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Legal Education Review |
Breathing Life into Commercial and Property Subjects:
Visiting Practitioners Creating the Right Learning Environment
Ian McCall∗
Providers of pre-admission practical legal training (PLT) aim to equip their graduates with a range of attitudes, skills, and strategies to enable them to function as ethical and competent newly admitted practitioners. In attempting to achieve those objectives, PLT providers need to try to gauge students’ intentions and perceptions in the learning process by considering how students approach learning, for this “has become one of the most significant and widely researched concepts in higher education. It is a central concept in the framework of teaching and learning law.”1
An important part of this “central concept” relates to students’ intentions in approaching a learning task – whether they intend to seek meaning and understanding from it, or merely to acquire what they perceive to be sufficient knowledge to complete part of a process.2 Consistently higher quality learning outcomes, more satisfactory results and increased student satisfaction have been linked to students adopting a “deep” approach to learning.3
Creating conditions in which students are assisted and encouraged to learn and to adopt the most productive approach to their learning, is one of the most important challenges facing teachers. Attempting to do so is an especially important, and often difficult, task in a post-graduate PLT course where the students already have many years of study behind them. In some instances, perhaps understandably, these students do not perceive a PLT course, whoever the provider might be, to be an opportunity to learn usable and transferable skills, but merely the final hurdle to overcome to qualify for admission to practice. This article suggests that providing students with more stimulating opportunities for interaction with visiting practitioners4 in PLT courses can help create an improved environment for learning in the somewhat “lifeless” world of commercial and property subjects.
Of course there is nothing new in utilising the skills of legal practitioners to teach law or legal practice subjects – higher education institutions and PLT providers have done so for many years. In both undergraduate and postgraduate law and PLT courses, legal practitioners are often relied on to deliver information about current law and practice. These sessions very often take the form of lectures and so may call for little, if any, interactivity with the student audience.5
Given this background, it is suggested that simply engaging legal practitioners to deliver curriculum content and practice knowledge may not necessarily provide students with a sufficiently effective learning stimulus. Indeed, as Goldring6 has pointed out, it should not be assumed that legal practitioners necessarily make the best legal educators, no matter how competent they may be in practice. However, the main thrust of this article is that, for PLT students, both the prospect of interaction with expert legal practitioners in “real-life” tasks and the interaction itself, can make a difference to the process of their learning, especially in so called “lifeless” commercial and property subjects.
PLT: Combining Theory and Planned Experience
A consistent challenge in PLT courses has been to devise materials and activities that not only cover the desired content but also, by creating interest and stimulation, encourage students to take an appropriate approach to learning – motivating them to become more actively involved in their learning. This challenge has been seen in terms of “combining theory with planned experience so that professional knowledge and skills can be learned more efficiently”.7
In New South Wales, since the articling system was abandoned, graduates who wish to qualify for admission to practice need to acquire a combination of academic knowledge, practical legal training and professional experience. Each has a part to play in producing a competent entry-level practitioner. The acquisition of theory, as well as practical training and experience, is particularly important, as students may not acquire all they need to know about professional competence in an office environment, or solely by experience.8 The combination of theory and experience is seen as “systematic and coherent”, while experience alone can be “irregular and unpredictable”.9
At the time they commence a postgraduate PLT course, students may have already been in the workforce for some time performing legal or non-legal tasks with competence and diligence. They may have already acquired a useful knowledge base and skills, such as drafting and communication skills. Other students may have had little work experience apart from an engagement in a brief professional experience program or a summer clerkship.
Whatever the experience of individual students, the aim of good PLT curriculum design should be to ensure that the professional skills and strategies for analytical thinking that students can acquire will be useful to graduates long after the conclusion of the PLT course. Creating awareness in students of basic procedures is an important part of PLT. However, the transferable skills, qualities and values that students can acquire from effective course design are likely to have a longer shelf-life than the mere acquisition of knowledge about steps in litigation processes and commercial and property transactions, or learning how to “join the dots”.
