Documentation Basics

Learning about project management methodologies may seem a bit overwhelming at times but if you start out simply with an Excel spreadsheet or a notebook/ legal pad, the basics can be achieved.  Project management is really about keeping track of what you did and planning what you are going to do.

Here are some tips from a recent article by Brett Burney, an industry expert on e-discovery project management:

You can document your actions on a Word document, an Excel spreadsheet, a yellow legal pad, or using one of the tools mentioned above. It doesn’t matter the medium, as long as it’s being done and can be referred to at a later date.

At a minimum, a documentation protocol should include:

  • client, matter, and task;
  • who requested the task (e.g., stakeholder, lawyer, client);
  • date and time the task was started and completed;
  • name of person who engaged or completed the task;
  • notes, summary, problems encountered, resolutions;
  • software and hardware used; and
  • chain-of-custody considerations (where were the results delivered?).

 

What advice do you have for someone just getting started in e-discovery project management?

 

 

Do you want to learn more about e-discovery project management?

… or e-discovery in general? I recently launched a new idea at www.learnaboutediscovery.com — dynamic custom lesson plans to help you meet your e-discovery learning objectives at your own pace in a completely self-directed learning environment. These lesson plans take advantage of my many years of research as a litigation support / e-discovery project management trainer and the easily accessible information already available on the internet today.

The concept is simple: if you’re new to e-discovery or if you’ve been working in the industry for years, you may not have the time to do the research to learn a specific topic(s) or perhaps the funding to attend a conference or training class. First we discuss your learning goals, then I draft a custom plan just for you that helps you meet your learning objectives. It’s that easy. You learn what you want, on your own time.

By the way plans can be developed for entire litigation support teams, too.

21 Ways to Excel at Project Management | Project Smart

The team at Project Smart in the UK has republished their e-book,21 Ways to Excel at Project Management | Project Smart as a website. Here’s the summary from their website where you can still download the original e-book.

Project Management is the dynamic process that utilises the appropriate resources of the organisation in a controlled and structured manner, to achieve some clearly defined objectives identified as strategic needs. It is always conducted within a defined set of constraints. Learn more with this eBook, written in a question and answer style, containing 21 pieces of valuable advice for making your projects a complete success.

 

 

 

EDPM Training for Paralegals – March 30 – 31 (Atlanta, GA)

Are you looking for e-discovery project management training? Kick start your education this spring by attending PRM’s paralegal conference this month in Atlanta. I’ll be one of the speakers.

Electronic Discovery (ESI) Project Management Not Crisis Management
Litigation I:  March 30
10:45 a.m. – 12:00 p.m.
Electronic Discovery Project Management in More of a Lit Support Role
Litigation II:  March 31
3:15 p.m. – 4:30 p.m.

Don’t miss the only 2-day paralegal education event in Atlanta! It is more important than ever to make sure your skills are current, versatile and relevant. PRM’s paralegal conference is an education event specifically designed to provide paralegals with real tools, resources and education specifically designed for the paralegal profession.
Join us as nationally recognized speaker, Martha Lanier, opens our event with an entertaining and energizing keynote address The Power of Choice: Turning Change into Opportunity. Martha Lanier is a recognized speaker known for her distinctive presentation style that is both entertaining and informative.

For the advanced level litigation paralegals, Erika Santiago, recognized litigation technology educator and e-discovery consultant, will present a class to litigation paralegals designed to help them develop industry recognized project management methodologies for best practices of documenting e-discovery processes. This session will provide tools and skills to even the most experienced litigation paralegals and a rare opportunity to learn e-discovery project management skills from an expert in the field of litigation support.

One of the break out sessions for transaction and finance paralegals will be presented by Bill Carberry, certified Adobe trainer, providing paralegals with Adobe tools to create Closing Binder PDF Portfolios, collaboration features of Acrobat.com, improved export from PDF to Microsoft Office files and what you need to know about compliance with emerging PDF/A standards.

For more detailed program information and other session summaries click here

Leave a comment with your questions and I’ll answer them at the conference.

If you’re looking for individual or group e-discovery project management training, let’s discuss your learning objectives. Send me an email: erika@learnaboutediscovery.com