Tell Us the Story—Start Simple

• What event brought this matter to your desk (brief)? Options: Filed complaint (we are defendant), Filed complaint (we are plaintiff), Demand letter, Internal investigation uncovered exposure, Regulatory inquiry, Other
• Which court, agency, or forum governs this matter (include state/federal and jurisdiction)?
• What is the formal response deadline or next legal milestone (date if known)?
• Give a one-sentence description of the claim and the opponent (who and what in 1 line).
• Who is the primary internal contact for this matter (name, title, and best contact method)?

What’s the Real Risk, Not the Paper Risk

• If this dispute stayed unresolved for 12 months, what would be the actual business consequences?
• Estimate the financial exposure range you see today. Options: Under $250k, $250k–$1M, $1M–$5M, $5M–$25M, $25M–$100M, Over $100M, Undetermined/unknown
• Beyond dollars, what non‑financial harms matter most (select all that apply)? Options: Reputational harm, Regulatory/enforcement risk, Contractual disruption, Business continuity impact, Customer churn, Executive distraction, Other
• Who in the business will be most affected by the outcome, and how will it change their priorities?
• Have any external stakeholders (investors, regulators, customers) signaled red lines the company must avoid? Options: Yes — investors, Yes — regulators, Yes — major customers, No, Unsure

When Cost Becomes the Story, Not the Case

• How would your approach change if discovery costs doubled the amount you currently budgeted—would you push harder for early resolution? Options: Yes — push for resolution, No — proceed to preserve position, Depends on expected outcome, Unsure
• What discovery budget, if any, has been pre‑approved for this matter? Options: No budget set, Under $50k, $50k–$250k, $250k–$1M, $1M–$5M, Over $5M
• What internal approval threshold triggers a review or re‑authorization (e.g., finance/legal signoff at $X)?
• Which cost‑control mechanisms would you be open to (select all that apply)? Options: Capped staffing ratios, Discovery budget with escalation gates, Fixed‑fee modules, Phased billing tied to milestones, Third‑party eDiscovery vendor with daily caps, Alternative fee arrangements (AFAs)
• Tell us about one past matter where discovery costs surprised you—what went sideways and how long has that experience colored your expectations?

Who Really Pulls the Levers Here?

• Who on your team has final authority to hire outside counsel and approve budgets for this matter?
• Which stakeholders must be consulted before major decisions (e.g., settlement, trial, third‑party subpoenas)? Options: Deputy GC, GC, CFO, Business unit leader, Compliance/Legal Ops, Board/Investors, Other
• What cadence and format does your team prefer for critical updates (short email, weekly call, dashboard, in‑person)? Options: Weekly written report, Weekly call, Biweekly, Ad‑hoc as events occur, Shared dashboard/portal, In‑person briefings
• If a quick tactical decision is needed tomorrow, who can sign off and how fast have they acted historically? Options: Within 24 hours, 48–72 hours, Several business days, Requires lengthy approvals
• Are there procurement or panel requirements (e.g., approved counsel list, PO process) that affect contracting speed? Options: Yes — approved panel only, Yes — PO required, No constraints, Unsure

Who's on the Field—Availability & Witness Access

• If a key witness were suddenly unavailable for three months, how would that affect your ability to preserve critical testimony?
• List the likely custodians and the systems where their documents live (email provider, collaboration tools, file servers).
• Estimate the scale of potentially relevant ESI (select the closest): Options: Under 50GB, 50–250GB, 250GB–1TB, 1TB–5TB, Over 5TB, Unknown
• Have litigation holds and preservation steps been issued? If yes, when and to whom? Options: Yes — fully issued, Partially issued, No, Unsure
• What constraints exist on witness interviews or depositions (travel limits, security clearance, executive availability)?

How Far Are You Willing to Go to Win?

• Are you prepared to try this case to verdict if that is necessary to meet your objectives? Options: Yes — prepared to try, Prefer to avoid trial but will if needed, Aim to settle early, Undecided
• What settlement outcomes would be acceptable, and what outcomes are absolute deal‑killers?
• Have you negotiated settlement authority thresholds in past matters (who must approve settlement at specific bands)? Options: Yes — thresholds exist, No — ad hoc approvals, Unsure
• Are there strategic non‑monetary objectives (injunctive relief, NDAs, reputational statements) that must be prioritized? Options: Injunction/cease & desist, Public statement/press control, Confidentiality agreement, Business continuity assurances, None of the above
• Describe a successful resolution to this dispute from the business's perspective (what would success feel like?).

