CLE Leadership & Management
Ideas, Resources, and Techniques for CLE Professionals
A periodic e-newsletter

By Chuck Bingaman - chuck@chuckbingaman.com

#17 October 2004

Leadership    Leadership in customer service is one way of building a CLE organization’s “brand”, its unique identity that sets it apart from its competitors and makes more likely its survival in highly competitive markets. Tom Knighton, head of customer experience practice at consulting firm Forum Corp., is quoted in a recent Fast Company magazine as arguing that “People are starting to understand that the customer experience is the next competitive battleground.  It’s where business is going to be won or lost.”  What is your CLE organization doing to be sure your customers feel that they are getting top-flight customer service?  What customer experience expectations do you as a leader emphasize and model for every member of your team?  What new initiatives are you planning to upgrade your customers’ experiences with your organization?  Have you had an outside person register for a course or purchase a publication through all of the ways you offer and give you a detailed critique of their experiences?  Have you identified all possible problems in such transactions and sought ways to eliminate them?  Have you made sure that all customers can reach an empathetic, friendly person they can talk to if necessary?  Are you tracking—and acting on—ALL customer complaints, confusions, criticisms and suggestions?

Management    A friend and top management consultant in Toronto, Richard Stock, showed me his list tool two years ago for keeping track of the many projects, responsibilities and duties he needed to handle.  I’ve modified it for the varied types of work I do, and I note that, in the Ready for Anything book cited below, David Allen emphasizes using such a tool.   Allen’s point—and I certainly agree—is that, by making and keeping up to date such a comprehensive project list, one effectively reduces the stress of having to remember everything AND it enables one to prioritize and complete one’s work in a more relaxed, efficient way.  The two key secrets to using such a list of responsibilities is to continually work to make it contain EVERYTHING you need to do AND to update it regularly.  Maintaining such a comprehensive, up-to-date list, works automatically to remind you of things you need to do, to stimulate your unconscious to think of creative approaches, to reduce the stress of having to remember critical jobs, deadlines and people, and to prevent your letting key jobs slip through your otherwise unreliable memory.  See a sample template for a personal project list at the bottom of this newsletter.  And modify it for YOUR personal mix of responsibilities.   How do you handle “early bird” incentives for CLE course registration? “Early bird” incentives are important because those who make early commitments to attending your courses may be less likely later to make competing commitments to other things.  But I say the case for offering cash tuition discounts is weak and shortsighted.  ACLEA experience on the issue and common sense say that a 15-20% tuition discount is needed revenue lost to the CLE sponsor and almost never meaningful—or motivating—savings to the potential registrant.  If you want to offer a truly motivational incentive to early registration, offer a limited time or limited number of FREE gifts of real value.  Those incentives can actually reach your customer, have tangible value, put your name in a benefit-laden medium before them for some time AND save you money.  A simple article on “Five New Ways to Build Your [Subject] Practice” to those who register before the “early bird” deadline may actually get people’s attention and find a place in their reading materials.  The same may be said for a special report in the field of the seminar being advertised, a preview version of a chapter from a new book in a related field, or a summary of developments in the field.  WHAT you can send your potential “early birds” is limited only by what is valuable to THEM and your imagination for identifying and delivering it. Mailing a report of 10-20 pages will cost, even including the cost of producing and sending it, much less than a cash discount and you do not decrease your seminar revenue.  As in any change of approach like this, you should TEST it in several 50-50 mailings to see for sure what works best in your markets.

Resources    Several issues back I suggested signing up for David Allen’s monthly newsletter on time management and efficient work.  Well, he’s also got a very useful book out called Ready for Anything: 52 Productivity Principles for Work and Life  (Penguin Group 2003).  It’s a collection of 52 short essays, many of which have very good ideas for helping people, as Allen says, “achieve a more relaxed, positive, and sustainable way to live and work.”   A broader and brand new book with innovative ideas for handling demanding work in the 21st century is Making Work Work by Julie Morgenstern (Fireside 2004).  Each of these books offers great material for in-house discussions or personal regrouping!

I welcome your feedback!  Please keep in touch!  CCB


Following 20 years as Executive Director of a major CLE organization in the USA, Chuck now consults on strategic planning, marketing and management challenges with CLE and other legal organizations, law firms, law schools and others.  He is currently advising on new strategic directions with a national CLE provider and a national legal membership organization and advising on marketing strategy for an investment company.  He welcomes your inquiries on projects designed to enhance your organization’s effectiveness.  You can contact him at chuck@chuckbingaman.com, at 603-756-9268, or at P.O. Box 390, Walpole, NH 03068.  Past issues of this newsletter are archived at http://www.chuckbingaman.com/.

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Sample Template for Personal Project List

[Note: I have not filled in my personal items because no one else would be intersted in them and because some of them are confidential client matters. In my filled- in template for myself, though, I note deadlines, last steps taken, next steps needed, relevant dates, and other facts that add life to the entries.  Creating your list is a LARGE task the first time, and you will inevitably forget more than one key job the first few time through.  But, with a word processor, updating and filling it out is quick and simple once you get it in pretty good form. ]

Date:

Projects Committed to or Under Contract

Projects Awaiting Client Decisions

Possible Projects in Preliminary Discussion

Alliances Needing Feeding

Confirmed Presentations/Talks/Papers/Courses

Articles/Deadlines

Personal Marketing Projects (Including People to Phone)

Miscellaneous Civic Projects and Responsibilities

Personal and Family Projects