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Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand...

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Agile Basics for Lawyers Agile Clients | Agile Contracts | Agile Practice [email protected] @jegrant3 LegalValueTheory.com
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Page 1: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Agile Basicsfor Lawyers

Agile Clients | Agile Contracts | Agile [email protected]

@jegrant3

LegalValueTheory.com

Page 2: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Goals for this Class:

Alert you to

the Agile

Revolution

Discuss the

Contract

needs of

Agile teams

Show how

lawyers can

benefit from

Agile

Page 3: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

To-Do doing done!

Alert you to

the Agile

Revolution

Discuss the

Contract

needs of

Agile teams

Show how

lawyers can

benefit from

Agile

Page 4: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 5: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

What is Agile?ag·ile (ˈajəl/):A time boxed, iterative approach to project management and process improvement that emphasizes incremental delivery of valuable work from the start of a project, instead of trying to deliver it all at once near the end.

Page 6: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

http://info.versionone.com/state-of-agile-development-survey-ninth.html

2013: 88%

2012: 84%

2011: 80%

Page 8: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Why Agile?

Page 9: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 10: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 11: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Traditional Project Management

Page 12: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Waterfall Project Phases

Page 13: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 14: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Planning=

Guessing

Page 15: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Time

Cone of Uncertainty

Degree of UncertaintyToday

Tactical Delivery Strategic Planning

Page 16: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Time

Cone of Uncertainty (fixed scope)

Accuracy of

Estimates

25%

400%200%

50%

Conception Definition Design Delivery

Budget

100%75%

150%

Page 17: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 18: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Agile Project Phases (Scrum)

Page 19: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Time

Cone of Uncertainty (fixed scope)

Accuracy of

Estimates

25%

400%200%

50%

Conception Definition Design Delivery

Budget

100%75%

150%

Page 20: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Cone of Uncertainty (Agile)

Accuracy of

Estimates

Iteration 1 Iteration 2 Iteration 3 Iteration 4

Page 21: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

http://info.versionone.com/state-of-agile-development-survey-ninth.html

2013: 88%

2012: 84%

2011: 80%

Page 22: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 23: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Questions about Agile?

Page 24: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

To-Do doing done!

Alert you to the

Agile Revolution

Discuss the

Contract needs

of Agile teams

Show how

lawyers can

benefit from

Agile

Page 25: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 26: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 27: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 28: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 29: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 30: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

http://qz.com/139377/why-healthcare-gov-went-wrong-a-lack-of-agile/

The federal government isn’t good at buying IT services. Most large public IT projects are over-budget or over-time. While it’s still a mystery exactly why people trying to sign up for insurance on healthcare.gov faced site crashes and data transfer problems, there’s general agreement that procurement and workflow procedures—how the government buys stuff—is at the heart of the problem.

. . . some government agencies have adopted Agile methods, with good results. But government tech workers Quartz spoke to stress that most public employees who write the contracts for tech projects are career civil servants without an in-depth understanding of modern software development.

Page 31: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 32: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 33: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

http://iq3group.blogspot.com/2012/12/solving-data-governance-by-scaling.html

Page 34: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

http://tom-sylvester.com/lean-agile/innovate-2014-presentation-sdlc-transformation-paychex/

Page 35: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Barriers to Agile Contracts

(1) Old templates / forms don’t support Agile projects and new forms are hard to find (and unproven).

(2) Little to no case law involving disputes over Agile contracts.

(3) Poor understanding by lawyers and procurement agents about how Agile works.

Page 36: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Features of an Agile Contract

(1) Follow the Agile Manifesto. Emphasize (and incentivize) efforts to:

➔ Promote interaction and teamwork over extensive planning.

➔ Deliver working product early and often.➔ Engender collaboration between the parties

rather than strict role-setting.➔ Acknowledge change as something to be

expected and desired rather than controlled.

Page 37: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Features of an Agile Contract

(2) Support the Cadence of Agile Delivery:➔ Most Agile techniques involve iterative

development.◆ Lots of small work orders under an MSA are

usually better than a single contract.➔ Risk-shifting provisions should acknowledge the

short time-frames of Agile iterations.◆ With periodic delivery windows, the contract

can end after any iteration is complete.

Page 38: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Features of an Agile Contract

(3) Understand the risks, benefits, and impacts of contract choices:

➔ Fixed Scope Contracts (Time & Materials): ◆ Time and/or Budget will tend to vary.◆ Customer benefit risk is on the business.

➔ Fixed Budget, Fixed Time Contracts:◆ Inherently Agile: Scope will vary and that

is expected.◆ Customer benefit risk is shared by both.

Page 39: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Features of an Agile Contract

What about Fixed Price, Fixed Scope, Fixed Budget contracts?

Page 40: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 41: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Barriers to Agile Contracts

(1) Old templates / forms don’t support Agile projects and new forms are hard to find (and unproven).

(2) Little to no case law involving disputes over Agile contracts.

(3) Poor understanding by lawyers and procurement agents about how Agile works.

Page 42: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Questions about Agile Contracts?

Page 43: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

To-Do doing done!

Alert you to the

Agile Revolution

Discuss the

Contract needs

of Agile teams

Show how

lawyers can

benefit from

Agile

Page 44: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

http://www.seyfarth.com/dir_docs/publications/ilta122013.pdf

Page 45: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 46: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 47: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time
Page 48: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Agile Legal ResourcesAgile Attorneys Google+ Community:https://goo.gl/YOsB0MPortland Legal Innovation & Tech Meetup:http://www.meetup.com/PDX-Legal-Hackers/Seyfarth Lean Blog (@LeanLawStrategy)http://www.seytlines.com/Legal Value Theory Blog (@JEGrant3)http://www.legalvaluetheory.com

Page 49: Agile Basics for Lawyers - Intellectual Property …...Features of an Agile Contract (3) Understand the risks, benefits, and impacts of contract choices: Fixed Scope Contracts (Time

Agile Basicsfor Lawyers

Agile Clients | Agile Contracts | Agile [email protected]

@jegrant3

LegalValueTheory.com


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