Course Description

Critical to building NewLaw competencies? The Triad of Process as applied to legal services delivery: process design, implementation, and continuous improvement. For decades, process design and improvement have been foundational elements in the development of agile workplaces across industries, and have the capacity to literally transform the way legal services are delivered across the spectrum of law. In this PoLI Institute Immersion workshop, you’ll learn a skill set you can use yourself and with your team to create and implement efficient and effective processes individually and across your organization. This practical, hands-on program includes a step-by-step framework for process selection, assessment, analysis, and improvement, as well as process mapping and change management. All the way through, you’ll apply what you’re learning directly to a process you’ve chosen. By the end, you’ll have one improved process and a toolkit you can use across the practice and organization to accomplish more with less cost and less effort. Completion of the Process Design + Improvement for NewLaw Immersion qualifies participants for the credential of Legal Process Improvement Professional from the International Institute of Legal Project Management (IILPM). Co-facilitated by Karen Skinner and David Skinner with Cat Moon. Karen and David are the sole trainers recognized by IILPM to offer certification training qualifying for the Legal Process Improvement Professional designation. Visit the PoLI Institute NewLaw Acclerator website for more information about this immersion workshop.

What: A two-day, highly interactive immersion experience designed for legal professionals and delivered virtually via a format that provides hands-on learning and development.

A primary benefit of this workshop is its focus on the breadth, range, and scale of legal process design and improvement opportunities across the spectrum of legal services delivery, whether in a corporate law department, a small firm, or a large organization. We've designed the workshop to deliver high impact regardless of your role.

Who: Process Design + Improvement for NewLaw is designed for any legal professional seeking to improve how they work, as well as how their organization functions to optimize efficiency and accuracy and maximize outcomes.

The course is open to all kinds of legal professionals – including those with law degrees and executive management responsibilities for their teams, AND those with degrees or strong experience in business, technology, or executive operations who are working in legal to help improve a law department’s or firm's service delivery and value.

How: While the workshop will deliver substantive and demonstrable value, it does so via the power of collaboration and conversation, not siloed subject matters and academic lectures.

In addition to in-depth process training from experts Karen Dunn Skinner and David Skinner (bios below), participants will share their ideas, challenges, and experiences, and collaborate to design and iterate real process challenges faced in their work.

Registration is limited to a small cohort of 12 participants, to promote collaboration and dialogue.

When: Monday, March 28, 2022, from 9 am CDT to 5 pm CDT and Tuesday, April 4, 2022, from 9 am CDT to 5 pm CDT.

Where: Synchronous sessions will take place in Zoom and will require both audio and video connections. Asynchronous work and collaboration will take place in additional platforms provided as part of the Immersion experience

Learner Outcomes

Learning Outcomes

  • The need for and purposes served by process design and improvement
  • The essential elements of process design and improvement
  • How process design and improvement can bring demonstrable value to individual and organization-wide workflows
  • How to structure the design and deployment of legal processes to ensure success


  • The full LeanLegal Process Improvement toolkit (a set of skills and tools you can apply over and over again to improve legal service delivery in your organization)
  • An improvement plan setting out the steps you can take immediately to solve a process challenge you face in your daily work or a challenge facing your organization
  • Qualification for the internationally recognized Legal Process Improvement Professional designation via IILPM

Participants will work individually and collaboratively to take an existing workflow through the design and improvement process and apply the new process immediately in their work. In addition, participants will receive the following:

  • A full set of Immersion slides and materials
  • Unfettered access to legal process professionals and the cohort over the course of the Immersion
  • Access to the NewLaw Forum, a digital collaboration space for post-Immersion support, launching in 2022


Barbara McGinnis, Law Firm Partner, US (LPM 2.0 cohort): 
"It was thought-provoking and energizing. We get so tunneled vision focused, (as lawyers on our area of specialty) we forget there is so much to learn in life that can enhance our journey. This immersion experience gave me a peek into other possibilities."

Rafael Figueiredo, General Counsel, US (LPM 2.0 cohort):
"Personally, I loved the somewhat loose agenda (even if not intentional) which allowed ample time for thought-provoking dialogue on legal innovation, etc. + Unique take on legal process & project management — focus on LPM methodologies (necessary for certification purposes, I suspect) but combining with agile, lean six sigma and design thinking. I believe that combining these approaches makes things happen inside teams (legal or not) just a bit easier (i.e., as mentioned, important to choose the best tool/approach for each project or for each part of a project)."

Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.
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