Browsing Tag

Well-Being

Natt Gantt

The Centrality of Spiritual Well-Being to Professional Formation

By: L.O. Natt Gantt, II,* Professor of Law and Associate Dean for Academic Affairs, High Point University Kenneth F. Kahn School of Law

In July 2023, I was pleased to moderate a discussion group titled “Professional Identity as a Search for Spiritual Well-Being—Helping Students Care for their Souls” at the Southeastern Association of Law Schools (SEALS) Conference. Having spent time reflecting on this session since last summer, I have been contemplating the depth and complexity of our task of helping students develop their professional identity. This task goes beyond encouraging students to engage in certain professional behaviors or even adopt specified professional values; it should involve helping them find purpose and meaning as they develop as a professional.

The session featured nine esteemed discussants: Professor Lisa Avalos from Louisiana State University; Paul M. Hebert Law Center; Professor Timothy Floyd from Mercer University School of Law; Professor Max Hare from Regent University School of Law; Professor Kendall Kerew from Georgia State University College of Law; Professor Kellyn McGee from Widener University Commonwealth Law School; Associate Dean David Miller from Liberty University School of Law; Professor Jerry Organ from the University of St. Thomas School of Law; Professor Lucas Osborn from Campbell University Norman Adrian Wiggins School of Law; and Carwina Weng, Senior Specialist in Professional Identity Formation at LSAC. My former colleague from Regent University School of Law, Professor Ben Madison, developed the idea for the session and asked me to moderate.

During the two-and-a-half hour session, we had a rich discussion that focused on: (1) why the topic of law student spiritual well-being is important to discuss; (2) how to define the term “spiritual well-being”; (3) what practices and strategies can help law students cultivate their spiritual well-being; and (4) what are the challenges to improving students’ spiritual well-being and what are positive ways to overcome those challenges.

I was enthused about participating in the group because my work in law student and lawyer well-being has underscored to me how exploring the topic of spiritual well-being is a key component to the well-being crisis we face in legal education and the legal profession. The National Task Force on Lawyer Well-Being’s groundbreaking 2017 report, The Path to Lawyer Well-Being: Practical Recommendations for Positive Change, raised this issue nearly seven years ago. In masterfully outlining an expansive definition of well-being, the Report defined well-being as “a continuous process in which lawyers strive for thriving in each dimension of their lives” and identified six dimensions of well-being: “emotional health, occupational pursuits, creative or intellectual endeavors, sense of spirituality or greater purpose in life, physical health, and social connections with others.”[1] More specifically, the Report defined spiritual well-being as “developing a sense of meaningfulness and purpose in all aspects of life.”[2]

Since 2017, many reports and studies have affirmed the reality of the well-being crisis in legal education and the legal profession.[3] Moreover, as Interpretation 303-5 in the ABA Standards for Approval of Law Schools stresses, the relationship between well-being and professional identity formation is clear. The Interpretation provides, “The development of professional identity should involve an intentional exploration of the values, guiding principles, and well-being practices considered foundational to successful legal practice.”[4]

Regarding spiritual well-being specifically, social science and physiological research has found that spiritual and religious belief and practice can have significant health benefits. For instance, the Harvard T.H. Chan School of Public Health and the Harvard Human Flourishing Program have conducted extensive research on the relationship between spirituality, most notably religious service participation, and well-being. This research has found that “the communal aspect of religion, namely service attendance, was inversely associated with various factors related to despair (e.g., lower risk of suicidality, heavy drinking, substance misuse, and depression)” and was “positively associated with psychosocial well-being outcomes, such as greater purpose in life.”[5] In addition, this research found that individuals who attend religious services at least weekly were significantly less likely to die from “deaths of despair,” such as deaths related to suicide, alcohol poisoning, and drug overdose.[6] The researchers point out that the social support individuals experience from such attendance explains only about a quarter of the effect and that religious community participation is a stronger predictor of health and well-being than other forms of social support.[7] The researchers thus opine that religious participation enhances health and well-being by providing individuals with a sense of “hope, meaning, and purpose in life.”[8]

Yet, despite the abundant research on well-being, the regulatory changes in the ABA Standards, and the ensuing well-being initiatives adopted in law schools and legal professional settings, the topic of spiritual well-being is often overlooked. It no doubt may be a difficult topic to discuss. Some may view the topic as only associated with a religious worldview and conclude that many lawyers and law students would not be interested in the topic because they do not come from a specific faith tradition. Others might similarly claim that most law schools are not faith-based and may face programmatic resistance to such efforts because discussing spiritual well-being could be perceived as imposing religious values. Still others might avoid the topic by asserting that it is difficult to measure and assess the success of efforts to cultivate spiritual well-being because the concept is too vague to fall within the proper purview of legal education. Finally, others might contend that students may have had negative experiences with religious communities in the past and therefore may be resistant to spiritual topics.

