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Learning Management Systems

Presented By:

Angel Graves

VI Desktop

Toronto, Canada

Adam Stein

Micron Systems

Glen Rock, New Jersey

Presented at:

ACLEA 52

nd

Mid-Year Meeting

January

30

- February 2, 2016

Savannah, Georgia

(2)

Angel Graves

VI Desktop

Toronto, Canada

ANGEL GRAVES is  the  CLE  Specialist  with  viDesktop,  talent  management  software  for  law  firms.  She  is  responsible  for  managing  the  software  CLE/CPD  rules  for  all  US  jurisdictions  and  many  International  jurisdictions for client law firms around the world. She is a trainer and consultant for law firm clients on  the administrative functionality of the Learning Management System for attorneys, staff and Approved  Accredited  Providers.  Prior  to  that  she  was  the  CLE  Coordinator  at  an  Am  Law  100  firm  and  also  managed CLE compliance for LexisNexis attorneys in the Dayton, Ohio area. She is a member of ACLEA,  PDI, PLTG and CLEReg. Angel is passionate about sharing information and collaborating with colleagues  in legal professional development.   

Adam Stein

Micron Systems

Glen Rock, New Jersey

Adam  Stein  is  the  Vice  President  of  Sales  &  Marketing  for  Micron  Systems,  a  talent  management  software company located in Fair Lawn, New Jersey.  Adam works with clients and prospects to educate  them on the products, LawCruit, CE Manager, and Top Performance. 

Adam entered the University of Kansas (Rock chalk Jayhawks!) in 1990 as a Civil Engineer, later switching  to Computer Science (before the  internet  bubble,  when it was  all math theorems – yuck!), and finally  graduating  with  a  B.G.S  in  Communication  Studies.    This  trajectory  suited  his  personality  anyway,  and  ultimately was the catalyst to his current forte – helping law firms and accounting firms with software  and  processes  that  support  and  enhance  their  talent  management.    Adam  can  sit  in  a  room  with  business  professionals,  who  self‐proclaim  to  be  “not  so  computer  savvy,”  and  draw  from  them  their  most needed business requirements.  Then Adam can sit in a room with software developers and turn  those business needs into pleasant screens and buttons that inspire the business at hand. 

(3)

Adam moved to New York City in 1995 with a U‐Haul full of music equipment.  He played lead guitar in  Backwards Dog Religion and Less Nessman at renowned clubs such as the Bitter End and Canal Room.   To support his habit, he worked temp jobs, one day landing at Logicat, the original software developer  of CE Manager, the premier CLE tracker and LMS used worldwide in law firms.  18 years later, including a  merger with Micron Systems, Adam has played many roles with the company, from Technical Support  Director to IT Director, Project Manager to salesman and marketer.  Ultimately he’s a product guy.  He  can help you strategically and creatively place Micron Systems’ talent management software products in  your firm and launch them to great success.  Adam currently resides in Jersey City, NJ, with his wife and two young daughters.  On any given night  you  can  hear  rounds  of  Frozen  songs  being  belted  out  from  his  3rd  floor  music  studio  –  all  in  CLE 

(4)

Adam

 

Stein

Vice

 

President

 

of

 

Sales

 

&

 

Marketing

Micron

 

Systems

(5)

Scope

You

 

want

 

your

 

lawyers

 

to

 

meet

 

their

 

compulsory

 

education

while

 

filling

 

them

 

with

 

your

 

good

 

content 

– and

 

t

hey

 

want

 

to

 

be

 

satisfied

 

with

 

their

 

careers

. Using

 

an

 

LMS

 

and

 

an

 

accessible

 

Portal

 

will

 

draw

 

lawyers

 

into

 

their

 

own

 

development. A

 

course

 

calendar,

    

E

Learning

 

library,

 

Learning

 

Tracks,

 

and

 

CLE

 

Reports

 

are

 

all

 

key

 

ingredients. Whether

 

you

 

are

 

with

 

a

 

law

 

firm

 

or

 

a

 

Third

 

Party

 

Provider,

 

you

 

can

 

entice

 

your

 

lawyers

 

more

 

than

 

ever

 

(6)

Who

 

is

 

your

 

speaker?

One

 

of

 

the

 

original

 

authors

 

of

 

CE

 

Manager,

 

a

 

CLE

 

tracker

 

and

 

LMS

 

produced

 

by

 

Micron

 

Systems

 

that

 

is

 

specifically

 

designed

 

for

 

law

 

firms.

CE

 

Manager

 

is

 

the

 

global

 

market

 

leader

 

for

 

CLE

 

&

 

CPD

 

tracking

Worked

 

for

 

nearly

 

two

 

decades

 

with

 

Professional

 

Development

 

administrators

 

to

 

understand

 

their

 

business

 

requirements

 

and

 

turn

 

them

 

into

 

functional

 

software.

