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Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation...

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Legal Intra preneur basics a.k.a. How to Take an Innovation Idea Through Testing to Business Case to Roll Out Verity White, Legal Counsel
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Page 1: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Legal Intrapreneur

basicsa.k.a. How to Take an Innovation Idea Through Testing to Business Case to Roll Out

Verity White, Legal Counsel

Page 2: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

What

not

to do

2

Page 3: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

What is an intrapreneur?

…dreamers who do.

Those who take hands-on responsibilityfor creating innovation of any kind,

within a business…

Gilford Pinchot (1984)

3

Page 4: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

4

IDEA TESTING BUSINESS CASE ROLL OUT

The road to innovation…

…is winding.

Page 5: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Take out your phoneFOR A QUICK SURVEY

http://etc.ch/5

dbwhttp://etc.ch/5dbw

5

WHAT BLOCKERS ARE YOU FACING ON THE ROAD TO INNOVATION?

Page 7: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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IDEA TESTING BUSINESS CASE ROLL OUT

Page 8: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

1.IDEAS

Innovate with

intention

Page 9: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Not sure where to start?

Get strategic on your playground

Set some defined areas to start in.

Know your limits

Money?

Data & IT Security?

Systems?

No time?

Client take up?

Pick a type of innovation

You can just ‘do new stuff’ or slice up different approaches to innovation

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Page 10: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Get

strategic

about

where you

play.

Decide on a playground and some rules.

10

Architectural Innovation

RadicalInnovation

Incremental Innovation

DisruptiveInnovation

TECHNOLOGY

LEG

AL

TASK

or

AR

EA

Exis

tin

g

Existing

New

NewAdapted from http://techblog.constantcontact.com/software-development/types-of-innovation/ By Jorge Lopez

Page 11: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Know

your

limits

• Read your company’s data classification policy.

• Get friendly with your IT team.

• See results faster & easier when you use applications already in your stack.

Page 12: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Getting fancy

Innovation funnel

Innovation Lab

Disruptive innovation

Open innovation

Swarm innovation

Defensive innovation

Follow-the-leader

Getting started

New Stuff

Pick a type of innovation…

Page 13: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Think of problems you’d love to solve…

Go for quantity not quality

Page 14: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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The real issueis selecting & spreading

the best ideas, testing quickly &

executing flawlesslyVijay Govindarajan & Jatin Desai, 'Recognize Intrapreneurs Before They Leave’,

Harvard Business Review 2013

Page 15: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Time to

prioritise

ideas

15

Page 16: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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IDEA TESTING BUSINESS CASE ROLL OUT

Page 17: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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IDEAS TESTING BUSINESS CASE ROLL OUT

Page 18: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

2.TEST

Observe & report

Page 19: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

SUPER SIMPLE & POWERFUL TEST METHODS

SelfTest

Teamtest

Observe

& report

19

3

#legalmetrics

Page 20: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Let’s get

under the

spreadsheets…

20

Page 21: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Take out your phoneAnd open the calculator

http://etc.ch/5

dbwhttp://etc.ch/5dbw

21

Page 22: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Download these template spreadsheets from checklistlegal.com/legaltechfest

Metrics that matter

BEFORE

Legal Time spent (hours)

How long does it take each time (hours) 3

Page 23: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Download these template spreadsheets from checklistlegal.com/legaltechfest

Metrics that matter

BEFORE

Legal Time spent (hours)

How long does it take each time (hours) 3

How many times per week is it done? 5

Page 24: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Download these template spreadsheets from checklistlegal.com/legaltechfest

Metrics that matter

BEFORE

Legal Time spent (hours)

How long does it take each time (hours) 3

How many times per week is it done? 5

Average hourly rate of lawyer $ 100

Page 25: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Download these template spreadsheets from checklistlegal.com/legaltechfest

Metrics that matter

AFTER

Legal Time spent (hours)

How long does it take each time (hours) 0.5

BEFORE

Legal Time spent (hours)

How long does it take each time (hours) 3

How many times per week is it done? 5

Average hourly rate of lawyer $ 100

Page 26: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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We get

30potential

insights!

From just

4

bits of

data…

Page 27: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Page 28: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Turn numbers into visuals to tell a story

Page 29: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

It’s not always

about saving

money…

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Page 30: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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More metrics: Task Satisfaction

Download these template spreadsheets from checklistlegal.com/legaltechfest

Satisfaction: Rate this legal task in the following areas from 1 - 5

VALUE 1 High Value = 5, Mid Value = 3, Low Value = 1 (How much value you feel you are adding as a legal professional by completing this task)

SKILL 1 High Skill = 5, Mid Skill = 3, Low Skill = 1 (Skill refers to level of legal knowledge, complexity, admin-heavy tasks would rate 1 or 2)

ENJOYMENT 1 High Enjoyment = 5, Mid Enjoyment = 3, Low Enjoyment = 1 (How much enjoyment you take as a legal professional in completing this task)

Task Satisfaction Index 1

Satisfaction: Rate this legal task in the following areas from 1 - 5

VALUE 2 High Value = 5, Mid Value = 3, Low Value = 1 (How much value you feel you are adding as a legal professional by completing this task)

SKILL 2 High Skill = 5, Mid Skill = 3, Low Skill = 1 (Skill refers to level of legal knowledge, complexity, admin-heavy tasks would rate 1 or 2)

ENJOYMENT 2 High Enjoyment = 5, Mid Enjoyment = 3, Low Enjoyment = 1 (How much enjoyment you take as a legal professional in completing this task)

Task Satisfaction Index 8

TASK SATISFACTION CHANGE What do job satisfaction scores indicate?

