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The Traditional Law Partnership Track:

Does It Still Exist? Quo Vadis?

For many years, law firms throughout the country have been perpetuating the "annual rite of passage" for their selected associates with a process called "election to partnership". Some firms have developed a detailed list of specific criteria that are used as guidelines in this evaluation. Incoming associates may even be told about the criteria and also may discover that the criteria are actually being used in periodic performance evaluations.

Of course, this assumes that associates receive written annual performance evaluations that are well conceived and productive for both reviewer and reviewee. Unfortunately, all too often, there is no organized program of performance evaluation that allows regular review of the professional growth and development of firm associates.

Partnership Track

One of the decision points in the performance evaluation process used by the majority of firms relates to a time track of some sort. This is a predetermined number of years that the upwardly mobile young associate must complete before the mantle of partnership will even be offered. Thoughtful firm managers usually differentiate between years of service with the firm vs total years of acceptable legal experience.

For example, a firm may decide that an associate must have completed not less that seven years of acceptable legal experience and at least two years time spent with the firm before initial consideration as a potential partner. During the latter part of the 1980's, the so called partnership track moved from a 4-6 year consideration window to as much as 7-9 years in major firms around the country. Managing partners found that the historical expectation of new associates of "we only hire potential partners" was simply unrealistic and could not be met profitably. The whole concept of leveraging associates to make more profit available to partners was under serious reexamination.

A management error which compounded these unrealistic expectations was to imply to associates that the transition from lowly associate status to that of exalted partnership was somehow guaranteed through a kind of lock step mentality. In other words, associates would perceive that election to partnership was solely dependent upon the ability to survive for the requisite number of years. Then, the "holy grail" of partnership would automatically be within their grasp. Unfortunately, this was never a complete truth which resulted in disappointment and disillusionment for many young lawyers.

Changing Times

As the legal profession entered the decade of the '90s, the harsh reality of many ineffective management practices which had been hidden from discovery under record setting revenues came home to haunt their users. Overstaffing to meet the needs of continuing expansion resulted in very expensive fixed overhead when the business recession arrived at the doors of US law firms. Incidentally, many firms have still been unwilling to react to this permanent change in the marketplace and have seen their profit margins shrink dramatically or even disappear. Ineffective managers overhire in times of rapid expansion and are unwilling to reduce the staff when business conditions deteriorate. The well deserved reputation that lawyers have for poor forward business planning exacerbates this inability to anticipate and manage proactively in a changing economy.

Some firms reacted in all too typical "crisis oriented" short-term management style by laying off large numbers of associates, who after all are the most expensive portion of the operating overhead. Many others were more creative and invented tiered levels of associates and partners. The extension of the time track previously mentioned went into effect with a vengeance. These efforts were all thinly disguised methods of deferring partnership without confronting the major issue of overhauling the entire partnership selection process.

Unfortunately, promises made became promises broken in the area of partnership selection. Associates at many firms arrived at the threshold of the "inner sanctum" only to be told that the rules had been changed for partnership selection. With this formidable and frightening development, it is no wonder that associates questioned the loyalty of the partners to the staff as well as to each other. Lateral movement between firms by senior associates and partners occurred at unprecedented levels never before seen in the legal profession.

As the months pass, it is becoming more and more obvious that the years of almost uncontrolled expansion in the legal profession are indeed a thing of the past and probably will not be repeated again at least within the foreseeable future. Difficult and sometimes painful management decisions must be made and effectively implemented to foster renewal of profitable growth or even for the survival of the firm, in all too many instances.

One such decision will directly affect the process of partnership selection as more and more firms abandon the traditional approach described in previous paragraphs. It is no longer acceptable to use tenure as the primary criterion for evaluating potential partners. Greater flexibility and more subjective analysis will become the tools of effective managers as new means for identifying the critical criteria for selecting new partners.

Advantages of Using Merit-based Criteria

There are so many good reasons for modifying the selection process that one may rightfully question why this change has been so long in coming. One of the probable reasons is the reputation that the profession has for general slowness to respond when outside conditions change. Those partners charged with the responsibility for firm management simply take the path of least resistance and maintain the status quo rather than choosing to proactively anticipate future problems with enlightened management decisions.

The legal profession is filled with tradition and unchanging habits as well as generally being cursed with incompetent managers and firm leaders. When economic times were almost out of control on the upside, it did not take a management genius to guide the organization and let "nature take it's course". However, well managed firms now have a unique opportunity to break out of the traditional mold and create some new concepts that are based upon proven management principles. The entire partnership selection process now can and should be evaluated and reviewed. Here are some perceived advantages to the concept of using merit- based criteria:

  1. Reward for individual merit can be implemented. In the November 1991 issue of The American Lawyer, an article titled "Stacking The Deck" by Audrey Duff tells about the conscious decision by the partners at New York's Hughes Hubbard & Reed to abandon the firm's previous eight year partnership tracking system. Illustrations are presented detailing the process whereby two female associates were selected as new partners for 1992 outside the previous traditional tracking process.

    Good managers have always known that promotion and financial reward should be determined on the basis of individual merit and not with undue consideration of simple tenure. Simply existing in a job assignment or even progressing in measured steps is not in itself sufficient reason for substantial rewards.

