CLOC Huddle: How to Run an Effective Contract Management Selection Project

Hosted by a working group of the CLOC Legal Project Management Committee, this community huddle will be focused on how to run an effective contract management selection project. 

During this interactive huddle, attendees will breakout into small discussion groups exploring: 

Breakout Session #1 – How to define the underlying problem and the scope of the contract management system?

  • What is the best practice for the department that is responsible for managing the contracts (legal or another department)?
  • Who are the key stakeholders?
  • What components of the contract life cycle are you trying to manage?
  • What other departments are involved and what other systems are integrated with the CLM?
  • How do users reach legal (intake) and how does legal manage requests?

Breakout Session #2 –  How are business requirements converted into system requirements?

  • How can you use system demonstrations to define system requirements?
  • How do you focus vendors on your specific requirements?
  • What are some strategies to easily compare vendors?
  • What are the key features that will be needed for the future/improved state of the CLM?
  • Is AI a critical requirement for a CLM and how can it be used?
  •  

Take advantage of this opportunity to connect and learn with your legal ops peers.

    CLOC Legal Project Management Committee Meeting

    Join the CLOC Legal Project Management (LPM) Committee for new insights, updates on current workstream projects, and to offer community perspectives and feedback to inform these workstream projects being pursued by committee working groups.

    The CLOC LPM Committee will meet from 12pm – 1pm ET on the 3rd Wednesday of every other month in 2025. These meetings are open to the full CLOC Community regardless of committee and/or workstream participation.

    CLOC Legal Project Management Committee Meeting

    Join the CLOC Legal Project Management (LPM) Committee for new insights, updates on current workstream projects, and to offer community perspectives and feedback to inform these workstream projects being pursued by committee working groups.

    The CLOC LPM Committee will meet from 12pm – 1pm ET on the 3rd Wednesday of every other month in 2025.

    Remaining 2025 Meeting Dates

    • September 17
    • November 19

    CLOC Legal Project Management Committee Meeting

    Join the CLOC Legal Project Management (LPM) Committee for new insights, updates on current workstream projects, and to offer community perspectives and feedback to inform these workstream projects being pursued by committee working groups.

    The CLOC LPM Committee will meet from 12pm – 1pm ET on the 3rd Wednesday of every other month in 2025. These meetings are open to the full CLOC Community regardless of committee and/or workstream participation.

    Remaining 2025 Meeting Dates

    • July 16
    • September 17
    • November 19

    CLOC Legal Project Management Committee Meeting

    Join the CLOC Legal Project Management (LPM) Committee for new insights, updates on current workstream projects, and to offer community perspectives and feedback to inform these workstream projects being pursued by committee working groups.

    The CLOC LPM Committee will meet from 12pm – 1pm ET on the 3rd Wednesday of every other month in 2025.

    2025 Meeting Dates

    • January 22
    • March 19
    • May 21
    • July 16
    • September 17
    • November 19

    CLOC Legal Project Management Committee Meeting

    Our upcoming CLOC LPM committee meeting is set to deliver invaluable insights into a critical area for legal operations: effective project management. We’re thrilled to welcome Travis Zimbelman, Freelance Consultant, and Strategic Advisor (Aline, Stealth Startups) as our guest speaker, ready to tackle the complexities of working with Project Management Offices (PMOs) outside the traditional legal function.

    In today’s fast-paced legal landscape, collaboration with cross-functional teams is essential. But what happens when the PMO leading the efforts resides within another department, like IT? How do you bridge the gap and ensure legal projects are executed with precision?

    Our speaker will delve into these crucial questions and more, including:

    -Decoding the PMO Dynamic: Learn practical strategies for seamlessly working with PMOs located outside of legal, specifically within IT.
    -Strategic Project Selection: Discover which types of law department projects and initiatives truly benefit from dedicated project management or PMO support.
    -Building a Foundation for Success: Uncover the essential PM practices that drive successful legal projects and initiatives.
    -Championing Project Management: Gain actionable tips on how to effectively communicate the value of PM practices and resources to your management team.

    This is a can’t-miss opportunity to gain practical knowledge and engage in meaningful discussion with a seasoned expert. Prepare to leave with actionable strategies to enhance your legal operations and streamline your project execution.

    The CLOC LPM Committee will meet from 12pm – 1pm ET on the 3rd Wednesday of every other month in 2025.

    2025 Meeting Dates

    • January 22
    • March 19
    • May 21
    • July 16
    • September 17
    • November 19

    CLOC Legal Project Management Committee Meeting

    Join the CLOC Legal Project Management Committee for new insights, updates on current workstream projects, and to offer community perspectives and feedback to inform these workstream projects being pursued by committee working groups.

    Associated with LPM Committee

    CLOC Legal Project Management Committee Meeting

    The members of the CLOC Legal Project Management Committee are excited to play an active part in the CLOC Community.  Our intent is to provide educational opportunities (through regular Committee meetings) and tangible industry work product (through  Workstream workshops).  Whether you desire to just “be in the loop” or help problem solve, there is a place for you as a member of the LPM Committee.

    Attend this meeting to learn more about workstream development for LPM Committee projects and to provide your insights and input to further refine the scope of the committee’s work.

    CLOC Legal Project Management Committee Meeting

    The members of the CLOC Legal Project Management Committee are excited to play an active part in the CLOC Community.  Our intent is to provide educational opportunities (through regular Committee meetings) and tangible industry work product (through  Workstream workshops).  Whether you desire to just “be in the loop” or help problem solve, there is a place for you as a member of the LPM Committee.

     The next phase of our committee begins on Wednesday, July 10th at 12:00-1:00pm EDT.  All are welcome!  Come learn about the revolutionary work done to date and how we are planning to continue making a difference in CLOC and the legal community at large.  At the meeting, we will share insights about our new workstreams, seek your feedback to further refine our work, as well as review opportunities for your participation and where you can make a meaningful impact.  

    Associated with LPM Committee