Exercises/Activities – Holloran Center Professional Identity Implementation Blog - Page 2
Browsing Tag

Exercises/Activities

David Grenardo

Leveraging Professional Identity Formation in the Doctrinal Law School Class

By: David A. Grenardo, Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions, University of St. Thomas School of Law

Lou Bilionis, Dean Emeritus and Droege Professor of Law at the University of Cincinnati College of Law, also serves as a Holloran Center Fellow. He has written extensively on professional identity formation, including an open access book published by Cambridge University Press titled Law Student Professional Development and Formation: Bridging Law School, Student, and Employer Goals. His most recent article on professional identity, which is forthcoming in the University of St. Thomas Law Journal, demonstrates how law professors can effectively incorporate professional identity formation into doctrinal classes. He presented this article at the University of St. Thomas Law Journal’s spring 2023 symposium that explored pedagogies to support professional identity formation.

American law schools are paying increased attention to the professional identity formation of their students. The trend should grow now that the American Bar Association’s Section of Legal Education and Admissions to the Bar has revised its accreditation standards to prescribe that “a law school shall provide substantial opportunities to students for … (3) the development of a professional identity.”

As law school faculty and staff proceed, professors who teach traditional doctrinal classes may doubt they can do much if anything differently in their courses to support professional identity formation. Questions about course coverage and their own competency to focus on professional identity formation understandably arise and may give professors pause. Bilionis’ article illustrates how purposeful focus on professional identity formation in a doctrinal course can be done to enrich the educational experience for students. Rather than detracting from the doctrinal work, professional identity formation features can be a multiplier. They can be leveraged to promote the doctrinal learning and the sharpening of cognitive skills traditionally expected in the course, while also contributing positively to the student’s development as a professional in other ways. Importantly, doing so is not difficult and requires no special expertise of the professor.

Bilionis’ article reports on his personal experience since 2016 teaching a basic constitutional law course with professional identity formation as a central feature. The reader will find a model that has delivered positive results for students and the professor alike, and which any professor can employ in any typical doctrinal course. In addition to reviewing strategic considerations, the article digs into the details of what to do and how to do it. It identifies and walks through various components that can be introduced to accent professional identity formation concepts while advancing traditional learning objectives. The components are easily adaptable to suit the needs and preferences of the professor, and faculty interested in experimenting can select one or more for a test run in their classes.

A link to Bilionis’ article can be found here.

David Grenardo is a Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law.

David Grenardo

If You’re Looking for Professional Identity Formation Resources, Then You’ve Come to the Right Place

By: David A. Grenardo, Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions, University of St. Thomas School of Law

The Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law (Minnesota) strives to share as many resources with others as possible. In an effort to make resources even more accessible, the Holloran Center has revamped its website to deliver those resources in a user-friendly manner.

The home page of the Holloran Center website begins with links (on the right side of the page) to (1) short, useful definitions of professional identity and professional identity formation, (2) three articles that explain the ABA’s changes to its standards 303(b) and (c), and (3) two groundbreaking articles on law students’ well-being.

As you scroll down the home page, four major links can be found under the heading “How to Get Started”: (1) Get to Know the Holloran Center, (2) Review Changes to Standard 303, (3) Explore our Tools and Resources, and (4) See Our Research and Training. Each of these four major categories is discussed below.

The first major link, Get to Know the Holloran Center, takes the user to a page that features the leadership team of the Holloran Center, including its Co-Directors Neil Hamilton and Jerry Organ, along with me, and the Holloran Center Fellows, Barbara Glesner Fines, Kendall Kerew, and Lou Bilionis. It also includes links to pages about Tom Holloran, who is the inspiration and namesake of the Center, along with a Donors and Partners page.

The second major link, Review Changes to Standard 303, leads to a page that includes (1) a list of existing entry ramps for schools to incorporate professional identity formation and (2) a link to an open access book – Law Student Professional Development and Formation: Bridging Law School, Student, and Employer Goals – that provides a straightforward and detailed look at the changes to 303(b) and (c) and suggestions regarding how to comply with those standards, and (3) the introductory materials mentioned above (short definitions of PI and PIF and three short articles about the changes to the ABA standards).

The third major link – Explore our Tools and Resources – brings up three more links on that topic: Learning Outcomes Database; Holloran Competency Milestones; and Professional Development Database.

The Learning Outcomes Database contains a searchable list of all law school learning outcomes that were available on law school websites as of January 2022. The Holloran Center identified those law schools with “basic” learning outcomes – those that recite the language of Standard 302 and nothing more. The Holloran Center also identified those law schools with more robust learning outcomes than required by the language of Standard 302.

The Holloran Competency Milestones are rubrics that describe the various stages of development associated with learning outcomes. In other words, they provide a tool to assess whether (and to what extent) law students are reaching learning outcomes in a variety of areas, including the following:

The Professional Development Database list includes 62 first-year, required, law school professional development initiatives based on information from law school websites as of November 2019. This list, as well as the Learning Outcomes Database, are currently being updated by research assistants for the Holloran Center. The updates should be available by September 1, 2023.

The fourth major link, See Our Research and Training, consists of three links itself. The first is the Roadmap for Employment, which is the award-winning book that provides a template for law students to use throughout all three years of law school to be fully prepared to find meaningful employment upon graduation. ABA Books will publish the substantially revised third edition of Roadmap on August 1st of this year; the latest edition is streamlined and even more law-student friendly at 51 pages total.

The second link under Research and Training, Coach Training, offers coaching tips and a guide to perform one-on-one coaching with law students, which is the most effective method to foster each student’s professional growth. The third link contains extensive Research on Professional Formation in multiple areas, such as professional formation overview, the importance of professional formation, promoting student self-direction, fostering a fiduciary mindset, assessing student professional development, legal education observations, and law student well-being and satisfaction.

As you scroll down the home page, there is a link to the Holloran Center Professional Identity Implementation Blog, which features useful and creative articles by contributors from law schools across the entire country.