How Do You Want Us to Work With You?

• Would you prefer a team that defers to your in‑house strategy or one that actively challenges and leads trial strategy? Options: Defer to in‑house priorities, Actively challenge and lead, Collaborative partnership, Unsure
• What partner‑to‑associate ratio would make you confident the trial partner stays engaged? Options: 1:1, 1:2, 1:3, 1:4 or higher, No preference — results matter
• What communication rhythm keeps you comfortable (frequency and level of detail)? Options: Daily during critical phases, Weekly summaries, Biweekly deep dives, Milestone-triggered updates only
• Are there preferred metrics or deliverables you want tracked (e.g., budget burn rate, document review progress, deposition schedule)? Options: Budget/spend vs plan, Document review % complete, Custodian interview status, Depositions scheduled/completed, Settlement range updates, Other
• How have you measured outside counsel performance in past matters and what would make you feel confident this time?

What Would Two Weeks of Early Assessment Need to Deliver?

• If our two‑week early case assessment changed your mind, what immediate decision would you want to make based on it? Options: Proceed to discovery, Attempt targeted settlement, Engage additional experts, Pause for more info, Other
• Which elements are most critical in an early assessment (select top 3)? Options: Likely damages range, Settlement leverage analysis, Discovery scope & estimated cost, Staffing model for trial readiness, Key admissibility issues, Expert needs
• What evidence or documents should we prioritize reviewing in those two weeks?
• How quickly can you provide initial document dumps, custodian lists, and key witness availability (days)? Options: Within 3 days, 3–7 days, 1–2 weeks, Longer than 2 weeks
• What would be a meaningful deliverable at two weeks—a memo, a call, a settlement range, budget estimate, or all of the above? Options: Written memo + budget estimate, Memo + live briefing call, High‑level settlement range only, Deep discovery plan + staffing model, Other

Hidden Constraints & Soft Signals—Tell Us the Unsaid

• What are you quietly worried about in this matter that you haven’t said in formal briefings?
• Are there confidentiality, non‑disclosure, or regulatory constraints that will limit what we can disclose externally? Options: Yes — strict confidentiality, Yes — limited disclosure with PO, No major constraints, Unsure
• Is litigation insurance or third‑party funding involved or being considered? Options: Insured — carrier involved, Insured — carrier review pending, Third‑party funding possible, No funding/insurance, Unsure
• Are there internal politics or cross‑department tensions that could influence decisions on settlement or trial? Options: Yes — executive tension, Yes — legal vs business, No significant politics, Prefer not to say
• Have you worked with outside counsel on similar sensitive matters before, and what stuck with you about that relationship?

Practical Next Steps—What We’ll Need and What You’ll Get

• If we move forward, what timing is realistic for a kickoff (select soonest available)? Options: Within 48 hours, Within 1 week, Within 2 weeks, Later than 2 weeks
• Which of these commitments can you make immediately to enable work to begin (select all that apply)? Options: Access to documents/drive, Custodian list and contact info, Preservation confirmation, Budget pre‑authorization, Executive sponsor intro, Other
• What contracting or procurement steps routinely delay engagements, and who on your side manages them?
• Would you like us to include proposed discovery budget gates and escalation triggers in the engagement terms? Options: Yes — include gates/triggers, No — keep flexible, Discuss options first
• What is the best way for us to demonstrate early credibility (trial record, references, sample ECA memo)? Options: Trial record in jurisdiction, Client references, Sample early case assessment, Team bios and staffing commitments, Other

• ECA Kickoff & Current-State Confirmation
• Evidence & Issues Deep-Dive
• Risk, Cost & Outcome Quantification Workshop
• Staffing Model & Trial-Readiness Plan
• ECA Findings Presentation & Validation