As the discussants in the session noted, each of these understandable concerns, however, does not override the importance of spiritual well-being as a foundational topic all law schools should consider in their professional formation efforts. The concerns about ties to specific religious worldviews and faith traditions belie the expansive definition in the National Task Force Report itself, which focuses on meaning and purpose with no expected connection to a specific faith tradition. The concern regarding measurement and assessment relates to professional formation generally, and many readers of this blog have already developed innovative and successful ways to assess professional formation in their students which could be adapted to assess spiritual well-being. Finally, the concern regarding negative experiences with religious communities relates to the first concern and can be addressed by honest and transparent discussions about these realities while recognizing that discerning meaning and purpose in life must not be shelved because of the troubling actions of some.

As we seek to shape students who are well and grounded, discussing spiritual well-being thus must be part of our professional formation process. Discussant David Miller powerfully observed that professional identity is downstream from personal identity. Even at the graduate, professional law school level, some of our focus must be on helping our students find purpose and meaning.

So what does it mean to help our students enhance their spiritual well-being? Here, the Task Force Report’s definition of spiritual well-being represents only a starting point. “Meaning and purpose” can be completely self-defining and self-serving. As I reasoned in our session, helping students find spiritual well-being must be more than affirming students who, for instance, find their meaning and purpose solely in making money so that they can accumulate physical possessions. Meaning and purpose must include more. That pursuit must connect to something beyond oneself—to the pursuit of justice, to the service of others, to the love of fellow humans, to the connection to the eternal and transcendent.

In her recent book The Awakened Brain: The New Science of Spirituality and Our Quest for an Inspired Life, Professor Lisa Miller at Columbia University describes extensive studies of the brain which find that spiritual and religious belief and practice have significant mental health benefits. She does not offer a precise definition of spirituality, but her research clearly supports a broad conception of the term, not tied to specific religious traditions.[9] At the same time, her research does not support a conception so broad as to include anything in which an individual might find purpose and meaning. Her research specifically traces the mental health benefits to when individuals experience a connection to someone or something beyond themselves—“a feeling of oneness with the environment or the divine; a sense of their own individual voice or identity dissolving into something larger around or beyond them.”[10] She writes that individuals with an awakened, healthy brain have experiences “involv[ing] self-transcendent awareness and relationship [which] induce a feeling of unity or closeness whether or not the content is explicitly relational [with other people].”[11]

The point in sharing Professor Miller’s words is not to advocate that law schools should create such experiences as part of their curricula. However, we are educating students who are confronting a well-being crisis in our profession and in our larger society,[12] and we must educate them on the mental health benefits of spirituality. In our discussion group, discussants presented strategies for how to enhance our students’ spiritual well-being, such as offering students more wholistic mentoring and opportunities for meditation and prayer, exposing students to moral exemplars who can encourage students’ pursuit of vocational purpose, having students write a statement of purpose or their personal philosophy of lawyering, and providing students with tactics they can use to better understand themselves and what values most inspire them.[13] The particular strategies a school adopts can and should vary based on the particular missional context in which each of our schools operates. Nonetheless, as we begin another year, I challenge our professional formation community to work collectively and creatively to help our students become spiritually well by finding purpose, meaning, hope, and connection in their vocational calling. If you have any questions or comments about this blog, please feel free to contact me at ngantt@highpoint.edu.

* Natt is Chair of the ABA Commission on Lawyer Assistance Programs Well-Being Pledge Committee and a member of the Research & Scholarship Committee of the Institute for Well-Being in Law.

[1] National Task Force on Lawyer Well-Being, The Path to Lawyer Well-Being: Practical Recommendations for Positive Change (Aug. 2017), at 9, https://lawyerwellbeing.net/wp-content/uploads/2017/11/Lawyer-Wellbeing-Report.pdf. In a diagram summarizing these six dimensions, the Report identified them as “Emotional, Occupational, Intellectual, Spiritual, Physical, Social.” Id.

[2] Id.

[3] See, e.g., “It is Okay to Not Be Okay”: The 2021 Survey of Law Student Well-Being, 60 Univ. of Louisville L. Rev. 441 (2021).

[4] Standards and Rules of Procedure for Approval of Law Schools, Am. Bar Ass’n, ch. 3 (2023–24), https://www.americanbar.org/content/dam/aba/administrative/legal_education_and_admissions_to_the_bar/standards/2023-2024/2023-2024-aba-standards-rules-for-approval.pdf (emphasis added).

[5] Ying Chen et al., Religious Service Attendance and Deaths Related to Drugs, Alcohol, and Suicide Among US Health Care Professionals, 77 JAMA Psychiatry 737, 738, 742 (2020) (citing studies).