Scrolling down further on the home page one will find several of the four major links described above.

We are thankful for the excellent work of Carrie Hilger at the University of St. Thomas School of Law and the University of St. Thomas IT Department in revising the Holloran Center website. We are particularly grateful to Skylar Peyton, a rising 3L at the University of St. Thomas School of Law, whose attention to detail, work ethic, and dedication helped to vastly improve the website.

The Holloran Center hopes that its website continues to serve as a valuable hub for free and accessible professional identity resources that can benefit law schools across the nation.

Should you have any questions or needs, please feel free to contact us.

David Grenardo is a Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law.

David Grenardo

Student Professional Identity Formation and the Foundational Skill of Building a Tent of Professional Relationships to Support the Student

By: David A. Grenardo, Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions, University of St. Thomas School of Law

Neil Hamilton, who is the Holloran Professor of Law and Co-Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law, has authored yet another influential and practical article on professional identity formation. Hamilton’s latest article, which is forthcoming in the Wake Forest Law Review, is a guide for law faculty and staff who want each student to build a tent of professional relationships – a professional network – who both support the student and trust the student to do the work of a lawyer. The importance of professional networks for work performance and career opportunities has been well-established in hundreds of empirical studies. In addition, a growing research literature is documenting that the creation of a professional network requires pro-active networking behaviors, which are defined as an individual’s efforts to develop and maintain professional relationships with others who can potentially provide assistance to them in their career or work.

For some students (and lawyers), “networking” with a clear purpose of strengthening support for the student’s professional goals feels inauthentic, impure, and perhaps even dirty. To avoid this negative connotation, Hamilton’s article uses “building a tent of professional relationships who support the student and trust the student to do the work of a lawyer.” This framing, in Hamilton’s experience, fits within the students’ natural understanding of the importance of social support for each person, including the student, and feels authentic and less instrumental to the students.

A link to Hamilton’s article can be found here.

David Grenardo is a Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law.

Jeffrey Baker, Tanya Asim Cooper

Open Conversations: Building Culture, Developing Discourse, Nurturing Democracy

By: Jeffrey R. Baker, Clinical Professor of Law, Associate Dean of Clinical Education and Global Programs, Director of the Community Justice Clinic, Pepperdine Caruso School of Law

Tanya Asim Cooper, Associate Clinical Professor of Law, Director of the Restoration and Justice Clinic, Pepperdine Caruso School of Law

In 2015, as the Ferguson uprisings swelled in Missouri, we felt a rising tension, anxiety, anger, and discord among our law students at Pepperdine (now Pepperdine Caruso School of Law). Students had organized demonstrations for justice at the law school, and they were seeking other outlets and means to engage. Like much of the nation, they wanted to talk about it, but the law school did not have a ready forum for them to process this controversy together. Professors are often reluctant or unable to pause their regular teaching to engage in wide debates on current events, especially when they are trying to cover significant material in class. But the need persisted, and intensifying frustration created and deepened divisions within the school. 

The dean of students and diversity council conferred with each other and with students, and a student suggested regular, simple lunches and conversation for the student body on the potent questions surfacing around race and racism, policing and police violence, and our national convulsions toward justice. 

This was the provenance of our first Open Conversation. Over fifty students attended, and we set out some simple guidance. This was not a teaching moment for the faculty, and it was not a debate. It was a conversation, discourse to share perspectives, an opportunity to speak and listen, to engage across difference, to give voice to pain and anger, to explore paths forward, all from the students’ perspectives and experiences. With general prompts and light moderation while breaking bread together, the conversation was rich, critical, vibrant, heartfelt, and serious. It did not fix all of the issues or resolve all the tension within our school, but it was a moment of genuine community struggling with itself but refusing to alienate each other. 

The students expressed gratitude for the time and the opportunity to speak and listen. Afterward, a member of the diversity council wrote: 

My fear going into it was that either no one would come or no one would engage in conversation. I was pleasantly surprised that my fear was unfounded. If anything, I thought the hour felt too short for the full conversation. Which I think just goes to show how necessary these open forums are and how glad I am that we are starting this. The other thing I noticed is how sad some of the comments made me. I consider myself very aware of racial tension happening across the country but to hear the struggles from some of our own students was tough.

A senior administrator reported, “We held a very intense, but positive open forum on Monday at which our students were very responsibly and respectfully engaged.  It was well attended and, in my opinion, very worthy of good lawyers discussing hard topics.” 

After that first Open Conversation, we continued to offer them when controversies erupted nationally or locally, refining the approach. In time, they became so important to our community that the law school began offering them monthly during the school year. Now, they are a permanent project of the diversity council, and the law school prioritizes them with “black out” dates once per month so that there is no competition from other events during the lunch hour. And, as an essential ingredient of the experience, the law school provides great food for all comers. (Typically, it’s burritos from Lily’s in Malibu, the best breakfast burrito in Los Angeles County.) 

The broad objective for Open Conversations is to build a healthy culture within our law school community. It is not to resolve every issue or to engage in antagonistic debate; there are plenty of other opportunities for that during law school. Rather, it is to enrich our discourse with care, respect, and dignity, even over the most contentious issues. Moderation and centrism are also not the aims; students advocate and argue in Open Conversations with conviction but within a framework that aims to hold our shared life at the heart of our discussions. In our current national season of extreme polarization, brutal partisanship, personal antagonism, and so-called “cancel culture” (all of which have been topics of our discussions), the Open Conversations are counter-cultural exercises in democratic engagement.  

To these ends, we developed a practice of lightly-moderated discussions over lunch around curated topics with important ground rules for the conversation. We typically have fifty to sixty students and another ten staff and faculty in the room. The ground rules are “conversational harnesses” to preserve the objectives of discourse and engagement, and we share them at the top of each open conversation:

  • Open Conversations are for discourse, not debate.
  • Listen; don’t try to win.
  • Share the airspace equitably; speak only when you have the mic.
  • Be respectful; address ideas, not people.
  • Speak from your own experience and perspective; do not question or attack others for theirs.
  • Do not broadcast, record, or disseminate anything from the conversation on social media.