• Client: Confirm any internal policies or preferences regarding partner continuity and outside expert selection.
• Select the most-likely outcome scenario and associated probability range for planning purposes.
• Agree on discovery cost buckets and an appropriate budget control mechanism to limit runaway costs.
• Identify the evidence or events that would materially shift the scenario probabilities.
• Firm: Deliver a scenario table with probabilities, financial impacts, and associated discovery cost buckets.
• Client: Confirm internal loss tolerance thresholds and the named decision-maker for settlement acceptances.
• Firm: Draft proposed budget-control language and escalation triggers for client review.
• Client: Provide any missing inputs needed for the damages or business-impact model.
• Proposed Core Team & Roles
• Secure client agreement on a trial-ready staffing model aligned to risk and budget scenarios.
• Agree on partner involvement guarantees and reporting cadence to mitigate client fears about handoff.
• Approve expert modules and high-level budget allowances for inclusion in the ECA memo.
• Establish contingency staffing triggers tied to discovery scale or dispositive events.
• Firm: Provide CVs and short bios for the proposed core team and a draft staffing guarantee.
• Welcome & Objectives
• Firm: Produce expert-scope one-pagers with budget estimates for client review.
• Client: Identify any required vendor procurement steps or internal approvals for expert retention.
• Executive Summary & Agreed Current-State/Consequence
• Obtain explicit client validation of the ECA's current-state, consequence, likely outcome, and cost estimates.
• Secure a clear decision to proceed to Solution Scope (with initial budget/deposit) or identify required revisions.
• Agree on immediate next actions, owners, and deadlines to avoid delays and preserve leverage.
• Firm: Deliver the final ECA memorandum (including scenario tables, cost buckets, and staffing appendix) within 48 hours.
• Client: Provide formal sign-off to proceed to Solution Scope or submit a prioritized list of requested ECA revisions within 3 business days.
• Client & Firm: If proceeding, agree on initial discovery budget deposit, contract modules to negotiate, and date for the Solution Scope meeting.
• Firm: Prepare a redlined list of assumptions and the evidence that would change the likely-outcome probabilities.
• Agree and record a clear one-sentence current-state statement.
• Secure commitment on documents/access and timing required to complete the ECA.
• Align on business priorities and constraints that will guide trade-offs in the assessment.
• Establish interim check-ins and owners for the two-week assessment.
• Client: Deliver complaint, key contracts, witness list, and access details by the agreed date.
• Firm: Produce the draft ECA workplan and one-sentence current-state for client confirmation within 24 hours.
• Client: Identify internal decision-maker and budget authority for settlement/discovery approvals.
• Firm: Schedule interim check-ins and assign internal owners for evidence review, cost modeling, and staffing analysis.
• Document Inventory Overview
• Create a prioritized list of evidence needed to resolve core factual questions.
• Produce a preliminary ESI custodian/date-range estimate and identify major cost drivers.
• Identify any urgent preservation or collection steps that must occur immediately.
• Flag factual gaps that, if unaddressed, will materially change the case outcome assessment.
• Client: Provide access credentials/samples for the primary ESI sources and deliver the initial document set.
• Firm: Deliver a preliminary custodian list, estimated volume, and vendor e-discovery quote within 48 hours.
• Firm: Prepare a short factual-gap tracker that lists missing facts and suggested collection steps.
• Client: Confirm witness availability windows and any internal interview notes to share.
• One-sentence Consequence Statement
• Agree a quantified consequence that creates a shared sense of urgency for decision-making.
• Findings: Likely Outcomes & Probabilities
• One-sentence Current State
• Partner-to-Associate Ratio & Guarantees
• Timeline & Key Fact Lines
• Scenario Modeling (Best/Most Likely/Worst)
• Witness Assessment
• Immediate Deadlines & Stakeholders
• Settlement Leverage & Negotiation Path
• Settlement Leverage Mapping
• Expert Witness Modules & Estimates
• Opposing Party Posture & Evidence Risks
• Discovery Cost & Timeline Estimates per Scenario
• Business Priorities & Constraints
• Discovery Scope, Timeline & Cost Buckets
• Milestones, Deliverables & Reporting Cadence
• Budget Controls & Escalation Triggers

• E-discovery Collection and Processing
• Document Review and Production
• Manage Privilege Logs and Redactions
• Serve Written Discovery (Interrogatories/Requests)
• Respond to Written Discovery
• Take Fact Depositions
• Defend Depositions
• Retain and Manage Expert Witnesses
• Prepare and File Dispositive Motions (MSJ)
• Prepare Pretrial Filings, Witness Lists, and Exhibits
• Trial Presentation and Exhibit Management
• Conduct Jury and Bench Trials
• Negotiate and Draft Settlement Agreements