[6] Id.

[7] See Tyler J. VanderWeele, Religious Communities and Human Flourishing, 26 Current Directions in Psych. Sci. 476, 478-79 (2017).

[8] Chen et al., supra note 5, at 738; see also id. at 743.

[9] As one example, Professor Miller’s brain research found “the moments of intense spiritual awareness were biologically identical whether or not they were explicitly religious.” Lisa Miller, The Awakened Brain: The New Science of Spirituality and Our Quest for an Inspired Life 162 (2021).

[10] Id. at 157.

[11] Id. at 161.

[12] See Madeline Holcombe, Welcome to the ‘new normal’ of people expressing low levels of well-being, according to a report (January 18, 2024), https://www.cnn.com/2024/01/18/health/gallup-well-being-2023-wellness/index.html.

[13] Specific approaches included having students work through self-assessment inventories, such as the VIA Character Strengths Survey and the exercises in Neil Hamilton’s book Roadmap: The Law Student’s Guide to Meaningful Employment.

January 30, 2024 by hami3258

Toni Jaeger-Fine

Introducing the Second Edition of Toni Jaeger-Fine’s Becoming a Lawyer: Discovering and Defining Your Professional Persona (2023)

By: Toni Jaeger-Fine, Senior Counselor, Fordham Law School; Principal, Jaeger-Fine Consulting

Jaeger-Fine’s concept of the Legal Professional Persona refers to a set of attitudes and behaviors that enable success and flourishing in the profession. As legal educators, students, and professionals, we tend to focus on legal knowledge and technical skills to the exclusion of these attributes that comprise the professional persona. The touchstone of cultivating a strong and sustainable professional persona is intentionality, and the goal of this book is to make each of us more deliberate about how we develop and nurture our professional identity.

This second edition is the product of conversations with, and feedback from, hundreds of law students and legal professionals, and the author’s own lifelong journey toward building and refining her own professional persona.

The book is divided into three main parts, reflecting the pillar of the professional persona: fundamentals; self-management; and relationships.

Fundamentals introduces the concept of the professional persona and its importance, discusses the state of today’s legal profession, and identifies the building blocks of a professional persona. In particular, this part examines how we move through stages of competence, the need to create sustainable habits and tools for doing so, the primacy of social and emotional intelligence, and the importance of leadership as a mindset and general orientation rather than a matter of position in a hierarchy.

Self-management—professionalism from the inside—addresses a range of issues relating to mindset and dispositions (such as a positive mindset, commitment to excellence, and character), time management and organization, and well-being. This part also offers a practicaand mindset approach to a sustainable form of well-being.

Relationships—professionalism with the outside—considers working with others, which embraces among other things the importance of inclusive thinking and controlling our cognitive biases, effective communication, managing up and down, and business development and client management. This part also covers talent management, development, and retention, including how to accelerate diversity, equity, and inclusion. In addition, this part addresses ensuring that our public professional persona promotes our own professional identity, the goals of the institutions with which we are associated, and the profession more generally.

The book is eminently readable, and most chapters end with a series of questions for reflection, making this book readily adoptable for professional identity courses. Becoming a Lawyer: Discovering and Defining Your Professional Persona is available from West Academic or on Amazon. Please feel free to email me at tfine@fordham.edu if you have any questions or comments.

January 23, 2024 by hami3258

“We’re Always Shaping People”: Podcast Interview with Jerry Organ, Co-Director of the Holloran Center

By: Felicia Hamilton, Holloran Center Coordinator

Jerry Organ, Bakken Professor of Law and Co-Director of the Holloran Center for Ethical Leadership in the Professions, University of St. Thomas School of Law

Our very own Co-Director of the Holloran Center for Ethical Leadership, Jerry Organ, was recently featured on the Legal Docket segment of the podcast The World and Everything in It: September 11, 2023 Episode. Legal correspondent Jenny Rough speaks with Organ, along with hosts Mary Reichard and Nick Eicher, about the revision to Standard 303(b), which encourages law schools to provide opportunities for the development of a student’s professional identity.

In the interview, Organ emphasizes the importance of identity formation in a career that is focused on serving others:

Law school… [is] about developing a specialized knowledge base and a specialized set of skills that are directed toward serving others. So, part of professional school really is a shift from a kind of a self-focus to now acquiring knowledge, acquiring skills. I’m going to shift from being a student absorbing information to a lawyer who’s now serving others.” [1]

He also highlights the need for law students to have the opportunity to discover and test out their professional interests along with the importance of being able to process those experiences with a faculty mentor or advisor, noting that at the start of second and third years of law school there is a rich opportunity to help students process their summer experience and then plan for next steps on their journey.