We pass a microphone around the room to ensure that one person speaks at a time (like the conch rule in the first, happier part of Lord of the Flies) and to promote accessibility and clear communication. On very rare occasions, the moderator may intervene if a student transgresses a ground rule or if the conversation turns personally confrontational. Sometimes the moderators, faculty, or staff in attendance will participate in the conversation itself, but we try to keep our comments limited to asking follow up questions, providing factual or historical context, or identifying constructive threads running through the students’ contributions.  

After everyone gets their food and we have explained the ground rules, we introduce the topic for the day with a few general prompts to get the conversation started. We take real care in selecting topics; the diversity council meets monthly, usually the week before the Open Conversation, to consider the hot topics of the day. We do not necessarily pick topics that are divisive on partisan lines, but we pick topics that are immediately controversial, critically interesting, or universal to the law student experience. Among many others over eight years, topics have included school shootings and the Second Amendment; #MeToo and the Kavanaugh hearings; human rights at the Olympics; impeachments and January 6; faith in the law; the Dobbs decision and reproductive justice; “cancel culture” and free speech in the academy; Trump indictments and the Tennessee 3; the nature of justice; police violence and procedural reform; and family conversations at Thanksgiving (which has been hilarious).

Good food is a critical element for the success of Open Conversations. We almost always hold them during the lunch hour, and it is a specific discipline to eat together while discussing hard, divisive topics. Across all cultures, breaking bread together, especially with adversaries, is a mark of intentional hospitality and peacemaking. During the pandemic, we saw our various student groups polarizing before our eyes as they launched invectives at each other online while otherwise alienated from each other. But we have seen constructive engagement, even healing, across our school culture when the community eats together while looking at each other directly to talk about intense controversies. 

People talking together over a meal is not novel or revolutionary, but it is ancient and radical. Of course, we’ve had mixed results. Some conversations are vibrant, energetic, critical, and creative. Some are chilled and reticent; some veer into personal confrontation. Our hope is that merely holding Open Conversations and attempting the exercise signals the values and aspirations of our community. We aim to contribute to a robust, generous, and vital culture of engagement within the law school, and we hope that this models the best kind of culture possible in our diverse communities. If our students can experience the work of hard conversations together with constructive advocacy and critical, benevolent disagreement, we hope it will equip them for this work as public citizens in their career.


Jeffrey R. Baker                                        Tanya Asim Cooper
Pepperdine Caruso School of Law            Pepperdine Caruso School of Law
David Grenardo

Transitioning from Student to Lawyer: Infusing Professional Identity Formation into the Required Curriculum

By: David A. Grenardo, Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions, University of St. Thomas School of Law

On April 20 and 21, 2023, the Holloran Center for Ethical Leadership in the Professions and the University of St. Thomas Law Journal hosted a symposium/workshop that focused on incorporating professional identity formation (PIF) into the required curriculum, namely 1L courses and Professional Responsibility (PR). The speakers consisted primarily of casebook authors who include PIF in their textbooks and corresponding courses.

Orchestrated and led by Jerry Organ, Co-Director of the Holloran Center, the symposium/workshop offered one impactful speaker after another. The presentations provided a wide array of means to include PIF in the required curriculum. Each panel is listed here, and the following are just snippets of what professors presented:

  • Role-playing exercises, which included an inter-disciplinary dental malpractice deposition simulation in Torts in which law students work directly with dental students as purported expert witnesses;
  • team-based approaches to learning in first-year and PR courses;
  • the use of technology to aid in PIF;
  • the importance and use of reflective journaling;
  • methods to address well-being; and
  • details of a required 1L PIF course.

The panelists inspired and motivated each other and the attendees with creative ways to incorporate PIF. For example, Neil Hamilton, Co-Director of the Holloran Center, shared how he matched coaches (alumni of the law school) with teams of students in his PR course based on the students’ practice areas of interest, and the coaches guided discussions and reflections within those small groups on critical aspects of the practice of law, such as how to deal with adversaries and the importance of relationships. Kendall Kerew, a Holloran Center Fellow, discussed a simple technique to ask students anonymously about what they learned after each class, remaining questions they had from class, and how they are feeling. The effects of that daily exercise at the end of class allow her to gauge where further instruction is needed on certain topics and to monitor and address any well-being issues that students may be encountering.

Whether incorporating PIF entailed an exercise in a class or a complete immersion throughout the fabric of an entire course – as Lou Bilionis, another Holloran Center Fellow, demonstrated could be done in his Constitutional Law course – a common theme throughout the event was placing the students in the role of the attorney serving a client through various types of simulations. PIF involves helping law students become lawyers. Giving a student opportunities to act in the role of an attorney helps them understand what it means to be a lawyer and how to be a lawyer, particularly when coupled with purposeful and guided reflection.

The other theme that echoed throughout every speaker and group discussion was a love for the students. PIF encompasses trying to help law students become the best people and professionals that they can be, which means something different for every single student. The dedication and commitment to help law students develop into professionals resonated with all those attending, including the talented members of the University of St. Thomas Law Journal who helped put on the event.

Holloran Center Fellow Barbara Glesner Fines, who initially came up with the idea to bring together doctrinal faculty of required courses to discuss PIF, led a necessary discussion on the “curse of coverage.” This curse oftentimes prevents law professors from adding anything new or changing the way they teach because they feel constrained to get through all of the material they can to prepare students for the Bar exam. It became clear early on in the event that through planning, intentionality, and just a modicum of creativity, a professor can easily incorporate PIF in small, medium, or even large portions in any class they choose, with no loss of coverage and the possibility of some gain in learning.

As with every Holloran Center symposium/workshop, the participants left feeling empowered, inspired, and motivated to help law students move along in their journeys to become lawyers.

The Law Journal will be publishing pieces from this symposium, which will be highlighted on this blog when those articles are ready. Should you have any questions or comments about this post, please email me at gren2380@stthomas.edu.