Teaching Commercial and Property Subjects: The Challenge
One of the principles of good teaching has been described as: “encouraging high quality learning. It discourages superficial approaches to learning ... and energetically encourages active engagement with subject content”.10 This “active engagement” on the part of students is achieved in a number of ways in most PLT courses: the conduct of student/student transactional or litigation files, interviewing and advising, negotiation exercises and advocacy, to name only some, are common features of most courses.
The difficulties inherent in teaching and learning in a PLT course that encourages student learning as opposed to, predominantly, knowledge acquisition, are particularly relevant in the parts of the curriculum, such as estate planning, will drafting and property, and small business practice, which are viewed by students as less interesting and stimulating than, say, the robust exchanges that are seen to be inherent in litigation practice. From a student’s perspective, it is not difficult to see why. One is perceived to involve mostly performing transactional steps with (seemingly) little scope to motivate students to do anything in the learning process but acquire sufficient knowledge to perform pre-determined procedural tasks. The other, litigation practice, requires the students to get involved with their learning, that is, preparing for stimulating activities, such as advocacy sessions – active, “real-life” individual assessable performances conducted before visiting practitioners: members of the judiciary, barristers or solicitor advocates.
In further developing assessment activities and reflecting on the teaching and learning process in commercial and property subjects, in the University of Wollongong PLT course, it was decided to attempt to devise activities to emulate the motivational impetus of the kinds of interactions with visiting practitioners that had traditionally been so successful in teaching litigation. These activities were to involve assessable tasks, requiring one-on-one student interaction with visiting practitioners, which would be designed to stimulate students to perform well and which would be as close to the reality of commercial and property practice as possible.
The team of visiting practitioners engaged to assist with commercial and property subjects was made up of practising lawyers each of whom had accumulated many years of experience. Some had prior teaching experience in higher education. From the beginning, all displayed a sustained and enthusiastic commitment to teaching. The question, then, was how best to “tap” this wealth of experience, expertise and enthusiasm in order to produce the best teaching and learning outcome.
Combining a Problem-based Learning Focus with Visiting Practitioner Interaction
The principal learning methods utilised in the course are problem-based learning and experiential learning. The problem-based strategy of learning on a “need-to-know” or “discovery” basis, using materials that attempt to simulate the reality of professional practice, has been described as “a more effective and more motivating way to learn than via didactic methods such as lectures, which are principally concerned with information transmission”.11 Thus the problem-based learning focus would, it was thought, be an ideal medium for the proposed student interaction with visiting practitioners. It would allow the practitioners to be directly involved at critical points in the learning process, not in lectures or group discussions but in interactions with students which would allow the practitioners to “be themselves” – that is, simulating real practice and assisting in motivating students to seek to learn from that process.
In developing this aspect of the commercial and property section of the course, it was decided to utilise features of two assignments for appropriate interaction between visiting practitioners and students: Trusts, Wills and Estate Planning and Small Business Practice. In these assignments the students receive files in which some initial work has been done. The students must then take responsibility for completing the files in accordance with issued guidelines, directions and assessment criteria. Outlined below are some important features of the assignments tasks and the specific interaction between the students and visiting practitioners.
Trusts, Wills and Estate Planning Assignment
In this assignment, the students’ principal tasks are to:
The students receive the client instructions with the client file. They need to individually analyse the instructions and recall their prior learning in estate and trust law to determine the issues and the elements they consider relevant to prepare for a class discussion. In that discussion, the students, in groups, share information and, as necessary, seek information from the lecturer on the main issues and the areas in which they need to complete further research.
Student/Visiting Practitioner Interaction
Some of the principal features of the student/visiting practitioner interaction are as follows:
Small Business Practice Transaction Assignment
In this major assignment, the students’ principal tasks are to:
A file is issued to each student with a filenote requesting them to assist a “partner” and take over the transaction. The file contains:
In the initial class discussion, the students analyse the contents of the file in small groups and collaborate to identify the need for further instructions and recall their existing knowledge about the applicable law and practice. Perceived problems and areas requiring further research are identified and emerge in the class discussion. After this initial discussion, they proceed to conduct the file from the pre-contract stage to completion of the sale.