Organ also speaks to the importance of having courses like St. Thomas’s Serving Clients Well intensive, which highlights communication and relationship skills and encourages students to focus on client service and to act in accordance with their values.

According to Organ, law schools are “always shaping people. We just have tended not to be very thoughtful about it. And what this new movement is really talking about is trying to help us as law professors and people involved in legal education be more intentional about what it is we want to be communicating to our students about what it means to be a lawyer.”

Listen to the full podcast episode and read the transcription here! The interview can be heard starting at 08:45.

[1] Rough, Jenny. “Legal Docket: Law and service.” The World and Everything in It, World News Group, September 11, 2023, https://wng.org/podcasts/legal-docket-law-and-service-1694291807.

Jerome Organ is the Bakken 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

Felicia Hamilton is the Coordinator for the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law.

September 29, 2023 by hami3258

David Grenardo

Kill 1L: A Realistic Look at Legal Education Reform

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

Prentiss Cox, a Professor of Law at the University of Minnesota Law School, previously published Law in Practice, a casebook to teach lawyering skills to first and second-year law students. His latest article, Kill 1L, proposes a bold, yet practical approach to reforming the 1L curriculum and experience to help develop law students into lawyers.

Here is the abstract of Professor Cox’s article:

Law school education has been extensively studied for decades, but changes have been modest. This Article makes the case that fundamental law school reform will not occur until we abolish the central pillar on which it rests—the current conception of the first year of law school, the “1L” experience. Many studies of law school curricula and pedagogy are sharply critical of the education offered, but they pull a punch when it comes to 1L. This Article compares recent data on 1L curricula at almost every U. S. law school with ABA-required law school statements of learning outcomes. The comparison reveals two contrasts: the gap between what is promised students for their legal education and what 1L delivers; and the gap between what is promised students and the actual use of law by attorneys, judges and even law professors in the modern world. The Article proposes a new 1L curriculum that would engage students in the law used by courts and policymakers while decreasing the demands placed on law students by the repetitive, inefficient legacy 1L curriculum.

A link to the article can be found here.

Should you have any questions or comments about the article, please feel free to contact Professor Cox at coxxx211@umn.edu.

September 19, 2023 by hami3258

Janet Stearns, Jerome Organ

Well-Being and Professional Identity: Inextricably Linked

By: Janet Stearns, Dean of Students, University of Miami School of Law
Jerry Organ, Bakken Professor of Law and Co-Director of the Holloran Center for Ethical Leadership in the Professions, University of St. Thomas School of Law

Well-being and professional identity are inextricably linked. While this has been true through the ages, the new articulation of professional identity in Interpretation 303-5 embodies this linkage when it states:

Professional identity focuses on what it means to be a lawyer and the special obligations lawyers have to their clients and society. The development of professional identity should involve an intentional exploration of the values, guiding principles, and well-being practices considered foundational to successful legal practice.

In earlier posts for this Blog, Dean Stearns has spoken of infusing law school orientation with lessons about well-being, activities for the October 10 Mental Health Day, and two new important books that can be used to educate law students about mindfulness and stress reduction.

Much of our teaching and advocacy involves explaining these principles of “well-being practices” and integrating these into the law school curriculum and larger professional identity environment. The needs are great. The news is filled with too many stories of suicide. The students who are now entering our law schools have faced significant isolation and related depression and anxiety through these recent pandemic years.

The best snapshot of the state of our law students today is the national survey published in the University of Louisville Law Review Symposium under the title “It Is OK To Not Be OK”: The 2021 Survey of Law Student Well-Being (Summer, 2022). The authors of this study were David Jaffe (Washington College of Law, American University), Professor Kate Bender (Bridgewater University), and Jerry Organ (University of St. Thomas, MN), and the work includes an analysis of data from 39 law schools across the country. The 2021 Survey showed that the percentage of respondents who had a diagnosis of anxiety in their lifetime increased from 21% to 40% since the original Survey of Law Student Well-Being in 2014. Similarly, the percentage of respondents who had a diagnosis of depression in their lifetime increased from 18% to 33% since 2014. Roughly one-third of the 2021 respondents had considered suicide sometime in their life (up from 20% in 2014) with 11% having considered suicide in the previous 12 months (up from 6% in 2014). The 2021 Survey also found that five in six respondents had experienced trauma, with one in five dealing with challenges to their day-to-day thriving associated with their experience of trauma (based on responses to the PCL-5, a screening tool for PTSD).

The data continues to be evaluated but the high levels of reported depression, anxiety, suicidality, and trauma should give us all pause.

