Foreign Filing Performance Calibration by Tchad Bruce https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m en-us 2024-10-04 17:43:27 UTC 2024-10-08 04:13:31 UTC hello@padlet.com Project Assistant tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154030488

  • Responsiveness - email, Webex, etc

  • Customer service - internal and external clients

  • Adapt to training - how fast they learn concepts

  • Communication - proactive outreach,

  • Timely completion of work

  • Supporting other tasks - team player

  • Ownership of tasks- communicate that tasks are done or need extra time

  • Work quality - free of errors

  • Engaged - with work and team

  • If they can get through admin work and then take on a caseload it makes them "exceed".


    • ]]>     2024-10-04 17:44:58 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154030488     FF Legal Assistant tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154031443

  • Case Load - Depends on experience. Avg 300-500 cases.

  • Docket - Timely and accurate clearing of docket entries

  • Audit Reports - Timely reporting of correspondents

  • SLA Compliance

  • Quality of work - free of errors and correct people are copied. Using cheat sheets well

  • Customer service - internal and external clients. Timely responses.

  • Communication- proper greetings (formal name, dear, etc.)

  • Personal Docket - keeping track of work

  • Solution-oriented - identifying problems and solutions

  • Good judgment - Knows when to elevate issues

  • Teamwork - Support new teammates (training and covering work/team)

    • ]]>     2024-10-04 17:45:59 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154031443     Needs Development tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154041892 PA: Not grasping training and concepts.


    FFLA: Not reporting for months. When given work and sitting on it. Client complaints (more than once). Not having a large caseload (less than 300 cases). The caseload depends on experience. TL have to take work away from them.


    Sr/Coord: Lack of IP knowledge (country-level experience), poor time management, no prioritization, struggle with review, and inability to work with others.

    ]]>     2024-10-04 17:56:14 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154041892     Generally Meets Expectations tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042092 PA: Not finishing work in a timely manner. Can do some but not all steps of work. Inconsistent. Not retaining information and applying concepts. Not being proactive in completing work.


    FFLA: Consistently making mistakes even with interventions. Needing prompts to do basic tasks. Showing up on audit reports consistently. Not organized and poor time management.


    Sr/Coord: Lack of IP knowledge (country-level experience), poor time management, no prioritization, struggle with review, and inability to work with others.

    ]]>     2024-10-04 17:56:28 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042092     Fully Meets Expectations tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042247 PA/FFLA: No concerns in role, doing good quality work, doing what's required of them, might appear on the audit report, not displaying next step skills.

    ]]>     2024-10-04 17:56:38 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042247     Exceeds Expectations tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042447 PA: Doing great, taking on duties that a FFLA would do, more to learn, taking on cases (50-100+).


    FFLA: Work independently, handle a variety of clients across practice groups, navigate complicated situations, minimal review of work, work with client docketing systems, on top of tasks without reminders, good communication with internal and external clients, navigate TK preferences, work under pressure, support new hire training, review team member work and be flexible.


    Sr./Coord: Can review for 1 person, an elevated caseload, training vs. telling. Understanding the SKGF way of doing training (following procedures).

    ]]>     2024-10-04 17:56:51 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042447     Exceptional Peformance tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042570 PA: Fast learner, curious, study topics for future filings, eagerness to learn, willing to help teammates, on the cusp of next-level role (FFLA)


    FFLA: High caseload, work independently, review work of peers, on the cusp of next-level role (SFFLA)


    Sr./Coord: Time and people management. Can train others and do reviews. Keeping up with caseload. Independent worker and will elevate issues as needed/questions. A trusted advisor who can cover the team and be a go-to resource. Good quality work that is consistent.

    ]]>     2024-10-04 17:57:00 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154042570     Notes tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154066737

  • PA: Need to provide equal opportunities for billable work, presentations, research, etc.

  • Caseloads: Depends on practice group. Reporting and uploading vs doing one.

  • Amy's Team: people have specialized work.

    • ]]>     2024-10-04 18:21:40 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154066737     Sr./Coord tchadbruce1014 https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154136813

  • Case Load - 500+

  • Experience - Know country law, deal with complex filings, expert-level knowledge, complex budget estimates

  • Work independently

  • Review - Review other team members work

  • Billing - Enter billing 3E. Must know billing codes

  • Feedback - Giving and receiving feedback

  • Docket - Timely and accurate clearing of docket entries. The point on Docket.

  • Subject Matter Expert - Complex requests and communication from TKs. Deep understanding of clients, and strategy, very involved, and can make decisions on case-load. Identifying problems and solutions

  • Trusted Advisor - Can back up supervisor. A go-to person for help, directors know to go to for procedures.

  • Quality of work - free of errors and correct people are copied. Using cheat sheets well

  • Customer service - internal and external clients. Timely responses.

  • Communication- proper greetings (formal name, dear, etc.)

  • Personal Docket - keeping track of work

  • Good judgment - Knows when to elevate issues

  • Teamwork - Support new teammates (training and covering work/team)

  • SKGF Way - Embrace the way the firm does their procedures.

    • ]]>     2024-10-04 19:37:35 UTC https://padlet.com/tchadbruce1014/uy8hin3dmd4cur7m/wish/3154136813