The Seven Rules of Law Firm Retreats
Though Filament serves clients from multiple industries, our founder Matthew Homann is a “recovering” lawyer who got his start in this business building conferences and facilitating retreats for lawyers and firms. Several years ago, he wrote this about law firm retreats, so we decided to republish it here for our legal clients:
Rethinking your retreat begins with these seven rules:
1. When planning a retreat, the most important voice at the table belongs to your best clients. Ask them how your firm needs to improve and invite them if you dare.
2. At a good retreat, your firm's leadership should spend as much time listening as they do talking. At a great retreat, that ratio is closer to 3:1.
3. If you don’t make time for your people to improve your firm during the retreat, they’re less likely to improve it after the retreat is over.
4. The first things your attendees should learn are one another’s names. Attendees won’t care what their colleagues do until they know who they are.
5. If the retreat is the only time your people talk about innovation, it will be the only time they think about innovation. Same goes for client service.
6. Your staff knows more about how to serve your clients well than your associates do. Bring them along, value their opinions and act on their suggestions. You’ll find that the cost of their attendance is far lower than the cost of their absence.
7. The two questions every attendee should be able to answer after your retreat are: “Why should I be better?” and “What will I do better?”