The compulsory Solicitors Regulation Authority (SRA) Management Course Stage One has to be undertaken by all solicitors before the end of their third CPD year after qualification as a solicitor. This Pegasus course complies with the SRA’s Training Regulations 1990 (as amended) and qualifies each participant for seven CPD hours.
Our aim, at Pegasus, is to make this course as practical and relevant as possible to the skills need by young lawyers in their day-to-day work. The course highlights the need for developing those skills through a greater understanding of the basic principles of law firm organisation and management in the context of a very dynamic and changing legal industry.
All workshops incorporate the principles of effective workshop design set out on our Training Workshops page. The requirement set down by the SRA is for 7 hours training but this could be incorporated into other training e.g. a 2 day course allowing more delegates more time to review and develop skills in the areas covered.
The design of the workshop can be tailored specifically to the needs of your law firm or, for instance, Law Societies.
Workshop Objectives
The objectives of the course are:
- To introduce and promote greater understanding of the basic principles and techniques of strategy; management and client care
- To apply those principles and techniques into the context of law firms and, in particular, the delegate’s law firm or organisation
- To apply those principles and techniques to the delegate’s existing role and to any future roles
- To provide the opportunity for delegates to reflect upon their existing work ethos, systems and processes
- To provide the opportunity for delegates to reflect upon the development of their future role
Content
The course content complies with the SRAs compulsory requirements. Key areas covered include:
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The changing environment for law firms and the need for strategic business planning
− What has been happening in other industries and professions?
− The effects of the Legal Services Act 2007 (LSA) and the changing needs of clients?
− How proactive planning processes can re-invigorate law firms and individual teams.
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An overview of law firm finances
− How law firms are currently funded and available future options under the LSA.
− The operating cycle – the key to successful law firm finances.
− The solicitor’s role in understanding and supporting proactive financial management.
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Managing our people in the law firm
− Understanding individual motivation.
− The importance of regular feedback and coaching to motivate and develop your team members.
− Team dynamics.
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Client care and client relationship management (CRM)
− The importance of the client engagement process in managing client expectations.
− The key components of client care and CRM.