The student’s work involves them in all phases of the transaction, from pre-contract tasks to settlement of the purchase. The timetabling of activities is scheduled so that the transaction will take the “normal” six weeks13 to complete from exchange of contracts.
During the course of the transaction, the students interact with:
At the commencement of the transaction, each student is supplied with guidelines on their impending interaction with their allocated visiting practitioner. They are informed that the main purpose of the interaction, from the pre-contract stage to settlement, is to enable them to learn from the experience of controlling a “real” matter and dealing with a real practitioner. Importantly, it is made clear to the students that the visiting practitioners do, in fact, run a “real” file and treat the transaction likewise.14 In particular, they are alerted to the fact that their practitioner’s interaction with them will reflect the practitioner’s individual practice style in dealing with a similar legal matter.15
Students are encouraged to try to keep on top of their matter and, in particular, to deal with any instances of delay by their visiting practitioner, just as they should in practice: telephone, fax or email the practitioner to see what the problem is, get an idea of when they can expect an answer. The students are told that the visiting practitioners expect them to do this. Of course, the students must also keep their clients informed of the position.
The interaction with the allocated visiting practitioner occurs at two phases of the transaction: pre-contract and settlement.
Phase 1– Pre-contract Negotiation
Phase 2 – Settlement
Student Evaluation of Visiting Practitioner Input
In most courses since the University of Wollongong PLT course commenced, the students have been asked to complete an evaluation of specific aspects of the course, such as the extent to which it met its stated objectives and effectiveness of course design, materials and delivery.20
When student interaction with visiting practitioners was developed in the commercial and property assignments previously described, questions were added to the course evaluation document that were designed to compare a student’s rating of their interaction with visiting practitioners in the litigation component of the course with that in commercial and property assignments. It was hoped that the results would indicate that, because of their interaction with the visiting practitioners, the level of the commercial and property students’ motivation to learn in their interactive assignments would at least approach that of the litigation students in their advocacy sessions.
In the first course to be evaluated using these additional questions (course 1999/1) the responses from students (19 from a possible 32) suggested that the students considered that the visiting practitioner involvement in the small business practice transaction was valuable as a learning experience – five stated that the experience was “moderately valuable”, eight thought it was “quite valuable” and three rated it as “very valuable”.21
In the next course to be evaluated (course 2001/1) the responses from students (22 from a possible 29) suggested that the visiting practitioner involvement in the small business practice transaction was having a positive influence on motivation and learning – 16 stated that their motivation to perform at the appropriate level was either “increased” (11) or “greatly increased” (5).
In their evaluation of Course 2001/2 the students’ responses (18 from a possible 24) again revealed the value of the visiting practitioner input in the small business practice assignment – four stated that their motivation to perform remained the same; four stated that their motivation was increased, and 10 stated that it was greatly increased. Their interaction with visiting practitioners in the file was rated as moderately valuable (5), quite valuable (6) and very valuable (7).
In the evaluation document, students are invited to provide written comments on their interactive experiences with the visiting practitioners in the commercial and property assignments. The responses have been generally favourable, as indicated by these samples:
“It was good dealing with a real practitioner. I thought he would really be able to help me. His letters from his own firm added to the reality of it.”
“Ideally, it would be great to deal with visiting practitioners for all files. It gives it a greater sense of realism and makes you put in a bit more effort.”
“I didn’t feel confident at first. I think I learnt a lot but it was more daunting than dealing with [lecturer].”
“Although, initially, I would rather have dealt with [lecturer] I’m glad we did it the way we did. I put more effort into my work.’’
“I felt I really had to prepare for the settlement and know why I did things.”
