Telephone: 01244 571440
Email: enquiries@distinctivepartnerships.com

Operational Management Courses

Training:

02/12/2009

Action Solution Based Learning

DP lead the Action Solution Based Learning field

Testimonials:

3 Partner Firm

Working in partnership with DP to ensure that we meet and exceed our clients' expectations is crucial to the success of our business.
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Contact:

Telephone:
01244 571440

Email:
enquiries@distinctivepartnerships.com

Address:
Distinctive Partnerships Limited
Audit House
Rossett Business Village
Llyndir Lane
Rossett
LL12 0AY
DX 742000 ROSSETT

Operational Management Courses 

All law firms rely on the myriad of skills and areas of expertise that are required to run any organisation. These courses are delivered by tutors all of whom will help those with little or insufficient experience develop the necessary skills to manage their chosen area.

Benchmarking Performance Standards - Martin Read
It has never been more important for Law Firms to support their “brand” in the market place with consistent service delivery to clients. This course will enable the participant to identify and understand the key performance issues relating to service delivery. It also covers performance standards for reducing risk and achieving regulatory compliance on client files. The participant will learn how to draft and successfully implement a short and measurable Benchmark document that is in user friendly format for all fee earners. This is the first step in improving operational performance by implementing standards that will add to the accessibility and credibility of the Firm in the market place in which the Firm operates.

Download an application form here

Effective File Reviewing - Martin Read
Under Rule 5.03 (1) and (2) of the 2007 Code of Conduct file reviewing is compulsory. This should not obfuscate the substantial business benefits that are achieved by the relatively few Firms that understand how to manage the process effectively. There are many misunderstandings which this course will dispel. The course will enable a Firm to provide the information it needs to improve standards of service/delivery and outcome for clients; achieve consistent standards of service across all fee earners, departments, and offices; review technical quality simply and cost effectively, simplify and improve career development for fee earners; improve reputation in the market place; improve opportunities for increased work; reduce the number of client complaints and the risk of losing clients to competitors; reduce the risk of breaches of regulatory requirements; reduce the potential for negligence claims and annual professional indemnity premiums. Prior to delivery of this course the participant’s Firm should have in place written measurable performance standards relating to service delivery, and risk and regulatory compliance on client files (or have taken the Benchmarking Performance Standards course).

Download an application form here

Managing Credit Risk - Geoff Dearing
This Credit Risk course will give the participant the knowledge and ability to reduce credit risk, target lock up and improve both operational performance and profitability as a result. The knowledge that the participant will gain from this course is fundamental to any successful business. The course will further enable participants to improve their skills in the management of risk which will aid compliance with regulation as well as an improvement in profitability. By the end of this course each participant will be able to demonstrate the ability to measure business-wide perceptions of client related credit risks, to understand the key performance standards when assessing the risk as required by the business, to consider the steps to be taken to mitigate the risk and improve performance standards.

Download an application form here

Client Complaints - Geoff Dearing
This course on dealing with client complaints and claims will provide vital information into the effectiveness of current client claims procedures and understand the compliance requirements relating to complaints handling. It will provide participants with the knowledge to make the procedures as effective as possible in improving communications with clients in assisting with client retention and the reduction of risk of the escalation of complaints.

Download an application form here

Client Acceptance Procedures - Geoff Dearing
This course on client acceptance procedures will provide the participant with a useful and helpful insight into the consistency of client acceptance procedures within your firm over and above issues of “know your client”. The insight gained from this course will be fundamental to ensuring the consistent application in client acceptance procedures. One of the key areas for claims and complaints against solicitors stem from inadequate and inconsistent procedures and there can be a serious impact on costs and therefore income if this area is not properly addressed. It is a prime area for risk management as well as good practice. This course will provide a framework for measuring the key areas of performance to meet the risks inherent from client acceptance procedures.

Download an application form here

Management of Entity Based Regulation Rule 5 of the Solicitors Code of Conduct - Geoff Dearing
This course will concentrate on the key supervision and management responsibilities to ensure compliance and considered best practice including the following areas:
• Supervision of staff
• The money laundering regulations
• Key regulatory requirements
• Identification of conflicts of interest
• Rule 2 (client relations) on client care, costs information and complaints handling
• The management of risk
• The control of undertakings
• The safekeeping of documents and assets entrusted to the Firm
• Compliance with equality and diversity (Rule 6)
• The training of staff to ensure competence
• Financial control of budgets, expenditure & cash flow
• Business continuity
• The checking, with reasonable regularity, the quality of work undertaken for clients & members of the public

On completion of this course the individual will be aware of, and be able to put into practice, the issues of supervision and management equired by Rule 5.01 of the Solicitors Code of conduct 2007.

Download an application form here

Anti-Money Laundering (AML) and Counter Terrorist Financing (CTF) - Geoff Dearing
This course will look at the requirements of The Proceeds of Crime Act 2002, the Terrorism Act 2000 and the Money Laundering regulations 2007. Best practice will be reviewed and recent changes will be considered in addition to the threat of money laundering in areas of every day practice. The treatment of cash will be considered together with regulatory compliance under the Money Laundering Regulations 2007.

Download an application form here

Business Continuity Management 1 & 2 - Edward Hodgson
This is a two part course that will enable you to implement a business continuity programme for your firm. Part one of this practical, work based learning course will take a participant through the steps required to have published a business continuity strategy that has been agreed by the firm and has the necessary management and financial support to enable it to be implemented successfully. It covers the analysis of the firm’s recovery needs, and the development of a suitable continuity strategy. This is a prerequisite for part two. Part two covers the development, implementation, training and testing of your business continuity plans. These plans will cover all of your legal teams and support services.

Download an application form here

Protecting your Valuable Information 1 & 2 - Edward Hodgson
This course on Information Security will enable you to review and improve your firm’s working practices in line with the Law Society’s 2008 Practice Note. Information is an asset which has value to an organisation and needs to be suitably protected. It can be electronically stored, printed or written, transmitted by post or electronically. Information security is the preservation of:

• Confidentiality – Ensuring that information is accessible only to those authorised to have access.
• Integrity – Safeguarding the accuracy and completeness of information and processing methods.
• Availability – Ensuring that authorised users have access to information and associated assets when required.
By the end of this course you will have:
• Reviewed your firm’s Information Security position.
• Put in place suitable Information Security policies and practices.
• Made appropriate changes to IT systems.
• Identified certain risks that may not be cost effective or practical to remove and ensured that the firm’s management have understood and accepted those risks. 
• Ensured your firm is compliant with the Law Society’s guidelines.
Download an application form here
Successful Project Management - Joy Harcup
This course on Successful Project Management will give you the opportunity to develop and hone your project management skills so that you successfully manage matters from the client’s, the firm’s, your own and your team’s perspective. It will provide you with the knowledge, skills and abilities to respond effectively, and in a controlled way, to whatever might happen during a project. The course will be tailored to help you manage internal firm projects or your client transactions. It will cover planning, managing those affected by the changes through to implementation and monitoring post implementation. Where client matters are involved, the course will help you to ensure that the service provided to the client during the transaction exceeds their expectations, whilst also being profitable for the firm, enhancing the firm’s reputation and ability to attract further work. The skills and knowledge obtained from the course will also assist you in building a motivated team.

Download an application form here