Class Description
This one-day class is aimed at litigation support professionals who have additional, "big picture" case-management responsibilities. It builds on the concepts covered in the Project Management 1 (PM1) class as they apply to managing the flow of discovery from one step of the discovery process to another. Among other things, you'll learn:
- How to prepare discovery management timelines
- How to coordinate the work of multiple EDRM phases at once
- How to do "big picture" planning
- How to facilitate a case-planning meeting and walk attorneys through the decisions that they need to make
- What information to collect and when to collect it
In addition, you'll get more material for the toolkit -- the toolkit for this class includes an agenda for a case-planning meeting and a Case Plan Report template.
Who should attend: Litigation support professionals, paralegals, and attorneys who are responsible for the "big picture" management of document handling projects and for preparing case project plans.
Prerequisite: Project Management 1 Class (PM1)
Class logistics: The class will be conducted at your facility, for up to 12 students. The facility must be equipped with a projector and screen that can be easily viewed by all students. Either a training room or conference room set-up works. Students do not need individual workstations. Class starts at 9:00 a.m. and ends at 5:00 p.m., including a one-hour lunch break and 15-minute mid-morning and afternoon breaks. Start and end times can be flexible if you prefer a different schedule for your class.
Take-aways: Each student will be given a printed copy of the class slides that can be used for taking notes, and a printed copy of the toolkit. In addition, each student will be provided with these materials in electronic form. Toolkit materials will be made available in both pdf and editable form.
Testing and certification: A test is available for students to complete after class and submit by email. Students taking and passing the test will be issued a certificate of completion.
Class fee: $1,000 for up to 8 students (if done immediately following Class 01), plus travel expenses. $1,500 for up to 8 students (if not immediately following Class 01), plus travel expenses.