Come learn from the trainer’s trainer. Char’s fun and entertaining style will make this one of the best sessions you’ll ever attend.

3 Hour Session

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Traveling Coaches Offers Your Firm the "Productivity Edge™"

Law firms invest in software for one simple reason: productivity. But what happens to the return on investment when people fail to use the software to its fullest potential? Traveling Coaches helps firms move beyond mere skills proficiency to increased productivity that can be measured in dollars and cents. By bundling three of our well-known products and services, Traveling Coaches offers your firm a complete university solution. From comprehensive needs assessment, to modular training courses, to eLearning and web-based learning management systems, our clients have The Productivity Edge™. This demonstration will reveal the concepts, methods, tools and strategies that the experts at Traveling Coaches use to help their law firm clients achieve a higher level of productivity across all job levels.

(Additional Comments) Every law firm's training department is seeking answers to the questions surrounding management of university-style training, development of modular training curriculum and learning plans, and successful skills assessment techniques. Traveling Coaches wishes to reveal some of these answers based on our experience working with law firms all around the country. The Productivity Edge, Traveling Coaches' newest offering serves as a roadmap to law firms looking for solutions.

1 Hour Session

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Using Assessment to Target User Training

A comprehensive assessment program results in making better hires and providing more targeted, effective training to new and veteran employees. The first step is a needs assessment campaign to identify core competencies and job-specific learning plans using techniques such as surveys, interviews and data analysis to understand learners' needs. Next up is a skills assessment program to determine whether or not the skills of attorneys and staff meet the baseline core competencies. Such an analysis will enable your training staff to target specific needs and offers a baseline for evaluating the effectiveness of your training program. Join Traveling Coaches for this informative session and learn how your firm can maximize its training dollar through needs and skills assessment.

1 Hour Session

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Blended Learning Options

Learning doesn’t just take place in the classroom; more and more users have a need to learn skills “on the job” or in the most customized way possible. And in many firms, classroom training is simply impossible due to the firm having more offices than the trainers can physically support. While classroom training is still the preferred form of training for many users and applications, several other learning tools are available to supplement and enhance the learning process away from the classroom and instructor. From web-based distance learning and recorded demo sessions to online simulations and training materials, join Traveling Coaches for this highly informative presentation on where technology has taken skills training in today’s modern world.

1 Hour Session

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Implementing a Firm University Training Program

This presentation explores the process of implementing an internal, modular training program which brings to your users the highest quality, legal specific training available. More than just a training program, the “university” model includes pre- and post-training tools to enhance its core curriculum. From obtaining management support to getting user buy-in to implementing rewards and recognition for meeting goals, a successful university program offers more than training – it provides a proven game plan for participation and success.

1 Hour Session

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Web-Based Learning Management Software Designed Specifically for Law Firms

UniversitySite is the only browser-based application designed specifically to organize and facilitate a law firm’s ongoing training program. Create course catalogs, schedule training events and track attendance and credit hours for both single and multi-day training courses. UniversitySite allows users to register for classes via the web and places the training event in their Outlook calendars. UniversitySite manages and notifies users of changes to the standby list, schedule and location of training classes. UniversitySite even allows the firm to set training goals and then monitors users’ achievements and reports to management. Simple to implement and maintain because users access the application via a web browser, UniversitySite eliminates the need to load executable software on the desktop. A short product presentation is accompanied by a question and answer session.

1 Hour Session

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Optimizing Your Help Desk

This presentation offers a variety of tools and techniques for meeting the challenges of effectively managing the Help Desk Team. It provides proven methods for building, training, motivating and retaining your Help Desk staff. Learn about essential customer skills and communication tips such as asking the right questions, handling difficult customers, maintaining a positive attitude, and using phrases that work "magic" with end-users. In addition, we'll set forth management strategies that will motivate and promote productivity – including organizing the department, writing policies and procedures, tracking the department's performance, and outsourcing services when needed. This highly informative yet entertaining look at Help Desk performance and management is a “must see” for anyone involved with your organization's Help Desk Team.

2 Hour Session

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Professional Development/Management Sessions

Focus Groups - The Input You Need for Successful IT Projects

With current industry trends such as matter centricity and targeted practice support, it is becoming more and more important for IT decision makers to listen to their users. Getting buy in from attorneys and staff BEFORE you plan that big rollout will save you time, money and heartache. Listening is free, but not as easy as it sounds...come to this session by Traveling Coaches to learn how to set up, lead and motivate focus groups in your law firm.

1 Hour Session

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Why Pilots Sometimes Crash

No product installation can be considered ready to roll firm-wide until it has been tested by real secretaries and real attorneys in real world situations. Most law firm IT departments, therefore, undergo a pilot testing phase with a small, controlled group of users whose feedback is analyzed prior the full roll-out. What many project teams fail to realize, though, is that pilot users don’t often willingly share all of the relevant and valuable information that the team needs in order to tweak a product. Traveling Coaches demonstrates the ways in which a “User Advocate” role provides the most effective support and communication between your pilot group and project team, and the pitfalls to avoid so that your pilot doesn’t crash.

