o How about external experts or other service providers?
o What are the lines of communication (Front-line in-house lawyer to
Engagement Partner? Senior in-house lawyer(s) to Relationship Partner?
What about other support personnel like project and finance mangers?) In
what manner should communication be maintained: regular conference
calls, on a virtual project platform, via email? What is everyone’s appetite
to talk/consult regularly?
; Scoping – More Detailed:
o In order for us to achieve our goal(s), what work is required over the next
§ More detailed for months 1-3
§ Moderately detailed for months 4-6, and
§ Less detail for months 6-12?
o List the assumptions around drivers. E.g., How many witnesses to be
interviewed? What parameters of due diligence?
o Duration and cost of various phases?
o Likelihood that B will follow after A? Where are you more confident and
less confident in the assumptions?
o What contingency plan if one aspect heats up? (Mandatory vs.
o What project management approach? Let’s see the sample reports and
; Metrics and Improvement:
o What metrics should we use to measure success?
o How should we gather metrics data and build it into the process?
o How can we ‘bake’ improvement processes into the relationship?