Subject

 

Matter

 

Expert

 

in

 

Professional

 

Development,

 

Performance

 

Management,

 

Recruiting,

 

and

 

Talent

 

Management.

(7)

How

 

many

 

of

 

you

 

work

 

in

 

Professional

 

Development

 

at

 

a

 

law

 

firm?

What

 

do

 

we

 

all

 

have

 

in

 

common?

How

 

many

 

of

 

you

 

work

 

for

 

a

 

Third

 

Party

 

Content

 

Provider?

We

 

all

 

have

 

something

 

in

 

common.

  

We

 

want

 

to

 

deliver

 

education

 

to

 

our

 

lawyers.

   

We

 

want

 

to

 

deliver

 

our

 

content

 

to

 

our

 

lawyers.

  

And

 

we

 

want

 

them

 

to

 

like

 

it

 

and

 

(8)

What

 

are

 

you

 

trying

 

to

 

accomplish

 

at

 

your

 

organization

 

with

 

education?

What

 

are

 

your

 

goals

 

with

 

your

 

current

 

Professional

 

Development

 

program?

What

 

are

 

the

 

tools

 

you

 

use

 

to

 

accomplish

 

(9)

It’s

 

the

 

environment

 

in

 

which

 

you

 

are

 

enabled

 

to

 

learn.

  

It’s

 

the

 

tools

 

you

 

have

 

access

 

to.

  

And

 

it’s

 

the

 

support

 

from

 

your

 

organization.

Tell

 

me

 

and

 

I

 

forget.

 

Teach

 

me

 

and

 

I

 

remember.

 

Involve

 

me

 

and

 

I

 

learn.

~Benjamin

 

Franklin

(10)

your

Education

 

is

 

what

 

remains

 

after

 

one

 

has

 

forgotten

 

what

 

one

 

has

 

learned

 

in

 

school.

~Albert

 

Einstein

(11)

Learning

 

Management

 

System

Aha!

  

So

 

it

 

manages

 

learning!

  

Professional

 

Development

 

administrators

 

use

 

an

 

LMS

 

to

 

manage

 

an

 

entire

 

firm’s

 

learning.

  

Third

 

Party

 

Providers

 

use

 

an

 

LMS

 

to

 

manage

 

their

 

audience’s

 

learning.

 

And

 

a

 

lawyer

 

uses

 

it

 

to

 

manage

 

his

 

or

 

her

 

own

 

(12)

Personnel

Courses

Key

 

Ingredients

 

for

 

an

 

LMS

Integrate

 

data

 

from

HRIS

 

to

 

LMS

Put

 

your

 

people

 

in!

Put

 

your

 

courses

 

in!

(13)

So,

 

just

 

how

 

do

we

 

supercharge

 

our

 

lawyers?

Give

 

them

 

the

 

tools

 

they

 

need

 

to

 

succeed!

Single

 

Sign

on

 

from

 

your

 

intranet

 

to

 

your

 

LMS

Your

 

LMS

 

should

 

give

 

a

 

Portal

 

view

 

for

 

each

 

lawyer

 

to

 

see

 

professional

 

development

  

information

 

about

 

themselves

A

 

Portal

 

provides

 

a

 

lawyer

 

with

 

consolidated

 

information

 

about

 

all

 

of

 

their

 

professional

 

development

Brand

 

your

 

Professional

 

Development

 

with

 

a

 

catchy

 

name

 

so

 

that

 

your

 

lawyers

 

can

 

easily

 

identify

 

with

 

it

 

and

 

take

 

pride

 

in

 

their

 

learning

Create

 

a

 

Professional

 

Development

 

page

 

on

 

your

 

intranet

(14)

The

 

Lawyer

 

Portal

A

 

close

up

 

look

at

 

my

Professional

Development!

(15)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

Easy

to

follow

 

Menu

User

Friendly

Intuitive

(16)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

Compulsory

 

Education…CLE

 

Compliancy

 

Status

(17)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

Training

 

Record

 

of

 

Compulsory

 

Education…CLE

 

Tracking

(18)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

CLE

 

Short

 

Summaries

(19)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

Learning

 

Track,

 

Learning

 

Path,

 

Career

 

Path

(20)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

Course

 

Calendar

 

&

 

Registration…

(21)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

…with

 

Outlook

 

Integration

Recipe

 

for

 

Success:

 

(22)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

E

Learning

(23)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

E

Learning

 

with

 

synched

 

Power

 

Point

 

Presentation

(24)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

E

Learning

 

with

 

Validated

 

Self

Study

(25)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

CLE

 

Certificates

Recipe

 

for

 

Success:

 

“My

 

credits

 

(26)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

Course

 

Feedback

 

Form

(27)

