8/12/2019 Court Form Discovery Plan

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8/12/2019 Court Form Discovery Plan

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Discovery Plan (Short Form)VERSION 2.1

Ontario E-Discovery Implementation Committee

Copyright 2010

/ Scoe o&

Doc+mentary

Discovery-

/dentify and

prioriti1e key

authors and

custodians record

types relevant timeframes locations

and other

parameters $ithin

$hich search $ill &e

conducted for

relevant records.

Consider

anticipated volumeof records cost and

resources re2uired

to search for and

revie$ records for

relevance and the

importance and

comple)ity of the

issues.

Prioriti1e steps to &e

taken and consider

$hether a phased

approach is

appropriate. /f so

set out protocol forphased search.

0or each party identify:

!ame o& Party-

*(ope of %o(u'ent! to 4e %i!(lo!e$ an$ Pro$u(e$:

0 &&i%avits o&

Doc+ments-

!sta&lish commonformat for the

schedules to the

affidavits.

Format &or the sche%+les-'

Delivery %ea%line-

2

8/12/2019 Court Form Discovery Plan

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Discovery Plan (Short Form)VERSION 2.1

Ontario E-Discovery Implementation Committee

Copyright 2010

1 Timin,2

Format o&

Pro%+ction o&

Recor%s-.

se common

protocol.

Format &or E3chan,e o& Paer Recor%s-/

Dea%line &or ro%+ction-

Format &or E3chan,e o& Electronic Recor%s-0

Dea%line &or ro%+ction-

4 Oral

Discovery-

+imited to 3 hoursper e)amining partyunless parties

consent or leave of

court is o&tained.4

0or simplified

procedure actions

oral discovery islimited to - hours.5

0or each party that is to &e e)amined identify:

!ame o& Party-

Na'e6 Title an$ E'ployer of %i!(oery Witne!!:

%ate! for %i!(oery:

gree$ )ength of %i!(oery:

gree$ Nu'4er of 5our! of %i!(oery for ea(h E7a'ining Party list each

party and the num&er of hours they $ill e)amine the $itness":

5 Other

Discovery-

Consider $hether

an inspection of

property 6Rule 7-or a medical

e)amination 6Rule

77 is appropriate.

0or each party that is to conduct an inspection or medical e)amination

identify:

!ame o& Party Insectin, or E3aminin,-

Insection o& Proerty

Property to 4e 3n!pe(te$:

)o(ation of Property:

gree$ %ate of 3n!pe(tion:

8ther gree$ Ter'!:

6 7e%ical E3amination

Per!on to 4e E7a'ine$:

Phy!i(ian or other Per!on Con$u(ting E7a'ination:

)o(ation of E7a'ination:

gree$ %ate of E7a'ination:

8ther gree$ Ter'!:

9

8/12/2019 Court Form Discovery Plan

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Discovery Plan (Short Form)VERSION 2.1

Ontario E-Discovery Implementation Committee

Copyright 2010

Prepare$ an$ agree$ upon 4y:

/dentify Parties and Counsel

8/12/2019 Court Form Discovery Plan

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Preparing a %i!(oery Plan /o$el %o(u'ent D".9*ee the E3C! Che(Ali!t for Preparing a %i!(oery Plan /o$el %o(u'ent D". Con!i$er the follo;ing6 for

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