David Grenardo is a Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law.

Leah Teague

Training Law Students to Converse Respectfully: Public Discourse Workshop

By: Leah Teague, Professor of Law & Director of The Leadership Development Program, Baylor Law School

As previously discussed, amendments to ABA Standard 303(b) (development of a professional identity) & (c) (education to law students on bias, cross-cultural competency, and racism) did not require major adjustments to our programming at Baylor Law. Still, we created a faculty committee to document our compliance and consider enhancements. The committee confirmed numerous ways in which Baylor Law already complies and then considered additional opportunities to enhance their training.

This post highlights one of those enhancements. Beginning with the Fall 2022 entering class, students in each entering class are required to participate in a public deliberation workshop in their second week of law school.

What is public deliberation and why should law students learn how to do it?

The public expects lawyers to be zealous advocates for their clients, but sometimes a lawyer’s conduct goes beyond zealous advocacy and crosses the line of civility. Not only does ill-mannered conduct reflect poorly on our profession, but it also contributes to the normalizing of disrespectful, uncivil, and polarizing reactions to viewpoints and statements with which a person does not agree.

Lawyers’ professional obligations extend beyond individual clients to our system of justice and to society. As stated in the preamble to the ABA Model Rules of Professional Conduct: A Lawyer’s Responsibility, “[a] lawyer is a representative of the clients, an officer of the legal system, and a public citizen having a special responsibility for the quality of justice.” Since the beginning of this nation, lawyers have recognized that their special status comes with a professional responsibility to address pressing issues facing society. A lawyer’s legal education and training provide the opportunity to be change agents and difference makers not only for their clients but also in their communities and across the nation. These professional obligations and opportunities for influence call for lawyers to model civil discourse and to be able to facilitate deliberation in a calm and respectful manner.

The Public Deliberation Workshop teaches our students a different way to approach advocacy – one that helps them embody professionalism, model civility, and advocate more effectively. The following excerpt (from Baylor University’s website) succinctly summarizes the Baylor Public Deliberation Initiative:

“Deliberation involves the best parts of dialogue (conversational) and debate (argument) to offer an experience where participants can learn from one another by talking through different perspectives and approaches to local and global issues and working together to come up with community action steps.

We want this experience to occur early in law school, so students recognize that civility and professionalism are not antithetical to zealously representing a client. We also hope the experience will inspire and enable students to approach some of the most potentially heated issues debated in the public square (e.g., race, religion and its role in society, sexual orientation, gun rights or gun control, among others) with a desire to build community through shared values, solve problems, and build a better tomorrow.

Public Deliberation Workshop Required for Baylor Law Students

Beginning with the Fall 2022 quarter, each entering student at Baylor Law is introduced to a model for civil discourse through a workshop developed in partnership with Baylor University’s Public Deliberation Initiative. Dr. Joshua Ritter, former Director of the Public Deliberation Initiative, leads the workshops and describes it as a “partnership for training law students as active deliberative citizens with democratic skillsets they can implement within their own communities and leadership.”

The 1½ hour workshop begins with a video from our dean to explain the importance of the effort and to give some context. After some initial remarks and instructions by Dr. Ritter, the law students are divided into groups of 10-12 and given an issue for discussion. Different topics can be used but it needs to be one that elicits a wide range of differing views. We use food insecurity in our workshops to provide a less controversial topic but one with which students have a wide range of understanding and personal experience. The goal is not to change anyone’s mind on the issue, but simply for each participant to hear and to be heard on the issue. Topics incorporated into the training include active listening, cultural competency, and emotional intelligence.

Through this interactive exercise, we hope to demonstrate to students that individuals with diametrically opposed positions often share common values, but they may prioritize those values differently. We are already seeing the benefit to the law school environment as well. Creating a culture of respect for colleagues with different life experiences and perspectives enriches our classrooms and programs.

The workshops provide additional opportunities for second- or third-year law students as well. Law students in our Leadership Education and Development (LEAD) course are trained by Dr. Ritter to be the small group facilitators for upcoming workshops. As facilitators, their job is to keep the group on task while remaining neutral. After training and participation, the law students receive certificates as public deliberation facilitators.

Teaching students about expected behavior as legal professionals is baked into the DNA of a Baylor Law education. With that said, we recognize more can and should be done. Nine years ago, we made significant strides to be more intentional in our professional development training. In 2014, we created our Professional Development Program and our Leadership Development Program to better equip students for the modern challenges of being a member of our time-honored profession. The Public Deliberation Workshop is our newest addition to what we are now calling Baylor Lawyer Pathways, which will be described in a future post.

Please contact me at Leah_Teague@baylor.edu  for more information on any of our programs. 

Leah Witcher Jackson Teague is a Professor of Law and the Director of Business Law Programs at Baylor Law School.

Christopher Corts

Know Yourself, Learn Your Audience: Professional Identity Formation and Audience-Awareness in the 1L Legal Writing Classroom

By: Christopher Corts, Professor of Law, Legal Practice, University of Richmond School of Law

Teaching legal writing to 1Ls provides endless opportunities to help students grow their way through the stage-development process of professional identity formation. As students learn how to write in a way that effectively educates and persuades an audience of lawyers and judges, they learn important information about the particular skills, competencies, attitudes, and values they will need to develop if they are to successfully become the kinds of lawyers that employers want and society needs—the kind of lawyers they hope to be, in other words.

For today’s posting, I want to share a PIF-informed exercise I have developed in my Legal Analysis & Writing class. I will try to present it in a way that invites your own tinkering and innovation.

If you share my conviction that education toward professional identity formation (PIF) ought to be integrated into other subjects being taught in the law school curriculum, this exercise can help you experiment with one way that transparently PIF-focused education can help Fall Semester Legal Analysis & Writing students learn more about two of the primary audiences they will be writing documents for during both semesters of a 1L legal writing course: lawyers and judges.

