De-Briefing (Success) Checklist

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Information about De-Briefing (Success) Checklist
Business & Mgmt

Published on February 24, 2014

Author: sarahjvfox

Source: slideshare.net

Description

A checklist for advisers or teams to adapt in order to check the success of a project as well as learn lessons for future projects.

Developed by Sarah Fox, Author of the 500-Word Contract
www.500words.co.uk

SUCCESS Checklist for De-Briefing BUILD™ is a framework to ensure you act in the best interests of your clients. Many legal processes focus on simply closing files and billing outstanding time once your client’s project has been delivered. Overview Enjoy believes a client debrief is an essential part of client service. It ensures both parties learn as much as they can from the project. This checklist is used in the Delivery and De-Briefing stage of BUILD™. S Statistics U Understanding C C Concerns E Experience S Strategy S Satisfaction Was the project a success? How did the outcomes vary in cost or time? Were your client’s objectives achieved? If not, what is the difference? Did your client understand the process, what was involved of her and the likely outcomes? Were your client’s questions answered to her satisfaction? Did you use plain language throughout the process? Were any concerns raised during the project or after? Were they addressed effectively? Collaboration Was your client kept informed of progress, changes to the strategy, changes to the costs and time involved? Did the legal team collaborate well? Did the advisers, clients and stakeholders collaborate well? What could have been better? POSITIVE: What went well? Did the legal team come up with innovations? Could they be used in other projects with your client or with other clients? What skills, knowledge and information from this project can be used in the future? LESS POSITIVE: What could have gone better? Were any major problems encountered? Were these expected? How were the consequences mitigated? What could we have done differently? How can we change our processes to learn from the experience? How did costs, time, inputs and outcomes differ from the proposed strategy and your client brief? Was the agreed strategy changed? Was it suitable for your client’s brief? How would you do things differently with the same inputs? How happy are your client, other stakeholders and the legal team with the outcomes? With your assistance? With the fees paid? With the time taken? Were your client’s needs, wants and priorities met? Page 1 © Enjoy Legal Learning, 2014

BUILD™ Deliver and De-Brief Learning from ‘what went well’ and ‘even better if’ Was the project a success? How did the outcomes vary in cost or time? To what extent were your client’s objectives achieved? S Statistics U Understanding Did your client understand the process, steps and likely outcomes? Were your client’s C Concerns Were any concerns raised during the project or after? Were they addressed effectively? C Collaboration Was your client kept informed of progress, and any changes? Did the teams collaborate well? E Experience What went well? What could have gone better? What can the project teams learn for future projects? S Strategy Did the proposed strategy work with your client brief? S Satisfaction Were your client’s needs, wants and priorities met? How happy are your client, other stakeholders and the legal team with the outcomes? questions answered to her satisfaction? The objectives of this stage in the process, with which this checklist is indeed to assist, are:   to learn lessons from and share your client’s experiences after delivery of your services and/or the project; and to celebrate your successes! The Author Sarah Fox of Enjoy Legal Learning wrote this Guide. She is a professional speaker, innovator and trainer who cuts through the complexities of construction law. She provides confidence to those who use construction contracts through workshops that clarify and simplify the law. She is also author of the 500 Word Contract™. To find out how Enjoy can transform your technical training, contact Sarah on her mobile: 07767 342747 or by email: sarah@enjoylegallearning.co.uk Page 2 © Enjoy Legal Learning, 2014

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