Save time, empower your teams and effectively upgrade your processes with access to this practical Electronic Discovery Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Electronic Discovery related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Electronic Discovery specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Electronic Discovery Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 617 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Electronic Discovery improvements can be made.

Examples; 10 of the 617 standard requirements:

  1. Do we monitor the Electronic Discovery decisions made and fine tune them as they evolve?

  2. Does the Electronic Discovery performance meet the customer’s requirements?

  3. How can we become the company that would put us out of business?

  4. If you were responsible for initiating and implementing major changes in your organization, what steps might you take to ensure acceptance of those changes?

  5. Which customers cant participate in our Electronic Discovery domain because they lack skills, wealth, or convenient access to existing solutions?

  6. What Relevant Entities could be measured?

  7. Have new benefits been realized?

  8. What is your BATNA (best alternative to a negotiated agreement)?

  9. What are the stakeholder objectives to be achieved with Electronic Discovery?

  10. Is there a limit on the number of users in Electronic Discovery ?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Electronic Discovery book in PDF containing 617 requirements, which criteria correspond to the criteria in…

Your Electronic Discovery self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Electronic Discovery Self-Assessment and Scorecard you will develop a clear picture of which Electronic Discovery areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Electronic Discovery Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Electronic Discovery projects with the 62 implementation resources:

  • 62 step-by-step Electronic Discovery Project Management Form Templates covering over 6000 Electronic Discovery project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Portfolio management: Are you working differently with your portfolios at different parts of the organization?
  2. Responsibility Assignment Matrix: Does the contractors system include procedures for measuring the performance of critical subcontractors?
  3. Executing Process Group: How does Electronic Discovery project management relate to other disciplines?
  4. Team Performance Assessment: How do you keep key people outside the group informed about its accomplishments?
  5. Procurement Audit: Was the outcome of the award process properly reached and communicated?
  6. Project Portfolio management: Do you use specialized software to manage your portfolio of Electronic Discovery projects?
  7. Procurement Audit: Are there inferior competencies among procurement staff?
  8. Schedule Management Plan: Define units of measurement for each resource. For example, are you referencing gallons or liters?
  9. Process Improvement Plan: Have the frequency of collection and the points in the process where measurements will be made been determined?
  10. Activity Duration Estimates: How does Electronic Discovery project integration management relate to the Electronic Discovery project life cycle, stakeholders, and the other Electronic Discovery project management knowledge areas?

 
Step-by-step and complete Electronic Discovery Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Electronic Discovery project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Electronic Discovery project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Electronic Discovery project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Electronic Discovery project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Electronic Discovery project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Electronic Discovery project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Electronic Discovery project with this in-depth Electronic Discovery Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Electronic Discovery projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Electronic Discovery and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Electronic Discovery investments work better.

This Electronic Discovery All-Inclusive Toolkit enables You to be that person:

 

store.theartofservice.com/Electronic-Discovery-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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