E-discovery Collection and Processing

• Which custodians or departments hold potentially responsive ESI (list names/titles and systems)
• What data types/sources must be collected? Options: Email (Exchange/Office365/Gmail), Network file shares, Local desktops/laptops, Cloud apps (Box/Dropbox/Google Drive), Databases, Mobile devices, Other
• What is the anticipated volume of data to process? Options: Less than 100 GB, 100 GB - 1 TB, 1 TB - 5 TB, More than 5 TB, Unsure
• Are forensic images required or is targeted collection acceptable? Options: Full forensic imaging, Targeted collection by custodian/location, Selective imaging on request, Unsure — need counsel recommendation
• Do you have an existing legal hold and preservation status for these custodians? Options: Yes, active and documented, Partial/ongoing holds, No — requires immediate issuance, Unsure
• Are there preferred collection tools or vendor platforms we must use? Options: Relativity/Collect, FTK/EnCase, ZyLAB/Veritone, Vendor-agnostic/firm provided, Other, No preference

Document Review and Production

• What review platform do you prefer or require for privilege/redaction/workflow? Options: Relativity, Everlaw, DISCO, Logikcull, Vendor platform, No preference
• What size and makeup of review team do you anticipate? Options: Partner + associates only, Hybrid (firm + vendor reviewers), Outsourced review vendor, Lean internal review with firm QC
• Would you like technology-assisted review (TAR) or predictive coding considered? Options: Yes — propose TAR workflow, No — linear review only, Consider after sampling
• What production format and metadata fields are required (e.g., native, PDF, load files, Bates, all core metadata)?
• What quality control (QC) and review standards do you require (double-pass, random sampling rate)? Options: Single-pass with QC sampling, Double-pass review, 100% attorney review, Specify sampling percentage
• Are rolling productions acceptable, and what cadence/timing is expected? Options: Yes — rolling allowed, No — single production only, Rolling with counsel signoff milestones, Unsure

Manage Privilege Logs and Redactions

• Do you require a formal privilege log for all withheld documents or a limited clawback process? Options: Full privilege log for withheld docs, Categorized/limited privilege log, Clawback agreement preferred, Undecided — need guidance
• What categories of privilege are anticipated (attorney-client, work product, other)? Options: Attorney-client, Work product, Common interest/Joint defense, Other
• Approximate number of withheld documents or estimated privilege log rows? Options: Less than 500, 500-2,000, 2,001-10,000, More than 10,000, Unknown
• What redaction standards are required (redact metadata, redact substantive text only, code reasons)? Options: Redact substantive text only, Redact metadata-sensitive fields, Include redaction reason codes, Follow court-prescribed format
• Will there be a need for rolling privilege log production or in-phased privilege review? Options: Yes — phased/rolling, No — final privilege log only, Need recommendation
• Do we have (or need to negotiate) a clawback/protocol protective order to streamline disputes? Options: Yes — already agreed, No — must propose, Undecided

Serve Written Discovery (Interrogatories/Requests)

• What types of written discovery will the client serve (interrogatories, RFPs, RFAs, subpoenas)? Options: Interrogatories, Requests for Production (RFP), Requests for Admission (RFA), Third-party subpoenas, All of the above
• What are the strategic objectives for written discovery (narrow facts, preserve testimony, obtain documents)?
• What internal owners will support drafting and privilege review for served discovery (names/titles)?
• Do you require templates or playbooks for standard discovery requests and definitions? Options: Use firm's templates, Use client's templates, Customize collaboratively, No templates required
• Are there expedited service needs or deadlines for serving discovery to preserve evidence? Options: Yes — expedited (timeline provided), Standard timing, Depends on meet-and-confer outcomes
• Should third-party subpoenas include ESI collection instructions and custodial lists? Options: Yes — include detailed ESI instructions, No — basic subpoena, Case-by-case

Respond to Written Discovery

• What is the expected volume and complexity of discovery requests to respond to? Options: Low (few requests), Moderate (dozens), High (hundreds)
• Will the client require us to prepare objections and meet-and-confer drafts? Options: Yes — full objection drafting, No — client will draft objections, Collaborative drafting preferred
• Are there privileged categories or sensitive business information that need special handling in responses? Options: Trade secrets/technical details, Financial data, Personnel records, Other, None
• What internal reviewers will be available for factual input and verification of responses (names/titles and responsiveness expectations)?
• What timeline constraints exist for serving responses (court deadlines or agreed dates)? Options: Standard court deadline, Short deadline — expedited, Rolling schedule tied to productions, Undecided
• Do you want us to prepare privilege logs and redaction notes associated with responsive materials? Options: Yes — include privilege log, No — handle separately, TBD