“[Practitioner] gave excellent, useful, comprehensive feedback that extended my knowledge.”
“A good ‘baptism’ into the real life legal practice world! – set the ‘feeling’ of being in the system delivering legal services.”
“Made extra effort with VP’s – it paid off. Good training.”
However, as might be expected, not all student reactions were positive:
“I didn’t get a lot out of it. My correspondence wasn’t answered on time. I’d rather have dealt with [lecturer] from the start.”
“[Practitioner] took a long time to answer my letter. Even then the letter just said ‘agreed’ and ‘not agreed’ and didn’t explain anything.”
“When my practitioner wrote back she didn’t give me the stuff I needed to calculate settlement figures.”
Overall, however, the students’ evaluations of visiting practitioners’ interactions with them in the commercial and property assignments were encouraging. They suggested that the number of students that had reacted positively to visiting practitioner engagement in the small business transaction was at least close to the number that reported a similar positive reaction to the visiting judges and practitioners’ involvement in the court appearances. The evaluations suggested that the students were approaching the commercial assignments motivated to perform at an appropriate level – adopting a “deep”, as opposed to a “surface”, approach.
Conclusion
As has been acknowledged elsewhere in this article, the mostly favourable teaching and learning outcomes recorded here resulting from visiting practitioner involvement in the assignment tasks described could be attributable to the relatively small numbers of students in each course. Further, the resource implications and constraints involved in utilising such high levels of visiting practitioner interaction with a greater number of students is similarly acknowledged.22 That said, a study of students’ formal course evaluations of the impact of visiting practitioner interaction in the specific assignments discussed in this article does suggest that, for those students, their interaction with visiting practitioners did add significant value to their approach to the process of learning. This is encouraging, especially in relation to the teaching of commercial and property subjects that are traditionally seen as less likely to stimulate a student to learn than, say, the challenge and excitement of court room appearances. Overall, the students’ assessment of the visiting practitioners’ contribution to their learning suggested that the prospect of their interaction with visiting practitioners motivated them to perform at an appropriate level and, therefore, should have made the tasks themselves more meaningful.
It is suggested that the challenge for those designers of commercial and property assignments in PLT courses, who wish to get the best out of the wealth of available expertise and enthusiasm of legal practitioners, is to devise appropriate assignments that involve meaningful interaction with those practitioners. By doing so they can provide stimulating opportunities for students to learn from the “real-life” element that visiting practitioners can bring to the “artificial” PLT world. It is also suggested that visiting practitioners can add significant value and credibility to a PLT program and a student’s motivation to learn, not necessarily solely by transmitting information about law and practice, but by being themselves – by presenting themselves as valuable examples of skill, professional and ethical conduct, knowledge, competence and experience – that is, the reality of professional legal practice in the appropriate setting of the office, court or settlement room.
APPENDIX 1
Faculty of Law Legal Practice Unit
LLB 846 – Commercial and Property Practice
Module 6 – Trusts, Wills and Estate Planning
ASSESSMENT CRITERIA
Letter of Advice
Draft Will
Instructions
Instructions followed and the client’s assets effectively disposed of
Expression
Structure
Client Interview
Visiting Practitioner
additional comments:
APPENDIX 2
Faculty of Law Legal Practice Unit
LLB 846 – Commercial and Property Practice
Module 8 – Small Business Practice
ASSESSMENT CRITERIA
Visiting Practitioner: Note: Visiting Practitioners to assess only those parts marked * |
1 Costs Agreement
Costs Agreement prepared showing accurate and appropriate description and scope of work to be completed for client and costs and disbursements to be charged or the basis of charging, in accordance with the Legal Profession Act.
