PCounsel@

A Template for a Legal Sub-Function Overview and Development Plan

Robin Moore -


Last updated: [date]

Goals

  • Deliver timely, excellent, delightful advice;
  • Deliver timely, excellent, delightful work product; and
  • Create an efficient legal sub-function to operate at scale.

Areas of Ownership

  • Client: [Sub-Function] owns the relationship between Legal and [name of internal client (e.g., Product, Comms, Marketing Analytics, etc.)]

Skills Development

Skill

Starting/Medium/Expert

Next Step

[Plain-language drafting]



[Clear, concise, and delightful client interactions]















List of External Mentors

Infrastructure

  • Ticketing system:
  • End-of-week updates:
  • GDrives and folders:
  • Google groups:
  • Slack channels:
  • FAQs, Guides, and Playbooks:

Best Practices for Working with [Client name]


What Needs Review Before it Goes to a Client or Opposing Counsel


Client Response Time Expectations

Estimated Task Time

Target Response Time







Monthly Infrastructure and Skills Developments

For review on [date]

Function

  • [TBD]

Personal Skills Development

  • [TBD]

Holding Place for Potential Future Projects

  • [Item 1]
  • [Item 2]