Training Improves Morale

Do you remember when you were “too little” to play board games like Monopoly? The big kids would not let you play because you didn’t know your numbers well or perhaps you couldn’t read yet. Most of us in litigation support learn on the job about the technology and workflow best practices. After a couple of years, we’re pretty good at getting things done. However, one skill is often lacking when we learn on our own – project management. The application of recognized project management methodologies in litigation management, e-discovery management and in the legal market in general have become hot topics not because it’s cool but because attorneys keep getting sanctioned for not having good project management skills. Read more about legal project management here.  When the big kids finally let you play monopoly with them, do you remember being a little scared and frustrated when you weren’t sure of the rules or how to play to win? That’s our focus today… training and directed learning opportunities for your litigation support professional staff will improve moral and erase the fear and frustration of inexperience.

We used to joke around that it was it difficult to get fired from a litigation support job. Today’s legal market environment tells us it’s not a joke anymore. Law firms, government agencies and corporate legal departments have been making cuts for the last 18 months but according to The Cowen Group’s recent job survey, we are on the upswing again with “60 Percent of Legal Industry Expects to Hire eDiscovery Staff in Next Six Months.”  However, for those who have suffered through the downsizing and the changes that have occurred in the legal economy, it’s not easy to forget the anxiety and trauma. According to the article “Misery Loves Company: Team morale has taken a beating – but it’s not too late to prevent a mass mutiny,” found in the April 2010 PM Network magazine, the author outlines the warning signs that should have you concerned about your litigation support project management team:

• Tension or anxiety in the workplace
• Excessive gossip & rumors
• Isolationism & territorialism

It’s never too late to fix things… some causes will be within your control while others will not but you have to be vigilant in protecting the fabric of your team.  Here are some ways to improve morale and get your litigation support / e-discovery project management team focused on their work again:

• Communication – keep team members in the loop, pay attention to non-verbal feedback and create an “open door” policy … don’t leave room for team members to assume the worst
• Training to reduce skills gaps (if you don’t have a training budget here are some ideas)
• Honesty, Consistency and Respect

Our litigation support manager class addresses team building and mentoring for departmental success. The following excerpt from an article I found online highlights some of the concepts and ideas we discuss in our class (the entire article can be found here).

Invest both time and effort in your staff members. Human nature and office politics will always create problems; be there to listen and try to defuse the situation. Always strive to have all parties leave the conversation feeling they’ve gained something, even if it was just an ear to hear them out.

Ask questions and learn your staff members’ personal goals. It’s a little like asking, “What do you want to do when you grow up?” Help define their goals, if necessary, and work to align them with departmental and institutional goals. Then invest the time and effort to help your staff attain those goals. People work better when they are doing something they like.

Take the time to jointly define departmental goals. Our five-year self-study really helped us in this respect. We put forth the effort to identify our mission and goals and, even more importantly, our strengths and weaknesses. We then went to work on our weaknesses as a team, and we continue to do so.

Realize that not everyone will be happy with your department’s services. When the criticism comes, back up your staff in front of others. If there is a real problem, resolve it privately with your staff. Most problems arise from a lack of communication that has led to a misunderstanding or a bad working relationship.

Everyone has limits. Recognize those limits and work within them. This is tricky because there is a fine line between holding people back and letting them work within their limitations. Push a little and see how staff members handle their own limitations. Talk with them, find out how you can help, determine their attitudes. If the work still doesn’t get done, you’ve probably hit someone’s limit. A more difficult situation is when someone stretches beyond his or her capabilities and doesn’t recognize it. Trying to resolve that situation without disillusioning a hard worker can be a delicate matter.

Invest not only time and effort, but money. In our industry, training–including conference attendance and structured courses–is critical and well worth the time and money. Not only does training hone skills and teach tools your employees need to do their jobs, it improves morale and self-esteem. Paying for training shows people they are valued by the organization. Most universities include travel and training in the same budget line, and that is the line that is most vulnerable when budgets are cut. Still, it’s good practice to put as much money in your training budget as possible, even if you have to rob your supply budget to do it. Two years ago, I had a $5,000 budget for training and travel for 19 employees. Last year I increased it to $10,000 and this year I upped it to $20,000; we set a departmental goal to get everyone to at least one training session or conference this year.

What if my organization doesn’t have a training budget this year? Training does not have to be expensive. Maintain a library of resources like the ones found here.

As a manager, you have a tremendous impact on the enthusiasm or lack thereof of your team. This article quotes one of my favorite American authors, Ralph Waldo Emerson who once wrote ”nothing great was ever achieved without enthusiasm.” The big kids eventually realized that if they were going to have fun, we all had to have fun so they took the time to “mentor” and “train” me to play Monopoly with them. When your litigation support & e-discovery project management team feel confident in their skills and abilities their enthusiasm for the work increases.  Their morale improves. Their productivity improves.