2 List of Pre-Contract Searches and Inquiries
All appropriate and relevant searches listed and fees noted
3 Accounting
Trust and office account recording of all appropriate and relevant accounting entries must be maintained in accordance with the requirements of the Legal Profession Act and the Legal Profession Regulation
4 Performance of Designated Tasks
The following tasks in the transaction must be completed in accordance with the stated criteria:
4.1 Pre- Contract Letter of Advice to Client
4.2 Contract for Sale*
4.3 Deed of Assignment of Lease
4.4 Deed of Restraint of Trade
4.5 Pre-settlement Letter to Purchasers
4.6 Post-settlement Letter to Purchasers
4.7 Settlement Statement*
Clearly and correctly specifies the components to be taken into account in the calculation of the balance of the purchase price, adjustments and any additional amounts due to the vendor and others on settlement in accordance with the contract for sale
4.8 Settlement Agenda/Checklist*
Clearly and correctly specifies the documents and cheques to be handed over on settlement by the purchaser’s practitioner and the documents to be received from the vendor’s practitioner and any other party.
4.9 Bill of Costs and Trust Account Statement
5 File Management*
Visiting Practitioner additional comments:
APPENDIX 3
1 Students’ evaluation of Course 1999/1
41. In the Small Business Practice module, how did the interactions with visiting practitioners affect your motivation to perform at an appropriate level?
Greatly reduced
|
Reduced
|
Kept the same
|
Increased
|
Greatly increased
|
No
opinion |
2
|
1
|
4
|
7
|
5
|
0
|
42. How valuable did you find the interaction with the visiting practitioners in the Small Business Practice file, as a learning experience?
Of very little value
|
Not particularly valuable
|
Moderately valuable
|
Quite valuable
|
Very valuable
|
No
opinion |
2
|
1
|
5
|
8
|
3
|
0
|
43. In the court appearances how did the interactions with real-life judges and senior advocates affect your motivation to perform at an appropriate level?
Greatly reduced
|
Reduced
|
Kept the same
|
Increased
|
Greatly increased
|
No
opinion |
0
|
0
|
5
|
8
|
7
|
0
|
2 Students’ evaluation of Course 2001/1
41. How valuable to you were the interactions with visiting practitioners on the files?
Of very little value
|
Not particularly valuable
|
Moderately
valuable |
Quite valuable
|
Very valuable
|
No
opinion |
1
|
1
|
6
|
8
|
6
|
0
|
42. In the Small Business Practice module, how did the interactions with visiting practitioners affect your motivation to perform at an appropriate level?
Greatly reduced
|
Reduced
|
Kept the same
|
Increased
|
Greatly increased
|
No
opinion |
1
|
1
|
4
|
11
|
5
|
0
|
43. How valuable did you find the interaction with the visiting practitioners in the Small Business Practice file, as a learning experience?
Of very little value
|
Not particularly valuable
|
Moderately valuable
|
Quite valuable
|
Very valuable
|
No
opinion |
1
|
2
|
4
|
10
|
4
|
|
44. In the court appearances, how did the interactions with real-life judges and senior advocates affect your motivation to perform at an appropriate level?
Greatly reduced
|
Reduced
|
Kept the same
|
Increased
|
Greatly increased
|
No
opinion |
0
|
0
|
3
|
10
|
9
|
0
|
3 Students’ evaluation of Course 2001/2
43. How valuable to you were the interactions with visiting practitioners on assignments?
Of very
little value |
Not particularly valuable
|
Moderately valuable
|
Quite valuable
|
Very valuable
|
No
opinion |
|
|
|
6
|
12
|
|
44. In the Small Business Practice module, how did the interactions with visiting practitioners affect your motivation to perform at an appropriate level?
Greatly reduced
|
Reduced
|
Kept the same
|
Increased
|
Greatly increased
|
No
opinion |
|
|
4
|
4
|
10
|
|
45. How valuable did you find the interaction with the visiting practitioners in the Small Business Practice file, as a learning experience?
Of very
little value |
Not particularly valuable
|
Moderately
Valuable |
Quite valuable
|
Very valuable
|
No
opinion |
|
|
5
|
6
|
7
|
|
46. In the court appearances, how did the interactions with real-life judges and senior advocates/practitioners affect your motivation to perform at an appropriate level?