Key

 

Ingredients

 

of

 

the

 

Lawyer

 

Portal

Course

 

Materials

 

Library

(28)

Embellish

 

the

 

Portal

 

with

 

Emails

Send

 

automated

 

emails

 

from

 

your

 

LMS:

Course

 

Invitations

Outlook

 

Calendar

 

Course

 

Appointments

Course

 

Reminders

Evaluation/Feedback

 

Requests

CLE

 

Compliance

 

Reports

Learning

 

Track

 

Progress

(29)

Embellish

 

the

 

Portal

 

with

 

Emails

Branded

 

Course

 

Invitations

…and

 

for

 

your

 

Clients

(30)
(31)
(32)

Admin

 

LMS

 

Features

 

that

 

Supercharge

 

Lawyers

CLE

 

Compliance

 

Management

 

keeps

 

your

 

lawyers’

 

licenses

 

in

 

check

Learning

 

Tracks

 

focus

 

your

 

lawyers

 

on

 

the

 

firm’s

 

expectations

Course

 

Catalog,

 

Calendar,

 

and

 

Registration

 

gets

 

your

 

lawyers

 

to

 

your

 

own

 

programs

E

Learning

 

Library

 

promotes

 

your

 

own

 

valuable

 

content

Automated

 

Emails

 

encourage

 

CLE

 

Compliancy,

 

Career

 

Guidance,

 

Course

 

Attendance,

  

Course

 

Feedback,

 

and

     

E

Learning

(33)

Admin

 

LMS

 

Features

 

that

 

Supercharge

 

Lawyers

Reporting

Get

 

information

 

out

 

of

 

your

 

LMS!

It’s

 

a

 

database!

 

Statistics

Metrics

 

&

 

Measurements

Trends

Make

 

adjustments

Plan

 

your

 

future

 

Professional

 

Development

Unlock

 

your

 

data!

Learn

 

from

 

(34)

Admin

 

LMS

 

Features

 

that

 

Supercharge

 

Lawyers

Reporting

Get

 

information

 

out

 

of

 

your

 

LMS!

It’s

 

a

 

database!

 

Statistics

Metrics

 

&

 

Measurements

Trends

Make

 

adjustments

Plan

 

your

 

future

 

Professional

 

Development

(35)

Admin

 

LMS

 

Features

 

that

 

Supercharge

 

Lawyers

Reporting

Get

 

information

 

out

 

of

 

your

 

LMS!

It’s

 

a

 

database!

 

Statistics

Metrics

 

&

 

Measurements

Trends

Make

 

adjustments

Plan

 

your

 

future

 

Professional

 

Development

(36)

Admin

 

LMS

 

Features

 

that

 

Supercharge

 

Lawyers

Reporting

Get

 

information

 

out

 

of

 

your

 

LMS!

It’s

 

a

 

database!

 

Statistics

Metrics

 

&

 

Measurements

Trends

Make

 

adjustments

Plan

 

your

 

future

 

Professional

 

Development

(37)

Admin

 

LMS

 

Features

 

that

 

Supercharge

 

Lawyers

Reporting

Get

 

information

 

out

 

of

 

your

 

LMS!

It’s

 

a

 

database!

 

Statistics

Metrics

 

&

 

Measurements

Trends

Make

 

adjustments

Plan

 

your

 

future

 

Professional

 

Development

(38)

Guided

 

learning

 

through

 

frameworks,

 

competencies,

 

and

 

learning

 

tracks.

I

 

am

 

always

 

doing

 

that

 

which

 

I

 

cannot

 

do,

 

in

 

order

 

that

 

I

 

may

 

learn

 

how

 

to

 

do

 

it.

~Pablo

 

Picasso

(39)

Guided

 

Learning

Building

 

Blocks:

Frameworks

 

&

 

Skills

 

Matrix

Competencies

(40)

Learning

 

Tracks

Building

 

Blocks:

Audience

Level

Skills

Mandatory

 

or

 

Optional

Auto

Enrollment

Due

 

Dates

(41)

Your

 

Professional

 

Development

 

and

 

your

 

performance

 

should

 

be

 

directly

 

correlated.

Live

 

as

 

if

 

you

 

were

 

to

 

die

 

tomorrow.

 

Learn

 

as

 

if

 

you

 

were

 

to

 

live

 

forever.

(42)

Connecting

 

Development

 

&

 

Performance

Building

 

Blocks:

Tag

 

courses

 

in

 

your

 

LMS

 

with

 

competencies

Tag

 

questions

 

in

 

your

 

appraisals

 

with

 

those

 

same

 

competencies

Run

 

corresponding

 

stats

 

and

 

act

 

on

 

it!