In the opening weeks of a first-year legal analysis and writing course, legal writing professors have a unique opportunity to seamlessly integrate professional identity formation into their legal writing curriculum. As explained below, professional identity formation instruction can help legal writing professors achieve core goals in the legal writing curriculum. By introducing students to core legal writing concepts, language, and skills that students will need to succeed in the short-term (in the writing course), students will learn invaluable information about the kinds of skills, competencies, attitudes, and values that they will need to thrive as professionals in the long-term, in their hopefully-long careers as lawyers who analyze and write to help clients solve legal problems.

In the paragraphs that follow, I will attempt to briefly share what I have learned about how to integrate core analysis and writing objectives with professional identity formation-relevant content early in the 1L legal writing curriculum. To help facilitate your own experimentation, I will share the following:

(1) learning objectives to share with students;

(2) instructional resources that are useful for completing the unit of instruction;

and

(3) an instructional sequence you can use to execute the published objectives.

An appreciation for learning in context[i] is a core feature of any skills-based class. As professors of legal writing, we are lawyers who teach 1Ls early (and often) in their process of professional identity formation. We are uniquely positioned to introduce our students to two threshold questions from the very start of our writing courses. These two questions are familiar features of any professional communication course:

Who is your audience?  

What is your purpose for writing to them?

In the context of the opening weeks of a required 1L writing class, these two critical questions require students to do something nearly impossible for novices to do: imagine what it is like to actually be a lawyer, working in context, with limited (or possibly no) direct observation or experience.

Whatever 1Ls may come to law school knowing about the profession, even when they have practiced law in another country prior to enrolling in an American law school, this fact remains: no 1L has ever yet worked as a lawyer licensed by a jurisdiction in the American legal system.

As instructors, we know that, even as legal interns or summer associates, our students will be expected to complete core lawyering tasks in the same way that veterans of the profession complete them: in the context of a role-based, frequently-adversarial system that is populated by a range of familiar types. Whether our students’ future bosses prove to be some combination of happy, cranky, nurturing, or antagonistic, in the American legal system, all lawyers of every kind must figure out how to thrive in a stressful, unpredictable, ever-changing, perpetually time-deprived, chronically stressed-out, unapologetically-perfectionistic, hyper-achieving culture that defines us as a collective (and as individuals, if we are not intentional and careful). For better or worse.

Several years ago, wanting to give more intentional instruction about the context of lawyering earlier in my legal writing course, I started experimenting with offering a short unit of professional identity formation-style instruction during the first week of the course. I designed it to help legal analysis and writing novices do two foundational things: (1) learn about their audience (lawyers); and (2) learn how to write a simple C-R-A-C.

In the paragraphs that follow, having learned from trial and error, I will share three resources I have developed in order to help you experiment with your own version of this exercise in your legal writing class: (1) learning objectives; (2) instructional resources; and (3) an instructional sequence.

Part 1: Learning Objectives

This exercise uses conventional professional identity formation-related resources in order to achieve five learning objectives that are directly related to success in a legal analysis and writing course. Here is how I articulate the learning objectives for my students.

———————————————————————–

This short unit of instruction is designed to help familiarize you with one of every lawyer’s most frequent audiences: other lawyers. By completing this unit of instruction, you will more fully appreciate the people to whom you will be frequently writing in this course—lawyers and judges. The more you appreciate about them, the more you will understand how you need to learn, grow, and change over the next three years.

Specifically, completing this exercise will help you:

    • identify the features that help to demarcate law as a “profession”;
    • identify some of the issues related to quality, equity, well-being, and the delivery of legal services that all lawyers are professionally obligated to address as part of our duty to maintain the health and integrity of the profession and society’s system of legal justice;
    • identify some of the skills, values, and competencies that data suggests are most relevant to legal practice in America;[ii]
    • assess your own proficiency at the skills and competencies that data suggests are most relevant to legal practice in America; and
    • use your own self-assessment to practice writing a simple argument in the C-R-A-C form that is familiar to all lawyers, and which helps to distinguish legal arguments as belonging to a particular genre or type.

———————————————————————–

Notice: the final learning objective adds an additional layer of legal writing-specific instruction to the exercise. It helps to more seamlessly embed “professional identify formation”-style content and also justify it for especially literal-minded students who are expecting instruction relevant to Legal Analysis and Writing (or whatever your course may be titled).

In my experience, students embrace the purposeful design of the exercise. They have even enjoyed it; rare is the 1L who does not appreciate an opportunity to start a new educational initiative by thinking about herself! And it helps to teach students that professional identity formation can be easily integrated into a first-year legal analysis and writing course. All students can be assured that they will be learning about the skills most relevant to successful work as a professional by learning two of the skills most relevant to success in this course: (a) knowing your audience; and (b) expressing an argument that adheres to a simple IRAC / CRAC form in an audience-sensitive way.

Part 2. Instructional Resources

To achieve the learning objectives identified above, I draw from several resources:

A.  Excerpts from historical, first-person accounts of what it means to “be a lawyer”—especially those written by lawyers from historically-marginalized communities;[iii]

B.  Information about the history of the profession,[iv] professionalism, professional oaths, and other legal writing-specific educational content[v] published by state bar associations[vi];

C.  The “Profile of the Profession” data[vii] that is published annually by the American Bar Association; and

D.  Data about the skills, values, and competencies most relevant to legal practice.[viii]

In endnotes referenced above, I have identified particular texts and resources I have used through the years. But I have tried to describe the four general categories of instruction that I have tried to include. Collectively, these different categories help to capture what it means to be a professional and what it means to be a lawyer, specifically. And what skills, values, and competencies lawyers in America value in themselves and expect of other lawyers, given the particular needs of clients. There are a wealth of resources you can draw from. New resources are being updated and made available all the time. Experimentation is encouraged!