One of the most critical lessons that we can teach in law school is the ability to reach out and access needed resources. Professional identify includes our ability to address needed self-care while balancing duties to clients and the profession. Tragically, many law students believe that they cannot access these resources, and in fact some believe that their admission to the bar will be jeopardized if they access resources. We teach these life-saving lessons in the classroom and when we respond to students in crisis. Dean Stearns has received calls and emails from students who are en route to an emergency room to ask if their bar admission will be impacted if they are admitted for mental health treatment.

Janet Stearns, David Jaffe, and other national well-being advocates have been working for years to reform state character and fitness investigation processes to ensure that students understand their ability to access essential resources; their efforts have seen some success with a number of states amending their questions. The most recent article on the topic by Stearns and Jaffe is Fixing a Broken Character Evaluation Process, which was published online in the ABA’s Law Practice Today in May of 2023. The article evaluated the mental health and substance use questions in the various jurisdictions and assigned grades to the states (and NCBE) on the basis of our rubric. The more a state’s questions focused primarily on conduct than condition, the higher the grade it received – an A was the highest grade available; and the more a state’s questions focused on condition instead of conduct, the lower the grade it received – an F was the lowest grade available. We continue to advocate for questions that will focus on conduct rather than condition, with a goal of destigmatizing efforts for law students to seek appropriate help and support for these challenges.

This month, Jerry Organ added a new and significant dimension to this advocacy. He analyzed two questions in the 2021 survey, separated law school responses by state, and then correlated those to the grades that Stearns and Jaffe had assigned in the ABA article.[i] The two critical questions were:

C15: Percentage who strongly agree or agree to the following statements (by year in law school)

If I had an alcohol or drug use problem, my chances of getting admitted to the bar are better if I hide the problem rather than seek treatment.

D21: Percentage who strongly agree or agree with each of the following statements (by year in law school)

If I had a mental health problem, my chances of getting admitted to the bar are better if I hide the problem rather than seeking treatment.

Jerry Organ’s analysis determined the following:

The overall averages for “better off keeping problems hidden” (reluctant to seek help) were 49.8% (substance use) and 39.9% (mental health).

Schools in A/B jurisdictions had average scores for “better off keeping problems hidden”(reluctant to seek help) of 47.5 (substance use) and 37.3 (mental health).

Schools in C jurisdictions (including Virginia) had average scores for “better off keeping problems hidden” (reluctant to seek help) of 51.8 (substance use) and 42.6 (mental health).

Schools in F jurisdictions (Georgia/Florida/Nevada) had average scores for “better off keeping problems hidden” (reluctant to seek help) of 55.9 and 47.1.

These data suggest that there is a correlation between the type of state character and fitness questions and the reluctance to seek help among law students. The states that focused their character and fitness questions more on conduct rather than on condition have lower percentages of students who believe they are better off keeping problems hidden for substance use and mental health. And the states that focused their character and fitness questions more on condition instead of conduct have higher percentages of students who believe they are better off keeping problems hidden for substance use and mental health. The more than 8-point spread between A/B and F states on substance use and the nearly 10-point spread between A/B and F states on mental health strongly suggests that a relationship exists between the nature of a state’s character and fitness questions and a law student’s reluctance to seek help.

Law schools and boards of law examiners have to continue to message the importance of help-seeking so that the percentages of respondents who believe they are better off keeping problems hidden begins to decline. On this front, efforts in Minnesota and North Dakota are noteworthy. Respondents from law schools in those two states were among the lowest in terms of the percentage who believed their chances of being admitted to the bar were better if they kept a substance use or mental health problem hidden. In both states, the law schools have worked closely with their board of law examiners to facilitate messaging in the first year of law school about the importance of seeking help. Those efforts seem to be bearing fruit.

For all of us who care deeply about professional identity education, we must continue to understand the inextricable link between our work and ensuring the well-being of the next generation of our profession.

The authors welcome comments and input. You may connect with them at jstearns@law.miami.edu or JMORGAN@stthomas.edu. If you live in a state that has not yet reformed the substance use and mental health questions on the bar, then please contact Janet Stearns or David Jaffe (djaffe@wcl.american.edu) for strategies and advocacy resources.

[i] The only exception to the grading system was that Virginia, which Stearns and Jaffe assigned a B-, was included in the “C” category.

Janet Stearns is Dean of Students at the University of Miami School of Law and Chair of the ABA COLAP Law School Committee.

Jerome Organ is the Bakken 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

September 14, 2023 by gren2380

David Grenardo

Integrating Artificial Intelligence Tools into the Formation of Professional Identity

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 and the University of St. Thomas Law Journal brought together for the first time 1L and Professional Responsibility casebook authors to discuss ways to implement professional identity formation into the 1L curriculum and Professional Responsibility at the University of St. Thomas Law Journal’s spring 2023 symposium. One of the major reasons for this seminal gathering was to share ideas about professional identity formation amongst law schools from all across the country. Another reason was to generate excellent scholarship that could guide law schools as schools must now comply with the new ABA Standard 303 that requires law schools to provide substantial opportunities for law students to develop their professional identities.

