OnLive Learning

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Beth Pipe
Learning & Development Specialist/Director
OnLive Learning
Contributions by OnLive Learning

1

Drafting an appraisal form
Drafting an appraisal form
Practice notes

This Practice Note provides guidance on drafting an appraisal form which can be used to assess and review an individual’s performance against both objectives and core skills (competencies).

Contributions by OnLive Learning Experts

35

Approaches to delivering learning and development for in–house lawyers
Approaches to delivering learning and development for in–house lawyers
Practice notes

This Practice Note, produced in partnership with Beth Pipe of Bellis Learning Solutions Ltd, provides guidance for in-house lawyers on different approaches to delivering learning and development (L&D), and covers factors to consider when selecting learning methods and learning styles.

Embedding learning and development in the in–house legal department
Embedding learning and development in the in–house legal department
Practice notes

This Practice Note provides guidance on how to embed learning and development (L&D) into the in–house legal department by ensuring it is aligned with business strategy, is incorporated into day to day activities and that employees are engaged.

Embedding learning and development—L&D
Embedding learning and development—L&D
Practice notes

This Practice Note provides guidance on how to embed learning and development (L&D) into an organisation by ensuring it is aligned with business strategy, is incorporated into day to day activities and employees are engaged.

How to conduct an effective attendance review meeting—law firms
How to conduct an effective attendance review meeting—law firms
Practice notes

This Practice Note is intended for law firms. It provides guidance on how to conduct an effective attendance review meeting.

How to develop and implement an absence management strategy—law firms
How to develop and implement an absence management strategy—law firms
Practice notes

This Practice Note, produced in partnership with Beth Pipe, explains how to develop and implement a strategy to reduce absence in your firm.

How to find and keep the best people
How to find and keep the best people
Practice notes

This Practice Note, written in partnership with Beth Pipe of OnLive Learning, explains the key components of talent management and how to develop a talent management strategy.

How to monitor and assess absence—law firms
How to monitor and assess absence—law firms
Practice notes

This Practice Note, produced in partnership with Beth Pipe, explains why it is important to monitor and assess absence in your firm, what legal considerations you should keep in mind when implementing absence monitoring measures and how to identify and implement, the right absence management system for your firm.

Improving your assertiveness
Improving your assertiveness
Practice notes

This Practice Note will help you understand what the triggers are for changes in your levels of assertiveness and what you can do to help yourself.

Blank check sheet
Blank check sheet
Precedents

This check sheet can be used to keep a simple record of areas that may be causing inefficiency. For example, you could ask your legal team to complete the checklist each day to record the nature of telephone calls they receive.

Client as barometer of efficiency (worked example)
Client as barometer of efficiency (worked example)
Precedents

This worked example demonstrates how client feedback can be used to determine the efficiency of processes.

Client as barometer of efficiency—worked example
Client as barometer of efficiency—worked example
Precedents

This worked example demonstrates how client feedback can be used to determine the efficiency of processes.

Core skills framework—law firms
Core skills framework—law firms
Precedents

This Precedent framework is intended for law firms. It sets out suggested core skills that apply to each role within the firm. Having a central framework of core skills helps to achieve transparency and consistency in our expectations of performance for different roles within the firm. Where relevant, this Precedent reflects the SRA’s Competence Statement.

Eight steps to change—case study—example
Eight steps to change—case study—example
Precedents

This is a worked example relating to a hypothetical organisation that wishes to improve its due diligence process. By using the five steps framework for improving efficiency, a range of solutions has been identified, including forming a team to drive the change and improving communications.

Identify who does what worked example
Identify who does what worked example
Precedents

Any process will typically involve a number of people, each of whom will have a different level of responsibility. This simple template will help you identify and record who does what

Identifying who does what in a process—blank
Identifying who does what in a process—blank
Precedents

Any process will typically involve a number of people, each of whom will have a different level of responsibility. This simple precedent will help you identify and record who does what.

Identifying who does what in a process—worked example
Identifying who does what in a process—worked example
Precedents

Any process will typically involve a number of people, each of whom will have a different level of responsibility. This simple precedent will help you identify and record who does what in a due diligence process.

Improving efficiency business case (worked example)
Improving efficiency business case (worked example)
Precedents

This Precedent provides a worked example of an improving efficiency business case.

Improving efficiency business case—blank
Improving efficiency business case—blank
Precedents

This precedent can be used to prepare a business case for a project to improve efficiency in a particular area of your business. There is a separate version of this precedent, which has been populated with answers following the case study described in associated Practice Notes.

Improving efficiency business case—worked example
Improving efficiency business case—worked example
Precedents

This precedent provides a worked example of a business case for a project to improve efficiency in an hypothetical due diligence process. It has been populated with answers following the case study described in the associated Practice Notes. There is a separate blank version of this precedent, which can be used to prepare a business case for a project to improve efficiency in a particular area of your business.

In–house lawyers—L&D policy and plan—annual review
In–house lawyers—L&D policy and plan—annual review
Precedents

This template will help you to conduct an annual review of your learning and development (L&D) policy and plan.

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