General Counsel Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical General Counsel Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any General Counsel related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated General Counsel specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the General Counsel Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which General Counsel improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How does the General Counsel stay informed about changes to employment laws and regulations, such as updates to the Fair Labor Standards Act (FLSA) or Occupational Safety and Health Act (OSHA), and how are these changes communicated to the organization?

  2. What procedures does the organization have in place to identify and track changes to relevant laws and regulations related to financial services, and how does the General Counsel ensure that these changes are communicated to relevant stakeholders?

  3. How does the General Counsel work with external stakeholders, such as regulators and law enforcement, to ensure that the organization's business continuity and disaster recovery plans are compliant with legal and regulatory requirements?

  4. How does the General Counsel ensure that the organization is complying with applicable data privacy and security laws and regulations, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA)?

  5. How does the General Counsel review and update the organization's policies and practices related to employee conduct and discipline, including termination procedures, to ensure compliance with changing employment laws and regulations?

  6. How does the General Counsel stay up-to-date on changes to consumer protection laws and regulations, and what mechanisms are in place to ensure that the organization is aware of and adapts to these changes in a timely manner?

  7. How does the General Counsel work with other departments, such as sustainability, communications, and human resources, to integrate corporate social responsibility into the company's operations and decision-making processes?

  8. What strategies does the General Counsel employ to prioritize and allocate resources during times of restructuring or downsizing, and how do these strategies impact the legal department's ability to support the organization?

  9. How does the General Counsel ensure that the company's engagement with industry associations and advocacy groups is transparent, compliant with relevant laws and regulations, and aligned with the company's values and ethics?

  10. What is the General Counsel's role in recognizing and rewarding ethical behavior and cultural change champions within the organization, and how can they use these efforts to reinforce the organization's values and culture?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the General Counsel book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your General Counsel self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the General Counsel Self-Assessment and Scorecard you will develop a clear picture of which General Counsel areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough General Counsel Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage General Counsel projects with the 62 implementation resources:

  • 62 step-by-step General Counsel Project Management Form Templates covering over 1500 General Counsel project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Audit: How does your organization know that it is maintaining a conducive staff climate?

  2. Issue Log: Is there an important stakeholder who is actively opposed and will not receive messages?

  3. Procurement Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?

  4. Scope Management Plan: Have all involved General Counsel project stakeholders and work groups committed to the General Counsel project?

  5. Human Resource Management Plan: Are issues raised, assessed, actioned, and resolved in a timely and efficient manner?

  6. Risk Audit: Will an appropriate standard of care be applied to all involved?

  7. Lessons Learned: Was the General Counsel project manager sufficiently experienced, skilled, trained, supported?

  8. Stakeholder Analysis Matrix: Which conditions out of the control of the management are crucial for the achievement of the outputs?

  9. Activity Duration Estimates: Which skills do you think are most important for an information technology General Counsel project manager?

  10. Change Request: Have all related configuration items been properly updated?

 
Step-by-step and complete General Counsel Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 General Counsel project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 General Counsel project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 General Counsel project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 General Counsel project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 General Counsel project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 General Counsel project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any General Counsel project with this in-depth General Counsel Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose General Counsel projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in General Counsel and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make General Counsel investments work better.

This General Counsel All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.