Give

 

your

 

Evaluators

 

a

 

dashboard

 

of

 

information

 

about

 

development

Allow

 

your

 

Evaluators

 

to

 

make

 

(43)

An

 

LMS

 

is

 

not

 

just

 

for

 

lawyers

 

– it’s

 

also

 

for

 

staff!

Your

 

staff

 

is

 

the

 

foundation

 

of

 

your

 

organization.

  

Expand

 

your

 

use

 

of

 

(44)

Key

 

Ingredients

Training

 

for:

Leadership

 

Harassment

Microsoft

 

Office

Other

 

Software

 

Business

 

Skills

Interpersonal

 

Skills

(45)
(46)

Continuous

 

Rollout

Rollout

 

of

 

an

 

LMS

 

does

 

not

 

happen

 

just

 

once

 

at

 

the

 

time

 

of

 

initial

 

implementation

 

– it

 

is

 

a

 

continual

 

effort

 

and

 

process

 

to

 

engage

 

your

 

lawyers.

Email

 

Announcements

New

 

Associate

 

Orientation

Software

 

Training

 

Day

5

 

minutes

 

at

 

the

 

beginning

 

of

 

a

 

CLE

 

to

 

(47)

User

 

Adoption

Dig

 

in!

Encourage

 

use

PR

 

Campaign

Be

 

ready

 

to

 

support

 

it

Video

 

Vignettes

(48)

Upper

 

Management

 

Buy

in

The

 

big

 

thumbs

 

up!

People

 

are

 

more

 

successful

The

 

organization

 

is

 

more

 

successful

Happier

 

people

Better

 

retention

(49)

Measure

 

your

 

success!

Surveys

Are

 

people

 

happier?

Do

 

people

 

feel

 

like

 

they

 

have

 

direction?

Do

 

people

 

feel

 

like

 

they

 

have

 

the

 

skills

 

they

 

need

 

to

 

succeed?

Do

 

you

 

have

 

better

 

retention?

Is

 

your

 

business

 

more

 

profitable?

(50)

Sum

 

up

 

the

 

Supercharge!

An

 

LMS

 

manages

 

your

 

lawyers’

 

learning

An

 

LMS

 

is

 

where

 

people

 

and

 

coursework

 

come

 

together

Brand

 

your

 

Professional

 

Development

 

as

 

a

 

university

 

or

 

with

 

a

 

catchy

 

name

 

that

 

your

 

lawyers

 

gravitate

 

to

 

and

 

take

 

pride

 

in

Create

 

a

 

specific

 

Professional

 

Development

 

page

 

on

 

your

 

intranet

(51)

Sum

 

up

 

the

 

Supercharge!

The

 

Lawyer

 

Portal

 

is

 

a

 

consolidated

 

view

 

of

 

a

 

lawyer’s

 

own

 

Professional

 

Development

The

 

Portal

 

should

 

be

 

extremely

 

user

friendly

 

and

 

intuitive

Deliver

 

education

Deliver

 

your

 

content

(52)

Sum

 

up

 

the

 

Supercharge!

Ingredients

 

of

 

the

 

Lawyer

 

Portal

CLE

 

Compliance

 

Report

 

with

 

Short

 

Summary

 

of

 

rules

CLE

 

Certificates

Learning

 

Tracks

Course

 

Calendar

 

&

 

Registration

 

with

 

Outlook

 

integration

E

Learning

Course

 

Feedback

 

Forms

Course

 

Materials

(53)

Sum

 

up

 

the

 

Supercharge!

Other

 

Important

 

Ingredients

Define

 

your

 

organization’s

 

Professional

 

Development

 

goals

Establish

 

a

 

Learning

 

Culture

Make

 

use

 

of

 

Reporting

Establish

 

Learning

 

Tracks

Connect

 

Professional

 

Development

 

and

 

Performance

Expand

 

your

 

LMS

 

to

 

Staff

 

training

Continuous

 

Rollout,

 

User

 

Adoption,

 

and

 

Upper

 

Management

 

Buy

in

(54)

Summary

 

of

 

Scope

An

 

effective

 

LMS

 

supercharges

 

your

 

lawyers

Compulsory

 

Education

 

is

 

handled

 

in

 

the

 

CLE

 

Compliance

 

Report

Your

 

good

 

content

 

is

 

promoted

 

and

 

delivered

 

through

 

E

Learning

Lawyers

 

are

 

satisfied

 

with

 

their

 

career

 

because

 

their

 

roadmap

 

is

 

clear

(55)

Good

 

Luck!

…and

 

remember,

 

it’s

 

all

 

about

 

investing

 

in

 

the

 

future

 

of

 

our

 

next

 

generation

 

of

 

(56)

Adam

 

Stein

Vice

 

President

 

of

 

Sales

 

&

 

Marketing

Micron

 

Systems

(201)

 

652

2229

 

x135

References

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