JUSTIFICATION TOOLKIT

Prior to the conference, you may need to convince your managers to invest professional development funds in your attendance.

You’re attending the CounselLink Conference so you can…

  • Get the most out of CounselLink with presentations and hands-on workshops led by expert CounselLink trainers
  • Discover the latest developments and advancements in CounselLink
  • Explore emerging trends and ideas
  • Solve problems and share ideas with peer collaboration
  • Make important connections with colleagues and business partners
  • Gain actionable information from top leaders on the hottest topics such as reporting and metrics, legal spend management, and matter management

The most effective way to gain approval is to focus on what you will bring back to the organization, to demonstrate return on the investment. Here are six suggestions:

  1. Tell your manager that attending the conference will give you access to all conference materials — session handouts, presentations, and videos — to download and share with your colleagues back at the office.
  2. Offer to prepare and deliver a short presentation and Q&A to your colleagues or team members to share what you learned (this is where those handouts come in handy). They will benefit from your attendance, too, with new knowledge, skills and techniques that can apply directly to their jobs right away.
  3. Name some of your current processes that can be improved by learning and exploring how others handle them. Explain how attending will benefit your work, projects and organization.
  4. Be ready with a plan that shows who will cover for you while you are attending the conference.
  5. Offer to share a room to reduce hotel expenses.
  6. Focus on what you will specifically bring back to the organization as payback for the investment in your proposal for conference approvals. For example:
    • Networking Benefits: CounselLink Conference 2017 will allow [me and/or specific team members] to network with the CounselLink team and other professionals and in the industry. We will be able to take the pulse of what is happening in tools, technologies and processes and hear new ideas.
    • Teambuilding Benefits: (if sending several people): CounselLink Conference 2017 will help build our team, providing a forum for team members to discuss improvements for our efficiencies, workflow and processes.

Get started by outlining all the financial considerations with this downloadable spreadsheet. Then, complete this letter to your manager, being sure to customize it where highlighted.