FEDERAL RULE 26(f) REPORT AND DISCOVERY PLAN

(For submission under Fed. R. Civ. P. 26(f) and applicable Local Rules)

UNITED STATES DISTRICT COURT
FOR THE [DISTRICT] DISTRICT OF [STATE]

[PLAINTIFF],
Plaintiff,
v. Case No. [NUMBER]
[DEFENDANT],
Defendant.

1. Conference Details

• Conference held on [DATE] at [TIME] by [in person/teleconference/videoconference].
• Participants: [Lead Counsel for Plaintiff], [Lead Counsel for Defendant], [Other Attendees and Titles].
• Rule 26(f) agenda covered: claims/defenses, discovery scope, ESI, privilege, scheduling, ADR.

2. Case Overview

• Claims/defenses summary: [brief statement].
• Key factual issues: [list].
• Key legal issues: [list].
• Related cases/arbitrations/administrative matters: [identify or state none].

3. Initial Disclosures (Rule 26(a)(1))

• Parties have exchanged initial disclosures on [DATE] / will exchange by [DATE].
• Supplementation under Rule 26(e): [frequency/trigger].

4. Discovery Plan

• Subjects and timing: discovery will cover [subjects]; phased discovery (if any): [plan/no phasing].
• Written discovery limits: Interrogatories [#] per side; Requests for Production [#] per side; Requests for Admission [#] per side; third-party discovery by subpoena allowed per Rule 45.
• Depositions: [#] fact depositions per side; presumptive limit [7] hours each; 30(b)(6) topics to be specified by [DATE].
• ESI plan: custodians [list]; date ranges [start-end]; search terms/filters [list or TAR/CAL]; production format [PDF/ TIFF + load file / native for spreadsheets]; metadata fields [list]; de-duplication [yes/no]; privilege logs [format/timing].
• Privilege and protection: parties will seek a Rule 502(d) order; clawback process per FRE 502; protective order to be submitted by [DATE].
• Expert discovery: opening reports by [DATE]; rebuttal by [DATE]; expert depositions to conclude by [DATE].
• Confidentiality and privacy: [HIPAA/PII redactions], protective order scope.
• Preservation: litigation hold in place since [DATE]; sources preserved (email, cloud storage, mobile devices, messaging apps, databases, backups).

5. Proposed Schedule

• Initial disclosures: [DATE]
• Deadline to amend pleadings or join parties: [DATE]
• Fact discovery cutoff: [DATE]
• Expert reports (opening / rebuttal): [DATE] / [DATE]
• Expert discovery cutoff: [DATE]
• Dispositive motions: filed by [DATE]; oppositions by [DATE]; replies by [DATE]
• Daubert/motions in limine: filed by [DATE]
• Pretrial conference: [DATE]
• Trial ready date and estimated length: [DATE]; [#] trial days; [jury/bench].

6. ADR and Settlement

• ADR selection: [mediation/settlement conference/none]; target completion date [DATE].
• Settlement posture: [summary of discussions/offers].

7. Other Issues

• Local rule variations requiring deviation from these limits: [list or none].
• Proposed deviations from default discovery limits: [list or none].
• Related criminal, bankruptcy, or agency matters affecting schedule: [list or none].

8. Signatures

Date: [DATE]

______________________________
[Attorney Name], Counsel for Plaintiff

______________________________
[Attorney Name], Counsel for Defendant

Attachments: Proposed Protective Order; Proposed 502(d) Order; Proposed Scheduling Order (if required separately).