Save time, empower your teams and effectively upgrade your processes with access to this practical Legal Hold Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Legal Hold Management related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Legal Hold Management specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Legal Hold Management 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Legal Hold Management improvements can be made.
Examples; 10 of the 992 standard requirements:
- Will the cloud provider execute a litigation hold or are there tools available that would allow corporate IT or legal to execute a hold against data in the cloud?
- What are the implications of custodial non compliance, and what are steps organizations may take to elevate employee compliance with the legal hold process?
- Which role has the ability to change settings to cases after creation, including the case name, description, type, business unit, team members, and dates?
- Do you or your clients have legal hold software that will automate legal hold deployment, tracking and send reminder notices throughout the hold period?
- What show is the lifecycle chart of a case and the different stages of collections through pre processing, processing, review, and production?
- How will the cloud service provider perform the analysis, retrieval and production of data or content that is subject to a legal hold order?
- Which approach should the System Manager implement to complete the Collection with minimal impact on day to day WAN communication?
- Can the service provider effectively guarantee the cessation / prevention of data deletion in the case of a legal hold order?
- Do you can show that your organization made reasonable efforts to preserve relevant evidence in anticipation of litigation?
- Can databases hold the kind of information that equates to a deep understanding of the customer, technically and legally?
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 Legal Hold Management book in PDF containing 992 requirements, which criteria correspond to the criteria in...
Your Legal Hold Management 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 Legal Hold Management Self-Assessment and Scorecard you will develop a clear picture of which Legal Hold Management 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 Legal Hold Management 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 Legal Hold Management projects with the 62 implementation resources:
- 62 step-by-step Legal Hold Management Project Management Form Templates covering over 1500 Legal Hold Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Schedule Management Plan: Do all stakeholders know how to access this repository and where to find the Legal Hold Management project documentation?
- Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the Legal Hold Management project?
- Activity Cost Estimates: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
- Team Operating Agreement: The method to be used in the decision making process; Will it be consensus, majority rule, or the supervisor having the final say?
- Executing Process Group: Will additional funds be needed for hardware or software?
- Stakeholder Management Plan: Do all stakeholders know how to access this repository and where to find the Legal Hold Management project documentation?
- Responsibility Assignment Matrix: Availability â will the group or the person be available within the necessary time interval?
- Cost Estimating Worksheet: Will the Legal Hold Management project collaborate with the local community and leverage resources?
- Probability and Impact Assessment: What will be the environmental impact of the Legal Hold Management project?
- Procurement Audit: What are your ethical guidelines for public procurement?
Step-by-step and complete Legal Hold Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Legal Hold Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Legal Hold Management project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Legal Hold Management 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 Legal Hold Management 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 Legal Hold Management 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 Legal Hold Management 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 Legal Hold Management project with this in-depth Legal Hold Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Legal Hold Management 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 Legal Hold Management 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 Legal Hold Management investments work better.
This Legal Hold Management All-Inclusive Toolkit enables You to be that person.
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.