Colleen Medill, the Robert & Joanne Berkshire Family Professor of Law and Director of Undergraduate Academic Programs at the Nebraska College of Law, delivered an amazing presentation at the symposium titled “Writing a Demand Letter: Litigator or Mediator” on a panel that focused on putting students in the role of lawyers, which is one of the ways law students move from law student to lawyer. She also authored an excellent, timely, and innovative article for the symposium issue, Integrating Artificial Intelligence Tools into the Formation of Professional Identity.

Here is the abstract of Professor Medill’s article:

My claim in this Article is that a lawyer’s personal use of artificial intelligence (AI) in the practice of law is now an essential component of a lawyer’s professional identity that must be intentionally developed as a law student before entering the practice of law. After demonstrating the strong connection between the use of AI tools in legal practice, the requirement of lawyer competence, and the formation of professional identity, the Article proposes four “best practices” principles for integrating AI tools with traditional lawyering skills exercises to assist students in the formation of professional identity. The Article concludes with an example that can be used in the first-year Property course.

A link to the article can be found here.

Should you have any questions or comments about the article, please feel free to contact Professor Medill at cmedill2@unl.edu.

September 12, 2023 by gren2380

David Grenardo

An Unexpected Synergy: How Integrating Professional Identity Formation Exercises in a Civil Procedure Course Not Only Help Students Form a Professional Identity but Also Enhance Their Understanding of Civil Procedure

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

Professor Benjamin V. Madison III, Professor of Law and Director of the Center for Professional Formation at Regent University School of Law, authored a pretrial practice casebook, Civil Procedure for All States: A Context and Practice Casebook, which was one of the first casebooks that explicitly and intentionally incorporated professional identity formation as recommended by the Carnegie Institute study Educating Lawyers (2007). Madison presented at the University of St. Thomas Law Journal’s spring 2023 symposium, which brought together 1L and Professional Responsibility casebook authors to discuss how they infuse professional identity formation into the required curriculum. Madison’s latest article, An Unexpected Synergy: How Integrating Professional Identity Formation Exercises in a Civil Procedure Course Not Only Help Students Form a Professional Identity but Also Enhance Their Understanding of Civil Procedure, will be part of that symposium’s issue.

Here is the abstract of the article:

This article demonstrates that integrating professional identity formation exercises in a required course accomplishes multiple goals. The Carnegie report stated, “[l]egal analysis alone is only a partial foundation for developing professional competence and identity.” The report was clear that only the formation of values and the ability to exercise moral judgment would allow students to practice as true professionals. Both first-year and advanced civil procedure courses feature professional identity formation exercises. They present dilemmas litigators face, particularly ones that the Model Rules of Professional Conduct do not answer.

The article describes how the effectiveness of the exercises improved depending on how the professor assigned them. When students read the exercises and discussed them in class, along with cases and other reading, students showed less engagement in the complexity of moral and ethical questions. Conversely, when students wrote reflection papers on the exercises due before the class discussion, they displayed greater discernment than when students did not write reflections. After writing about the exercise, more students recognized that reflective lawyers balance multiple interests and the lawyer’s values in resolving an ethical/moral challenge. The examples explored in the article, as representative of the type of exercises, include various issues that arise in handling a civil suit. The sample exercises include a choice-of-forum decision, a client’s request to serve a defendant in a specific manner, and two discovery scenarios. The first discovery scenario depicts a lawyer deciding whether to set a trial and other deadlines later than necessary and how that affects the client, not to mention the lawyer’s financial gain if on a billable hour engagement. The second discovery example demonstrates efforts to use excessive production of documents to increase the chance that the discovering party misses key documents.

The benefits of the exercises were two-fold. As a routine, graded part of the course, students gained an appreciation for moral and ethical judgments not answered by the Model Rules. The courses’ learning objectives state that by engaging in the exercises, students would develop a professional identity that includes values and a moral compass that will answer questions not addressed by the Model Rules. Therefore, students cultivate values, a moral compass, and the ability to resolve dilemmas they will likely face in practice. An additional benefit was the improved grasp of the rules and doctrines connected to the scenarios. Although intended to promote professional identity development, the exercises also reinforced knowledge of the rules and doctrines that formed the context for the exercises. Hence, students learned these rules and doctrines better than if the exercise were left out.

A link to the article can be found here.

Should you have any questions or comments about the article, please feel free to contact Professor Madison at benjmad@regent.edu.

