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082. The Best Way to Word Your Checklists
Manage episode 499707694 series 3562906
In law firms, a lot of time is wasted when work gets passed back and forth because the deliverables aren’t meeting the expected quality standards. This happens when tasks are considered “done,” but the results don’t meet the actual requirements or the unspoken expectations, causing frustration and delays. These unnecessary back-and-forths can grind your entire practice to a halt and create more stress than necessary.
In this episode, I share a simple but powerful shift in how you write your policies and procedures that can dramatically improve the quality of work flowing through your firm. Instead of creating traditional to-do lists or recipe-style instructions, writing your checklists as "done lists" using past tense phrasing creates clarity and accountability. This approach transforms ambiguous task completion into definitive quality standards that everyone can understand and follow.
Get full show notes, transcript, and more information here: https://www.agileattorney.com/82
Mentioned in this episode:
LIVE WORKSHOP: Better Client Relationships, Fewer Interruptions
This 90-minute interactive workshop will teach you proven strategies for creating more peaceful, productive client relationships... for the rest of your legal career! When? Friday, December 12 – Live via Zoom Only 12 Seats Available Reserve your spot here: https://the-agile-attorney.captivate.fm/ccw
Sign Up For the Dec 12 Workshop Here
Take Your Law Practice from Overwhelmed to Optimized
GreenLine helps you see the progress of every matter, shows what each person should focus on, spots delays, helps you decide where to use your team members, and even predicts when you can deliver results to your clients. Learn more or sign up for the beta here: https://the-agile-attorney.captivate.fm/greenlinelegal
102 episodes
Manage episode 499707694 series 3562906
In law firms, a lot of time is wasted when work gets passed back and forth because the deliverables aren’t meeting the expected quality standards. This happens when tasks are considered “done,” but the results don’t meet the actual requirements or the unspoken expectations, causing frustration and delays. These unnecessary back-and-forths can grind your entire practice to a halt and create more stress than necessary.
In this episode, I share a simple but powerful shift in how you write your policies and procedures that can dramatically improve the quality of work flowing through your firm. Instead of creating traditional to-do lists or recipe-style instructions, writing your checklists as "done lists" using past tense phrasing creates clarity and accountability. This approach transforms ambiguous task completion into definitive quality standards that everyone can understand and follow.
Get full show notes, transcript, and more information here: https://www.agileattorney.com/82
Mentioned in this episode:
LIVE WORKSHOP: Better Client Relationships, Fewer Interruptions
This 90-minute interactive workshop will teach you proven strategies for creating more peaceful, productive client relationships... for the rest of your legal career! When? Friday, December 12 – Live via Zoom Only 12 Seats Available Reserve your spot here: https://the-agile-attorney.captivate.fm/ccw
Sign Up For the Dec 12 Workshop Here
Take Your Law Practice from Overwhelmed to Optimized
GreenLine helps you see the progress of every matter, shows what each person should focus on, spots delays, helps you decide where to use your team members, and even predicts when you can deliver results to your clients. Learn more or sign up for the beta here: https://the-agile-attorney.captivate.fm/greenlinelegal
102 episodes
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