Legal Lean Sigma and Project Management Yellow Belt Certification Course

Legal Lean Sigma® and Project Management Yellow Belt Certification Course

Day One: Tuesday, September 17, 2019 from 7:30 a.m.–5 p.m.
Day Two: Wednesday, September 18, 2019 from 7:30 a.m.–4 p.m.

Boston Park Plaza
Boston, Massachusetts 

LegalLeanSigmaThis two-day program was delivered by the Legal Lean Sigma Institute LLC. It included lectures, exercises, simulations, videos, discussions, group and table-team work, and demonstrations covering key process improvement (PI) methodologies (such as Lean, Six Sigma, and the award-winning Legal WorkOut™), tools and concepts. It also introduced participants to project management (PM), explained how PI and PM are different, and demonstrated how they are employed together. We incorporated case studies from law firms and legal departments to enhance understanding and provide highly relevant examples from the law.

The course was constructed so that each table-team selected a legal or business process to use for the workshop components of the course, then engaged in exercises that facilitated the ability to learn and apply concepts and tools in the context of that process. Participants were polled about the processes on which they most wanted to focus in advance of the course. Every attempt was made to group those with a similar interest together.

After the program, all candidates who successfully completed the course received a Yellow Belt Certification in Legal Lean Sigma® Process Improvement and Project Management.


  • Explain the basic concepts and terminology associated with processes, process improvement and project management.
  • Describe the key process improvement toolkits (Lean, Six Sigma), the main concepts behind each, and alternative approaches (Plan Do Check Act, Kaizens, Legal WorkOut®).
  • Articulate the benefits of combining Lean Sigma and project management within a law firm/office or legal department.
  • Identify the key stages of project management.
  • Explore different approaches to project management.
  • Outline the structure, roles, and responsibilities of a PI project team.
  • Detail the structure, the common tools, and the key deliverables in the five phases (Define, Measure, Analyze, Improve, Control) of executing a process improvement project.
  • Apply common tools used in process improvement and project management.
  • State the benefits of efficiency and financial aspects of process improvement and project management, including budgeting, total cost of ownership, and scope changes.
  • Make the connection between process improvement, Design Thinking, and innovation (Human Centered Design Thinking, Legal Lean Sigma® Design; Define, Measure, Analyze, Design Verify).
  • Indicate what is required to move beyond carrying out process improvements opportunistically and make the case for carrying out process improvement systematically.
  • Outline options for structuring for success and getting started.

IMPORTANT: There was an additional fee for this preconference workshop that included both day one and day two:

  • Member: $1,799*
  • All Others: $2,299*
  • NEW! If you brought six additional colleagues from your firm, you were eligible for a reserved table, a discounted rate for your colleagues, and a pre-workshop prep call with the instructor to select your team process. If you answered "yes" to the question about purchasing a table when you registered and we sent you details and a discount code to add your colleagues. 

*Please note that all cancellation policies and disclaimers that are enumerated on the C4 Conference registration page apply to this preconference workshop as well. A minimum of 12 must be registered to run the course.

Other Information:

  • 870 Minutes
  • CLM App Management Category: Organizational Development
  • CLM App Management Category -FS: Operations Management
  • CLM Recertification Credit: Yes
  • CLE: Participatory Credit
  • CPE Field of Study: Business Management & Organization


MacDonagh, CatherineCatherine Alman MacDonagh, JD, teaches and provides training and consulting services in process improvement and project management, strategic planning, marketing and business development. A Legal Lean Sigma Black Belt and a certified Six Sigma Green Belt, MacDonagh is the Chief Executive Officer and a Founder of the Legal Lean Sigma Institute (LLSI). A former corporate counsel and law firm executive, she is now an Adjunct Professor at Suffolk Law School and George Washington University's Master of Law Firm Management Program, as well as the author of Lean Six Sigma for Law Firms.

Esposito Fred

Frederick J. Esposito, Jr., MBA, CLM, is a senior member of the faculty and a consultant for the Legal Lean Sigma Institute LLC. In May 2018, Fred earned a Yellow Belt Certification in Legal Lean Sigma® and Project Management and is working toward his Green Belt Certification.  Fred specializes in financial and organizational management and has managed and worked in a consulting capacity with several law firms, both international and domestic. Fred brings considerable “real world” experience to his role with the LLSI.  He currently serves as Chief Operating Officer of the regional law firm Rivkin Radler LLP and has been a Certified Legal Manager (CLM)SM since 2006. He is a frequently sought out speaker and author of articles on a wide-range of topics, including alternative fee arrangements and law firm profitability models. In December 2016, he became a Faculty Advisor for the Nassau County Bar Academy of Law, in June 2013, he was inducted into the National Speakers Association and in 2012 was named Long Island Business News' CFO of the Year.