Greatly
reduced |
Reduced
|
Kept the same
|
Increased
|
Greatly increased
|
No
opinion |
|
|
|
4
|
12
|
2
|
* Solicitor of the Supreme Court of New South Wales (SAB), Senior Lecturer, Legal Practice Unit, Faculty of Law, University of Wollongong.
1 G Joughlin and D Gardiner, A Framework for Teaching and Learning Law (Sydney: Centre for Legal Education, 1996), p 64.
2 Aspects of students’ approaches to learning have been identified and explored in terms of deep approaches (where students seek to understand), surface approaches (where the focus of the student is to be a passive recipient of knowledge and to memorise without seeking meaning) and achieving or strategic approaches (where students adopt whatever approach (deep or surface) they believe will lead to optimal results), eg Marton and Säljö, “On Qualitative Differences in Learning: 1 Outcome and Process (1976) 46(1) British Journal of Educational Psychology at 4-10; P Ramsden, Learning to Teach in Higher Education (London/New York: Routledge, 1992); M Le Brun and R Johnstone, The Quiet Revolution – Improving Student Learning in Law (Sydney: Law Book Company, 1994), pp 6-9.
3 Ramsden, note 2, Ch 4.
4 Used here, the expression means external professionals, including members of the legal profession such as judges, barristers and solicitors.
5 It is not suggested that lectures, as a means of learning, are without merit, whether delivered by a visiting legal practitioner or a lecturer member of staff. It may be that, eg, because of large student numbers, or a variety of other reasons peculiar to the particular subject matter, a lecture happens to be the most efficient medium to employ. Equally, lectures need not involve information transmission only – they can be motivational and be utilised efficiently to provide interactive learning opportunities.
6 J Goldring, Book Review of: A Framework for Teaching and Learning Law in (1996) 14(2) Journal of Professional Legal Education 241 at 241.
7 S Nathanson, “Designing a Powerful PLT Program” (1998) 16(2) Journal of Professional Legal Education 229 at 230.
8 A Sherr, “The Value of Experience in Legal Competence”, (Sydney: APLEC, 1996), p 133.
9 Nathanson, note 5, p 230.
10 Ramsden, note 3, Ch 9.
11 J Macfarlane and J Manwaring, “Using Problem Based Learning to Teach First Year Contracts” (1998) 16(2) Journal of Professional Legal Education 271 at 272.
12 See Appendix 1.
13 The contract used is the standard Law Society of NSW copyright form of Agreement for Sale of Business, which allows a standard six weeks for completion from exchange of contracts.
14 Student numbers are, of course, of prime importance. The number of students in each course is limited to 40 and the actual numbers have not exceeded 36 in any course so far. Groups of students, up to a maximum of six, are allocated to each visiting practitioner. The difficulties and staff implications inherent in managing large groups of students in a format such as the one described here are readily acknowledged.
16 To encourage the students to think for themselves and to appropriately analyse their reasons for seeking amendments to the contract, they are asked to assume that they had sought instructions from their clients and that the clients had accepted their recommendations as to changes to the contract, whatever they were. It is impressed on them, of course, that, in practice, they must get their clients’ instructions first.
17 Anecdotally, a significant number of students have commented to the author that they feel motivated to “get it right” in their dealings with their allocated visiting practitioners because the visiting practitioners operate in the “real world”.
18 The students are encouraged to complete the exchange “face to face” with their practitioner where possible, adding an another “real-life” dimension to the assignment.
19 See Appendix 2.
20 The evaluation document is fairly lengthy. It seeks answers to 56 questions and takes a minimum of 20 minutes to complete. While all students are actively encouraged to complete the evaluation, that they do so is entirely voluntary. Many choose not to take the time to complete it. In past courses, the number of responses has varied between 50%-75% of the class.
21 See Appendix 3.
22 For example, in comparison to the large numbers
of PLT students administered by the College of Law, Sydney.
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