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February 26, 2007

Redux: The Sacred, Immovable, No-Excuses Weekly Phone Call.

Seven years ago, our firm started the practice of weekly phone conferences for lengthy but intense projects where things generally happen every week. In a nutshell, the client representative, lawyers at our firm and any other key players in a case or project set aside a weekly "sacred time"--as one GC has dubbed it--for a phone conference: weekly, same day, same time and observed by all.

The meetings are intended to be 30 minutes tops (if possible). You need to pick a relatively quiet off-track time when disturbances are at a minimum. The time that has worked best for us has been between 7:30 AM and 9:30 AM EST on Fridays. (If you live on the West coast, though, you may be getting up around 4 or 4:30 AM--but you get a break if you're in South America or Europe). Finally, they are missed or canceled only for the most compelling reasons. Vacations, trips to Europe, Asia, South America, head colds, bad traffic, hangovers and my-dog-ate-my-draft-amended counterclaim won't cut it.

As of this writing, we have three ongoing Friday meetings--each about a year old and two of them likely to continue for another year. This simple institution has worked very well for us--and clients appreciate it because they can rely on it. The longest running weekly meeting we had was three-and-a-half years for a particularly contentious off-again on-again arbitration on an ongoing construction project involving a Germany-based client and U.S. players from 4 to 6 states in our camp alone. Our 7:45 AM meeting kept our people focused, informed, on the same page and even on good terms when they otherwise might not have been. (It was a draining, stressful project.)

The "sacred" weekly meeting is a very good tool for cases with lots of players and/or consultants. Even if there is nothing to report, people touch base and re-bond so they can at least keep heading in the same direction. In short, it's an effective way to regularly catch up and share information on bigger or more complicated projects.

Posted by JD Hull at February 26, 2007 11:50 PM

Comments

Thanks, Dan. I can think of a number of higher end cases that my firm is running that could usefully benefit from this model. Good client relations too. I promise due attribution when raising the idea with the partner.

Posted by: Nearly Legal at February 24, 2007 02:37 PM

Great idea. I intend to steal it.

Thanks Dan.

Posted by: John Day at February 26, 2007 04:54 AM

When we first tried the idea, some GCs at first balked a little at it, and then came to expect/welcome it as part of their week.

Posted by: Dan Hull at February 26, 2007 12:28 PM

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