With over 1 million certified project management professionals working in 200 countries across every industry finding efficiency and promoting better outcomes, the time has come for legal professionals and e-discovery practitioners in particular to embrace project management. In this session, Mike Quartararo, the president of the Association of Certified E-Discovery Specialists (ACEDS), a former law firm director, successful consultant to law firms and corporate legal departments, and author of the 2016 the book, Project Management in Electronic Discovery, will share his experience using project management on e-discovery projects. This session will include the fundamentals of project management, best practices for leading e-discovery projects, and how to manage the “process” that leads to successful outcomes in modern-day discovery projects—all skills and competencies that may immediately be put to use on active matters.

1. Project Management in
Electronic Discovery
Merging Principles of Project
Management with Best Practices
In E-Discovery

2. Your Presenter
Mike Quartararo
President of ACEDS & Professional Development
Mike Quartararo is the President of the Association of Certified E-Discovery Specialists
(ACEDS), which provides training and certification in e-discovery and related disciplines to law
firms, corporate legal and the broader the legal community. He is also the author of the 2016
book Project Management in Electronic Discovery and has been successfully consulting in
information governance, e-discovery, project management and legal technology for two
decades, including 10-year stints at both Skadden Arps and Stroock. He is a certified Project
Management Professional (PMP) and a Certified E-Discovery Specialist (CEDS). He frequently
writes and speaks on e-discovery, legal operations, project management and technology
topics. Reach him via email at mquartararo@aceds.org or on Twitter @mikequartararo.

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PROJECT
MANAGEMENT
IN
ELECTRONIC
DISCOVERY
available from
edpmadvisory.com
Agenda

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• Fundamentals of project management
• Define and build a process
• Applying project management
• Project management meets e-discovery
• The electronic discovery project management model (eDPM)
Agenda

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Speaking of Project Management
• 1,000,000 certified project managers
• 200 countries around the world
• PMs Work in nearly every industry
• It’s not rocket science
• It’s not an easy button
• It’s not a single “thing,” practice or a specific tool
• It’s not something you just decide to do one day
• Think of project management as an operational theory

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What is Project Management
• The structured application of skills, knowledge and resources
to organize activities that efficiently meet a business need or
desired outcome.
• All projects:
• have a Start and an End
• are temporary and non-routine
• are limited in scope, time and cost
• output a unique product, service or result

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Project roles and responsibilities
• A project manager is the person possessing the applicable skill,
knowledge and talent, who is assigned by an organization and
responsible for overseeing and actively managing the scope, time
and cost of a project and achieving project objectives.
• A stakeholder is any person or organization involved in a project
whose interests may be affected by the outcome of a project.

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The triple constraint
Cost Time
Scope

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Five Process Groups
Project management lifecycle
Initiating Planning Executing
Monitoring &
Controlling
Closing

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• Integration Management
• Scope Management
• Time Management
• Cost Management
• Quality Management
• Human Resource Management
• Communication Management
• Risk Management
• Procurement Management
• Stakeholder Management
Project management lifecycle
Ten Knowledge Areas

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• Discreet steps or actions taken to achieve project objectives
• Understanding of what each part—and the final result—of a
project will look like
• Identifying the inputs, tools and techniques, and outputs
required to produce results
Process

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• Inputs - the information, documentation, or requirements
necessary to the project
• Tools and techniques - systems, methodologies,
equipment, or resources necessary to achieve the desired
outcome
• Outputs - completed deliverables, and ultimately, the
final product, service, or result that is the objective
Building a process

13. Start
Evaluate
Project
Develop Project
Plan
Create
Project Charter
Identify
Resources
Define
Scope
Prepare
Schedule
Prepare
Budget
Approve
INITIATINGPLANNING
Agreement for Procurement
Approved
NO
YES
INITIATINGPLANNING

14. Risk
Management
Communication
Management
Quality
Control
Monitor
Stakeholders
Monitor
Scope
Monitor
Schedule
Monitor
Budget
EXECUTINGMONITOR&CONTROL
EXECUTINGMONITOR&CONTROL
Monitor
Quality
CLOSING
CLOSING
Client
Satisfaction
Lessons
Learned
Team
Performance

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• Enterprise environmental factors
• Culture
• Values
• Politics
• External forces
• Organizational process assets
• Policies
• Tools
• Resources
Additional considerations

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• We are all project managers!
• Understand the body of work in the legal industry
• Methodical, disciplined organizational framework
• Focus on effectiveness, efficiency, quality, cost and risk
containment
Applying project management

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• Each case or matter is a project
• Cases have sub-parts or sub-projects
• Essence is breaking work down into component parts
• Use a “Work Breakdown Structure” (WBS)
Applying project management

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Work breakdown
structure (WBS)

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Electronic Discovery

20. Core e-discovery processes

21. The e-discovery project management model (eDPM)

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Identification & Preservation

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Collection

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Processing

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Document Review

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Production

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• Project management is the structured application of skill, knowledge, tools, and techniques to
organize activities and tasks and bring about a desired outcome to meet a business need
• A Project is a temporary, non-routine endeavor limited by scope, time, and cost that creates a
unique product, service, or result meeting specified requirements
• A Project Manager possesses the skill, knowledge, and talent to oversee and managing the
scope, time, and cost of a project, and the expectations of Stakeholders
• The five Process Groups and ten Knowledge Areas provide a framework for all project work
• Process is the discreet steps or actions taken to achieve project objectives
• Use the Inputs, Tools & Techniques, and Outputs methodology to building your processes and a
Work Breakdown Structure
• Remember to ask: “What does ‘done’ look like?”
• Document what you do and do what you document!
Summary

28. Thank you!
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