1. Patrick Garbe, Dianne Bonnet, Ashish Prasad, Todd Haley, Elliot Beaver
Project Management / Case Management: Project Management Skills: Panel Discussion
August 23, 2016
Patrick Garbe, Dianne Bonnet, Ashish Prasad, Todd Haley, Elliot Beaver

2. Ashish Prasad, Vice President and General Counsel, eTERA Consulting
Agenda and Speakers
Moderator
Ashish Prasad, Vice President and General Counsel, eTERA Consulting
Panelists
Elliot Beaver, Litigation Case Manager, Debevoise & Plimpton LLP
Dianne Bonnet, Electronic Discovery Services Manager - U.S. – East Coast, Mayer Brown LLP
Patrick Garbe, E-Discovery Knowledge & Strategy Manager, Mayer Brown LLP
Todd Haley, Vice President of Business Intelligence, eTERA Consulting

3. OVERVIEW OF THE LEGAL REQUIREMENTS AND PROJECT MANAGEMENT BEST PRACTICES

4. What is Discovery Project Management and Why is it Important?
LEGAL REQUIREMENTS AND PROJECT MANAGEMENT BEST PRACTICES
What is Discovery Project Management and Why is it Important?
Preservation and Scoping
Collection
Data Privacy and Protection
Processing and Search
Review

5. Capacity Risks Costs Efficiency Defensibility
A Collaborative Team Model
Capacity
Risks
Costs
Efficiency
Defensibility
Assemble a team of professionals before you need them
Pre-Select your Collection, Processing, Review, and Production teams
Make sure they can work seamlessly together and interact
Define: Who is responsible for what?

6. Panelist Questions on Collaborative Team Model
What do each of you do to enhance collaborative project management efforts, what programs do you use to do it, and how do these programs help?
How do you work with your providers to get the information that you need? What reporting do you use and how has it changed over time?
How do you determine who is responsible for what? How do you build the communications and operational guidelines to ensure smooth interactions?

7. Project Manager’s Duties
Your Project Manager has responsibility for planning and organizing the case; keeping it on track and getting you through all points of the case.
The Project Manager assumes responsibility for actually executing your plan, which includes many responsibilities:
Training
Documenting
Controlling quality
Identifying proper human resources
Reporting

8. Panelist Questions on Project Manager Duties
Do you think that client service is an essential part of the duties of a project manager? What examples can you give on how this has worked and not worked in the past?
Oftentimes, lawyers on litigation teams do not appreciate the importance of using sound project processes in a matter. Sometimes, they do not appreciate even the value that billable project management activities add to the matter. What tips can you share from your years of experience on how to get lawyers on litigation teams on the right page with respect to project management in their matters?

9. PROJECT MANAGEMENT CONSIDERATIONS FOR COLLECTION, PRESERVATION, PROCESSING, ANALYSIS AND PRODUCTION

10. What are the elements of a project management plan?
COLLECTION, PRESERVATION, PROCESSING, ANALYSIS AND PRODUCTION
What has changed about the discovery environment today and how does project management guide that process?
Can have an equal or greater effect on outcomes than merits
Is critical to defensibility
Defines the objective of the discovery
What are the elements of a project management plan?
What are the stages of the project management process

11. Project Management Lifecycle

12. Panelist Questions on Project Management Lifecycle
How do you integrate the project management stages into the practical management of cases? [Mention Michael Quartararo book on project management as a reference manual for discovery project team]

13. Task 1 – Initial Discovery Management Planning Task 2 – Preservation
The Stages of the Legal Project Management Process in Discovery
Task 1 – Initial Discovery Management Planning
Task 2 – Preservation
Task 3 – Collection
Task 4 – Processing
Task 5 – Analysis
Task 6 – Review
Task 7 – Production
Collected Data
Relevant Data
De-NIST
De-Duplicate
Date Filter
Keyword
Search

14. Panelist Questions on Project Management and Discovery Stages
When do you feel that it is most appropriate to introduce project management procedures into this funnel?
When mistakes are made in the processing phase of discovery, what does project management practice teach us about the best way to address those mistakes and assure that the mistakes do not repeat themselves?

15. Panelist Questions on Project Management and Discovery Stages
How do you integrate the project management stages into the practical management of cases? [Mention Michael Quartararo book on project management as a reference manual for discovery project team]

16. PROJECT MANAGEMENT CONSIDERATIONS FOR DOCUMENT REVIEW STAFFING AND QUALITY CONTROL PROCESSES

17. Define scope (contingency for scope change?) Define responsibilities
Project Managing Your Review
Define scope (contingency for scope change?)
Define responsibilities
Define resources needed
Define / Understand time constraints
Define / Understand financial constraints:
Value of the case?
Processing/hosting budget?
Review budget?
Production Budget?

18. How do you use managed review firms to help with the project reviews?
Panelist Questions on Managing Review
How do you use managed review firms to help with the project reviews?
How much do you depend on your managed review providers to assist with the technology?