Proactive Policies or Pitfalls: Managing the Policy Manual for Project and Professional Success

Presented by: David Ericksen of Severson & Werson

For any firm with over two professionals, the key to planning, execution, and protection of the practice is the policy manual. This webinar goes beyond the basics of vacation days and meal breaks to focus on issues integral to the Professional Service Firm, such as the ownership and control of protected business information and work product; moonlighting; internal and external communication standards; record keeping; licensing; and business authority.

Drawn from real-life examples gone wrong, this webinar will provide the core building blocks to a policy manual, serving and improving the core professional integrity of any design firm.

Learning Objectives:

  1. Understand the interplay of technology and intellectual capital,
  2. Identify the opportunities in both employment “terms” and policy manuals,
  3. Build the core principles to preserve the intellectual work product and business information of the firm, and
  4. Use the policy manual as a vehicle to establish consistent professional practices in work product and communication.

Download presentation slides

Proactive Policies or Pitfalls: Managing the Policy Manual for Project and Professional Success

Take the Quiz for this course

About the Speaker:

David is a principal shareholder in and immediate past President of the law firm of Severson & Werson in San Francisco, California, and leads the firm’s Construction and Environmental Practices. For over twenty years, David has specialized in the representation of architects, engineers, construction managers, and environmental consultants. David’s expertise covers all aspects of such professional practice as lead litigation and trial counsel, as well as being an active resource for risk management, strategic planning, and transactional matters.

 

Return to Risk Management 101