Part 3. The Instructional Sequence

Putting all of this together, the instructional sequence looks something like this:

  1. Preparation for class. Prior to class, I assign foundational homework to prepare students to complete the instructional sequence. The homework is usually some intentionally-curated combination of readings excerpted from suggestions I provided in end notes to Instructional Resources A. and B. in Part 2 above.Because I will be asking the students to write an IRAC / CRAC for the first time, I also assign a brief written introduction to IRAC / CRAC. I use an excerpt from the textbook I have adopted for my course[ix], but many other resources – including short videos published online – are easily accessible and can achieve the same purpose.
  2. In-Class Lecture and Work. During class, I deliver a lecture (with visual illustrations) that briefly introduces students to three topics:
    • (i) the most recent “Profile of the Profession” data published annually by the American Bar Association (as described in letter C. in the list of Instructional Resources provided in Part 2 above);
    • (ii) scholarship and data related to the professional skills, values, and competencies that are most relevant to legal practice (as described in letter D. in the list of Instructional Resources provided in Part 2 above);
    • (iii) the significance IRAC / CRAC in legal analysis and writing.
  3. Homework. After class, I have students complete two exercises, which they finish on their own time as homework following class.
    • First, they should complete a brief self-assessment exercise that asks students to rate and justify their proficiency in the skills and competencies covered in the readings and lecture (#1 & #2 above).
    • Second, when they have created that self-assessment exercise, they should complete an exercise that asks them to use the simple CRAC form to argue that they will make an effective lawyer based upon their ability to articulate a minimally-competent level of proficiency for three of the lawyer-competencies identified in the self-assessment exercise.For example, a simple C-R-A-C-style paragraph could mirror this form (with each student filling out the bracketed information based upon her assessment):

I believe I will make an effective Lawyer.[x] An effective lawyer is someone who can competently perform three or more skills that data suggests lawyers need for effective practice.[xi] Currently, I am at least minimally competent at doing [list 3 skills[xii] from the self-assessment tool that you can currently perform with at least a minimal level of proficiency].[xiii] For example, [here, in a series of short sentences, list each of the justifications you gave for the proficiency rating you assigned yourself for each of the three competencies you identified in the previous sentence.] In all these ways, since I have demonstrated I am at least minimally competent at doing [list again the three competencies selected above], I believe I will make an effective lawyer.[xiv]

    • Third, I collect the self-assessment instruments and the simple C-R-A-C. I do not mark, comment upon, or grade the self-assessment instrument. I do assess and provide detailed feedback – but not a grade – on the simple C-R-A-C paragraph. But when I assess it, I am only commenting on the correct form—whether they effectively wrote each component of the C-R-A-C acronym in that sequence.
    • Fourth, much later in the year, during the final class in Spring, I distribute the self-assessment exercise completed in Fall and ask students to read it, reflect on everything that has happened in the 1L year since the start of the Fall semester (when we completed the exercise), and update it. By asking students to complete the exercise again, they are able to make it current with any new experiences that they might have gained during the 1L year. By using this exercise to effectively book-end the 1L year in my course, I am able to help students appreciate the iterative process of self-reflection that will be key to lifelong learning in the profession. (Lifelong learning is a core lawyering skill!) This approach captures the stage-development process that I understand to be a hallmark of the professional identity formation process.

If you have any questions about how to plan or implement this exercise, or if you would like to share with me your own exercises or experiences doing comparable activities in the context of your course, please email me at ccorts@richmond.edu.

Christopher Corts is Professor of Law and Legal Practice at the University of Richmond School of Law.

[i] “There may be better and worse ways to learn to solve problems, but there appears to be no substitute for context. ” Gary L. Blasi, What Lawyers Know: Lawyering Expertise, Cognitive Science, and the Functions of Theory, 45 J. LEGAL EDUC. 313, 386-87(1995).

[ii] Whereas instruction designed for “professional identity formation” might emphasize education about professional culture as part of a process of indoctrination and enculturation, in the legal writing classroom, context is important for more discipline-specific reasons: because it can help students learn how to identify, research, analyze, and solve legal problems in order to write or verbally communicate coherent solutions for diverse audiences situated within that professional context. “There may be better and worse ways to learn to solve problems, but there appears to be no substitute for context.” Gary L. Blasi, What Lawyers Know: Lawyering Expertise, Cognitive Science, and the Functions of Theory, 45 J. LEGAL EDUC. 313, 386-87(1995).  

[iii] See, e.g., Virginia Drachman, “Women Lawyers and the Origins of Professional Identity in America: The Letters of the Equity Club, 1887 to 1890,” (Ann Arbor, MI: University of Michigan Press, 1993). See also Constance Baker Motley, Equal Justice Under Law, (Farrar, Strauss, and Giroux 1998).

[iv] To give one example: in the past I have used excerpts from Anton Chroust’s two-volume history of the profession, The Rise of the Legal Profession in America (1965). Of course, more contemporary histories are easily available (and probably more easily accessible to readers!) in a shorter form: articles, excerpts from professional responsibility textbooks, etc. My goal is to provide a short excerpt that helps the reader understand what it means to be “a profession” (as opposed to some other career) and what marks “legal professionals” as “professionals” in a sociological sense.

[v] See, e.g., The Supreme Court of Ohio Commission on Professionalism, “Professionalism Do’s and Don’t’s: Legal Writing,” accessible online at https://www.supremecourt.ohio.gov/Publications/AttySvcs/legalWriting.pdf.

[vi] To give one compelling example, the state of Ohio publishes a number of professionalism resources that can introduce law students to the values and ideals of the profession—including some specific to legal writing. See, e.g., “Professional Ideals for Ohio Lawyers and Judges,” accessible online at https://www.uakron.edu/law/docs/proIdeals.pdf. See also The Supreme Court of Ohio Commission on Professionalism, “Professionalism Do’s and Don’t’s: Legal Writing,” accessible online at https://www.supremecourt.ohio.gov/Publications/AttySvcs/legalWriting.pdf.

[vii] The ABA maintains an interactive website that houses all of the data. See http://www.abalegalprofile.com.