September 7, 2023 by gren2380

David Grenardo

Breaking Down Siloes and Building Up Students: The Transformational Possibilities of Professional Identity Formation

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

Three national leaders in professional identity formation—Lindsey P. Gustafson, Aric K. Short, and Robin Thorner—came together to author an exceptional article focused on professional identity formation. Their article, Breaking Down Siloes and Building Up Students: The Transformational Possibilities of Professional Identity Formation, will be part of the University of St. Thomas Law Journal’s spring 2023 symposium issue that will explore pedagogies relating to professional identity formation.

Here is the abstract of the article:

Under the ABA’s sequenced approach to implementation of Standard 303(b)(3), schools should now have developed plans for providing opportunities for professional identity formation and should be implementing them. These plans must provide students with an “intentional exploration of the values, guiding principles, and well-being practices considered foundational to successful legal practice.” In addition, these plans should provide for frequent opportunities for development, “during each year of law school and in a variety of courses and co-curricular and professional development activities.”

Because Standard 303(b)(3) is necessarily tied to the unique character, existing structures, and available resources of a law school, each school’s plan will be different. That has been our experience as we have worked as professional identity formation leaders in different roles with varying perspectives: Lindsey Gustafson at the William H. Bowen School of Law, University of Arkansas at Little Rock, is a current Associate Dean for Academic Affairs and a skills and doctrinal professor; Aric Short at the Texas A&M School of Law is a former Associate Dean for Academic Affairs, a doctrinal professor, and currently serves as the Director of the Professionalism and Leadership Program; and Robin Thorner at St. Mary’s University School of Law is an Assistant Dean for Career Strategy, a teaching adjunct, and the current Director of Professional Identity Formation.

In this essay, we hope to emphasize that professional identity formation efforts can occur all across the law school’s operations, from administrative offices to classrooms to voluntary student activities. We also provide specific examples of how schools can be more intentional and explicit as they weave together multiple professional identity formation opportunities for their students. This process takes time and attention, but it creates a powerful whole-building approach to identity formation that not only complies with 303(b)(3), but also best positions our students for a successful, fulfilling, and impactful career in law.

A link to the article can be found here.

Should you have any questions or comments about the article, please feel free to contact any or all of the authors at lpgustafson@ualr.edu, ashort@law.tamu.edu, and rthorner@stmarytx.edu.

September 5, 2023 by gren2380

David Grenardo

Professional Responsibility and Professional Identity Formation in a Community of Practice with Alumni

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

Every time a bell rings, an angel gets its wings…and Neil Hamilton finishes another article. Neil Hamilton, 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 completed a new professional identity formation article. Hamilton wrote his latest article for the University of St. Thomas Law Journal’s spring 2023 symposium on professional identity formation. Hamilton’s article explores a new approach to the required Professional Responsibility course that provides reasonable coverage of the law of lawyering, legal analysis, and compliance, but also helps each student understand and participate in a community of practice focused on all the discretionary calls of lawyering in the area of the student’s ultimate practice interest. The student sees that legal ethics knowledge and capacities are not just doctrinal knowledge and legal analysis but are also social and situated in a community of practice. The student also sees that many alumni of the law school are successful in the practice of law while living into the values of the law school and the profession, not just compliance with the minimum floor of the law of lawyering. The student will also understand that in any practice area, the experienced lawyers know who can be trusted and who are the jerks. It will be the student’s and new lawyer’s choice which path to take.

Part II(A) of the article first outlines that the ABA Model Rules of Professional Responsibility (adopted by all 50 states with some variation) codify some values of the profession (like competence, diligence, confidentiality, and loyalty) into the law of lawyering with which licensed lawyers must comply. Part II(A) also explains that many of the Rules give discretion to practicing lawyers with respect to choices about conduct above the floor of the Rules. Part II(B) then analyzes the core values in the mission and learning outcomes of some law schools, and in the Preamble to the Model Rules, that help guide each lawyer’s discretionary decision-making. Part III analyzes how communities of practice influence lawyers in making the discretionary calls of lawyering in a way consistent with the profession’s core values. Part IV explores empirical evidence on whether practicing lawyers think their legal education was an effective community of practice fostering their understanding of these core values in making the discretionary calls of lawyering. Part V discusses Hamilton’s own Professional Responsibility course that creates communities of practice with students and alumni to help students understand the importance of the law school’s and the profession’s core values in making the discretionary calls of lawyering.

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.

August 9, 2023 by gren2380

Dawn Figueiras

One Year Later: An Update on One Law School’s Faculty-Approved Implementation Plan

By: Dawn Figueiras, Assistant Professor of Law, Associate General Counsel, Chair of the Curriculum Committee, Appalachian School of Law

A year ago, the Curriculum Committee of Appalachian School of Law (ASL) was diligently creating an Implementation Plan for complying with the ABA’s revised Standards 303(b) and (c). After adoption by ASL’s Faculty on August 16, 2022, the Plan was published in the first post of the Holloran Center Professional Identity Implementation Blog. One year later, we report on our progress.

