What strategies do you suggest for effectively managing cross-functional collaboration when introducing a new legal initiative?

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SVP Business & Legal Affairs in Mediaa year ago
It’s important to get buy-in and understanding by explaining the “why” behind the initiative. If colleagues then understand the “why” (a/k/a the problem that needs to be addressed), collaboration will more welcome and help the initiative succeed.
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Fellow at CodeX, The Stanford Center for Legal Informatics & Generative AI Editor at law.MIT10 months ago

Yes, explaining the "why" behind a new legal initiative is a key factor in gaining buy-in and fostering collaboration among colleagues. When people understand the problem or challenge that the initiative aims to address, it provides them with a clear context and purpose for their involvement.

By effectively communicating the "why," you not only highlight the significance of the initiative but also create a shared understanding of its objectives. This shared understanding is essential for motivating colleagues to actively engage in the collaborative efforts required for the initiative's success.

Moreover, when colleagues see that their input and efforts are directly linked to solving a real problem or addressing a critical need, they are more likely to be enthusiastic and proactive in their contributions. This enthusiasm can drive collaboration, creativity, and a collective commitment to achieving the initiative's goals.

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Director of Legal in Softwarea year ago
Trust and transparency are essential steps. This means bringing in the impacted functions, especially the front-line users, from the first step through the entire process. Too often a change process is partially completed before the end-users are made aware and this is short-sighted and damaging to achieving lasting buy-in. As Peter notes in his comment, explaining the why is part and parcel of establishing trust and transparency.
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Fellow at CodeX, The Stanford Center for Legal Informatics & Generative AI Editor at law.MIT10 months ago

Absolutely, trust and transparency are fundamental elements in any change process, especially when introducing new legal initiatives or systems. Including the impacted functions and front-line users from the outset is not only a best practice but also essential for success.

When you involve front-line users from the beginning, it demonstrates a commitment to their input and expertise, fostering a sense of ownership and involvement in the process. This not only helps in gathering valuable insights and feedback but also ensures that the changes align with their needs and daily workflows.

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Fellow at CodeX, The Stanford Center for Legal Informatics & Generative AI Editor at law.MITa year ago
Organize a Legal Theater Workshop! is my answer. Here are the six steps I took as General Counsel:

1. Role Play: Have each department or team member assume the role of another department. For instance, let the legal team play the role of marketing, and vice versa. This will help teams understand the concerns and perspectives of others.

2. Scripted Scenarios: Create scripts that detail potential challenges or conflicts that might arise during the introduction of the new legal initiative. Have teams act them out and then discuss solutions.

3. Improv Sessions: Introduce unexpected changes or challenges and let teams improvise solutions on the spot. This can help teams think on their feet and prepare for unforeseen challenges.

4. Feedback Rounds: After each session, have a feedback round where teams can discuss what they learned, what surprised them, and how they might approach collaboration differently.

5. Document Insights: Have a scribe document the insights, challenges, and solutions discussed during the workshop. This can serve as a valuable resource when actually implementing the legal initiative.

6. Celebrate with a Show: At the end of the workshop, have a fun, light-hearted performance where teams can showcase the most humorous or enlightening moments from the role-playing sessions. This can serve as a team-building activity and lighten the mood.

While this approach might seem unconventional, it can be a powerful way to foster empathy, understanding, and open communication among cross-functional teams. The key is to approach it with an open mind and a sense of humor!
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Director of Legal in Softwarea year ago

What a fun way to get a group of people to understand other points of view.  I really like this!

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Fellow at CodeX, The Stanford Center for Legal Informatics & Generative AI Editor at law.MIT10 months ago

Thank you!

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Global Counsel in Travel and Hospitalitya year ago
One method that has proven successful when launching, introducing, or managing XF collaboration of new regulatory initiative or law that has impact on a business is the use of a Google shared spreadsheet or chart project tracker with columns identifying critical functions being impacted and their key personnel that act as POCs and “responsible” leaders for those areas. This tracker ideally translates requirements of the reg or law into concise bitesize action items simply enough for the business to follow. 

The POCs assigned would typically take accountability or responsibility for that aspect of the reg impacting their division moving forward. The table should clearly lay out time lines and prioritize assignments and projects by risk exposure and urgency, with effective color coding for easy visual effect. Estimate cost and financial impact on the business is essential too for executive alignment.
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Fellow at CodeX, The Stanford Center for Legal Informatics & Generative AI Editor at law.MIT10 months ago

Thank you for sharing your insights!

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Fellow at CodeX, The Stanford Center for Legal Informatics & Generative AI Editor at law.MIT10 months ago
I've found that one effective strategy for managing cross-functional collaboration when introducing a new legal initiative, such as implementing a contract lifecycle management (CLM) system or launching a data privacy compliance program, is to create a clear and concise project charter. This document serves as a guiding framework for all team members involved.

For instance, when launching a new data privacy compliance program, I drafted a project charter that outlined the initiative's objectives, roles, and responsibilities of each team member, timelines, and key milestones. This allowed everyone, including legal, compliance, IT, and HR teams, to understand their specific contributions and deadlines, ensuring alignment and accountability across departments.

Moreover, the project charter included a section highlighting potential risks, such as data breaches, and mitigation strategies, like data encryption and regular employee training. By proactively addressing these challenges in the charter, we were well-prepared to navigate them as they arose.

In another example, when introducing a contract lifecycle management system, a similar project charter was used to outline objectives and responsibilities. This approach ensured smooth collaboration among legal, procurement, and IT teams, leading to efficient contract management processes and improved compliance.

By having these well-defined project charters in place and using a centralized communication hub, we successfully brought together cross-functional teams in both scenarios. This fostered better communication, collaboration, and a shared sense of purpose among all stakeholders, ultimately leading to the successful implementation of the legal initiatives and enhancing our overall compliance and contract management processes.
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