[viii] There are an ever-increasing number of resources you could use to help craft this exercise. In the past, I have found the IAALS “Foundations for Practice” webpage to be a sensible place to start. See https://iaals.du.edu/projects/foundations-practice. To read the original report, see Alli Gerkman and Logan Cornett, “Foundations for Practice: The Whole Lawyer and the Character Quotient” (2016), accessible online at https://iaals.du.edu/publications/foundations-practice-whole-lawyer-and-character-quotient.  Allyson Carrel and Cat Moon have innovated an “agile competency model for the modern legal professional” called “Design Your Delta,” accessible online at https://www.designyourdelta.com/about. For a thoughtful, scholarly approach, see also Neil Hamilton, “Empirical Research on the Core Competencies Needed to Practice Law: What Do Clients, Lawyers, New Lawyers, and Legal Employers Tell Us?,” The Bar Examiner 6-16 (September 2014).

[ix] Jill Barton and Rachel Smith, “Handbook for the New Legal Writer,” Aspen Publishing, (2d ed., 2019).

[x] This first sentence is a CONCLUSION.

[xi] This second sentence is a RULE.

[xii] Do not worry about the arbitrariness of this rule selection for now. Later in the course, as we learn more about hierarchies of authority, we will learn how to synthesize binding and persuasive rules that are less arbitrary—and more compelling to our reader—than this crude rule. For now, we just need to pick three competencies so we can create a rule and practice articulating a simple, coherent argument in a recognizable C-R-A-C form our reader will expect.

[xiii] This third sentence provides ANALYSIS of the rule; it applies the three competencies above to your self-assessment. The next sentence provides justification for the way you are here applying the rule; it is part of your ANALYSIS, too, because it helps the reader understand your rationale for concluding that you will make an effective lawyer given the rule (that data suggests the three named competencies are relevant to effective lawyering).

[xiv] This is your final CONCLUSION.

Linda Sugin

Does Law School Have to Suck?

By: Linda Sugin, Professor of Law & Faculty Director for the Office of Professionalism, Fordham Law School

The three-part series published in the National Law Journal, “Does Law School Have to Suck?,” analyzes seven reasons why law students are unhappy.  In the series, I also propose changes that law schools and the legal profession should adopt to transform the student experience by reforming curriculum, assessment, hiring, and financing.  The solutions advocated reflect two major themes – creating inclusive and supportive communities and individuating the development of professional identity for law students.  These reforms would improve learning and help students build a wider range of capabilities necessary for professional success and satisfaction.

Here is a link to the three-part series published in the National Law Journal on March 30, April 4, and April 6, 2023. Feel free to contact me at lsugin@fordham.edu with questions or comments.

Linda Sugin is Professor of Law & Faculty Director for the Office of Professionalism at Fordham Law School in New York.

Greg Miarecki

The Leadership Project

By: Greg Miarecki, Executive Assistant Dean for Career Planning and Professional Development, Director of the University of Illinois College of Law Leadership Project, University of Illinois College of Law

As part of our work on professional identity formation, the University of Illinois College of Law recently launched a Leadership Project that is designed to teach students about core principles of leadership.  For many reasons, our profession is over-represented in leadership ranks.  One only need look at the 45 U.S. Presidents (Grover Cleveland was one man, but two Presidents) for proof – 26 of them were trained as attorneys, two of them (Abraham Lincoln and Barack Obama) from Illinois.

The Leadership Project begins in the 1L year, with three sessions of our Fundamentals of Legal Practice course focused on leadership.  One class offers general principles of leadership, co-taught by our Dean and the CEO of Portillo’s Hot Dogs.  The second class focuses on the importance of diversity, equity, and inclusion when leading teams. The third and final class in the series focuses on leadership in the non-profit realm, recognizing that lawyers will be called to lead everything from condo boards to nations.

We invite 2Ls and 3Ls to continue with Leadership Project activities.  Each year, we offer a series of lectures and classes focused on leadership, as well as two “book talks” – sessions that discuss selected books focused on leadership.  During the past couple of years, we’ve hosted notable guests such as former Illinois Governor Jim Edgar, Carlyle Group co-founder David Rubenstein, and Illinois Supreme Court Justice Lisa Holder White.  And, together, we’ve read and analyzed a variety of books, including, for example, Barack Obama’s A Promised Land and Sam Walker’s The Captain Class.  As part of the event planning process, we regularly reach out to student groups and encourage them to co-host Leadership Project events.  This year, many of our events featured student moderators and discussants.  In fact, each year, our Student Bar Association hosts a panel discussion of student leaders – moderated by students – as part of the Project.

Students who complete the required number of lectures, book talks, and classes are invited to participate in a half-day leadership retreat facilitated by an executive coach.  Upon completing the retreat, students receive the designation of Leadership Scholar, which is added to their transcript.  This month, we’re looking forward to graduating our second cohort of Leadership Scholars, and interest in the Project among our students continues to grow.

We’ve also expanded the Leadership Project beyond the student body, offering continuing legal education in this area to alumni and friends around the world.  If you’re interested in learning more about the Leadership Project, or taking part in some of our events, please connect with me on LinkedIn or e-mail me at miarecki@illinois.edu.

Greg Miarecki is the Executive Assistant Dean for Career Planning and Professional Development and the Director of the University of Illinois College of Law Leadership Project at the University of Illinois College of Law

Patrick Longan

Meeting Students Where They Are

By: Patrick E. Longan
W.A. Bootle Chair in Ethics and Professionalism
Mercer University School of Law

One of the first lessons I learned about teaching professional identity was Neil Hamilton’s oft-repeated observation that we must “meet the students where they are.” This may also be the most important lesson I have learned.

Let me give you an example. At Mercer, a big part of our professional identity course is a series of small group discussions of hypothetical dilemmas the students might face in practice. In one, they are in role as a junior partner in a large firm and discover evidence that a more senior partner, who is a rainmaker and the source of most of their work, may be overbilling their biggest client, a large corporation. The students are asked to come up with a plan for how they are going to proceed and to be ready to convince others in the small group discussions of the wisdom of the chosen course.

