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Practice Guide: Measure Twice, Discover Once: eDiscovery Project Scoping and Planning

Written by Annie Malloy

Updated: Jan 22, 2024

Authors

Matthew Verga, Esq.

Director of Education

About Author

Matthew Verga is an attorney, consultant, and eDiscovery expert proficient at leveraging his legal experience, his technical knowledge, and his communication skills to make complex eDiscovery topics accessible to diverse audiences. A fifteen-year industry veteran, Matthew has worked across every phase of the EDRM and at every level, from the project trenches to enterprise program design. As Director of Education for Consilio, he leverages this background to produce engaging educational content to empower practitioners at all levels with knowledge they can use to improve their projects, their careers, and their organizations.

More from the author

Summary

Managing eDiscovery matters without a plan is like trying to navigate a major city without directions – chaotic, inefficient, and unlikely to get you where you wanted to go. As eDiscovery projects have become more complex, so has managing them. Taking the time to scope and plan before you begin will help you understand where you need to go and how best to get there. This practice guide will equip you with the knowledge you need to minimize chaos, costs and risks, while maximizing eDiscovery project outcomes.

In this Practice Guide

  • Initial scoping activities
  • Strategies for investigation
  • Checklists for each planning activity

Key Insights

  • The benefits of project planning
  • The importance of defining roles
  • The potential impact of expert help

Summary

Managing eDiscovery matters without a plan is like trying to navigate a major city without directions – chaotic, inefficient, and unlikely to get you where you wanted to go. As eDiscovery projects have become more complex, so has managing them. Taking the time to scope and plan before you begin will help you understand where you need to go and how best to get there. This practice guide will equip you with the knowledge you need to minimize chaos, costs and risks, while maximizing eDiscovery project outcomes.

In this Practice Guide

  • Initial scoping activities
  • Strategies for investigation
  • Checklists for each planning activity

Key Insights

  • The benefits of project planning
  • The importance of defining roles
  • The potential impact of expert help

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