The document discusses a legal project management conference that took place on May 17-18, 2011 at the Westin Bonaventure Hotel in Los Angeles. It provides an overview of topics covered in various panels including what constitutes a project, stakeholders in litigation projects, the history of project management, the core processes and knowledge areas of project management, and how project management principles can be applied to e-discovery.

1. MAY 17-18, 2011 | THE WESTIN BONAVENTURE HOTEL, LOS ANGELES
17-
Legal Project Management
ega oject a age e t
Moderator:
George udoy, C O, teg ated ega ec o ogy, C
Geo ge Rudoy, CEO, Integrated Legal Technology, LLC
Panelists:
Bobby Malhotra, Staff Counsel, Munger, Tolles & Olson
Joy Murao, Director of Practice Support, Paul Hastings
Chris Wilen, Technology Counsel, Fios Inc.

2. Project Management
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3. What is a Project?
• A project is a temporary endeavor undertaken to create
p j p y
unique products, services or results
• A project has limits or constraints (time, cost and scope)
• A project has stakeholders which are people or organizations:
– Who are actively involved in the project
– Who exert influence over the project
– Whose interests may be positively or negatively affected by the
performance or completion of the project
Examples: Project Sponsor(s), Project team members, Clients/Users, Firm
Sponsor(s) members Clients/Users
management, Vendors
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4. What is not a project?
• Litigation task or assignment
• On-going operations, e.g., IT, CSS
• Case – a group of related projects i a program
C f l d j is
• Multiple matters – if related, then a program
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5. Litigation Project Stakeholders
Client Client
General business
Counsel manager(s)
Firm
p
Partnership Client IT
Department
D t t
Billing
Partner
Associate
Firm Partner
(discovery
(di
Professional (case lead) Magistrate
lead)
Services
Management
Project
Manager
Collection Paralegal
Team
Opposing
Collection
Vendor Party
Lit Support Review
Team
Hosted
Processing Review
Vendor Vendor
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6. You may be a project manager if….
You recently did something like this:
 Calculated a 35-minute schedule to be seated at the
theater, with a +/- 10% estimation range
Watch Movie at Theater Schedule
• Begin driving – 0 minutes
• Turn back to get spouse’s g
g p glasses – 5 minutes
• Drive to theater – 15 minutes
• Buy tickets – 5 minutes (may fast-track task by using
Fandango)
g )
• Purchase food – 7 minutes
• Walk to theater & find seats -- 3 minutes
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7. Project Management History
• Since early civilization – pyramids
• M d
Modern & systemic since 1950’
i i 1950’s
• Grew from construction, engineering,
defense
• Henry Gantt, Frederick Taylor (scientific
management)
• 1969 -- Project Management Institute
(PMI)
• 1981 – 1st Project Management Book of
Knowledge (
l d (PMBOK) )
• >200,000 certified Project Management
Professionals (PMP) in 170 countries
Sources: Wikipedia & Project Management Institute
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8. Project Management
• The application of knowledge, skills, tools, and techniques to
pp g , , , q
project activities to meet the project requirements
• Is intended to enable a balance between the three primary
project constraints: ti
j t t i t time, cost and performance
t d f
• Is used for planning and control of activities in order to
complete a p j successfully in spite of risks
p project y p
Performance
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9. Project Management Processes
Project management consists of 5 distinct groups of
processes:
•Initiation - project is defined, objectives and high-level requirements
are determined
•Planning - scope is established, requirements are defined/refined and
activities are planned
p
•Execution - the work necessary to meet requirements and achieve
goals is completed
•Monitoring & C t l - project performance i t k d and regulated
M it i Control j t f is tracked d l t d
•Closure - project activities are finalized and the project is closed out
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10. The 9 PM Knowledge Areas
• Procurement Management
g
• Risk Management
• g
Communication Management
• Human Resource Management
• Quality Management
• Cost Management
• Time Management
• Scope Management
• Integration Management
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11. Project Types
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12. Project Management & E-
Discovery
Di
Monitor
Initiate Plan Execute & Close
Control
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13. Effectiveness, Efficiency & Cost Savings
Available Information
Litigation
Cone of
Uncertainty
Variance
Trial
Productivity Window
Knowledge
TIME
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14. The E-Discovery WBS
Identification Preservation Collection Processing Analysis Review Production
Custodian Retention Virus Production Set
Email Index Host - Batch Designation
Mapping Policy Scanning
Data Litigation Text 1st Pass
Workstations Analyze QC
Mapping Hold Extraction Review
Litigation 2nd Pass Conversion
Tape Archives Signaturing Report
Hold Review
Doc Mgmt Metadata Load
Hashing Report Redactions Files
Systems
Priv / Redact.
Indexing Report
Logs
DeNist / QC &
Culling Reporting
Quality
Control
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15. The Litigation Lifecycle
Case
Strategy
Analysis /
Investigation / Pre Trial
Doc Filings Trial Prep
Research Motions
Production
Argument Witness
Discovery
Prep Prep
Paper
E-Discovery
Discovery
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16. Obstacles, pitfalls and how to avoid them
• View as long-term investment, not quick fix
long term
• Not everyone is suited for project management
• New terms & acronyms / micro culture
micro-culture
• Expect different project management styles
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17. Certification – The Pros and Cons
• Project Management Certification and Education
– Consistent fundamentals
– Certification or degrees do not guarantee effective project
management
– Industry considerations
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18. Questions
• George Rudoy, CEO, Integrated Legal Technology, LLC
grudoy@integratedlegaltechnology.com
grudoy@integratedlegaltechnology com
• Bobby Malhotra, Staff Counsel, Munger, Tolles & Olson
y g
bobby.malhotra@mto.com
• Joy Murao, Director of Practice Support, Paul Hastings
joymurao@paulhastings.com
• Chris Wilen, Technology Counsel, Fios Inc.
cwilen@fiosinc.com
cwilen@fiosinc com
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