1 Hour Session

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Getting Your Staff to Embrace New Technology

"If it's not broke, why fix it?"  "We were getting along just fine before we converted."  If these are the statements you dread from your staff as you undergo a conversion process, this presentation is for you. Winning support and cooperation from your employees is critical for a successful conversion, and this discussion will convey dependable methods to earn their confidence. Yes, you can get your team to embrace new technology by employing effective communication, non-traditional training options, reliable conversion tools, realistic planning, and simplified learning curves.

1 Hour Session

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Project Management – Ensuring Success

This presentation covers the basics of project management with an emphasis on best practices for IT related projects in law firms and legal departments of all sizes. Topics include creating an environment for successful projects with the development of a basic project management model, project organization, high level planning and scheduling, work breakdown structure, risk management, issue management, change management and reporting.

2 Hour Session

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Decision Making and Leadership Techniques

Traveling Coaches has a long history of leadership and success. We attribute our success to our employees and managers, who are empowered and motivated to lead through good decision-making. This interactive session focuses on the every day conflicts you face that need and deserve a firm decision, not a decision by default. Even though many conflicts require that you first generate a variety of potential options, as long as you fail or refuse to decide, nothing gets done. This sessions unveils some of the fears behind not being able to make a decision, why a wrong decision is better than no decision, how to make good decisions fast, and what to do when you make a mistake.

1 Hour Session

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Communicating Criticism Effectively

Are you the IT Manager caught in the middle? As legal technology professionals, you serve customers who have high expectations and are quick to criticize. And as technology managers, you supervise employees who are prideful of their work and do not take criticism lightly. This high-energy, interactive session will provide you the necessary tools to both receive and communicate criticism effectively. Learn the keys to maintaining dignity and respect, even in the face of criticism.

1 Hour Session

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The Other Network - How To Build and Leverage Professional Relationships

We all know how to connect computers, but how do we connect with people? Who you know can help you leverage what you know, and can make your career more rewarding and fulfilling. Traveling Coaches' management team offers exceptional insight into the art of networking. Take advantage of this opportunity to learn from the pro's as to how you can build and benefit from peer to peer relationships.

1 Hour Session

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Technology Sessions

A Look at Word 2007 from the User's Perspective

Word 2007 presents perhaps the most radical change in word processing since we converted from WordPerfect to Word. How will users accept the change? And what should you do to “sell and train the change”? In this dynamic session, Char LeMaire will give a guided tour of Word 2007 and discuss the training and other considerations necessary for gaining user acceptance. Don’t miss this opportunity to hear what the training experts at Traveling Coaches advise for your successful adoption of Word 2007!

1.5 Hour Session

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Effectively Communicating Matter Centricity to the End-User

Matter Centricity is a hot item in firms today, but so many trainers and administrators struggle with effectively communicating the concept and process changes to end-users. Traveling Coaches has “been there” and “done that” on behalf of many firms across the country. During this presentation we’ll share with you various approaches and metaphors that work well in different environments, give you the selling points to make your users accept the change in process, and provide you with case studies and best practices based on successful matter centricity deployments in firms of different sizes and cultures. Bring your questions and your tales from the front line to share with your colleagues so that we can learn from one another.

1 Hour Session

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Top Tips for a Successful Office 2007 Rollout

Office 2007 presents significant changes in user interface and overall document production and management processes. In order for a firm to protect itself from a negative impact on productivity among users new to the Office 2007 interface, user education and orientation must be a key consideration before, during and after the rollout. This session will address shrinking classroom training time and how to educate user groups about the change and prepare them to work in the new software without interruption. We'll help you make your Office 2007 rollout a huge success!

1 Hour Session

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When Bad Documents Happen to Good People

In today's business environment, producing a document can easily involve a variety of users with varying skill sets, repeated conversions between applications, content originating from a foreign environment, back-and-forth email exchanges, and the influence of multiple automation tools. With all these factors affecting document production, it's easy to see how documents become flawed. This presentation will help you recognize, avoid, and overcome those high risk situations that can irreparably corrupt your documents. Armed with the knowledge that only experience can teach, Traveling Coaches will help you identify Best Practices and significantly reduce the number of "bad documents" that happen to your good people.

1 Hour Session

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Considerations for a Successful MCC Design

Traveling Coaches’ document management MCC Design Team will discuss the lessons learned and best practices in designing successful Matter Centric Collaboration. You’ll receive guidelines you can follow: to conduct an important analysis, to develop and select your focus groups, to get attorneys to agree on a design structure and to handle multiple practice groups in the design phase. In this session, Traveling Coaches reveals how to conduct a successful pilot with MCC and an overview of how it flows from A to Z.

1 Hour Session

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Office 2007 - Are You Ready for the Change?

The most significant upgrade in the past decade to the Office suite, Microsoft Office 2007 will cause a ripple effect across your firm as well as your documents. Have you considered how Office 2007 will impact your business even before you upgrade to this version? Join Traveling Coaches as we discuss some key questions facing firms who may or may not upgrade in the near future and who need to be ready for receiving and working with BOTH .doc(s) AND .docx(s). We will also give some tips on deploying and using the Microsoft Office Compatibility Pack. Get ready…here they come!

1.5 Hour Session

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Direction of Document Management with Sharepoint DM

Are you interested in hearing more about what other firms are doing and planning to do with document management using Sharepoint DM and the reasons behind these decisions? Join us in a discussion with law firm CIOs who see the strengths of document management systems and the direction these firms are considering.

1 Hour Session

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