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

By Chuck Bingaman - chuck@chuckbingaman.com

#35 May 2007

Leadership    Why hasn’t some CLE organization put pictures and names of customers on the opening page of its web site along with brief testimonials? That page really should tell readers that it is for people like THEM. For an example from the law firm world, see http://www.colsonquinn.com/. And why hasn’t any CLE organization that I know of created separate, tailored web pages for Baby Boomer and for GenX lawyers? The research clearly shows that they are looking for different things and respond to different themes and different graphics.   And, as long as we’re in this groove, why haven’t CLE organizations in MCLE jurisdictions, mounted annual efforts, supported by their governing boards, to improve their MCLE rules for the good of the bar and the public? E.g. rethinking rules against accrediting practice management courses, moving toward nationwide uniformity, etc.   From a recent New York Times Sports Page: “Whenever you work with somebody, you must make people laugh, because the message goes through easier. If you try to be hard, it doesn’t matter what you teach. Some people will put up a front. So you have to be loose and you have to have fun doing it. That makes it easier.” So says Tony Pena, first base coach of the Yankees.

Management     For many CLE organizations, it’s year-end performance review season. While many people—on both sides of the desk—dread the process, it can be positive and valuable. I recommend using one of the many commercial forms available to guide you through the process and to act as an objective checklist of things that need discussing. Train your people on using the forms so that everyone understands what is happening and why. If you have communicated reasonably well during the year, there should be no big surprises at year’s end. But still it is often useful to review each person’s performance highlights and not-so-high lights from the past year, both the supervisor’s views AND the supervisee’s views, and to agree on goals and new approaches for the coming year. Emphasize strengths and potentials for even better performance in the coming year. Little is gained by painful revisits to failures or mistakes during the year, but discussion of euphemisms such as “learning experiences” can make the discussion complete and sometimes generate better understanding on everyone’s part. And it can lead to agreement on how to produce better performance in the future.   Every CLE organization needs a good overall strategy to succeed in a challenging marketplace. But that great strategy means nothing without focused, consistent execution. Keys to great execution include the leaders’ staying in touch with day-to-day realities in the market (and sharing that knowledge with others in the business). It requires the setting of specific, measurable goals and priorities AND consistent follow-through that sees that milestones are reached, that conflicts surfaced and resolved, and that follow-up meetings see that people are accomplishing what they’re supposed to. It requires the rewarding of “doers”, the sharing of skills and information so capabilities of the entire organization expand, and the honing of character traits on the parts of the leaders that include authenticity, self-awareness, self-mastery and humility. Those are large orders. But they are essential to solid strategy execution.

Resources     Google Docs & Spreadsheets now offers free, web-based, collaborative, word-processing tools that can be powerfully efficient for many CLE uses. Check them out at http://www.google.com/google-d-s/whatsnew.html. Creating a CLE course marketing plan, a curriculum, a budget, a report, or other documents, where the input of others is needed or valued, can be facilitated by collaborative word processing tools. They take a bit of learning and practice, but they are worth the effort!   Check out the web-based approach to learning Mandarin Chinese promoted on a Chinese web site, http://www.chinesepod.com. According to Elliott Masie, “this unique site includes audio pod/segments, news from China and live one to one coaching services from Shanghai. Upbeat, well-structured and highly interactive content and assistance flows from this site. There is a fee for on-going content and personal coaching. Can CLE take away something from this approach?   In another Masie brainchild, he says, “We are launching a new project in our Learning CONSORTIUM… focused on Open Source Learning. Volunteers from dozens of our corporate members are working together to create free, reusable learning content on two topics: Working Virtually with Teams and Better On-Line Search Techniques. There are two provocative elements to this project: first, all content will be developed by teams from multiple Fortune 1000 companies. Second, all content and modules will be placed in the Public Domain for any organization to use, modify or extend. [The project] will extend to dozens of modules this year and beyond. If you are interested in joining our Learning CONSORTIUM, go to our website at http://www.masie.com.”

Consulting Ideas     If you are budgeting now for next year, include funds to pay for an innovative, high-impact strategic planning session with your governing board or committee, with your staff or with a combination of the two. If done well, it will return more in added revenue or cost savings than you spend. If you choose to use an outside facilitator to maximize the value of your planning, I can provide an objective, outsider’s view AND the experience of leading strategic planning sessions with large and small CLE groups all over the USA and Canada. If you would like a detailed, no-obligation proposal, let’s discuss your needs. I guarantee that you will be pleased with the outcome of our work together!   If you would like to raise the impact of your advertising pieces, including your web site, I can give you a proposal for a sharp-edged set of recommendations based on reviewing your current efforts.   If you have a nagging--or even raging--management/personnel issue with your staff or governing board, I am willing to listen, to ask questions and to make suggestions, if I have any. For such confidential executive services, I pass along my expenses, if any, for reimbursement and suggest a fee range. But you decide the value of the services and the eventual fee based on actual outcomes on the time frame that you deem appropriate.


Following 20 years as Executive Director of a major American CLE organization, Chuck now consults on CLE strategic planning, marketing, management challenges with CLE organizations, bar associations, law firms, and law schools. He welcomes your inquiries on projects designed to enhance your organization’s effectiveness. You can contact him at chuck@chuckbingaman.com, at 1-603-756-9268, or at P.O. Box 390, Walpole, NH, USA 03068-0390. Past issues of this newsletter are archived at www.chuckbingaman.com.