    Creative and forward thinking law firm managers now have an opportunity to introduce a system of rewards for consistently superior performance as a welcome change to lock-step progression. Associates who demonstrate partnership characteristics can be identified, nurtured and individually groomed for early election to the partnership ranks. This new incentive will provide tremendous positive motivation for those associates that want to be measured and evaluated on their individual merits. Use of merit oriented criteria will also enable the creative manager to quickly identify the associate who lacks desire and motivation, so that management can assist that person to change or be terminated early in their career.

  2. Lock step promotion and compensation can be eliminated. New associates traditionally receive salary increases and year-end bonuses based almost entirely upon the year of graduation from law school. The group of associates moves through the ranks virtually in lock-step progression unless one or more stumbles badly or demonstrates very extraordinary performance. In the recent past, it is a rarity to find a firm where individual associates have been selected for any type of tangible reward that could disrupt this typical "law school class" progression mentality. This concept is probably not unique to the legal profession. However, as a management principle, it has little to recommend it.

    It is not necessary to move an entire class at the same progression rate or to distribute similar year-end bonuses. Individuality can and should be recognized at all levels within the firm. Associate attorneys are the primary asset of any law firm, and the effective management of that asset is one of the highest priorities for all firm managers.

    Clearly identified criteria for partnership selection must be a prerequisite to a merit-based evaluation system. Management must be able to answer the inevitable questions that will arise when one or more associates is selected for a more rapid move toward partner- ship. This will be particularly "sticky" the first time that a young associate (based upon tenure) is selected for partnership ahead of a more senior associate (based also upon tenure). Honest and clear communication with all associates will promote effective understanding and concurrence by associates with this new policy.

  3. Possible disadvantages to a merit based policy. The major problem initially will probably be one or more disgruntled associates whose performance is mediocre and who is unwilling to accept that evaluation. However, there is such a positive incentive to a merit-based system that the initial misconceptions can be readily handled. When associates see that firm management has actually decided to reward superior performance, the separation process between poor, acceptable and superior performance will soon become self evident.

    The potential "stars" will soon distance themselves from their contemporaries. Management can then deal individually with associates who have demonstrated by their unacceptable performance that they are not potential partners.

    This process is based almost entirely upon the "carrot" principle of motivation rather than the more heavy-handed "big stick" approach. Every associate has the same opportunity to respond to the incentive of merit based performance evaluations rather than be pushed, pulled or brow-beaten toward improved performance.

Steps To Transitioning Into The New System

The single most important step for firm managers to take as they move from the traditional form of lock-step progression to a merit based system is full disclosure and discussion of the details with all associates. Too many associates continue to complain about the perception of secrecy between partners and associates. The general lack of candor on the part of most partners in the majority of firms is legendary. The attitude of "we will tell them only what we think that they need to know" is all too prevalent.

If there is one key to guarantee a successful and positive transition, it is the willingness of the partners to be open and candid regarding the reasons for the changeover to a new process. Lawyers are bright people by definition, and they are responsive to positive motivation. One way to virtually assure discontent and turmoil among the associate ranks is for the partners to be less than honest and straightforward about a change in the partnership selection process.

Many firms are now staffed with associates who do not have the vaguest notion about the details of how partners are selected in their firm. They speculate among themselves, generate rumors and ideas without foundation and generally follow the script of "the blind leading the blind". Positive resolution of this and many other similar issues is exceedingly simple - regular, clear, concise and candid communication between partners and associates.

After the firm has decided to move forward with a merit-based system, the following steps must be taken:

  1. Management should designate a joint team of partners and associates (preferably small in number) to discuss the several issues and prepare recommended changes. This analysis will include a complete review of the current partnership criteria and time track. Also, this team should solicit ideas and suggestions from all partners and associates, so that a working consensus is deter- mined.

  2. The team will draft proposed selection criteria and the procedures for periodic evaluation of each associate with special emphasis on progression toward potential partnership. Here again, the goal is to eliminate the all too frequently voiced complaint from associates that the periodic performance evaluation(s) does not provide clear feedback from the partners to the associate regarding how the associate is doing with respect to specific partnership selection criteria.

  3. After the team has presented it's work product to the management team for review, all partners and associates should then have an opportunity to comment on the proposed process. When a consensus has been reached, firm management can then communicate the details of the revisions to all partners and associates both orally and in written format.

Summary

To be competitive in the marketplace for superior associates who are truly potential partners, a firm must lift the mysterious shroud that seems to surround the partnership selection process. Every new associate and lateral hire has the right to know what the specific criteria are and what the time track is for partnership consideration. If the information is clearly stated in a written procedure, no confusion will be generated as one partner or another counsels with associates in the general course of their profession- al growth and development.

To attract consistently superior talent, the system of performance evaluation must be based on individual merit. The various permutations of performance evaluations systems that are present in most firms generally reward tenure and not merit. Therefore, a fundamental change is virtually inevitable, if the firm truly wants to generate superior quality within the partner ranks.

This article does not contain any listing of proposed selection criteria which is intentional. The firm itself must create it's own criteria and methodology for measurement, both objectively and subjectively. The process for accomplishing this task is outlined in previous paragraphs.

The decade of the '90s contains many new challenges for firm managers. One of the best ways to prepare to meet those opportunities is to guarantee that a cadre of superior partners are being generated through a merit based selection process.





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