This is a classic problem of practical wisdom. There are many values in play, and they are in tension with each other. The junior partner wants to keep a good relationship with the senior partner, for personal and professional reasons. The senior partner has been a mentor, and, without a steady flow of work from the senior partner, the junior partner’s future in the firm is in doubt. At the same time, the junior partner has obligations to protect the firm and the client from the senior partner’s possible wrongdoing. Overlaying those conflicting goals is irreducible uncertainty. Before taking action, the junior partner cannot know for sure whether the senior partner is overbilling or how the firm will react to any questions the junior partner might raise.

The students receive some guidance about how to approach such problems. At a fundamental level, they know that one of the non-negotiable components of a lawyer’s professional identity is fidelity to the client. We teach it as a virtue and articulate it in first-person terms: “I am the kind of lawyer who fulfills my duties of utmost good faith and devotion to my client, and I do not permit my personal interests or the interests of others to interfere with those duties. For this problem, the students also receive more detailed instructions. The problem offers them the options to do nothing, to raise the issue directly with the senior partner, to consult in-house ethics counsel, or to report the partner to the bar.

Because of all the uncertainty, there is no one right answer. Maybe the senior partner is a thief. Maybe he’s a sloppy timekeeper. Or maybe the partner has an arrangement with the client that allows him to bill a certain number of hours each month regardless of how many hours he actually expends. The students have to think through those possibilities and decide what to do.

This is where the lesson “meet the students where they are” comes in. Although there is no single right answer, at least one answer is wrong: the junior partner cannot choose to do nothing. Once a lawyer has substantial reason to believe that their client may have been the victim of overbilling by a partner in the firm, the lawyer must at least inquire further. Fidelity to the client demands action. In the possible overbilling scenario, there are better and worse ways of proceeding, but the lawyer must proceed in some way, even if it is against self-interest.

Every year we learn that many first-year law students cannot bring themselves to accept, even in a law school hypothetical, that they might be required to take personal risks to protect a client from the acts of another. When the students do a written reflection on the exercise, many write, with great candor and self-awareness, that they would not do anything that would put their position at risk, because they feel a primary obligation to protect themselves and their families from the loss of their jobs. Some describe this decision as “minding my own business,” or “staying in my lane,” or – my personal favorite – “not my circus, not my monkeys.” More than a few foresee catastrophic personal consequences if they lose their job. Others justify the decision by pointing out that the client in the hypothetical is a big corporation that would not miss the money.

Students do not respond in these ways because they suffer from character flaws. They are simply at an early stage of their professional identity development. It is our job to “meet them where they are.”

The most important part of doing that is not to be preachy or judgmental about the decision to do nothing in order to protect themselves. We should expect many students to have a self-interested disposition rather than a fiduciary one at this stage. Law students are all high achievers, and being disposed to look out for #1 has helped them succeed. Although we do not shrink from explaining that the decision to do nothing is unacceptable, we do so in a kind and understanding way. For example, we try to help the students see the situation through the client’s eyes. The client has to trust the lawyer and the law firm because the client is unlikely to be able to detect overbilling. The client would surely feel entitled to know if one of the firm’s lawyers was stealing from the client, if for no other reason than to begin the search for a new law firm. The reasons why acting as a fiduciary to a client are non-negotiable begin to emerge from those discussions.

Another aspect of “meeting them where they are” is to address their fears of losing their jobs if they report the senior partner. That is a possible outcome in the scenario. But some students panic because they foresee economic catastrophe.  Some say they fear “not being able to feed my family” or “losing everything I worked so hard for” if they lose their job. These fears are real because that is “where students are.” Many students lead precarious economic lives. Many have no assets or income and live on massive student loans that someday will need to be repaid. Their nervousness about money leads them, in responding to the problem, to cling to the good job they have with lockjaw tenacity, even if the client suffers. But the students do not appreciate that their economic lives as lawyers will be different from their economic lives as students. They do not realize that losing this particular job is unlikely to be quite so catastrophic. There are other firms, other jobs, other clients. There are steps they can take to insulate themselves from possible effects of switching jobs by cultivating their skill, reputation, and client base. At least in this part of the problem, we can speak some comfort to them. Although there is reason to be afraid of losing a job, there is likely no need to be terrified of it. We can start to move them from where they are to a place less filled with economic dread.

A final aspect of “meeting them where they are” in the handling of this problem is to address the suggestion that they owe less of a duty to a big corporate client than to a more sympathetic or impoverished one. The temptation to think that way at an early stage of professional identity development is understandable. Some of our students take a dim view of big business and instinctively feel entitled to condition their conduct as lawyers on the moral worthiness of the client.

If we handle this approach with understanding and patience, we can help the students cultivate a more mature professional identity. Early in the semester, we read a story about a criminal defendant who was executed after he received terrible representation, perhaps in part because his lawyers did not think he deserved it. After all, the client was a “wife-killer.” The students mostly were outraged by that. Many said “everyone deserves the lawyer’s best efforts” or something along those lines. When we play back those sentiments in our discussions about the representation of a large corporation, the students begin to move from where they are to a more sophisticated understanding of the lawyer’s role. If you can’t be 100% of a lawyer for a wife-killer, don’t represent him. If you can’t give your all for a big corporation, do something else. But the students begin to appreciate that selective fulfillment of the lawyer’s duties, depending upon the worthiness of the client, is not an option.

This is a specific example of a general point. Professional identity development is a process. Most law students are at an early stage. If we “meet them where they are” with understanding and kindness, we can help move them to where they need to be. Neil Hamilton taught me that. For this and so much else – thank you, Neil.

Please feel free to contact me at longan_p@law.mercer.edu if you any questions or comments about this post.

Patrick Longan
is the William Augustus Bootle Chair in Ethics and Professionalism in the Practice of Law at Mercer University School of Law and is Director of the Mercer Center for Legal Ethics and Professionalism