VALUE 1 Studies show that having the opportunity to use key skills and abilities to their full potential increases employee engagement. As a baseline, we consider whether the task is more or less satisfying after it is automated or otherwise innovated.SKILL 1

ENJOYMENT 1 https://www.psychologytoday.com/au/blog/good-thinking/201406/the-real-reasons-people-hate-their-jobs

Satisfaction increase/decrease 7 times more satisfying as a task

Page 31: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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More metrics: Process time

Page 32: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Idea alignment withstrategy

Simplicity

Economical

Passion

Process time saved(days/month)

Lawyer time saved(days/month)

Efficiency increase(Lawyer)

Efficiency increase(Process)

Zingtree ThinkSmart Mailbox

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More metrics: Compare innovation impact

Page 33: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Download these template spreadsheets from checklistlegal.com/legaltechfest

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Decide on prioritisation factors

Prioritisation factors

Idea alignment with strategy

Simplicity

Economical

Passion

Process time saved (days/month)

Lawyer time saved (days/month)

Efficiency increase (Lawyer)

Efficiency increase (Process)

Page 34: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Download these template spreadsheets from checklistlegal.com/legaltechfest

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Enter values for each factor

Prioritisation factors Zingtree ThinkSmart Mailbox

Idea alignment with strategy 50 50 10

Simplicity 35 20 50

Economical 20 10 40

Passion 50 10 0

Process time saved (days/month) 30 30 0

Lawyer time saved (days/month) 15 40 0

Efficiency increase (Lawyer) 15 20 0

Efficiency increase (Process) 45 30 0

Page 35: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Same data, different storiesIdea alignment with

strategy

Simplicity

Economical

Passion

Process time saved(days/month)

Lawyer time saved(days/month)

Efficiency increase(Lawyer)

Efficiency increase(Process)

Zingtree ThinkSmart Mailbox

Prioritisation factors Zingtree ThinkSmart Mailbox

Idea alignment with strategy 50 50 10

Simplicity 35 20 50

Economical 20 10 40

Passion 50 10 0

Process time saved (days/month) 30 30 0

Lawyer time saved (days/month) 15 40 0

Efficiency increase (Lawyer) 15 20 0

Efficiency increase (Process) 45 30 0

Page 36: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Keep poking

it with ideas…

Check how it

responds &

changes.Jurgen Appelo

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Page 37: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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IDEAS TESTING BUSINESS CASE ROLL OUT

Page 38: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

3.BUSINESS CASE

Preparation +

Passion = Profit

Page 39: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Same data, different stories

‘Gnomes’ South ParkSeason 2, Episode 17 (16 Dec 1998)

Page 40: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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The business case of the Underpants Gnomes

Page 41: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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An easy-to-use, board table ready, business case

Ideas

Innovate with intention

Test ideas

Test yourself, your team, & others

Generate your#legalmetrics

Create a case

Use your targeted idea & meaningful metrics to create a strategic, digestible summary of your innovation to support your passion.

Win hearts & minds to convince key stakeholders

Profit!

a.k.a. Enjoy the fruits of your innovation!

Page 42: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Will you go to the

movies with me…

42

…and pay for tickets & snacks?

Page 43: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Your business case is the trailer

Your innovation idea is the movie

43

🎥Movie trailer

💼Business Case

Field of reference Genre, cinematic styleType of innovation, area of

law, task type

Who's involved Stars, Director, ProducerProject Lead, Exec Sponsor,

Client Group

LogisticsWhen is it out, playing time,

which cinemasProject build time, when will

you have MVP

MoneyWhat kind of snacks, Is it

cheap Tuesday?How much will it cost?

WIIFYWhat’s in it for you…

Will I laugh, cry, be on the edge of my seat?

Does this idea help with my KPIs? Is it in line with company strategy?

Page 44: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

ASSUME

NO ONE HAS TIME &

NO ONE CARES

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Bruce Hardy

Page 45: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Build a basic business case

Page 46: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Build a basic business case

Page 47: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Build a basic business case

Page 48: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Build a basic business case

Page 49: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Pitch like a pro

This tool is [DESCRIBE IDEA]

for [USER TYPE]

who want to [THING THEY WANT TO DO]

so that they can [AWESOME REASON]

This tool is an automated legal letter builder for Channel Managerswho want to send performance warning

letters to external sales partners so that they can quickly & confidently react to poor behaviour.

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From the boardroom, to the elevator

Page 50: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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IDEAS TESTING BUSINESS CASE ROLL OUT

Page 51: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

4.ROLL OUT

Know your value,

show your value.

Page 52: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Have you

been called

by a

telemarketer?52

Page 53: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Objection handling is clarifying the value of your innovation idea

You can’t help anyone if they don’tunderstand the value

Mentally prepare answers to FAQs for your idea

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Page 54: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

The principle of Seven Touches

You have to find seven positive ways to interact with (or ‘touch’) someone before they’ll be ready to buy what you’re selling.

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Page 55: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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IDEA TESTING BUSINESS CASE ROLL OUT

Page 56: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

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Page 57: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

You already are a

Legal Intrapreneur!

Take hands-on responsibility for creating innovation…

…even if it is just trying new stuff!

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Page 58: Legal Intrapreneur basics - Checklist Legal · Your business case is the trailer Your innovation idea is the movie 43 🎥 Movie trailer 💼 Business Case Field of reference Genre,

Thank younow go innovate!

Verity WhiteTemplates: checklistlegal.com/legaltechfest

Socials: @checklistlegal

Thanks to SlidesCarnival & Unsplash for preso template & photos.

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