Take Fact Depositions

• How many fact depositions are anticipated in the first discovery phase? Options: 1-5, 6-15, 16-30, 30+
• Do you prefer in-person, remote (video), or hybrid depositions for fact witnesses? Options: In-person, Remote (Zoom/Teams), Hybrid, Flexible by witness
• What exhibits and document bundles must be prepared for depositions (approx. page counts)?
• Are there logistical constraints (travel, witness availability windows, international time zones)? Options: Yes — travel constraints, Yes — limited availability windows, No major constraints
• Do depositions require special arrangements (interpreters, expert translators, sealed exhibits)? Options: Interpreter required, Court reporter certified transcript, Realtime feed, Video recording, No special arrangements
• What level of witness preparation and time for prep do you expect (partner-led, associate prep, mock exams)? Options: Extensive partner-led prep, Associate-led with partner review, Brief counsel prep

Defend Depositions

• How many depositions will the defense team need to prepare for and attend? Options: 1-5, 6-15, 16-30, 30+
• Are witness preparation sessions required and what length is appropriate (1 hour, half day, full day)? Options: 1 hour, Half day, Full day, Multiple sessions
• Do any witnesses require special protection (sensitivity, confidentiality, non-disclosure during deposition)? Options: Yes — high sensitivity, Some sensitivity — case-by-case, No
• Will depositions likely be contentious/hostile, requiring additional counsel presence or support? Options: Yes — high hostility expected, Possibly — depends on witness, No — cooperative
• Should we coordinate logistics for remote testimony, courtroom feeds, and realtime reporting for defended depositions? Options: Yes — coordinate all logistics, Client will coordinate logistics, Partial support needed
• Do you want formal deposition playbooks (exhibit bundles, objection scripts, impeachment points)? Options: Yes — provide playbooks, No — ad hoc prep, TBD

Retain and Manage Expert Witnesses

• What types of experts are anticipated (technical, economic, forensics, damages, industry-specific)? Options: Economics/damages, Technical/engineering, Forensic ESI, Industry/regulatory, Medical, Other
• What is the expected number of retained experts (both plaintiff and defense needs)? Options: 0-1, 2-3, 4-6, More than 6, Unsure
• What is the budget range and timing for expert retention and report preparation? Options: Under $50k, $50k-$150k, $150k-$500k, Over $500k, Unknown
• Do experts need courtroom testimony experience in this jurisdiction and prior trial testimony? Options: Yes — trial-experienced required, Preferred but not required, No preference
• Will expert work require data ingestion, work with ESI, or independent testing (labs, code review)? Options: Yes — data/ESI ingestion, Yes — lab/testing, No — opinion-only, TBD
• Do you want the firm to manage invoices, engagement letters, and scheduling for experts? Options: Yes — full management, Client will manage, Shared management

Prepare and File Dispositive Motions (MSJ)

• Are dispositive motions likely based on law, jurisdiction, claim elements, or failure of proof? Options: Legal/jurisdictional issues, Failure of proof on key element, Statute of limitations/affirmative defenses, Unclear — need analysis
• What is the factual record status (documentary record sufficient, need additional discovery, early stage)? Options: Sufficient record to brief, Record incomplete — need targeted discovery, Undecided
• What is the expected briefing timeline and page limits we must meet?
• Do you want the firm to prepare proposed statements of undisputed facts or focused motion packages (e.g., limited issues)? Options: Full MSJ package, Focused/partial motions, Prepare drafts for client review
• Will expert declarations or forensic support be required to support the motion? Options: Yes — expert declarations required, Possibly — depends on motion, No
• Do you prefer the firm to handle oral argument preparation and present at hearing? Options: Yes — firm to present, Client counsel to present, Depends on judge

