Deloitte Legal Department Health Review Approach to Strategic Planning

Transcription

1 Deloitte Legal Department Health Review Approach to Strategic Planning CLOC 2018

2 Deloitte Legal Department Health Review Approach to Strategic Planning Before you get started, gather information on: Market Broader Business Legal Function Major trends impacting your organization such as economic conditions, regulatory/legislative change, technology, competitors Organizational strategy Goals of stakeholders Major business events such as transactions, transformation projects (operating model changes in other functions, cost reduction, automation), leadership changes Key metrics Budget Challenges Opportunities Aspiration What will your legal function look like in 3 years? What key areas will you focus on to achieve your aspiration? (Measurable goals in each area) Delivery (Sourcing, Technology, Innovation) Talent (Recruiting, Development, Staffing) Relationships (Communications, Engagement) What will be completed by the end of year 3? What will you need to start by the end of year 1? For information, contact Deloitte Touche Tohmatsu Limited. 02

3 Make a Plan Year 1 Activity Owner Key Milestones Timing Dependencies Other Considerations How will you manage the key activities? What governance will be in place? What capabilities are needed to carry out critical activities? What investments are needed? What could hinder completion of the critical tasks? How do you mitigate these against these risks? What support is needed? From whom? How will you communicate to your stakeholders? For information, contact Deloitte Touche Tohmatsu Limited. 03

4 Areas to Consider Contracts & Transactions Contract Review Contract Due Diligence M&A/Joint Venture Negotiation Support Contract Management Contract Drafting Litigation Matter Specific Legal Counsel (e.g., Civil, IP) Discovery Services E-Discovery Compliance Legal Opinions Drafting Pleadings & Briefs Database Creation & Maintenance Corporate Governance Annual Meeting Subsidiary Management Global Policy Corporate SEC Matters Corporate Policy & Procedure Board Reporting Regulatory & Compliance Government Affairs Regulatory Support Environment Health & Safety Material Regulatory Matters Regulatory Inquiries Regulatory Reporting Intellectual Property Patent/Copyright Research Patent Drafting & Review IP Portfolio Management Infringement Analysis Patent Proofing & Docketing Cease & Desist Notices Support Services Statutory/Case Law Research Legal Billing Services General Business Support Paralegal & Secretarial Services Document Management Immigration Support For information, contact Deloitte Touche Tohmatsu Limited. 04

5 Notes For information, contact Deloitte Touche Tohmatsu Limited. 05

6 Notes Deloitte Legal means the legal practices of Deloitte Touche Tohmatsu Limited member firms or their affiliates that provide legal services. For legal, regulatory and other reasons not all member firms, including in the US, provide legal services. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ( DTTL ), its global network of member firms, and their related entities. DTTL (also referred to as Deloitte Global ) and each of its member firms are legally separate and independent entities. DTTL does not provide services to clients. Please see to learn more. Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax and related services. Our network of member firms in more than 150 countries and territories serves four out of five Fortune Global 500 companies. Learn how Deloitte s approximately 264,000 people make an impact that matters at This communication contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms or their related entities (collectively, the Deloitte network ) is, by means of this communication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte network shall be responsible for any loss whatsoever sustained by any person who relies on this communication For information, contact Deloitte Touche Tohmatsu Limited. 06