Our Implementation Plan, to be deployed in academic year 2023-2024, included retention of several existing aspects of ASL’s curriculum, including administration of the Professionalism Oath to incoming students during orientation and participation in an Externship placement during the summer following 1L year with journaling to document experiences and self-reflections. Additions to ASL’s program included a new “Professionalism, Leadership, and Transition to Practice” (PLT) program designed, respectively, for 1L, 2L, and 3L students. Programs already scheduled for the upcoming Fall semester include a two-day visit by Virginia State Bar President Chidi James and a joint visit by executives of the Virginia Trial Lawyers Association and Virginia Association of Defense Attorneys who will conduct talks with 1Ls about professionalism and with 2Ls about leadership.

The Implementation Plan included re-working ASL’s 1L “Introduction to Community Service” course into “Building a Professional Identity,” which would focus on professional identity development, well-being, and incorporating community service/pro bono service into a law career. This new course will be included as a required 1L course beginning Fall semester, 2023.

One aspect of ASL’s Plan proved more difficult to implement. A visit to a federal court during/near orientation hasn’t been accomplished yet. But even though ASL couldn’t bring the students to a court, we brought a court to the students! In April 2023, ASL hosted a panel of the United States Court of Appeals for the Fourth Circuit for oral arguments, comprised of then-Chief Judge Roger Gregory, Judge Albert Diaz (now Chief Judge), and Judge Stephanie Thacker.[1] ASL students watched attorneys argue two civil cases and one criminal case before the panel, and had several opportunities for interaction with the judges and their clerks. Spring semester, 2024, will see ASL hosting the United States Court of Appeals for Veterans Claims for oral arguments, dinner with students and faculty, and a networking social event with the judges and their clerks.

ASL’s Implementation Plan called for faculty to incorporate aspects of revised Standard 303(b) and (c) into their courses whenever possible. ASL conducted a curriculum survey[2] of all full-time and adjunct faculty at the conclusion of Spring semester, 2023, for all courses taught during the 2022-2023 academic year. This survey included specific questions about the inclusion of activities, discussions, and exercises that provided opportunities related to revised Standard 303(b) (“to engage in thoughtful self-reflection on the development of a professional identity that utilizes the student’s unique aptitudes and capacities” or “PIF”) and 303(c) (“demonstrating the ability to effectively build professional relationships across racial and cultural differences and to engage in culturally competent interactions” or “cross-cultural competency”).

Of the fourteen required 1L courses, 50% reported already incorporating PIF elements (including Intentional Torts and Criminal Law), and 43% reported already incorporating cross-cultural competency elements (such as Introduction to Externships and Legal Process II). 66% of the six required 2L courses incorporated PIF (e.g., Constitutional Law II and Criminal Procedure) and 33% incorporated cross-cultural competency elements (including Constitutional Law I and Professional Responsibility). Of the three required 3L bar preparation courses, 66% incorporated PIF elements but none incorporated cross-cultural competency elements. The Implementation Plan anticipated that several elective courses would incorporate PIF and/or cross-cultural competency elements, but the survey revealed higher results than expected. Of the 40 elective courses surveyed, 24 courses (60%) incorporated PIF elements (such as Administrative Law; Conflicts; and Employment Law) and another 24 courses (60%) incorporated cross-cultural competency (e.g., Poverty, Health & Law; Marijuana Law; and Information Privacy Law); 23 courses incorporated both (including Family Law; Sentencing; and History of Race & the Law). Notably, of the eleven elective experiential learning courses, ten (91%) incorporated PIF (such as Criminal Practice and The Law of Starting a New Business) and nine (82%) incorporated cross-cultural competency (e.g., Estate Planning and Trial Advocacy).

Even before the full deployment of its Implementation Plan, ASL “provid[ed both] substantial opportunities to students for the development of a professional identity” and also “education to law students on bias, cross-cultural competency, and racism.” ASL is pleased with its progress on meeting revised ABA Standard 303, and looks forward to fine-tuning and fully-employing its Implementation Plan for even greater integration of PIF and cross-cultural competency into its J.D. program.

Should you have any questions or if you would like to discuss the implementation of ASL’s plan, then please contact me at dfigueiras@asl.edu.

[1] See https://www.ca4.uscourts.gov/oral-argument/oral-argument-calendar/earlier-court-terms.

[2] This Curriculum Mapping Survey was primarily designed to gauge how ASL is meeting its Learning Outcomes and secondarily to assess the curriculum’s readiness for the NextGen Bar Exam.

Dawn Figueiras is an Assistant Professor of Law, the Associate General Counsel, and Chair of the Curriculum Committee at Appalachian School of Law.

July 26, 2023 by gren2380

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