Prepare Pretrial Filings, Witness Lists, and Exhibits

• What are key pretrial deadlines and court requirements (final exhibit lists, joint pretrial statements)?
• Estimate number of trial witnesses and number of exhibits to mark and manage Options: 1-10 witnesses, 11-30 witnesses, 31-60 witnesses, 60+ witnesses
• Do you require exhibit stipulations and exchange protocols to minimize disputes? Options: Yes — prepare stipulations, No — handle as issues arise, TBD
• Should demonstratives and trial exhibits be prepared in a specific electronic format or numbering scheme? Options: Yes — specify format/numbering, No preference, Court-provided format required
• Do you want the firm to coordinate witness availability, subpoenas, and exhibit authenticators prior to trial? Options: Yes — full coordination, Client will coordinate, Shared responsibility
• Are there stipulations or confidentiality orders affecting what can be disclosed in pretrial filings? Options: Yes — confidentiality limitations, No, Unknown — need to review orders

• Master Engagement Agreement
• Statement of Work (SOW)
• Fee Model & Billing Schedule
• Discovery Budget & Escalation Triggers
• Staffing & Role Guarantees
• Reference & Conflict Check Authorization
• Retainer / Deposit Payment
• Contract Modules & Addenda
• Insurance & Liability Schedule
• Termination & Transition Terms
• Execution Checklist & Mutual Sign-off

• Weekly Case Status Sync
• Monthly Governance & Budget Review
• Settlement Options & Strategic Calibration
• Issues & Escalation Triage
• Lessons Learned & Continuous Improvement Workshop

• Begin containment actions and report status within 24 hours.
• Produce and share an updated budget forecast and change request package within 48 hours.
• If approved, schedule additional staffing or expert onboarding and confirm dates.
• Publish meeting minutes and updated milestone tracker to the shared channel.
• Current Case Posture Snapshot
• Set a client-approved settlement range and clear escalation/authority rules.
• Align on negotiation approach tied to specific leverage points from discovery.
• Assign negotiation team and next steps including timing and required materials.
• Draft and circulate the settlement position memo with ranges, rationale, and suggested first offer.
• Prepare negotiation materials (talking points, concessions matrix) for the negotiation team.
• If escalation is needed, notify the designated client escalation contact per matrix.
• Incident Summary
• Contain the issue quickly and assign clear owners for remediation.
• Ensure timely and appropriate stakeholder notification.
• Determine escalation path and timing to governance or executive sponsors.
• Log the incident in the shared channel with impact assessment and owners.
• Opening & Objectives
• If escalated, prepare a one-page briefing for the governance meeting.
• Scope & Objectives
• Capture a prioritized list of concrete process improvements with owners and timelines.
• Update playbooks, checklists, or staffing models to reduce repeat risks and cost overruns.
• Commit to measuring impact of implemented changes in subsequent governance reviews.
• Produce a formal Lessons Learned report and updated playbook entries within 10 business days.
• Create improvement tickets in the shared backlog with owners and target completion dates.
• Schedule a 60-day follow-up to review progress on high-priority improvements.
• Everyone leaves with clear owners and deadlines for the next 7–14 days.
• Surface any budget or schedule deviations early so triggers can be engaged.
• Identify items needing escalation to the monthly governance review.
• Update shared milestone tracker with current status and assigned owners.
• Prepare a one-page variance note if spend is projected to exceed next budget trigger.
• Log new risks in the shared channel and assign mitigations.
• Executive Summary
• Approve any required budget adjustments or trigger escalations before additional spend.
• Agree on revised milestones or scope changes with clear owners and timelines.
• Ensure client leadership is aligned on settlement posture and next negotiation authority.
• Roundtable Current State
• Quantified Settlement Ranges & Sensitivities
• Timeline Review of Key Events
• Milestone Progress & Variance Analysis
• Immediate Containment Steps
• Milestone Check (next 14 days)
• Owner Assignment & Timeline
• Detailed Budget vs Forecast
• Leverage Drivers & Opponent Motivation
• Data Review: Budget, Outcomes, and KPIs
• What Worked / What Didn’t (Brainstorm)
• Budget Burn & Near-Term Forecast
• Negotiation Thresholds & Escalation Matrix
• Stakeholder Communications
• Settlement Posture & Leverage Update
• Escalation Decision
• Root Cause & Corrective Actions
• Resourcing, Staffing Guarantees & Compliance
• Role Assignments & Communication Plan
• Risk & Issue Flags
• Action Owner Review & Confirm
• Decisions, Approvals & Change Requests
• Prioritize Improvements & Roadmap
• Close & Commitments