Create Checklists
Format and populate a checklist for the workflow.
Time to Perform is 20 minutes
+ Why
This is the whole reason we are doing this right? Creating checklists to standardize and then optimize workflows.
One thing I want to point out is that as we continue to progress through the creation of the workflow it’s going to look familiar. Why? Because we will be guiding you through the process of creating a checklist just like the checklists that you have been using to mature your eDiscovery practice. Why? Because it works! And we want you to be able to harness the same power.
So let’s start formatting a familiar looking checklist.
Time break down
5 minutes - Prep spreadsheet and enter outline
10 minutes - Write brief descriptions
5 minutes - Finalize spreadsheet format and store