness consultants for this discussion of how to plan for a long term cultural change initiative and not just a project or program that has a start and completion date. 2014 Traveling Coaches All rights reserved. 4 P age
The Next Normal Your Training is Great, So Why Aren t They Doing What You Trained Them To Do? Building a Better SharePoint Mousetrap We ve all heard about the new normal in law firms since the economic downturn, but what is the Next Normal? It s about streamlined secretarial staffs and team models for support, new roles beyond the secretary, and more about the analyst and knowledge worker sector of firms. Traveling Coaches will explore the Next Normal from the perspective of redefining organizational structure, staffing and learning needs. The answer may be found in a lack of desire to change. In this session, Traveling Coaches change management consultants will talk about how to build desire by creating emotional engagement in your communications and give examples of how to tie technology-ish initiatives to personal investment. We ll explore the building blocks of effective communications, and look at some real world success stories that demonstrate how effective communications can make a difference in the success of a technology or training initiative. SharePoint has seemingly endless capabilities and functionality. And yet, many SharePoint implementations take a one size fits all approach with the result being many SharePoint sites go underutilized. Using a consultative approach, you can create a SharePoint site that is tailor made to the workflows and needs of your users, and, as a result, increase the adoption of the platform for more effective and efficient collaboration. We ll explore the method for uncovering the functional needs of your users, and how to effectively communicate with them about the possibilities offered by SharePoint. 2014 Traveling Coaches All rights reserved. 5 P age